The document discusses the enablement lifecycle for consulting partners of Salesforce. It outlines the 5 phases: Plan, Build, Manage Your Business, Plan Market & Sell, and Customer Success. It provides information on joining the Partner Community, defining a practice focus and goals, creating a certification plan, certification resources, and more. The goal is to help partners understand the process and tools to optimize their partnership and plan for customer success.

1. Cloud Academy
Getting Started as a Consulting Partner
​ Annie Berkery
​ Senior Alliances Development
​ aberkery@salesforce.com
​
December 2014

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Safe Harbor

3. Announcements
Understanding the enablement lifecycle
Live overview of Partner Community
Q&A
Agenda

4. Announcements

5. Dec. 2 – APP Academy: Getting Started (VC)
Dec. 3 – Partner Community Office Hours
Dec. 4 – Partner Roadmap Webinar: Environment Hub
Dec. 9 – Alliances Quarterly Update w/ Tyler Prince
Dec. 11 – Salesforce1 Tour (Minneapolis)
Dec. 16 – APP Academy: Sales (VC)
Dec. 17 – Cloud Academy: Getting Started (VC)
Dec. 17 – Salesforce Essentials Plus (Seattle)
Dec. 17 – Salesforce Essentials for Service Excellence (Denver)
Dec. 18 – Salesforce Essentials for Sales Performance (Atlanta)
To see more events, webinars, registrations, and
replays you may have missed, go to:
Partner Community > Calendar
Calendar of Events
Check the Partner Community for Updates

6. • Access to & insight from our PM’s & Program Staff
• Transparency with our product roadmap
• Program announcements & Alerts!
• Around once per month
Partner Roadmap Webinar
What’s New & What’s Next for ISV & SI Partners
http://p.force.com/ROADMAP
Next session is on Jan. 8 at 9am Pacific
Topic: New SI Program Changes

7. Alerts! Important Notification for Partners
Read Each Notice Carefully
• HTTPS
Security
Cer.ficate
Switch
from
SHA-­‐1
to
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algorithms
• UPDATED:
Prepare
for
NA11
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• Prepare
for
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Split
http://p.force.com/ALERTS
You must log in to
see the Alerts!

8. Spring ’15 is Coming Soon!
Sandbox Preview Instructions Now Available
✓ Sandbox Preview
✓ Pre-Release
✓ Release Schedule
✓ Release Notes
✓ Preview Webinars
✓ Demos
✓ Training
http://p.force.com/releases

9. Technical Questions? Forums Have Answers!
http://developer.salesforce.com/forums

10. PR Office Hours
Partner Community Office Hours New!
Partner Marketing Office Hours
Security Review Office Hours
http://p.force.com/officehours
Office Hours For All Partners

11. SI Partner Functions and Education
Moving to the Partner Community October 4
• Leads, Projects, Opportunities now in the new Partner Community
• SI Education Content
• Sign up for the Partner Community at:
https://partners.salesforce.com
• Partner Portal will be retired in early 2015

12. • The new place for ALL partners to generate new orgs (ISV & SI)
• Manage all of your orgs in one place
• Create new orgs (demos, testing, development, etc.)
• Custom Views help you organize and manage
• Choose one org as the “hub”; associate other orgs to it
• Related orgs can be automatically discovered
• Seamlessly switch between orgs without adding login credentials
Environment Hub
Org Management for ISV & SI Partners
http://p.force.com/hub

14. Do-It-Yourself (DIY) Workshops
Now on the Developer Site

16. http://p.force.com/df14sessions
DF14 Partner Session REPLAY Guide now available!
• Agenda Builder is now live
• Reserve your sessions today
• Go to http://p.force.com/df14sessions
• Both ISV and SI recommendations
• Grouped by roles and topics
• 100+ sessions for partners & entrepreneurs

17. Partner Community Resources

18. How do I access?
✓ Partner Community p.force.com/signup
✓ Partner Online Training p.force.com/LMS
✓ Partner Sales Aid p.force.com/PSA

19. Partner Community - Next Steps
ü Get Access to the new Partner Community
ü Post Your Picture
Let us see who you are!
ü Join the Partner Community *Official* Group
o In that group, select:
Email Settings > Daily Digest
ü Encourage your colleagues to do the same
ü Go to p.force.com/signup for help
ü Collaborate and have fun!
YES! NO!

