Access all of the distribute training modules at p.force.com/distribute.

1. Action Required Who Does It? Additional
Notes/Resources
Part 1: Initial Administrative Actions
Sign your reseller agreement
Legal
Salesforce Admin
App Academy: DistributeEnsure you have an identified
Salesforce Administrator
Take the App Academy: Distribute
- free online training modules
Part 2: Business Org Setup
Establish or activate your Partner
Business Org
Salesforce Admin Demo | Slides | ISVforce GuideSubmit a case via the Partner Community
for 2 free licenses
Type: Orders & Contracts
Subtype: Partner Benefits
Subject: Partner Business Org
Part 3: Desk.com Setup (optional)
To establish your free 6 month Desk.com
trial, submit a case via the Partner
Community and you will receive 3 free
Desk.com Pro Edition Licenses
Type: Orders & Contracts
Subtype: Partner Benefits
Subject: Desk.com Partner Benefit
Support Desk.com Education Page
Part 4: Heroku Setup (optional)
Establish your Heroku Account and
obtain the email address you used to
create that account
Developer Heroku Education Page
Submit a case via the Partner Community
for your free Heroku bundle
Type: Orders & Contracts
Subtype: Partner Benefits
Subject: Heroku Partner Benefit
*Add the email address you used to
establish the Heroku account against the
case description
On-boarding Checklist
ISV Partners
Updated: August 18, 2015

2. Action Required Who Does It? Additional
Notes/Resources
Part 5: LMA Setup
Install your LMA into your Partner
Business Org (unless it is pre-installed)
Salesforce Admin Demo | Slides | ISVforce Guide
Associate your License Management Org
(LMO) to your Publishing Console
Part 6: Trialforce Org Setup
Submit a case via the Partner Community
for a Trialforce Management Org (TMO)
Type: AppExchange & Feature Request
Subtype: Trialforce
Developer
Must have passed Security Review
Demo | Slides | ISVforce Guide
Reference ISVforce Guide or Trialforce
Slides for the template options
Create a Trialforce Source Org (TSO)
from the TMO
Submit a case via the Partner Community
to get TSO template approved
Type: AppExchange & Feature Request
Subtype: Trialforce
On-boarding Checklist
ISV Partners
Updated: August 7, 2015

3. Action Required Who Does it? Additional
Notes/Resources
Part 7: Channel Order Application (COA) Setup
Submit a case via the Partner
Community to receive COA credentials
Type: Orders/Contracts
Subtype: Channel Order Application
Subject: COA Credentials
Salesforce Admin
Order Management
Must have passed Security Review
COA Installation Demo I How to Use
the COA Demo I Slides I ISVforce
Guide
Install COA (unless it is pre-installed)
Configure COA
If applicable, submit a case to submit Tax
Exemption Certificate
Type: Orders/Contracts
Subtype: Billing Dispute
Subject: Tax Exemption Certificate
If applicable, submit a case to share
Direct Debit payment information
Type: Orders/Contracts
Subtype: Channel Order Application
Subject: Direct Debit Info
Part 8: Ongoing Operations
Review Operational Overview Slides
Salesforce Admin
Order Management
Demo | Slides
Distribute PagePeriodically review the Distribute phase in
the Partner Community
http://p.force.com/distribute
On-boarding Checklist
ISV Partners
Updated: August 7, 2015