Consulting Partner Program Guide
Consulting Partner Program Guide
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Salesforce Partner Program for Consulting Partners
The Salesforce Partner Program for Consulting Partners is designed for firms that are inspired to lead the next
phase of innovation and help companies connect with their customers in entirely new ways. The Salesforce
Partner Program offers a robust set of resources, training, and tools, enabling partners to develop expertise
around specific business functions, product areas, and industries so they can best serve customers, differentiate
practices, and grow a profitable business. Unlike programs developed by traditional software providers, the
Salesforce Partner Program is built exclusively for the cloud and takes advantage of its unique customer
engagement models, economics, and potential to deliver unparalleled customer success.
The Salesforce Partner Program gives you the ability to:
Drive customer innovation As a Salesforce Partner, youll work with the worlds leading social, mobile, and
cloud technologies to unlock new opportunities and drive successful business outcomes for your customers.
Develop specialized expertise To ensure customer adoption and ongoing customer satisfaction, you need to
offer a combination of strategic vision, deep technical skills, and expertise specific to a customers business. The
Salesforce Partner Program offers a range of programs including sales and technical enablement, role-based
product training, and a portfolio of certifications to help you master Salesforce technologies and develop
dedicated skills around specific Salesforce products, industries, and geographies.
Grow a thriving practice The Salesforce Partner Program is designed to capitalize on the immense
opportunity of the cloud with a collaborative go-to-market approach that helps partners differentiate their
practice, generate customer demand, and build a profitable Salesforce practice.
How does the Partner Program work?
The Salesforce Partner Program for Consulting Partners is based on a tiered structure that recognizes the total
contribution each partner makes to its Salesforce partnership. The program offers five tiers based on a
companys commitment and the maturation of its Salesforce business. Tiers include: Global Strategic, Platinum,
Gold, Silver, and Registered.
Program Requirements
Consulting Partner tiers are based on a Partner Value Score (PVS). The PVS measures a Partners contribution
over a rolling 12-month period, against Salesforce-set targets across three main categories: 1) ACV, 2) Expertise
and 3) Customer Success. All Partners receive a PVS based on their total contribution to these categories.
During the PVS calculation process, Partners are evaluated across a range of core attributes associated with the
main categories by country, including total ACV, ACV growth, Salesforce certifications, specializations, customer
satisfaction (CSAT) and customer success stories. Salesforce Consulting Partners score points for each of these
weighted attributes, which are tallied over the rolling 12-month period, to determine their PVS. Any contribution
to a category will count towards a Partners total PVS, which subsequently determines program eligibility and
partner tier. Unless partners achieve the minimum PVS for their desired tier, they will be classified as a
Registered Partner.
Core Attributes
Sub Attribute
ACV 40%
Sourced ACV
Co-Sell ACV
ACV
ACV Growth 5%
YoY Growth
Certs 20%
Tech Architect
Sales Cloud
Expertise
Service Cloud
Platform Developer 1
Customer Success
Specialization
Expanded Knowledge 5%
Various Certifications
CSAT 15%
CSAT
Customer Stories 5%
Customer Stories
Definition
Any previously unknown opportunity referred by a Partner as a lead submitted through
the Partner Community and accepted by the Salesforce Sales team, resulting in new end
user purchase of original services, purchase of additional services, or upgrade to existing
services within a rolling 12-month timeframe.
Partner brings previously unknown intelligence to an existing Salesforce opportunity or is
brought in by the AE to support the close of an existing Salesforce opportunity within a
rolling 12-month timeframe. Note: Co-Sell ACV includes the sum of Sourced ACV and
Joint Sales.
A rolling 12-month comparison between the current Sourced ACV performance and the
previous years Sourced ACV performance. Note: A minimum of $75,000 US or $50,000
non-US for the previous years Sourced ACV performance is required for eligibility to earn
points in this category. You must achieve at least 35% growth to earn these points. No
partial points are awarded
The Salesforce Certified Technical Architect program is designed for technical architects
who want to demonstrate their knowledge, skills, and capabilities of accessing customer
architecture; designing secure, high-performance technical solutions on the Force.com
platform; communicating technical solutions and design tradeoffs to business
stakeholders; and providing a delivery framework that ensures quality and success.
