Partner Community - Salesforce

Partner Community For Marketing Cloud Partners

Admin Version I Updated February 2016

Partner Community Setup Guide – Admin Version Salesforce | 2

Contents

Step 1: Identify Your Marketing Cloud Practice Lead…………………............................................ 3

Step 2: Getting Started………………………………………………………………………………....................... 3

Step 3: Logging In………………………………………………………………………….…….……………………….. 4

Step 4: About You…………………………………………………………………………………………………………. 6

Step 5: Partner Master Agreement…………………………………………………………………................... 14

Step 6: Thank You!………………………………………………………………………...……………………………… 15

Step 7: Your Welcome Emails………………………………………………………………………………………… 16

Step 8: Log in to the Partner Community…………………………………............................................. 17

Step 9: Invite Your Users to Join Partner Community…….……………………………………………….. 19

Step 10: Explore the Partner Community………………………………………………………………………. 22

Marketing Cloud Channel Partner Restrictions……………………………………………………………. 24

Avoid 1: The Business Tab……………………………………………………………………………………………... 24

Avoid 2: The Support Tab……………………………………………………………………………………………… 24


Congratulations! You are steps away from gaining access into the Salesforce Partner Community. The Partner Community will be your home for collaboration, access to content, and numerous resources to enhance your partner experience. Follow these important steps to get started. These steps will initiate the login process. Please note: the setup will take a few days from form completion, so plan accordingly. IMPORTANT: IDENTIFY YOUR MARKETING CLOUD PRACTICE LEAD (PARTNER COMMUNITY ADMIN). THIS PERSON WILL BE DESIGNATED TO SET UP THEIR COMPANY WITHIN PARTNER COMMUNITY AS THE PARTNER ADMIN.

Step 1: If you have not done so, identify your Marketing Cloud Practice Lead (Partner Community

Admin). This person will be responsible for owning the setup of individual users for your company within the Partner Community, as well as the person managing the expertise. Once that person is identified, that person should move forward with the following steps. If you are not the designated lead for your company please stop here and identify the appropriate point of contact for your company. Please note, only one person can manage this process. If you are not sure who your Practice Lead (Partner Community Admin) is please reach out to your Partner Account Manager.

Step 2: Go to https://partnersignup.salesforce.com/ and click the “Get Started…” button. It is

recommended that you open this URL in a private browser or incognito window.


Step 3: Click on the "Marketing Cloud" tile to log in using your Marketing Cloud login credentials.


Enter your Marketing Cloud credentials:

Select “Create our Partner Account”:


Step 4: This is a CRITICAL step, so go slowly and make sure you have satisfied all components in this

step. Please disregard that you will be required to pay a program fee as your prior agreement program fees are in place at this time. Program fees subject to change in the next fiscal year. You must fill out the required form completely. The required fields are below:

● First name and last name ● Work email (i.e. domains not accepted will include but are not limited to: Gmail, Yahoo, AOL, etc.) ● Work phone ● Work title ● Preferred language under the “About Me” section


The company information is also required:

● Legal company name you work for (your company’s billing address) ● Company street address ● Company city address ● State/Province ● Zip/Postal code ● Country address ● Total employees at your company ● Company website


Select the bubble Marketing Cloud Channel. Do NOT click the App Vendor or Consultant bubbles.


Once you have selected the Marketing Cloud Channel bubble, please click the Edit button next to “What salesforce.com technologies do you plan to build around?”


From the list of options, please select Marketing Cloud. IMPORTANT - PLEASE ONLY SELECT THE MARKETING CLOUD CHECKBOX. IF YOU DO NOT FOLLOW DIRECTIONS AND CHOOSE ANYTHING OTHER THAN MARKETING CLOUD, YOU WILL BE SUBJECT TO PAY ADDITIONAL FEES! Click Save.


Please fill out the following questions to the best of your ability.


Please answer the Additional Questions section (if they apply to your company).


1. Once you have completed this page, double check that you have selected Marketing Cloud Channel as your Partner Type.

2. Confirm that you have Marketing Cloud selected under “What salesforce.com technologies do

you plan to build around?”

3. Once the above two items have been confirmed, you are on your way. Click Next…


Step 5: Please review and agree to the Partner Master Agreement before submitting your application.

