6. Amplify and Track Your Wins Track Your Projects & Leads Log Your Leads To receive lead credit, all leads must be logged in the Partner Community for review by the Sales Development Team. ● To get started, visit the Partner Community - Business Page ● Consult the FY24 Salesforce Partner Program Policy for information on referrals and sourced opportunities. ● Reference this resource for help on tracking leads through the Partner Community Track Your Project Status Follow these steps to log your project for Agent Astro Tip tracking in our Agentforce Project Dashboard: Why are these steps important? Projects are an important contributor to a partner’s Navigator ● Login to Partner Community, click score. Manage and then Projects. By tracking your leads and projects, Salesforce is ● Click New Project and complete the able to give your business proper credit for all the project information. hard work you are doing with Agentforce. ● Customer Org ID is required. Select the type of Customer Org (Salesforce, Slack, This also ensures that your business receives all the benefits you are due. etc) and enter the Org ID. ● Select correct Agentforce Product under Einstein GenAI category. ● Add Customer Contact info and validate the customer consent. ● Send optional CSAT Survey. (Note: Partner will have ability to retroactively send CSAT once project is complete.) Learn More Here Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions.
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