This document provides an overview of training for Marketing Cloud partners. It outlines the agenda which covers getting started in the partner community, managing leads and opportunities, collaboration tools, education resources, the partner admin role, and support options. Key areas taught include navigating the partner community, finding a partner account manager, submitting leads, providing deal updates, using groups, accessing online training, inviting users, and submitting support cases. The goal is to equip partners with knowledge of the partner community and resources available to help in their marketing cloud business.

1. Partner Community Training for
Marketing Cloud (MC) Partners

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3. After This Session, You Will Know How to ...
Get started as an MC Partner
Navigate the Partner Community
Submit a Lead in the Partner Community
View and provide deal updates on Opportunities
Work with Partner Account Managers (PAMs)
Access resources and support in the Partner Community

4. ● Using collaboration tools in
Groups
● Using Groups to engage with
Partners and Salesforce
The Agenda
● Accessing the Partner
Community
● Navigating the Partner
Community
● Finding your Partner Account
Manager (PAM)
● Important Cutover Dates
Module 1:
Getting
Started
(10 mins)
Module 3:
Collaboration
(5 mins)
● Submitting a Lead
● Viewing Opportunities
● Providing deal updates on
Opportunities
Module 2:
Managing
Your Business
(10 mins)

5. The Agenda (cont’d)
● Accessing Partner
online training
● Finding Marketing
Cloud-specific
resources
Module 4:
Education
(10 mins)
● Searching for
information within the
community
● Submitting Cases
and requesting
support
● Requesting
transaction support
from your PAM
Module 6:
Support
(10 mins)
● Performing Partner
Admin tasks
Module 5:
Partner Admins
(5 mins)
● Helpful resources
Resources
(5 mins)

6. Module 1: Getting Started
In this module, you will learn how to:
● Access the Partner Community
● Navigate the Partner Community
● Find your Partner Account Manager (PAM)
● Navigate important Cutover dates

7. Salesforce Partner Community
Marketing Cloud (MC Partners)
ISVs
Consulting
Partners
Resellers
Partner Community
Partner
Operations
Partner
Marketing
Partner
Development
This is the one-stop shop for MC Partners to work with Salesforce

8. Partner Lifecycle Phases
The Partner Community supports you at every phase of the Partner Lifecycle
PLAN FOR
SUCCESS
Understand the
program, access
partner resources,
and define your
target market.
BUILD YOUR
EXPERIENCE
Deepen your skills,
train your
workforce, and get
certified.
GO TO
MARKET
Position your
company, increase
brand awareness,
and engage your
audience.
CLOSING
BUSINESS
Create your sales
kit, define your
projects, and deliver
custom solutions.
SUPPORT
CUSTOMERS FOR
LIFE
Promote success
planning, stay
current, and provide
customer
assistance.
Plan Build Market Sell Support

9. Accessing the Partner Community
For more information on gaining Partner
Community access, go to p.force.com/signup.
Partners can request access through their own Partner Admin
To Access the Partner Community:
1. Request access through your
Partner Admin.
2. Open email Partner Admin
sends.
3. Open email link in a separate
browser window in “Private”
mode.
4. Log in using Salesforce or
Marketing Cloud credentials.
5. Reach out to your Partner Admin
or PAM if you have any issues
logging in.

10. Partner Community Home Screen
Navigate the Partner Community using these features
1 2
3
4
5
Home Screen Features:
1. Navigation tabs
2. Search
3. Partner Alerts section
4. Partner News & Events
calendar
5. Latest Chatter Posts feed

11. Call your PAM
to determine
status*
Share status of
deal
Set up a call
cadence to review
business and tech
initiatives
Share your
pipeline
Partner Account Managers (PAMs)
Partners work with PAMs to create Leads and manage Opportunities
*If you don’t know your Partner Account Manager, contact mcpartnercommunity@salesforce.com
Set yourself
up for
success!