Once you have reviewed the document, check the “I am authorized to accept this agreement on behalf of my organization” and check “I accept the agreement”. Finally, click the blue bar “I agree to the Partner Master Agreement.” If you have questions about the Salesforce Partner Program Agreement (SPPA), please review this FAQ: http://p.force.com/SPPA


Step 6: Thank you! You have followed the directions successfully! Once your request to access Partner

Community, as a Marketing Cloud Partner, has been approved you will receive an email to welcome you. This email will include further instructions. Please allow a few business days for processing. For legacy ExactTarget, not Marketing Cloud partner, please disregard that you will be required to pay a program fee at this time as your prior agreement program fees are in place at this time. Program fees subject to change in the next fiscal year.


Step 7: Your Welcome Emails Once the internal enrollment process is complete, you will receive your welcome emails. Once you have received these emails, you will log into the Partner Community with your Marketing Cloud credentials. Please read the first email (Subject Line: Salesforce Partner Community Access – Your Company Name). This email includes information about your partnership and the resources available to you in the Partner Community.


Step 8: Log In to the Partner Community As the Marketing Cloud Practice Lead and now the Partner Community Admin, you will be responsible for setting up others at your company with access into the Partner Community. You are now the only person at your company who can invite other users or admins until you designate another admin. Go to http://partners.salesforce.com Select Log In (right hand corner, circled in orange)


Click the Marketing Cloud button. Enter your Marketing Cloud username and password:


Step 9: Invite Your Users to Join Partner Community Once you have successfully logged into the Partner Community, you will see the “Manage Users” tab at the top of your screen. Please click “Manage Users.”


Next you will click the green button, “Invite User.”


From here, you can invite other users to join your Partner Community by entering their work email address and assigning any additional permissions you want them to have. Once you are done, please click “Invite.” If you would like to give additional users Partner Community administrator permissions, select the “Manage Users” checkbox.


Step 10: Explore the Partner Community:

● Stay up to date on upcoming news/events ● Collaborate with others on Chatter

Please join the Marketing Cloud Chatter group to collaborate and access all MC Content that previously was housed in the Content tab of PRM: https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009P5F

Two other important Chatter groups to follow include:

● Official: Partner Community Chatter Group - follow (and select Email > Daily Digest in the left margin) to receive program updates from Salesforce Staff. (Please do not post to this group. It is only for partners to receive program updates from the Salesforce Partner Program Team.) http://p.force.com/official

● Questions & Answers Chatter Group - ask any question by starting here, you may be directed to other Chatter Groups, resources, or specific individuals for follow up. http://p.force.com/question


You should familiarize yourself with the “Resource” tab on p.force.com/marketingcloud. Here you will find Sales and Implementation resources along with many others!

Success Community Keep in mind, your login to the Partner Community also provides you access to our Success Community. The Salesforce Success Community is an online resource where you can access help, give feedback, ask questions, and collaborate with Salesforce, partners, product specialists, employees and other customers. You can access the Success Community at https://success.salesforce.com. To summarize, the Success Community is open to the entire Salesforce ecosystem (customers, developers, partners), whereas the Partner Community is only open to active Salesforce partners. Your login credentials provide you access to both Communities.


Marketing Cloud Channel Partner Restrictions Although there are many exciting features within the Partner Community, there are some restrictions for those new users coming from the Marketing Cloud Channel Partner Program (resellers, embedded, or digital agencies). At this time, we are still working on migrating our internal Salesforce instance and the tools previously provided in the Marketing Cloud Partner Portal, PRM. Due to this, there are two tabs you should avoid until told otherwise.

Avoid 1: The Business Tab Please avoid clicking on the Business tab. At this time, you will continue to log leads and manage opportunities within PRM (etopn.exacttarget.com). If you try to create a lead in the Partner Community, it will not get to your Partner Account Manager (PAM) and it will not be recorded as a partner lead. Again, please continue to use PRM. Please email [email protected] for all PRM related technical support, password resets, and support.

Avoid 2: The Support Tab Please avoid clicking on the Support tab. At this time, you will continue to use support by calling, emailing or opening a case through 3sixty/BackOffice (www.3sixty.exacttarget.com). If you have questions on this, please reach out to your PAM.

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