20. Partner Online Training
Now Includes the Partner Sales Aid
http://p.force.com/LMS
Login must contain @partnertraining.com

21. Partner Sales Aid (PSA)
• Access via Any Web Enabled
Device
• Phone & Tablet using
Salesforce1
• Initial Access through Education
tabs in Partner Community
• PSA contains Sales & Sales
Support Content
http://p.force.com/psa

22. Enablement Lifecycle

23. Understand the 5 phases of consulting partner enablement
Discover & optimize tools and resources
Understand the process and formulate your own strategy
Plan for customer success
Understand the foundations of a successful partnership
Session Goals

24. Consulting Partner Lifecycle
​ Join Partner Community
​ Accept click through
agreement
​ Define Practice Focus
​ Set goals
​ Build certification plan
​ Review Certification
website
​ Access Partner Online
Training Catalog
​ Execute on certification
plan
​ Define strategy
​ Train your practice team
​ Update collateral
​ Request 2 free CRM
licenses & manage leads
and projects
​ Lead Registration
​ Manage opportunity pipeline
sourced
joint sales
Project Registration & CSAT
Customer Stories
​ 5 Phases for Success
Plan Market & SellBuild
Manage Your
Business

25. Plan

26. Consulting Partner Lifecycle
​ Join Partner Community
​ Accept click through
agreement
​ Define Practice Focus
​ Set goals
​ 5 Phases for Success
Plan

27. Join the Partner Community
​ Create your profile
​ Join Collaboration groups
​ Review News & Events Calendar
​ Register for webinars

28. Define Your Practice Focus
​ Product Expertise
• What is your value proposition?
• Understand your differentiators
• Are you a new practice focused on custom development?
• Is your existing customer base heavily weighted towards contact centers and
customer service?
• Existing relationships with customers – Think beyond CRM
“Salesforce is a platform company. Period.”
- Alex Williams, TechCrunch

29. Define Your Practice Focus
​ Industry Focus
• Is your existing customer base heavily weighted towards an industry?
• Does your practice team have industry experience?
• Understand unique challenges of that industry
• Speak the language of the industry
• Trusted advisor
“As we look to grow to $10 billion and beyond, our new industries strategy is a huge opportunity for
salesforce.com to expand our footprint within existing customers and reach new enterprise customers.”
- Keith Block, President and Vice Chairman, salesforce.com

30. Define Your Practice Focus
​ Market Segment
• Enterprise Business Unit
• Commercial Business nit
• Small Business 1-100 employees
• Mid Market 100-500
• General Business 500-1000
​ Services
• Business Consulting / Legacy System Migration / Integration / Quick Starts
​ Region
• Local presence is an advantage
• Leverage proximity to drive business

31. Set Goals
• Program Tier
• # of certifications completed in year 1
• ACV Targets
• # of projects completed in year 1
• Customer Satisfaction Score
• # of customer stories submitted

32. Build

33. Consulting Partner Lifecycle
​ Build certification plan
​ Review Certification
website & Resources
​ Access Partner Online
Training Catalog
​ Execute on certification
plan
​ 5 Phases for Success
Build

34. Objectives:
​ Create Your Certification Plan
• Understand the different certifications, requirements, and exams
• Identify individual employees tasked with obtaining certifications
• Set timeframes
​ 5 Steps to Individual Certification
​ Certification Resources
​ Certification Maintenance & Continued Education

35. Certification Plan: Understand Certifications

36. Administrator Certification
​ No prerequisite required
​ Concepts Tested:
• Manage users, data, and security
• Maintain and customize Sales Cloud and Service Cloud applications
• Build reports, dashboards, and workflow
​ About the exam:
• 60 multiple choice/multiple select questions
• Education based – tested on what you learn and remember
• Passing score: 65%
• Registration fee: $200
​ Recommended Online courses:
• Administration Essentials for New Admins
• Administration Essentials for the Service Cloud

37. Sales Cloud Consultant Certification
​ Prerequisite: Administrator Certification
​ Concepts Tested:
• Ability to successfully design and implement Sales Cloud solutions that meet customer business requirements, are maintainable and
scalable, and contribute to long-term customer success
• Design Sales and Marketing solutions to meet business requirements
• Design applications and interfaces that maximize user productivity
• Manage data and design analytics to track key Sales Cloud metrics
​ About the exam:
• 60 multiple choice questions
• Experience based: test questions are based on 'use cases’
• Passing score: 68%
• Registration fee: $200
Recommended Online courses:
• Implementing Sales and Marketing
• Preparing for the Certified Sales Cloud Consultant Exam

38. Service Cloud Consultant Certification
​ Prerequisite: Administrator Certification
​ Concepts Tested:
• Ability to successfully design and implement Service Cloud solutions that meet customer business requirements, are maintainable and
scalable, and contribute to long-term customer success
• Design contact center solutions that make use of cases, knowledge base, and portals
• Design interaction channels and build interfaces to maximize agent productivity
• Manage data and design analytics that track key industry metrics
​ About the exam:
• 60 multiple choice questions
• Experience based: test questions are based on 'use cases’
• Passing score: 68%
• Registration fee: $200
Recommended Online courses:
• Preparing for the Certified Service Cloud Consultant Exam
• Implementing Case Management Across Channels
• Implementing Salesforce Knowledge
• Administration Essentials for the Service Cloud
• Setting up and Building Communities

