This document provides an overview of the Distribute phase of the Salesforce partner lifecycle. It outlines the core technologies and processes used in this phase, including the Partner Business Org, Trialforce, Operations Review, License Management App, and Channel Order App. The Partner Business Org is used to publish and manage the sales and distribution of an app. Trialforce allows partners to deliver free trials. The Operations Review covers billing, invoicing, and contracting requirements. The License Management App is used to track customers and apply licensing. The Channel Order App enables partners to submit orders directly to Salesforce.

1. Distribute Program
Overview Slides

2. APP Lifecycle – Six Phases
Build Plan Distribute Market Sell Support
Partner Business Org
Business
Review (AE) Final Contract Review (AE) Premier
Security
Review ($)
Partner website
Trialforce Management Org
Sign up
Technical
Review (TE)
Operations Review
Support ($)
AppExchange
Marketing
Program (AMP)
($)
Partner Community
ISVforce Guide
APP Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Sales
Review
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
FREE
TRIALS
This is a diagram of the full partner lifecycle – all six phases.

3. Distribute Market Sell Support
Partner website
Trialforce Management Org
Distribute - Overview
Final Contract Review
(AE)
Operations Review
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
FREE
TRIALS
This overview focuses on the core technologies and processes in the
Distribute Phase, in order to begin transacting with salesforce.com.

4. Distribute Phase – Core Technologies & Processes
• Partner Business Org
• Trialforce
• Operations Review
• License Management App (LMA)
• Channel Order App (COA)

5. What is the Partner Business Org?
• Campaigns
• Leads
• Analytics
• The org you use to run your business and operations
Partner Business Org
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
• Enables you to publish and manage the sales and distribution of your app
• Salesforce will provide an Enterprise Edition Org with 2 FREE Salesforce
licenses

6. Deliver free trials with Trialforce
• Allows you to deliver free trials to your customers and prospects
• Configure your commercial app to your specifications
• Enables you to reach a wider range of customers
Trialforce Management Org
FREE
TRIALS

7. How to transact with Salesforce – Operations Review
• Understand how you will billed and invoiced as an ISVForce or OEM partner
• Learn how to set up your payment method with Salesforce
• Understand our requirements when contracting with your customer
Final Contract Review (AE)
Operations Review

8. Track your customers w/ the License Management App (LMA)
• Apply licensing to your uploaded and registered AppExchange apps
• Control how many users in the customer organization can access your package
• Allows you to track the number of customers that have installed a package
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App

9. Submit orders with the Channel Order App (COA)
• Enables you to create, manage, and submit orders directly to Salesforce
• You are required to submit an order as a result of a sale of your application
• The COA must be installed in your Partner Business org
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App

10. Next Steps
• Watch the demos in each module of the Distribute phase
• Follow the ISVForce and OEM Partner On-boarding Checklist
• Review the ISVForce Guide for more information