The Salesforce Certified Sales Cloud Consultant exam is designed for implementation
experts who have experience implementing Sales Cloud solutions in a customer-facing
role. The Salesforce Certified Sales Cloud Consultant is able to successfully design and
implement Sales Cloud solutions that meet customer business requirements, are
maintainable and scalable, and contribute to long-term customer success.
The Salesforce Certified Service Cloud Consultant exam is designed for implementation
experts who have experience implementing Service Cloud solutions in a customer-facing
role. The Salesforce Certified Service Cloud Consultant is able to successfully design and
implement Service Cloud solutions that meet customer business requirements, are
maintainable and scalable, and contribute to long-term customer success.
The Salesforce Certified Platform Developer I credential is for individuals who have
knowledge, skills, and experience building custom applications on the Force.com
platform.
The Fullforce Initiative recognizes a partner for the development of a proven Salesforcebased service offering.
Salesforce Masters is structured to recognize partner Mastery of a Cloud or Industry.
Specializations are the building blocks of the Salesforce Masters initiative. Partners earn
specializations for demonstrated product and industry expertise by submitting projects,
success stories and references.
Partners can earn additional points through obtaining expertise though the following
certifications: App Builder, Advanced Administrator, Platform Developer 2, Pardot
Consultant, Marketing Cloud Consultant , Community Cloud Consultant and all Domain
Specialist certifications as they become available: Development Lifecycle & Deployment
Designer, Integration Architecture Designer, Data Architecture & Management Designer,
Sharing & Visibility Designer, Mobile Solutions Architecture Designer, Identity and Access
Management Designer
Through the registration and closure of at least one or more projects in our Partner
Community within a rolling 18-month timeframe, customers complete a survey that
generates a Customer Satisfaction (CSAT) Score for the relevant Partner. No partial points
are awarded.
Referenceable information on a Salesforce customer project within a rolling 18-month
timeframe.
New Sub-Attribute Requirement: Specialization
Specializations are a component of the Salesforce Masters Initiative. They allow partners Silver and above to be
recognized for demonstrated expertise in Salesforce products and by industry. Specializations are earned by
achieving thresholds for projects, success stories, references and certifications over a rolling 18-month
period. For more information and qualification criteria for specializations and Masters, please visit the Partner
Community.
ACV
Core Attributes
ACV 40%
ACV GROWTH 5%
CERTIFICATIONS 20%
Expertise
400
50
200
Sub-Attribute
FY17 Change
Sub-Attribute Point
Targets
+100
300 points
-50
100 points
-50
50 points
-50
50 points
-25
50 points
-25
50 points
n/a
50 points
+15
50 points
Specialization
+50
50 points
+50
50 points
50
App Builder
Advanced Admin
Platform Developer 2
Pardot Consultant
CSAT 15%
150
n/a
150 points
Customer Stories 5%
50
n/a
50 points
SPECIALIZATION 10%
EXPANDED
KNOWLEDGE 5%
Customer
Success
Core Attribute
Point Valuation
Totals:
100
1000 points
1000 points
*A rolling period is always based off of the last day of the quarter. (i.e. ACV is measured on a rolling 12 months from April 30th, July 31st, October 31st, and January 31st.)
Data
Set:
US
300
100
50
Sourced
ACV
Co-Sell
ACV
YoY Sourced
Growth
Rolling 12
months
Rolling 12
months
Rolling 12
months
Customer
Success
Expertise
50
50
50
50
Technical
Platform
Sales Cloud Service Cloud
Architects
Dev 1
Current Active Current Active
$2,500,000 $7,500,000
25
25
50
CA
$250,000
$750,000
10
BR
$300,000
$1,000,000
10
ROLACA
$250,000
$750,000
10
UK
$500,000
$1,250,000
15
15
30
DE
$300,000
$1,000,000
10
10
20
35%
50
50
50
150
50
Master or
Fullforce
Solutions
Specializations
Expanded
Knowledge
CSAT
Customer
Stories
Current Active
Current Active
Rolling 18
Months
Rolling 18
Months
25
50
Lifetime
FR
$250,000
$750,000
10
NL
$250,000
$750,000
10
ROEMEA
$250,000
$750,000
10
AU
$250,000
$750,000
10
ROAPAC
$250,000
$750,000
10
JP
$500,000
$1,500,000
20
20
40
8.4
*A rolling period is always based off the last day of the quarter. (i.e. ACV is measured on a rolling 12 months from April 30th, July 31st, October 31st, and January 31st.)