39. Developer Certification
​ No prerequisite required
​ Concepts Tested:
• Demonstrate knowledge, skills, and abilities building custom applications and analytics using the declarative capabilities of the Force.com
platform, the programmatic capabilities of Force.com code (Apex) and Force.com pages (Visualforce), and application development
lifecycle management with cloud computing development as a service
• Build custom applications using the point-and-click capabilities of the platform
• Design the data model, user interface, business logic, and security for custom applications
• Design reports, dashboards, and portals
​ About the exam:
• 60 multiple choice questions
• Passing score: 68%
• Registration fee: $200
​ Recommended Online courses:
• Building Applications with Force.com Part 1
• Building Applications with Force.com Part 2
• Extend Analytics module within Administration Essentials for Experienced Admins (ADM211)

40. Technical Architect Certification
​ Prerequisite: Developer Certification
​ Concepts Tested:
• Designed for technical architects who want to demonstrate their knowledge, skills, and capabilities to assessing customer architecture;
designing secure, high-performance technical solutions on the Force.com platform; communicating technical solutions and design
tradeoffs effectively to business stakeholders; and providing a delivery framework that ensures quality and success
• Design a technical architecture solution that may span multiple platforms and include integration and authentication across systems
• Manage the development lifecycle to ensure the delivery of highly secure solutions that are optimized for performance and built to scale
• Articulate design considerations, trade-offs, benefits, and recommendations for a technical architecture
​ About the exam:
• Certified Technical Architect program has three components one must successfully complete in this order:
• 1. Self-Evaluation
• Current status as a Salesforce.com Certified Force.com Developer is a prerequisite
• 2. Multiple-choice Exam
• 60 multiple choice questions
• 3. Review Board Presentation
• Presentation and discussion of the architecture solution for a hypothetical scenario and a customer case study
• Registration fee: $6,000 and includes two attempts
• 4 hours allotted to complete the exam

41. Certification Plan: Document Plan & Present to Team
​ Determine your corporate certification goal based on your practice’s focus
• number and types of certification
​ Identify individual employees tasked with obtaining certifications
​ Set deadlines for each individual certification
• Be sure to include prerequisites - Administrator Certification for Sales & Service Cloud Certification
​ Obtain executive support for certification plan
​ Present certification plan & resources to your Salesforce Practice Team
​ Execute on plan

42. Example Certification Plan
Resource August September October Certifications Fee Total:
Employee Name Developer 1 $200
Employee Name Admin Service Cloud 1 $400
Employee Name Admin Sales Cloud Service Cloud 2 $600
Employee Name
Employee Name Developer 1 $200
Employee Name Developer 1 $200
Employee Name Admin Service Cloud 1 $400
Employee Name Admin Service Cloud 1 $400
Program Totals: 1 4 3 8 $2,400
​ Corporate Certification Goal: 8 net new certified individuals
​ Target completion date: January 2015

43. 5 Steps to Individual Certification
​ Step 1: Identify credential to become certified in
​ Step 2: Determine and complete prerequisites
​ Step 3: Prepare for exam
• Review study guide on Salesforce certification website
• Sign up for Partner Online Training Catalog via Partner Community
• Complete recommended online training courses
​ Step 4: Create webassessor login & register for exam
​ Step 5: Complete exam
* After each release (3 per year) you must pass the release exam to maintain your certification

44. Certification Resources
​ Salesforce Certification website: http://certification.salesforce.com/
​ Partner Community: https://partners.salesforce.com
​ Partner Community Release Support: https://p.force.com/releases
​ Partner Online Training Catalog: https://help.salesforce.com/htsctrainingcatalog
• @partnertraining.com credentials

45. Salesforce Certification Website
​ Overview of all certification credentials
​ About the exam
• Outline
• Objectives
• Sample questions
• Recommended training and resources
​ Study Guides
​ Exam schedules & registration via webassessor
​ Verification
​ Support

46. Salesforce Certification Website: Study Guide

47. Salesforce Certification Website: Webassessor
​ Click on register for exam

48. Salesforce Certification Website: Webassessor
​ Login with webassessor credentials OR create new account

49. Salesforce Certification Website: Webassessor
​ Key fields in your profile
​ Ensure your certification is associated
to your company
​ Ensure your certification is recognized
by Salesforce Partner Program
correctly

50. Salesforce Certification Website: Webassessor
​ Verification Opt-In: Yes
​ Ensure your certification can be verified directly from
the certification website
​ Important for potential customers and employers

