Access to Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners. 6. Grow & Expand Track Your Projects & Leads Agent Astro Tip Why are these steps important? Projects are an important contributor to a partner’s Navigator score. By tracking your leads and projects, Salesforce is able to give your business proper credit for all the hard work you are doing with Agentforce. This also ensures that your business receives all the benefits you are due. 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 FY2 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 ● Login to Partner Community, click Manage and then Projects. ● Click New Project and complete the project information. ● Customer Org ID is required. Select the type of Customer Org (Salesforce, Slack, 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.) Log Your Leads Now available to partners: Customer Success Scorecard New ● Available to partners with customer consent ● Adoption insights available now for Signature and Premier customers Learn More Here

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