Program Fees
To support the ongoing administration of the enhanced Salesforce Partner Program, and to provision the
program benefits, Salesforce charges an annual program fee. All Salesforce Consulting Partners are required to
meet the program requirements and pay the annual program fee associated with their respective Partner tier.
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PROGRAM FEE
REQUIREMENT
Mature
Global Strategic*
$25,000
n/a
Platinum
$20,000
$15,000
Gold
$15,000
$11,250
Silver
$5,000
$3,750
Registered
$1,000
$750
Must achieve Platinum in 2 ore more Top 8 Countries (*one must be US).
Must commit to Platinum Sponsorship at Dreamforce.
Value Score
700 1000
Value Score
450 699
Value Score
250 449
Registered Tier requires a minimum of ONE individual (holding 2 or more
certifications), or a minimum of TWO individuals (holding at least one
certification each). The certifications that count toward the requirement
are Sales Cloud, Service Cloud, or Platform Developer 1 (Force.com
Developer will continue to count towards this certification in FY17).
Program Advancement
If a Partner pays an annual program fee based on an earlier assignment to a Partner tier, and is then assigned to
a higher Partner tier, no additional annual program fees are due until the next renewal. At that point, the Partner
must pay the annual program fee associated with the Partner tier to which Salesforce assigns them for the next
annual term, based on the Annual Partner Evaluation.
Program Benefits
Each program level offers a unique set of benefits to support the growth of our Consulting Partners business.
Partners will have access to an expanded range of benefits based on the level of partnership.
Registered
Silver
Gold
Platinum
Global Strategic
AppExchange Listing
X*
General
Eligible to Participate in
Salesforce Masters (and
Specializations)
Partner Management
Registered
Silver
Gold
Platinum
Global Strategic
Enablement
Two Free Salesforce EE User
Subscriptions (internal use)
Free Online Training
X*
10
15
20
Certification Discounts
Registered
Gold
Platinum
Global Strategic
Silver
Marketing
General Marketing Support
Demand-Generation Tools
Eligibility for Marketing CoFunding (MDF)
PR Resources
Marketing Concierge
Registered
Silver
Gold
Platinum
Global Strategic
Referral Incentives
Onboarding Resources
X**
n/a
Sales
Partner Resources
The Partner Community is your go-to resource for all partner information, technical and sales enablement
resources and to engage with other Partners.
For a comprehensive list of topics covered in the partner community go to: p.force.com/topics
Partners can also take advantage of:
Partner Community This community is your one-stop shop for education, enablement, and engagement.
Collaborate with other partners and Salesforce staff. Stay updated with News & Events. Submit Cases to obtain
support. Review your partnership performance with the Business Console. Manage all of your Leads,
Opportunities, and Projects. Learn more at https://partners.salesforce.com.
Partner Roadmap Webinar series See what's new and what's next with our products and programs. Monthly
Roadmap webinar are a popular way to stay updated on everything that is happening with the Salesforce
Partner Program. Learn more at http://p.force.com/roadmap.
Monthly office hours We invite all Partners to attend monthly office hour sessions with a Salesforce panel of
experts across Programs, Operations, Marketing, Sales, and Support to get answers to your burning questions.
Learn more at http://p.force.com/officehours.
Partner Forums Join Salesforce executives, product leaders, and other Partner Program experts for a full-day
program designed to inspire customer transformation and Salesforce innovation.
Partner Onboarding Partners can get help with the onboarding process. Learn how to navigate the Partner
Community, register a project, publish a listing on the AppExchange, and more. Learn more at
http://p.force.com/cloudacademy.
Partner Training There are numerous options for training, including recordings, live webinars, Trailhead
modules, and instructor-led courses. Learn about all of the options at http://p.force.com/training.
Sales Kits by Product and Industry Whether your focus is Sales Cloud, Service Cloud, etc. or specific
industries, youll find first-call decks, demos, datasheets, white papers, FAQs, a list of top discovery questions
and much more on the Partner Community. Learn more at http://p.force.com/products and
http://p.force.com/industries.
Developer Force Get started with Force.com, the leading cloud-computing platform for custom application
development. As a Salesforce Consulting Partner you can join Developer Force and gain access to a free
Developer Edition environment plus self-guided tutorials, toolkits, and downloadable reference books on
Force.com fundamentals and advanced techniques.