12. Day 0
THU 3/10
Day 1
FRI 3/11
Day 2
SAT 3/12
Day 3
SUN 3/13
Day 4
MON 3/14
Day 5
TUES 3/15
Day 6
WED 3/16
Day 7
THURS
3/17
Day 8
FRI 3/18
Day 9
SAT 3/19
PRM
3Sixty BackOffice
Partner Community
Important Cutover Dates
Can no longer log in,
system shutdown
Business as Usual
Business as Usual
Can no longer log in and
submit Cases,
system shutdown
Cutover Begins -
Friday 3/11 @
3:00 pm PT
Partner Community
processes now live @ 3:00
pm PT on Sunday 3/13
Business as usual, can now access Business Tab
No Partner
Community or
Partner Sign Up
access worldwide
Business as Usual
Support Tab now
live - Sunday 3/19
Partner Community
turned off - Sat 3/12
@ 4:00 am PT

13. Module 2: Managing Your Business
In this module, you will learn how to:
● Submit a Lead
● View Opportunities
● Provide deal updates on Opportunities

14. The Business Tab
Use this Tab to manage your Leads, Opportunities, and Projects
1
2 3 4
Key Features:
1. New Lead and New
Project buttons
2. Leads Summary
3. Opportunities Summary
4. Projects Summary

15. Module 2.1: Submitting a Lead

16. Lead Type, Lead Company, and Decision Maker Fields
Partners must fill out certain fields to provide information on the Lead
1
42
6
5
3
7
8
Key Fields:
1. Lead Type
2. Company Name
3. Address fields
4. Company Type
5. Number of Employees
6. Government-related company
checkbox
7. Decision Maker details
8. Contact Me checkbox

17. Details Fields and Lead Submission
What is the Lead interested in, and what are the Next Steps to close the deal?
Key Fields:
1. Products of Interest
2. Purchasing Timeframe
3. Total Potential Users
4. Potential Sale Value
5. Working with Salesforce AE
menu
6. Salesforce Campaign
7. Third Parties checkbox
8. Goals, Pains, and Next Steps
1
2
3
4
5
7
6
8

18. Module 2.2: Managing Opportunities

19. Accessing Opportunities
How do MC Partners work with Opportunities converted from their Leads?
Key Features:
1. Oppty Status Summary
2. ACV Summary
3. Summary of Opptys by
Partner Role
4. List of Partner’s Opportunities
5. Opportunity Stages
1 2 3
4 5

20. Negotiate &
Mutual Plan
Confirm
Value with
Power
Opportunity Stages
Validate
Benefits &
Value
Determine
Problem &
Impact
Finalize
Closure
Identify an
Opportunity Closed
Business
Challenge
Timeline Customer
Stories &
References
Business
Case
Internal
Approvals &
Delivered
Proposal
Final Proposal
Agreement
from Customer
SOPs Review Money is in
the bank!
Compelling
Event
Budget Solution Mutual Close
Plan
Project
Implementatio
n Plan
Customer PO
& Signatures
in Progress
Sponsor Decision
Criteria &
Process
Business
Benefits (ROI)
Budget Pricing
Agreement
from
Customer
Competition Deal Team Political
Influence Map
Sales
References
T&C’s
Agreement
from
Customer
Pending
What Salesforce sees in CRM

21. Providing Deal Updates for an Opportunity
Partners can submit comments that will appear on the Opportunity
Key Features:
1. Opportunity Stage
2. Opportunity Details
3. MC AE information
4. Partner Comment entry box
1
2
3
4

22. Module 3: Collaboration
In this module, you will learn how to:
● Use collaboration tools in Groups
● Use Groups to engage other Partners and Salesforce staff members

23. Collaboration Tab Basics
MC Partners communicate in Groups in the Partner Community
Key Features:
1. Share button
2. Interaction options
3. Recommended people
to follow
4. Trending Topics
5. Messages
6. Collaboration
navigation
1
2
3
4
5
6

24. Key Features:
1. Featured Groups tiles
2. Important links grouped by
role/category
1
2
Important Groups to Follow:
1. Official: Partner Community
2. Questions & Answers
3. Marketing Cloud Partners
4. Alerts! for Partners
5. Roadmap for Partners
Featured Groups Tab
Find relevant Groups based on user, partner type, products, and resources

25. Module 4: Education
In this module, you will learn how to:
● Access Partner online training
● Find Marketing Cloud-specific resources

26. The Education Tab
The Education Tab has training resources designed for MC Partners

27. Marketing Cloud Education Screen
Partners can use this screen to access all Marketing Cloud education resources
Key Features:
1. Resource tabs by Partner
Lifecycle Phase
2. Salesforce Partner
Program Guide for
Marketing Cloud Partners
3. Partner Online Training
Sign Up
1
2
3

28. Marketing Cloud Product Screen
Partners can find resources organized by industry, product, and audience
Key Features:
1. Resources Tab
2. Resource tables
3. Resource name/link
4. Resource audience
5. Resource description1
2
3 4 5
To access the Marketing Cloud product
screen, go to p.force.com/marketingcloud.