51. Salesforce Certification Website: Support
​ Open a case
​ Access knowledgebase

52. Salesforce Partner Community
​ Sign up for Partner Online Training Catalog Access
​ Partner Roadmap webinars
• Access to & insight from our PM’s & Program Staff
​ Enablement webinars & office hours
​ Release support & training

53. Partner Online Training Catalog

54. ​ Click Details & Sign Up
• You will receive 2 emails which include:
• @partnertraining.com username & link to create your password
• Welcome to Partner Online Training Catalog
Partner Online Training Catalog

55. Always use your @partnertraining.com credentials

56. Certification Maintenance
​ All certified professionals must successfully complete three online, release-specific exams within a 12-month
period
​ Release exams are published in conjunction with major product releases (Winter, Spring, and Summer)
​ Notified automatically when release training material and exams become available
​ Salesforce.com Certified Administrator Release Exam:
• Salesforce.com Certified Administrator
• Salesforce.com Certified Advanced Administrator
• Salesforce.com Certified Service Cloud Consultant
• Salesforce.com Certified Sales Cloud Consultant
​ Salesforce.com Certified Force.com Developer Release Exam:
• Salesforce.com Certified Force.com Developer
• Salesforce.com Certified Force.com Advanced Developer
• Salesforce.com Certified Technical Architect

57. Certification Maintenance: Salesforce Certification Website
​ Release exam schedules
​ Release exam deadlines

58. Certification Maintenance: Partner Community
Partner Community is your one-stop shop

59. Certification Questions?
​ Join the Collaboration Group
​ Ask questions and engage
​ Use links of left hand navigation of group

60. Market & Sell

61. Consulting Partner Lifecycle
​ Define strategy
​ Train your practice team
​ Update collateral
​ Request 2 free CRM
licenses & manage leads
and projects
​ 5 Phases for Success
Market & Sell

62. q Review marketing resources in Partner Community
q Determine marketing strategy & educate your team
q Create AppExchange Consulting Partner Listing
q Update website with Salesforce Partner Logos, lead registration form, case studies
q Execute on marketing campaigns, webinars, events, & sponsorships
q Attend APP Academy Marketing Virtual Classroom
q Create Partner Success Stories (template provided)
q Create Partner – At – A – Glance (template provided)
Market

63. q Request 2 Free licenses (Business Org) OR Request trial activated as Business Org
​ - log a case in the Partner Community
q Review sales resources in the Partner Community
q Attend APP Academy Sales Virtual Classroom
q Determine sales strategy and compensation
q Determine project methodology
q Educate & train your sales team
q Manage leads and opportunity pipeline in your Business Org
q Pipeline Generation
Sell

64. Manage Your Business

65. Consulting Partner Lifecycle
​ Lead Registration
​ Manage opportunity pipeline
sourced
joint sales
Project Registration & CSAT
Customer Stories
​ 5 Phases for Success
Manage Your
Business

66. Register Leads & Projects
​ Lead & Project registration are key metrics
used to track partner success
​ Lead: New business uncovered by partner
​ Project:
• Tracks implementations delivered by partner
• Kicks off CSAT survey process upon completion
​ Leads & Projects are submitted through the
Partner Community

67. Manage Opportunities
​ Sourced and Joint Sales ACV is a key factor used
to determine your program tier
​ What is sourced ACV?
​ Any previously unknown opportunity referred by partner
​ Sourced ACV must be:
• Submitted as a lead through the partner community
• Accepted by the Salesforce sales team
• Result in new end user purchase of original services,
additional services or upgrade to existing services
​ What is Joint Sales (influenced) ACV?
​ Partner brings previously unknown intelligence to an
existing Salesforce opportunity to support close or is
brought in by the Salesforce AE to support close of an
existing opportunity

68. Customer Satisfaction Score
​ Customer Success is a top priority and key metric used to
track partner success
​ CSAT Scores are visible on your AppExchange listing
​ CSAT Scores are generated when you register and
complete projects in the partner community

69. Submit Customer Success Stories

70. Consulting Partner Lifecycle
​ Join Partner Community
​ Accept click through
agreement
​ Define Practice Focus
​ Set goals
​ Build certification plan
​ Review Certification
website
​ Access Partner Online
Training Catalog
​ Execute on certification
plan
​ Define strategy
​ Train your practice team
​ Update collateral
​ Request 2 free CRM
licenses & manage leads
and projects
​ Lead Registration
​ Manage opportunity pipeline
sourced
joint sales
Project Registration & CSAT
Customer Stories
​ 5 Phases for Success
Plan Market & SellBuild
Manage Your
Business

71. Partner Community Demo

72. Thank you