Consulting Partner Guide to Onboarding

Welcome Partner! Consulting Partner Guide to Onboarding Partner Readiness Guide

Partner Readiness Guide for Consulting Partner Onboarding We have created this comprehensive guide to help you successfully onboard into the Salesforce ecosystem, by outlining the foundational components of the Consulting Partner Program. We have included key resources to support you on your journey, and we are excited to build a partnership that fosters your success. Together, we look forward to driving mutual growth and The learning resources in this guide are innovation. continuously evolving. Check back frequently to stay informed and leverage the most recent content.

Partner Readiness Guide to Onboarding First steps as a Salesforce Partner 3 1 2 4 Welcome to The Salesforce Capacity & Partner Success Salesforce advantage Capability Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

1 Welcome to Salesforce First steps as a Salesforce Partner FY25 Consulting Partner Program Salesforce Consulting Partner Support Check out Salesforce Help for new ● Salesforce Partner Program Consulting Partners deliver strategic support resources, where you can reach ● Consulting Partner Track business consulting, system design, experts who can best answer your solution integration, and product program, sales and technical questions. Learn more about the Consulting Partner implementation. Trailblazer Scorecard Create a Case The Consulting Track is designed with a fair and transparent partnership model Join the Consulting Partner Program Track Contact to create a thriving and connected Collaboration Group in Partner Community [email protected] ecosystem where it is easier for partners m if you are unable to login to Partner to collaborate and do business with Opt-in for Partner Email Communications to Community Salesforce. receive personalized partner email updates FAQ Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

1 Welcome to Salesforce Partner Community and Credentials Partner Community Certifications & Credentials Maintenance To maintain your Salesforce credentials, you will need to All users must have a Trailblazer Account to access Partner Link Your Trailhead and Webassessor Accounts Community: ● Trailhead Partner Certification Materials Partner Community Registration Guide ● FY25 Consulting Partner Program Credentials Tracker Please view the ● Certification Exam Vouchers FAQ Partner Community User Manual Visit the for information on how to setup, access, and navigate the Salesforce Certification Maintenance Schedule Partner Community. to complete your annual maintenance requirements Join the Visit the Official: Partner Community Collaboration Group Partner Readiness Guide to Certification Maintenance Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

1 Welcome to Salesforce Consulting Navigator, Benefits and Demo Orgs Consulting Navigator FY25 Consulting Partner Benefits Demo & Dev Station We offer a unique set of Consulting Partner Benefits The Consulting Navigator enables to support the growth of our Consulting Partners. See the Looking for advice on getting the Salesforce Partners to differentiate FY25 Partner Program Benefits - Consulting Track for more best environment to build apps, test themselves details on each benefit including description, tier eligibility, new ideas, demo to customers, or in the market and showcase their how to access, and much more! just play around with our amazing expertise to customers and sales teams. products? Visit the Demo & Dev As a benefit of being a Salesforce partner, you are entitled to Station to learn more and request Join the: 2 free Enterprise Edition Sales & Service Cloud licenses. To your free Demo Orgs. Navigator Collaboration Group learn how to request your PBO visit the Partner Program FAQ: Sales & Service Cloud (PBO) Benefit help article. Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

1 Welcome to Salesforce Branding, AppExchange, and Co-selling Partner Marketing Partner AppExchange Selling with Salesforce Complete this Trail Mix: Visit the Partner Co-Marketing Program for Learn more about Meet Your Business Needs with paid co-marketing opportunities Sourced & Joint ACV AppExchange eligibility and rules of engagement The Salesforce Branding Guidelines are to Learn more on how to help you clarify some of your brand Lead Submission & Partner Referral Leads Enhance your AppExchange Listing protection responsibilities and leverage the many benefits of the partner ecosystem PLC Course: With improved filtering and sorting criteria, without negatively impacting Salesforce Sell with the Salesforce Team: Salesforce has made it simple for customer to brands. The Engagement Model find the right partner via the Allow our Sellers to connect with you by Consulting Partner Finder Salesforce Public Relations Guidelines registering for our new Partner Finder Checklist Partner Connect Slack App Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

1 Welcome to Salesforce Make an Impact and Join the Community Partner Community Collaboration Groups Partner Advisory Boards Make an IMPACT Partner Advisory Boards (PABs) serve as channels to create deep strategic Check out the Partner Impact Pillar for Stay up-to-date by joining Partner information on how Salesforce drives, alignment between Salesforce and its top partners Community Collaboration Groups to recognizes, and measures Impact. on high-priority products & initiatives. meet and collaborate with Trailblazers, Partners, and Salesforce Experts. PAB objectives: ● Join Talent Alliance Connect: Nurture relationships and gain insights on ● Sign-up to Pledge 1% business challenges and opportunities Join a Trailblazer Community ● Complete the Partner Program Group(s) / Event(s) Impact Survey Innovate: Educate and co-create the future of ● Ecosystem Equality Report scalable solutions and roadmaps Grow: Empower and drive profitability and expertise Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

2 The Salesforce advantage Data+AI+CRM+Trust, Salesforce Events The Salesforce Advantage Salesforce Events Explore Event Dates & Registration that help you sharpen your The Salesforce Advantage & Top of Mind Salesforce customer focus: Products Take advantage of Salesforce+, On-Demand Webinars, Data Cloud | Agentforce Community Events, Developer Events, Customer Success Events Partner in Growth: Industry Trends and Imperatives ➔ Event Sponsorship Opportunities Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

3 Capacity & Capability Partner Learning Camp, Credentials & Certifications Building Capacity Salesforce Days Partner Learning Camp & Trailhead We offer a combination of Accredited Professional & Trailhead credentialing and certification resources via Partner Guide to Credentials & Salesforce Days events offer Partner Learning Camp (PLC) and Trailhead. free, live and on-demand Certifications: enablement for partners to Technical Learning Journey Follow the step-by-step instructions in the Partner learn new skills, prepare for Learning Camp User Manual to learn how to access, Overview of the new Salesforce credentials, and navigate and get the most out of PLC. become trusted advisors. Sales Capacity Requirement ➔ Register for Partner Learning Camp Enablement Events Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions

4 Partner Success Products & Industries Enablement and Go-To-Market Products & Industries Building Capability Partner Success Deliver Like Salesforce Partner Partner GTM Offerings & Stay up to date and engaged with the Pocket Guide Partner On-Demand GTM Courses latest information, tools, and resources Access Deliver Like Salesforce on Salesforce Products and Enhance your skills and knowledge by registering for knowledge, templates, tools, Industries. Salesforce-led events through the enablement and support Enablement Events Calendar throughout the Partner Readiness Partner Readiness Guides offer a Guide to Deliver like Salesforce succinct overview of enablement Have a strong success story to share? resources available to Salesforce's Nominate your Partner Story Join: Partner Delivery Readiness Consulting to be considered for recognition and amplification Collaboration Group across internal Salesforce channels and externally across our marketing programs 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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