Salesforce Partner Program for ISVs Lifecycle Tutorial
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This document summarizes the Salesforce Partner Program lifecycle for ISV partners. It outlines the six primary phases: plan, build, distribute, market, sell, and support. For each phase it describes key milestones, reviews, resources, and orgs (environments) needed. The goal is to help partners successfully navigate each stage of the app lifecycle from initial planning through ongoing customer support.
Salesforce Partner Program for ISVs Lifecycle Tutorial
- 1. Salesforce Partner Program for ISVs Lifecycle Tutorial
- 2. App Lifecycle Diagram Support Plan Build Distribute Market Sell Support Let’s Take a Closer Look > This brief slide deck explains the processes, environments (orgs), and milestones to help ISV partners plan an app, build it, distribute it to prospects and customers, market, sell, and support your customers in market. Based on the complexity of your app and your business model, your processes may differ. Work with your Partner Account Manager (ISV) to ensure your success at each phase of the lifecycle. There are six primary phases:
- 3. App Lifecycle Diagram Build Distribute Sell SupportMarketPlan It all starts with the six phases of the lifecycle. Notice the diagram begins with planning your app, rather than building. This underscores the importance of proper planning for your app and your business before starting development work.
- 4. App Lifecycle Diagram Build Distribute Sell SupportMarketPlan Sign up Technical Review (TE) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Once you join the Salesforce Partner Program, you will receive an email with access to our systems and resources. Milestones include a Business Review with a Partner Account Manager (ISV), and a Technical Review of important architecture and design considerations. Business Review (PAM)
- 5. App Lifecycle Diagram Security Review ($) Sign up Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Plan Distribute Sell SupportBuild Market ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Business Review (PAM) In the Build Phase, use Partner Developer Orgs (for development), Test Orgs (for testing), and a Packaging Org to create a managed package for all of your code. The package is then submitted for Security Review. Passing this review is required before launching your app.
- 6. App Lifecycle Diagram Security Review ($) Trialforce Management Org Partner website Sign up Operations Review Final Contract Review (PAM) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Plan Build Sell SupportDistribute Market ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Business Review (PAM) In the Distribute phase, once you go through Final Contract Review, you will then set up your Partner Business Org, then your Trialforce Management Org to deliver free trials. A required Operations Review will walk you through the orders and billing process. Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App
- 7. App Lifecycle Diagram Security Review ($) Trialforce Management Org Partner website Sign up Operations Review Final Contract Review (PAM) AppExchange Marketing Program (AMP) ($) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App FREE TRIALS Plan Build Distribute SupportMarket Sell ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Business Review (PAM) Congratulations! Your app is now live and you are in the Market phase. Use your Partner Business Org to manage your Campaigns and Leads. The AppExchange Marketing Program (AMP) is an option for partners who want to co-sponsor with us to build brand awareness and leads.
- 8. App Lifecycle Diagram Security Review ($) Trialforce Management Org Partner website Sign up Operations Review Final Contract Review (PAM) AppExchange Marketing Program (AMP) ($) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Sales Review Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App FREE TRIALS Plan Build Distribute SupportSellMarket ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Business Review (PAM) In the Sell phase, you are calling down on free trial leads, managing your pipeline, and closing deals. During this phase, your Partner Account Manager (ISV) will guide you through a Sales Review, including a checklist of proven best practices to help you maximize sales success.
- 9. App Lifecycle Diagram Security Review ($) Trialforce Management Org Partner website Sign up Operations Review Final Contract Review (PAM) Premier Support ($) AppExchange Marketing Program (AMP) ($) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Sales Review Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App FREE TRIALS Plan Build Distribute Sell SupportMarket ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Business Review (PAM) In the Support phase, you are managing cases in your Partner Business Org. You are also using the Subscriber Support Console to troubleshoot and debug customer issues. Premier Support is an option that offers you 24/7, global support with a designated support agent.
- 10. App Lifecycle Diagram Operations Review Final Contract Review (PAM) Premier Support ($) AppExchange Marketing Program (AMP) ($) Sales Review Plan Build Distribute Sell SupportMarket Technical Review (TE) To simplify, look at the core milestones. At every phase, we have reviews or optional programs to help you be successful. Build your own project plan around these critical milestones, and take advantage of the optional programs that are offered. Security Review ($) Business Review (PAM)
- 11. App Lifecycle Diagram Trialforce Management Org Environment Hub Developer Orgs Test Orgs Packaging Org Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App Plan Build Distribute Sell SupportMarket There are several orgs (environments, instances, logins) that are needed. There is no additional charge for these orgs. With the Partner Business Org, we provide you with 2 free licenses to get started. Use the Environment Hub to help you manage all of your logins.
- 12. App Lifecycle Diagram Plan Build Distribute Sell SupportMarket The Partner Community reflects these six phases. The Education tab is organized by the six phases, with learning content to support each phase of the lifecycle. http://partners.salesforce.com/
- 13. App Lifecycle Diagram Plan Build Distribute Sell SupportMarket On the Collaboration tab, join the Official: Partner Community Chatter Group, and select ‘Email Daily Digest’. This is our new “Opt-In” email process to stay in touch! http://partners.salesforce.com/
- 14. App Lifecycle Diagram Plan Build Distribute Sell SupportMarket Plan Build Distribute Market Sell Support There are recorded App Academy programs for every phase. Watch these recordings (look on the Education tab of the Partner Community) and review the Resources in each phase for additional deep dive replays. https://partners.salesforce.com/s/education
- 15. App Lifecycle Diagram Trialforce Management Org Partner website Sign up Operations Review Final Contract Review (PAM) Premier Support ($) AppExchange Marketing Program (AMP) ($) Partner Community ISVforce Guide App Academy Resources & Tools Online Training (LMS) Support (Cases) Environment Hub Developer Orgs Test Orgs Packaging Org Managed Package Sales Review Partner Business Org • Campaigns • Leads • Analytics • Cases • Support Console • Other Apps • License Mgmt App • Opportunities • Channel Order App FREE TRIALS Plan Build Distribute Sell SupportMarket ($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details Technical Review (TE) Well, that’s it! We hope this overview deck has been helpful. Be sure to check out the resources on the Partner Community. We wish you continued partner success! Security Review ($) Business Review (PAM)
- 16. Thank you