29. Certifications for Partners
Partners use the Certifications screen to prepare for Salesforce Certifications
Key Features:
1. Resources Tab
2. Informational links on
Certifications
3. Certification study guides
4. Partner discount link
5. Salesforce Certification for
Partners Group link
1
2
3
To access the Certifications screen,
go to p.force.com/certifications.
4
5

30. Creating a Partner Training Account
A Partner Training Account allows you to access all Partner catalog materials
To directly access this screen, go to p.force.com/lms.
Key Features:
1. Partner Training
Account info
2. View Online Training
Catalog button
3. Access Partner Sales
Aid button
1
2 3

31. Viewing the Online Training Catalog
Use the @partnertraining Org to access online courses and learning paths
Key Features:
1. My Training
Tab
2. Search button
3. Search results
4. Search filters
2
4 3
1

32. Module 5: Partner Admins
In this module, you will learn how to:
● Perform your role as a Partner Admin

33. Partner Admin Navigation Overview
Partner Admins can manage users and permissions in the Partner Community
To find out who your Partner Admin is,
go to p.force.com/profile.
Key Features:
1. Manage Users Tab
2. User Search
3. Permission checkboxes
4. Delete a user (X) button
5. Invite User button
1
2
3
4
5

34. Inviting Users and Extending Permissions
Partner Admins invite other users to the Partner Community
To Invite a User:
1. Enter user’s email.
2. Select the Additional Permissions checkboxes.
3. Click Invite to send the invitation.
1
2
3 For more information on the Partner Admin
role, go to p.force.com/MCAdminGuide.

35. Module 6: Support
In this module, you will learn how to:
● Search for information within the community
● Submit Cases and request support
● Request transaction support from your PAM

36. Support Overview
There are many channels for Partner support in the Partner Community
Partners Can Use the Following Resources:
● General Search feature available
throughout the Partner Community
● Support Tab
○ Knowledge articles
○ Case submission process
● PAMs can provide support for their
Partners

37. Searching For Content
Searching in the Partner Community returns results from several sources
1
2
3
Key Features:
1. Search
2. Results grouped by
category/site
3. Filters

38. Support Tab Overview
You can click the Support Tab to get help with Partner Community issues
Key Features:
1. Search Support Resources
2. New Case button
3. Case metrics
2
1
3

39. Routing a Case to the Right Team
You can submit a Case to the right team with links grouped by topic
Key Features:
1. Support topics grouped by
role / feature
2. Self-service resource options
3. Create a Case button
1
2
3

40. Submitting a Case
Submitting a Case requires certain fields to better service your request
7
Key Features:
1. Related Resources
2. Known Issues
3. Questions (fed from the
Success Community)
4. Severity menu
5. Subject
6. Description
7. Submit Case button
1
2
3
4
5
6
7

41. Requesting Support from a PAM
PAMs can assist with issues related to Partners’ purchases and best practices
What can I request PAM support for?
Account
Planning
New Business
Opportunity
Planning
Customer Add-
Ons
Navigating the
Partner Lifecycle
Networking Lead Generation
Activities

42. ​ Have you joined and explored the Partner Community?
​ Have you contacted your Partner Account Manager (PAM)?
​ Do you know how to create and submit a Lead?
​ Do you know where to update your Opportunities?
​ Are you collaborating with other Partners in the Partner Community?
​ Have you accessed Partner and Marketing Cloud-related training resources?
​ Do you know who your Partner Admin is?
​ Are you leveraging the support resources you have in the Partner Community?
Ask Yourself These Questions...

43. Resources

44. ● Marketing Cloud Product Page - http://p.force.com/marketingcloud
● Topics (A-Z) – http://p.force.com/topics
● Partner Community Signup Help – http://p.force.com/MCAdminGuide
● Partner Online Training Catalog - http://p.force.com/LMS
● Salesforce Partner Program Agreement (FAQ) – http://p.force.com/spppa
● Partner Community Tip Sheet – http://p.force.com/tipsheet
● Partner Office Hours – http://p.force.com/officehours
● Partner Training Options – http://p.force.com/training
● Partner Roadmap Info – http://p.force.com/roadmap
● Releases – http://p.force.com/releases
● News & Events – http://p.force.com/news
● Alerts! – http://p.force.com/alerts
Helpful Resources
Use these links to access pages in the Partner Community

45. Any Questions?

46. thank y u