The document provides instructions for partners to sign up and access the Partner Community. It outlines: 1) New partners should follow the steps for Option 1, while existing partners follow Option 2 when signing up. 2) Partners must have a Salesforce login to access the Partner Community and set up single sign-on. 3) Once approved, partners will receive a welcome email with their Partner Community credentials and it may take a few days to be approved.

1. Consulting Partners (SI)
Review this Partner Community User Guide

2. Sign up for the Partner Community

3. Sign up for the Partner Community
Follow the steps below to get access
1. Before signing up, review the training options at http://p.force.com/signup.
• For new partners, follow the steps for Option 1 (New Partners)
• For existing partners, follow the steps for Option 2 (Existing Partners)
2. Once you understand the process, go to https://partners.salesforce.com and
complete the signup wizard.
3. Still having trouble?
• Contact your Partner Community administrator or email partnercommunications@salesforce.com with
a screenshot of the issue you are experiencing.
Important: Before you begin, in order to access the Partner Community, you MUST have a Salesforce login.
These credentials are used to establish single sign-on. If you need an org, you can sign up for a free Salesforce
Developer Edition org here.

4. Check Your Inbox for a Welcome Email
• Once your account is approved, you will
receive an email with your Partner
Community credentials.
• Keep in mind that it may take up to a few
days for your account to be approved.

5. Partner Community
Your one-stop shop for education and engagement
1. Collaboration*
2. Education
3. News & Events
4. Support
5. Business*
6. Publishing*
7. Manage Users*
8. Featured Groups
9. Partner Alerts*
Note:
• 80% of the content does not require you to login.
• The items with an * require a login.
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6. 1. Collaboration

7. Left Hand Margin of Collaboration Feed
Send messages to
users & view messages
from other users
Recent posts from
Groups you follow
Your posts & posts
users @mention you on
Posts you’ve hidden from
“What I Follow” feed. To mute
a post, click the arrow to the
right of a post and select
“Mute” from the dropdown
menu
Search for users in the
Partner Community
Search for Collaboration
Groups in the Partner
Community
Upload a file, or search for
Files in the Partner
Community
Find Topics in the Partner Community.
When making a post, you can add
topics to quickly organize posts around
common themes and view them on topic
detail pages
Bookmarked posts. To
bookmark a post, click
the arrow to the right of
a post and select
“Bookmark” from the
dropdown menu

8. Creating a post
1. Share an update in a specific Group, on your
profile, or @mention another user.
2. Post a file from Collaboration or upload a file
from your own computer to share.
3. The giving badges feature is not available in
the Partner Community yet.
4. Share a Partner Community link or external
link.
5. Create your own poll.
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5

9. Search
• Search returns results from the Partner
Community, Success Community, and the
AppExchange.
• When searching, you can filter on
• Collaboration
• Education
• Questions
• Cases
• Leads
• Opportunities
• Projects
• People
• Files
• Groups
• News/Events
• Known Issues
• Articles
• Ideas
• Apps
• Documentation
• Consultants
• Developers
• Jobs

10. Follow these Collaboration Groups
• The Official: Partner Community Group is how we
communicate program and product updates,
announcements, webinars, new resources, new features,
blogs, and event information.
• Select ‘Daily Digest’ to receive an email with all of the
weekly updates.
• Partners cannot start new posts in this group.
• If you have a question, please use the Questions &
Answers Group.

11. 2. Education

12. Education
• The Education section is
designed to help you navigate
through the Consulting (SI)
partner lifecycle.
• There are six phases from
planning your practice to
providing supporting for your
customers.
• As an SI, select the your phase in
the Consulting lifecycle.
• If you are a new partner, select
the “Plan” phase.

13. Overview
1. Use the Overview to understand the value of the Education section and the
features available to Consulting partners in the Partner Community.
2. Use the Consulting Partner Program Guide to understand the elements of
the program, benefits and tiering structures.
3. The Partner Online Training catalog includes Salesforce product & platform
training. Use your @partnertraining credentials to access, or sign up by
selecting “Details & Sign Up”.
4. The Additional Resources section includes links to general assets (like the
AppExchange, Success Community, Topics page, Twitter account), that
will help you through the partner lifecycle.
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2
3
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14. Plan
• The Plan phase involves
• taking onboarding training like “Cloud Academy”
• understanding the elements of the Salesforce Partner Program
• defining your consulting practice
• Review each link to understand all of the resources you
need to succeed with the Partner Program.

