This document discusses the Partner Business Org, which provides ISVs with a full CRM system to manage their business using Salesforce. It includes features like the Sales Cloud, Service Cloud, License Management App, Channel Order App, and Environment Hub. The Business Org can be used by marketing, sales, support, and admin teams. It is requested by logging a support case and provides two free CRM licenses to existing and new customers. Additional resources for using the Business Org are also listed.

1. The Partner Business Org
Nick Poirier
Associate ISV Technical Evangelist

2. Safe Harbor
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

3. Agenda
• What is the Business Org?
• Features of the Business Org
• Who uses the Business Org?
• Getting Access
• Resources
• Q&A

4. Nick Poirier
Associate ISV Technical Evangelist

5. What is the Business Org?
• A full CRM system to run your business
• Salesforce provides an Enterprise Edition Org with 2 free full CRM licenses
– Existing Customers: Two additional licenses
– New Customers: A new Org with two licenses

6. Partner Business Org Tools
– Sales Cloud/Service Cloud
– Channel Order App (COA)
– License Management App (LMA)
– Environment Hub
– Usage Metrics
– Subscriber Support

7. Partner Community

8. Business Org Features

9. Business Org Features
CRM and Sales
• 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

10. Business Org Features
Customer Support
• Case Management
• Support Desk
• CTI Integration
• Subscriber Console
– Log into your customer’s org to troubleshoot
issues.

11. Business Org Features
License Management Application (LMA)
• Tool for applying licensing to registered
AppExchange apps
• Creates license and lead records
directly from AppExchange trials
• Tracks package installs and versions by
customer
• Manage leads associated with licenses

12. Business Org Features
Channel Order Application (COA)
• Allows you to create, manage and
submit orders directly to the
salesforce.com Partner Operations
team
• Manage your contract terms and
your Product Catalog with
Salesforce

13. Business Org Features
Tracking and Metrics
• 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

14. Who uses the Business Org?
Marketing Sales Support Admin
Campaigns/Leads
LMA
COA
Usage Metrics
Support Console

15. Setup and Access

16. Requesting the Business Org
• Log a case through the Partner
Community requesting the Partner
Business Org
– Type: Orders & Contracts
– Subtype: Request ISV Business Org
– Severity: Default should be Medium
• Existing customers provide current Org
ID

17. Requesting LMA
• Only if you’re an existing Salesforce.com
customer
• Log a case through the Partner
Community requesting the License
Management App
– Type: AppExchange and Feature Requests
– Subtype: License Management App
– Severity: Default should be Medium
• Answer the questions in the description
field
• Support will provide you with install
instructions

18. Installing COA
• Only necessary if you’re an
existing Salesforce customer
• Go to the application listing for the
Channel Order App on the
AppExchange
• Click “Get It Now”
• Log into AppExchange with
Business Org credentials

19. COA Training
• All ISV’s should contact our
Partner Operations team once
they have access to the COA
• Log a Case through the Partner
Community requesting training
– Type: Orders & Contacts
– Subtype: Channel Order App
– Severity: Default should be Medium
• Fill out the required sections in the
description

20. Tips and Best Practices
• Automation is your friend
– Can automatically create rich leads from trial signup
• Customize your Org
• Get Certified
– Having a certified Salesforce administrator can supercharge your org

21. Additional Resources
• Business Org Guide
– http://p.force.com/bizorg
• AppExchange and Distribution
– http://p.force.com/distribute
• The Winter ‘15 ISVForce Guide
– http://p.force.com/guide
• The Channel Order App
– https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055ailEAA