Partner Business Org Slides

What is it?

A Single Place To Manage Your Business

• Every company needs a CRM system to run their business*

• Salesforce provides a Enterprise Edition Org with 2 free Salesforce licenses to all partners

–  If you are already a Salesforce customer, we will provide two additional licenses on that org

–  If you are not a Salesforce customer, we will provision a new org with the 2 licenses

** Though the business org is provided to manage the business from your AppExchange app you can choose to use it as your primary CRM product. Env. Hub

Contacts

Analytics

Campaigns

Leads

Accounts

Licenses (LMA)

Orders (COA)

Cases

Subscriber Support (LMA)

Opportunities

What do I use it for?

Run Your Sales

• Sales –  Use it as your CRM System –  Track your customers –  Capture leads from various sources –  Track leads from free trials to closed-won

opportunities –  Run campaigns and monitor effectiveness –  Customize workflows for your business needs –  Report on the health of your business

Support Your Customers

• Customer Service and Support –  Run your case management system –  Enable your support desk –  Integrate with a CTI system –  Live support customers through Subscriber

Console

Run Your Operations

• Business Operations –  Manage your AppExchange app –  Manage subscriber licenses through LMA

(License Management Application) –  Submit your orders through COA (Channel Order

Application)

Administration / Usage Tracking • Environment Hub*

–  Link all your Orgs to the hub •  Developer Orgs, •  Packaging Orgs, •  Test Orgs, •  Trialforce Management Org (TMO)

–  Trialforce Source Org (TSO)

–  Release managers can login to all Orgs for your product

–  Turn off access to orgs when employees leave • Product Managers Track App Usage

–  Enable Usage metrics to track how customers are using your app

** Environment Hub may be turned on a dev org depending on your development setup

Great!! How do I get one?

Salesforce Support Will Provide It

• Log a case with support requesting the Business Org –  If you are an existing EE* or above Salesforce

customer, we will provision 2 licenses to your Org –  If you do not use Salesforce, a new Org with 2

licenses orgs will be provisioned –  An ISV Agreement is required in order to receive

the licenses

*Enterprise Edition

Next Steps for the Partner Business Org

• Reference OnBoarding Checklist

• Review all Content in the Partner Community – Distribute Phase