15. Build
• In the Build phase, you want to
• certify staff members
• understand our products and industries
• provide your team with training resources
• The expertise of your workforce is a key differentiator
as you build our your practice.

16. Market
• In the Market phase, we give you best
practices to help you optimize your
AppExchange listing, engage with us on
partner events, and increase your inbound
and outbound marketing effectiveness.
• We also provide you with resources like
Partner Marketing Power Hour, Partner
logos, Sponsorships information, and much
more to help you effectively market your
services.

17. Sell
• In the Sell phase, you're positioning your
services, building your sales kit,
qualifying leads efficiently, growing your
pipeline, and closing deals.
• Use these resources to learn sales best
practices, and to gain the knowledge to
position our products and industries with
your customers.

18. Support
• In the Support phase, you need to ensure
your customers are successful and are
receiving the support they need.
• This involves customer success planning,
training your support agents, and release
management.
• Learn best practices for supporting your
customers, stay updated on our product
roadmap, and keep your customers
informed on the latest enhancements.

19. Recommended Education Pages

20. Releases for Partners
• Salesforce has 3 major releases each year.
• Keeping partners informed about what to expect in
a new release is critical to customer success.
• Follow http://p.force.com/releases for all release
activity including release notes, demo videos,
webinars, pre-release and sandbox environments,
documentation, and other resources.

21. Roadmap for Partners
Partner Roadmap Webinars are generally held on the first Thursday of each month at 9am Pacific. The
highly popular programs feature product managers and program leaders discussing new technologies or
program changes and answering questions from partners. Register for an upcoming session or watch
replays here.

22. Sponsorships for Partners
Interested in sponsoring Salesforce events?
Check out http://p.force.com/sponsorships to stay informed about all upcoming events, registration as
well a prospectus for each event.

23. • Partner Community Office Hours
• Dreamforce Office Hours
• Partner Marketing Power Hour
• Security Review Office Hours
• Marketing Cloud – Partner Office Hour
Need help with a specific question?
• Several teams hold periodic office hours to interact directly with partners.
• Use the table at http://p.force.com/officehours (see “Office Hours Information” tab) to find the
registration links for these interactive events.
Office Hours For Partners

24. Partner Community – Topics (A-Z)
• Having trouble finding a specific topic in
the Partner Community?
• Use the table at
http://p.force.com/topics to jump directly
to any educational topic, service, or
resource.

25. 3/8. News & Events (including
Partner Alerts)

26. News & Events (including Partner Alerts)
1. Review Partner Alerts. An Alert! is issued when a
particular item affects many partners, is time
sensitive (deadline) or partners are required to
take action. These are immediately visible after
logging in.
2. Read blogs of best practices, announcements
and partner updates.
3. Check out the calendar for upcoming events and
webinars across the company.
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27. Couldn’t attend a partner webinar? No problem!
For most of our partner programs, we add the replay and slides to the Partner Community. Select “More Details”
on the webinar that you missed or would like to view again. Find the program highlights, replay and slides listed
on the calendar page. Keep in mind that it may take up to 24-48 hours to be added.
Click here!

28. 4. Support

29. Support
1. Use the search bar to locate educational
resources related to specific topics.
2. Select “Show” to view cases that require you
to take action.
3. Select “Show” to view cases that are being
reviewed by partner support.
4. View your open cases by status.
5. If you still cannot find the answer you’re
looking for through Search, select “New
Case” and submit a case.
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5

