The document discusses a Partner Business Org provided by Salesforce to partners. It is a Salesforce Enterprise Edition org with 2 free Salesforce licenses that partners can use to manage their business. Partners can use it as their primary CRM to track customers, leads, opportunities, run campaigns, and support customers. They can also use it to manage their AppExchange app, licenses, orders, and connect developer orgs. To obtain a Partner Business Org, partners should log a support case with Salesforce.

1. Partner Business Org
Slides

2. What is it?

3. A Single Place To Manage Your Business
• Every company needs a CRM system to run
their business*
• Salesforce provides a Enterprise Edition Org
with 2 free Salesforce licenses to all partners
– If you are already a Salesforce customer, we will
provide two additional licenses on that org
– If you are not a Salesforce customer, we will provision
a new org with the 2 licenses
Contacts
Accounts
** Though the business org is provided to manage the business from your AppExchange app you can
choose to use it as your primary CRM product. Env. Hub
Analytics
Campaigns
Leads
Licenses (LMA)
Orders (COA)
Cases
Subscriber
Support (LMA)
Opportunities

4. What do I use it for?

5. Run Your Sales
• Sales
– Use it as your CRM System
– Track your customers
– Capture leads from various sources
– Track leads from free trials to closed-won
opportunities
– Run campaigns and monitor effectiveness
– Customize workflows for your business needs
– Report on the health of your business

6. Support Your Customers
• Customer Service and Support
– Run your case management system
– Enable your support desk
– Integrate with a CTI system
– Live support customers through Subscriber
Console

7. Run Your Operations
• Business Operations
– Manage your AppExchange app
– Manage subscriber licenses through LMA
(License Management Application)
– Submit your orders through COA (Channel Order
Application)

8. Administration / Usage Tracking
• Environment Hub*
– Link all your Orgs to the hub
• Developer Orgs,
• Packaging Orgs,
• Test Orgs,
• Trialforce Management Org (TMO)
– Trialforce Source Org (TSO)
– Release managers can login to all Orgs for
your product
– Turn off access to orgs when employees leave
• Product Managers Track App Usage
– Enable Usage metrics to track how customers
are using your app
** Environment Hub may be turned on a dev org depending on your development setup

9. Great!! How do I get one?

10. Salesforce Support Will Provide It
• Log a case with support requesting the
Business Org
– If you are an existing EE* or above Salesforce
customer, we will provision 2 licenses to your Org
– If you do not use Salesforce, a new Org with 2
licenses orgs will be provisioned
– An ISV Agreement is required in order to receive
the licenses
*Enterprise Edition

11. Next Steps for the Partner Business Org
• Reference OnBoarding Checklist
• Review all Content in the Partner Community – Distribute Phase