Trailhead Take advantage of the fun way to learn Salesforce. Trailhead modules cover a wide range of topics.
Take the training challenges and earn badges. You can even display your badges on your community profile
page. Learn more at https://developer.salesforce.com/trailhead/.
Developer Forums (discussion boards) We offer technically oriented boards around Force.com development,
Apex Code, Lightning, Heroku, Force.com sites, Java, .NET, and more. We also offer general boards that cover a
range of topics including Salesforce best practices, desktop integration, and product discussions. Learn more at
https://developer.salesforce.com/forums.
Test and demo orgs Test new technologies, create customized demos, and develop proofs of concept for your
prospects and customers. All editions are available through Environment Hub. Learn more at
http://p.force.com/hub.
New! Free Support Case Packs These packs are based on a flexible use as needed model and
include a set number of cases depending on your program tier:
Global Strategic
Platinum
Gold
Silver
Registered
20 case packs
15 case packs
10 case packs
5 case packs
2 case packs
With Support Case Packs partners receive a faster initial response of 18 hours (depending on the case
severity level) plus Developer Support and a Priority Queue to route cases directly to Tier 2 and 24/7
toll-free phone support.
New! Discount on Partner Premier Partners interested in purchasing the Partner Premier Success
plan will get a 10% discount off the $24,000 fee.
Formal technical support Includes Salesforce Basic Support as well as access to our new Partner
Premier Success Plan:
Basic Partner Support This free service includes:
o Unlimited application and Partner Program-related support
o Online case submission with 2-day initial response time for all case types/severities
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Measurement Process
Q: Will there be any changes to the measurement process for FY17?
A: We will continue to measure all partners against the program targets and provide them with a
Partner Value Score (PVS). The PVS process provides a holistic approach to measuring partners based
on their total value contribution. Each partners PVS will determine their program tier designation.
Q: What is the Partner Value Score?
A: Salesforces Partner Value Score (or PVS) measures a Partners contribution across our Core
Attributes for a specific time period.
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Q: Will Partner Value Scores be made public so partners can see other partners' scores?
A: No, you will not be able to see other partner scores, just your own.
Q: What happens if a partner has a discrepancy with the Partner Value Score assessment?
A: If there is a discrepancy with the data set for the calculation; please submit a case through the
partner community and we'll investigate.
Q: How far back do you go when calculating the Partner Value Score in Feb 2015?
A: For ACV, the score is calculated on a rolling 12-month basis from the last day of the upcoming
quarter. For Expertise, the score is calculated on a lifetime basis. For Customer Success, the score is
calculated on a rolling 18-month basis from the last day of the upcoming quarter (e.g. during the
upcoming Annual Partner Evaluation Period in February, we will be looking at partner contributions
from Feb 1, 2015 to Jan 31, 2016 for ACV, Lifetime count for Expertise, and Aug 1, 2014 to Jan 31,
2016 for Customer Success. For the Quarterly Partner Evaluation in May, we will be looking at partner
contributions from May 1, 2015 to April 30, 2016 for ACV, Lifetime count for Expertise, and Nov 1,
2014 to April 30, 2016 for Customer Success).
Program Eligibility
Q: What is my annual program term?
A: The Annual Term is the period of any partners participation in the Partner Program starting on:
i.
The date Salesforce receives an Existing Partner, or any renewing Partner, payment of the
Annual Program Fee associated with the Partner Tier to which Salesforce has assigned them,
following the first or subsequent Annual Partner Evaluation, or
ii.
For New Partners, the date of the New Partners admission to the Partner Program provided
that Salesforce receives timely payment of the Annual Program Fee associated with the Partner
Tier to which Salesforce initially assigns the Partner (in most cases, this will be the Registered
Partner Program Tier), pro-rated for the remainder of the then-current Annual Term, and
ending for all Partners on the last day of the following February (i.e., February 28, or February
29 in leap years).
Q: How do I renew my program enrollment?
A: All existing partners will be required to renew their enrollment at the end of their existing program
year (all partners program contract will end on Feb 29, 2016). On March 1, 2016 partners will be
notified on how to renew.
Q: If I am a new partner (no previous partnership with Salesforce), should I use the enrollment
form?
No, new partners should select Join Now at https://partnersignup.salesforce.com.
Q: If I am a partner in more than one country, do I need to pay twice?