30. Support
1. Before submitting a case, use the educational resources for the topic of interest. If you still cannot find the answer
you’re looking for, create a case across a variety of topics (like Certifications, Security Review, Trial Org Extension).
2. Complete the case form.
3. Submit the case.
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31. Level Description and Examples
Level 1 – Critical
Critical production issue affecting all users, including system unavailability and data integrity issues
with no workaround available.
- Keep in mind that these types of cases can only be submitted over the phone through Salesforce Global Support.
Find the number to call here.
Level 2 – Urgent
Major functionality is impacted or significant performance degradation is experienced. Issue is
persistent and affects many users and/or major functionality. No reasonable workaround
available. In addition, includes time-sensitive requests such as requests for feature activation or a
data export.
Level 3 – High
System performance issue or bug affecting some but not all users. Short-term workaround is
available, but not scalable.
Level 4 – Medium
Inquiry regarding a routine technical issue; information requested on application capabilities,
navigation, installation or configuration; bug affecting a small number of users. Reasonable
workaround available. Resolution required as soon as reasonably practicable.
Severity Level Definitions
Please review the Severity Level definitions. These definitions will help you understand the
severity of your issue when submitting a case.

32. 5. Business

33. Business
Use the Business Console to:
1. Submit leads 5. Manage your projects
2. Submit implementation projects 6. Escalate your project if there are urgent issues
3. Manage your leads 7. View your Partner Program status
4. View status updates on your opportunities 8. View your company’s active Partner Program certifications
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6
7 8

34. 6. Publishing

35. Publishing
Use the AppExchange Publishing Console to:
1. manage your listing
2. edit the company info on your listing
3. access analytics for your listing
Note: This is available in the Partner Community through the “Publishing” tab. To learn best practices for managing your listing (and see a live demo), go to http://p.force.com/applisting.
You must have the “Manage
Listings” permission to see
this link. Talk to your admin
if you need access.
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36. 7. Manage Users

37. Manage Users
You must have the “Manage
Users” permission to see
this link. Talk to your admin
if you need access.
1
2
1. If you are your company’s designated Partner Community administrator, invite your users to join
or revoke access in the “Manage Users” tab. In addition, grant your users the additional
permissions they need (like Manage Users, Manage Listings, Manage Cases).
2. To invite your users, select “Invite User”.

38. Manage Users
1. Enter the company email address of the user you would like to invite.
2. Select the permissions you want your user to have.
3. Select “Invite”.
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2
3

39. 8. Featured Groups

40. Featured Groups
1. Find the top groups to join in the Partner Community.
2. Filter on topics like the Partner Program, Partner User Groups, Products, and Industries.
Recommended Groups
• Official: Partner Community
• Official: ISV Central
• Questions & Answers
• Partner Roadmap
• Releases for Partners
• Technical Enablement
• Alerts! for Partners
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41. Your Partner Community profile
1. Information about you and your company.
2. See your Trailhead badges and Salesforce certifications displayed on your profile.
3. Access your Chatter feed.
4. Manage and track your cases in the Support tab.
5. View the Help & Training catalog.
6. Select ‘Edit’ to update your Profile, Settings, Work & Experience (including Trailhead badges & certifications), and see a list of your company’s
designated Partner Community administrator(s).
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2
3
4
5
6.

42. Update your profile
1. Let us see who you are! Add your profile picture.
2. Update your contact information.
3. Tell us a little about yourself.
4. View all of the Files you uploaded and own.
1
2
3
4
6
7
5
5. View all of the Groups you joined.
6. View all of the Users you follow.
7. View all of the Users that follow you.

43. Display your Trailhead Badges and Certifications on your profile
1. On your profile page, select Edit, and then click Work & Experience.
2. Scroll to the Certifications & Badges section, and select Link Trailhead account or
Link Certification account.
3. For Trailhead badges, enter the email address associated with the account that you use
to complete Trailhead challenges. For Salesforce certifications, enter the email address
associated with your Webassessor profile.
4. Click Connect Account. We’ll send you an email with a verification code. If you don’t
receive the email, check your spam folder or request a new code.
5. After you get the email, go back to the Work & Experience section of your profile.
6. Enter the verification code, and then click Complete Connection.
7. Select the two checkboxes for showing Salesforce Trailhead Badges and Certifications
on your profile.
8. Scroll to the bottom of the page, and then click Save Changes.
Follow these instructions for best results

44. Is your company showing up as “Customer”?
1. Go to http://p.force.com/profile.
2. On the Profile page, click Edit, & then Select
Work & Experience.
3. Update the Company Name field and click Save
Changes.
4. Your profile is now updated with your Company.
5. Don't forget to post your picture!
6. Send these instructions to your colleagues:
http://p.force.com/updateprofile.
Follow these quick instructions to correct it

