Distribute Program Overview Slides

Security Review ($)

Trialforce Management Org

Partner website

Sign up

Technical Review (TE)

APP Lifecycle – Six Phases

Operations Review

Business Review (AE) Final Contract Review (AE) Premier

Support ($) AppExchange Marketing Program (AMP) ($)

Partner Community ISVforce Guide APP Academy Resources & Tools Online Training (LMS) Support (Cases)

Environment Hub

Developer Orgs Test Orgs Packaging Org

Managed Package

Sales Review

Partner Business Org •  Campaigns •  Leads •  Analytics

•  Cases •  Support Console •  Other Apps

•  License Mgmt App •  Opportunities •  Channel Order App

FREE

TRIALS

Build Distribute Sell Support Market Plan

This is a diagram of the full partner lifecycle – all six phases.

Trialforce Management Org

Partner website

Distribute - Overview

Operations Review

Final Contract Review (AE)

Partner Business Org •  Campaigns •  Leads •  Analytics

•  Cases •  Support Console •  Other Apps

•  License Mgmt App •  Opportunities •  Channel Order App

FREE

TRIALS

Distribute Sell Support Market

This overview focuses on the core technologies and processes in the Distribute Phase, in order to begin transacting with salesforce.com.

Distribute Phase – Core Technologies & Processes

• Partner Business Org

• Trialforce

• Operations Review

• License Management App (LMA)

• Channel Order App (COA)

What is the Partner Business Org?

• The org you use to run your business and operations

• Enables you to publish and manage the sales and distribution of your app

• Salesforce will provide an Enterprise Edition Org with 2 FREE Salesforce licenses

Partner Business Org •  Campaigns •  Leads •  Analytics

•  Cases •  Support Console •  Other Apps

•  License Mgmt App •  Opportunities •  Channel Order App

Deliver free trials with Trialforce

• Allows you to deliver free trials to your customers and prospects

• Configure your commercial app to your specifications

• Enables you to reach a wider range of customers

Trialforce Management Org FREE

TRIALS

How to transact with Salesforce – Operations Review

• Understand how you will billed and invoiced as an ISVForce or OEM partner

• Learn how to set up your payment method with Salesforce

• Understand our requirements when contracting with your customer

Operations Review

Final Contract Review (AE)

Track your customers w/ the License Management App (LMA)

• Apply licensing to your uploaded and registered AppExchange apps

• Control how many users in the customer organization can access your package

• Allows you to track the number of customers that have installed a package

Partner Business Org •  Campaigns •  Leads •  Analytics

•  Cases •  Support Console •  Other Apps

•  License Mgmt App •  Opportunities •  Channel Order App

Submit orders with the Channel Order App (COA)

• Enables you to create, manage, and submit orders directly to Salesforce

• You are required to submit an order as a result of a sale of your application

• The COA must be installed in your Partner Business org

Partner Business Org •  Campaigns •  Leads •  Analytics

•  Cases •  Support Console •  Other Apps

•  License Mgmt App •  Opportunities •  Channel Order App

Next Steps

• Watch the demos in each module of the Distribute phase

• Follow the ISVForce and OEM Partner On-boarding Checklist

• Review the ISVForce Guide for more information