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.
Top 3 Reasons Sales Needs Marketing AutomationPardot
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Join us for this 1/2-hour eye-opening discussion as Sangram Vajre, Director of Marketing, and Derek Grant, Director of Sales, both from Pardot, a salesforce.com company, explore the top three reasons why sales needs marketing automation.
GridMate - End to end testing is a critical piece to ensure quality and avoid...ThomasParaiso2
End to end testing is a critical piece to ensure quality and avoid regressions. In this session, we share our journey building an E2E testing pipeline for GridMate components (LWC and Aura) using Cypress, JSForce, FakerJS…
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
zkStudyClub - Reef: Fast Succinct Non-Interactive Zero-Knowledge Regex ProofsAlex Pruden
This paper presents Reef, a system for generating publicly verifiable succinct non-interactive zero-knowledge proofs that a committed document matches or does not match a regular expression. We describe applications such as proving the strength of passwords, the provenance of email despite redactions, the validity of oblivious DNS queries, and the existence of mutations in DNA. Reef supports the Perl Compatible Regular Expression syntax, including wildcards, alternation, ranges, capture groups, Kleene star, negations, and lookarounds. Reef introduces a new type of automata, Skipping Alternating Finite Automata (SAFA), that skips irrelevant parts of a document when producing proofs without undermining soundness, and instantiates SAFA with a lookup argument. Our experimental evaluation confirms that Reef can generate proofs for documents with 32M characters; the proofs are small and cheap to verify (under a second).
Paper: https://eprint.iacr.org/2023/1886
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This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
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Presented by Vladimir Iglovikov:
- https://www.linkedin.com/in/iglovikov/
- https://x.com/viglovikov
- https://www.instagram.com/ternaus/
This presentation delves into the journey of Albumentations.ai, a highly successful open-source library for data augmentation.
Created out of a necessity for superior performance in Kaggle competitions, Albumentations has grown to become a widely used tool among data scientists and machine learning practitioners.
This case study covers various aspects, including:
People: The contributors and community that have supported Albumentations.
Metrics: The success indicators such as downloads, daily active users, GitHub stars, and financial contributions.
Challenges: The hurdles in monetizing open-source projects and measuring user engagement.
Development Practices: Best practices for creating, maintaining, and scaling open-source libraries, including code hygiene, CI/CD, and fast iteration.
Community Building: Strategies for making adoption easy, iterating quickly, and fostering a vibrant, engaged community.
Marketing: Both online and offline marketing tactics, focusing on real, impactful interactions and collaborations.
Mental Health: Maintaining balance and not feeling pressured by user demands.
Key insights include the importance of automation, making the adoption process seamless, and leveraging offline interactions for marketing. The presentation also emphasizes the need for continuous small improvements and building a friendly, inclusive community that contributes to the project's growth.
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Explore more about Albumentations and join the community at:
GitHub: https://github.com/albumentations-team/albumentations
Website: https://albumentations.ai/
LinkedIn: https://www.linkedin.com/company/100504475
Twitter: https://x.com/albumentations
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2. Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer
contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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
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
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
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...