45. Your Partner Community Access
1. View your current permissions here.
2. Select “View Admin List” to see the list of your company’s designated Partner Community admin(s).
3. Click “Request a Change” to contact your Partner Community Admin(s) for additional permissions.
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3

46. Glossary

47. Title Description
Salesforce App Cloud
http://p.force.com/appcloud
The #1 cloud platform for building next-gen apps
Partner Community
http://partners.salesforce.com
One-stop shop for education & engagement
Trailhead
http://developer.salesforce.com/trailhead
Interactive learning path through the basic building blocks of the Salesforce App
Cloud
Partner Online Training
http://p.force.com/LMS
Full Premier catalog of platform & product training
Partner Account Manager (PAM)
http://p.force.com/PAM
For revenue generating partners, PAMs are your primary contact and trusted
advisor to help you be successful
Technical Evangelist (TE)
http://p.force.com/TE
For silver tier and above partners, TEs offer guidance as you architect your
solution
Trialforce
http://p.force.com/trialforce
Enables you to seamlessly deliver free trials to your customers and prospects
Glossary

48. Glossary
Title Description
Security Review
http://p.force.com/security
Ensure your app is safe for customers to install
Salesforce1 Mobile
http://p.force.com/salesforce1
App that unifies Salesforce mobile offerings into one next generation app for
Salesforce users
Channel Order App (COA)
http://p.force.com/COA
Create, submit and track orders with Salesforce
License Management App (LMA)
http://p.force.com/LMA
Apply (and manage) licensing to your uploaded and registered AppExchange apps
Partner Business Org
http://p.force.com/bizorg
Publish and manage the sales and distribution of your app
Subscriber Support Console Log in as your customer to troubleshoot issues directly within the app
Environment Hub
http://p.force.com/hub
Create orgs (test, demo, packaging) and manage from one location

49. Glossary
Title Description
ISV Guide
http://p.force.com/guide
Covers the entire lifecycle of a packaged application and provides detailed how-to
information for all steps of the process
Trailhead
http://developer.salesforce.com/trailhead
Interactive learning path through the basic building blocks of the Salesforce App
Cloud
Dreamforce Sessions
http://p.force.com/DF15
Partner-facing sessions replays (grouped by roles and topics) from Dreamforce
2015
Salesforce University Courses
https://www.salesforce.com/training
Classroom & virtual training on Salesforce products & platform
Partner Sales Aid
http://p.force.com/PSA
Hundreds of resources and assets (slides, videos, customer stories) Salesforce
goes to market with
Developer Site
http://developer.salesforce.com
Training, webinars, guides, workbooks, and more

50. Glossary
Title Description
Partner Orgs
http://p.force.com/orgs
Understand the process to access orgs for each of our products
Products
http://p.force.com/products
Find Sales Enablement resources (First Call Decks, Datasheets) by product
Industries
http://p.force.com/industries
Find Sales Enablement resources (First Call Decks, Datasheets) by industry
Partner Alerts!
http://p.force.com/alerts
Important business or technical updates that may impact you and your business
Partner Roadmap
http://p.force.com/roadmap
Monthly webinars that offer you insight into our product or program roadmap
App Academy
http://p.force.com/appacademy
Onboarding training for new ISV Partners
Cloud Academy
http://p.force.com/cloudacademy
Onboarding training for new Consulting (SI) Partners

51. Glossary
Title Description
Office Hours
http://p.force.com/officehours
Stay updated, interact with our program staff, receive direct feedback, learn best
practices, and get answers to your questions
Social Media
http://p.force.com/socialmedia
Follow our social channels and learn best practices for developing your social strategy
Salesforce for Startups
https://startups.salesforce.com
Access the technology, tools and expertise needed to become a customer and
community-focused company – and succeed
Salesforce Certifications
http://certifications.salesforce.com
Earn a credential from Salesforce and demonstrate that you have the skills and
confidence to take full advantage of Salesforce
Topics
http://p.force.com/topics
For silver tier and above partners, TEs offer guidance for architecting your solution
Events
http://p.force.com/calendar
Webinars across a variety of topics (Partner Roadmap, Expert Success, AMP,
Lightning)

52. thank y u