A: No. Partners only need to pay the fee associated with their highest ranking tier (i.e. if a partner
achieved platinum in the U.S. and gold in France, they would pay the Platinum program fee).
Q: If I dont want to pay for inclusion in a higher tier do I have to advance?
A: No. A partner can choose to remain in a lower tier if they do not want to advance in the program.
They will only get the benefits associated with the tier in which they pay the program fee. If later in the
year they opt to move to a higher tier, they must pay the fee for the higher tier.
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Program Requirements ii
Q: Does Registered Tier require two certified individuals or 2 certifications? Can a company with
one employee, holding two certifications, qualify to be a Registered Partner?
A: Registered Tier requires a minimum of ONE individual (holding two or more certifications), or a
minimum of TWO individuals (holding at least one certification each). The certifications that count
toward the requirement are: Platform Developer1 (includes Dev 401 for FY17), Sales Cloud, or Service
Cloud. Partners wishing to join, who have not earned the two certifications, can join as a provisional
registered partner for 6 months. If after 6 months the partner has not met the minimum requirement
they will be deactivated and removed from the program.
Q: Which certifications count for Registered Tier qualification?
A: Platform Developer 1 (includes Dev 401 for FY17), Sales Cloud, and Service Cloud certifications can
be applied towards the minimum requirement for Registered Tier. After further analysis, we have
removed the Advanced Administrator certification from this list.
Q: If we do not meet the minimum requirements for the Registered level or above, or cannot pay
the fee, can we still be considered a partner in the Salesforce Partner Program?
A: No, you will not be a partner in the Salesforce Consulting Partner Program.
Q: What happens if I enrolled and paid the program fee but havent met the two certifications
requirement, will I still be removed?
A: Yes, we will suspend all paid partners who do not have the two required certifications. No refunds
will be offered. Once you have your two certifications, you will then be reinstated. If you are reinstated
within the same program year, there will be no additional fee.
Q: Without access to the Partner Community, how do I get access to Partner Training to get my
two certifications?
A: Partners will still have access to the Partner Training org and should continue with the certification
process.
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Q: Without access to the Partner Community, how do I alert Salesforce that I attained the two
certifications, and should therefore be reinstated?
A: To get reinstated send an email to: [email protected].
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A: Yes, included in your Consulting Partner Program will be a section on How to leverage your Tech
Support Case pack - including tech support global access phone support, SLAs, support case routing,
escalation path, etc.
Q: Will I be notified when I can start using my tech support cases?
A: Yes, once your Consulting Partner program order is activated, you can start using your cases.
Q: Will I be notified if I have used all of my cases?
A: Upon hitting the limit of cases you are entitled to, you will receive an email notification that you
have reached the limit and your future cases logged will be downgraded to Partner Standard Support.
Q: Is each partner's Performance Statement shared publicly?
A: No, this information is not publicly shared and is only visible through partners secure access to the
Partner Community. We will be sharing more detail on the performance statement soon.
Q: What incentives does Salesforce offer for referring business?
A: Salesforce pays qualified partners a referral fee in many emerging markets. Please refer to the
partner policy document.
Q: What is the Fullforce Initiative?
A: The Fullforce Initiative is how we recognize partners who have invested in deep, proven solutions in
a product or industry. Please refer to the Fullforce Partner Community page for information on how to
become a Fullforce partner.
Q: Is the two complimentary license program benefit available February 1 or after payment is
made?
A: The licenses are available immediately. Please submit a case to request the two Enterprise Edition
licenses.
Q: Are there any changes to the Premier Training availability for Partners?
A: All partners have unlimited access to Premier online training as a program benefit.
Q: Do internal use licenses count towards a partner's ACV attainment?
A: Internal licenses do count but only net new ACV. Renewals do not count.
Q: Is there a discount for Partner Premier Support?
A: Yes, Silver and above partners will receive a 10% discount on Partner Premier. More information on
this is included in the new FY17 Program Guide.
General
Q: Does a partner's ISV ACV count towards their Consulting Partner Program tiering?
A: No, we do not count any ISV ACV towards a partners Partner Value Score in our Consulting Partner
Program.
Q: What does ACV stand for?
A: Annual Contract Value - this is what Salesforce calls upfront bookings.
Q: How many Partners are there globally in each of the tiers?
A: Partners can refer to AppExchange for partners in each tier.
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