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Navigator Summary
Navigator Importance for Consulting Partners
Beginning in PY21 Q3, earned Navigator distinctions are the primary go to market rating for consulting partners to market their Salesforce Practice.
Moving forward, Consulting Partners will continue to be evaluated based on the Trailblazer Score and placed in corresponding program levels. Each new internal Consulting Program level - Base, Crest, Ridge, Summit, will come with incremental program benefits for our partners. These new Program levels are an internal-only distinction to allow Salesforce to evaluate partners and distribute Consulting Program benefits.
For the remainder of the current Consulting Program year, we encourage partners to begin the process of identifying and removing external, customer-facing references to their former metal tiers and medal badges from their published assets. (Metal Tiers: Registered, Silver, Gold, Platinum). Starting in PY22 (March 1st, 2021), Consulting Partners should no longer refer to themselves with metal tier distinctions when going to market, and all external mentions of their metal tiers - and the use of metal badges - will need to be removed from their published assets.
Your unique Navigator expertise is now the most impactful and relevant way for you to promote your Salesforce capabilities and expertise to prospects and customers.
PY21 Partner Navigator
| PY21 Enhancements In an effort to provide a simpler, more durable, and easy to use Partner Navigator, we are excited to announce enhancements which go in effect August 30th. Navigator enables Consulting Partners to differentiate their firm based on customer-validated industry expertise, Salesforce product knowledge, and customer success. In order to participate, your firm must be registered and in good standing with the Salesforce Consulting Partner Program. Navigator synthesizes three aspects of a partner’s product, industry and service expertise into a measure of deployable expertise that is easy for customers and AEs to understand. Partner Navigator enables consulting partners to differentiate based on proven experience, Salesforce product knowledge, and customer success. To learn more about Navigator, review the below resources, and use the Partner Navigator Chatter group for any additional questions. |
Navigator Contributes to Trailblazer ScoreNavigator is a measure of deployable expertise that is a component of the Trailblazer Score. By earning distinctions in Navigator, partners can earn up to 250 points towards the Customer Success metric. In PY21, Navigator makes up 25% of the overall scorecard. Partners earn points in Navigator through the following point allocation:
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Levels to Highlight ExpertiseNavigator has three distinct levels of expertise that partners can earn distinctions in. The highest level of recognition is at the Expert level. Partners earn Expert level distinctions at the Cloud and Industry level. The Level I & II Specialist distinctions are earned at the product feature or industry sub-vertical sector. Here’s a full breakdown of requirements by level: Before diving into exact specializations to focus on, let’s take a look at the description of the levels:
Formerly, the levels in Navigator were Certified, Specialist, and Master for reference. |
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Define Your Lane: Areas of ExpertiseProduct Earn distinctions to highlight your Salesforce product knowledge and competency. Product specializations and expert level categories will remain stable throughout the program year but will be adjusted slightly if a new credential becomes available or if new specializations are added on a quarterly basis to adjust for new product releases. Industry Showcase your expertise in the industries that you deliver customer success in. Keep in mind, credentials are not currently required for Navigator Industry distinctions. |
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Service Please note that both of the below service types require additional approval prior to achieving distinctions. To ensure Salesforce is validating partners with the defined capability, Navigator will require an approval process for this category of distinctions.The Consulting Partner Program recognizes that consultants are constantly innovating for our joint customers and oftentimes provide services beyond product implementation. In an effort to reward and highlight partners with unique experience, we have introduced the Services category to Partner Navigator. The following two services are available at the Expert Level Product Development Outsourcer (PDO): this category recognizes partners with expertise in building commercial apps, as well as other valuable services like training, funding, marketing, or selling AppExchange apps. These specialized partners can help architect & design a commercial app, tackle specific areas of your build (like third-party integrations), or simply augment your own development team. In order to be considered a PDO specialist, there will be an additional review with the Salesforce PDO team to validate your experience in addition to project, CSAT, and credentials. To learn more about PDO approvals, please refer to the PDO page or reach out to pdo@salesforce.com Managed Services: A service type to recognize partners who contribute to customer success through ongoing, proactive processes and functions performed under recurring, renewable contracts. In order to be recognized as a Managed Services partner, this specialization is gated by an application form, so Salesforce can validate your Managed Services practice and assess its maturity. Earn Specializations in the following categories: Administration Services, Support Services, Release & Change Services, Developer & Integration Services, Analytical Services, and AppExchange App Management Keep in mind the below key points for Navigator requirements:
To review the full list of requirements, download this resources > |
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Showcase Your Earned Distinctions As distinctions are earned, market your Salesforce-validated expertise with designated badges. Badges are made available for all specializations across all levels. To view and download badges, visit the Branding page of the Partner Community Remember to follow the partner branding guidelines > As partners earn distinctions in Navigator, the Expertise tab on AppExchange will be updated to reflect achievements. Ensure that your AppExchange listing is updated and accurate to showcase your expertise and full breadth of Salesforce and Industry capabilities. |
Requirement Submission
To ensure you are recognized for the great work you are doing, please continue to submit your customer projects, receive CSATs, and maintain credentials to earn your designations.
Evaluation Cadence
Navigator evaluations occur on a quarterly basis and AppExchange Expertise tabs will be updated.
As partners advance in levels, Partners will be ranked higher in search results on AppExchange.
Partner Support for Navigator
We are here to help support partners during the transition to Navigator. If you have additional questions or feedback, please share them in the Partner Navigator Chatter Group.
For specific firm related questions or request a tracker, please reach out to the team at masters@salesforce.com
Q: When will the metals tiers be replaced with Navigator badges and why is the program making the switch?
A: The goal is simple: to help customers find the consulting partner with the expertise needed to help them be successful. Beginning March 2021, all partners must remove the use of metal tiers and pivot to Navigator distinctions to market their Salesforce partnership.
Q: What are the benefits of the Salesforce Navigator Program?
A: Partners will receive both internal and external exposure with Salesforce based on distinctions and appear in search filters on AppExchange. For each Navigatordistinction earned, partners will receive a badge to use for marketing efforts. They will also receive Consulting Partner Trailblazer score points for each Level II Specialist and Expert level distinction earned (maximum of 250 points).
Q Is the Partner Navigator program based on an individual or firm basis?
A: The Partner Navigator status is achieved on a global firm basis.
Q: How do we make sure our certifications are being included in the Navigator evaluation?
A: Please make sure your team has linked their Webassessor accounts correctly. No additional requirements are needed.
Q: The requirements say that my firm must achieve 50%+ of the specializations to reach the expert level. What if the number of requirements are odd?
A: We round up if the number of specializations is odd. For example, if there are 5 Specializations in the given category, you will need to achieve at least 3 at the Level II Specialist threshold to become an Expert.
Q: Do we get a badge to use for promotional/marketing?
A: Badges are available for all levels of achievements in Navigator. Badges can be found and downloaded p.force.com/branding
Q: As a Salesforce Consulting Partner, do I have to be in a specific tier to qualify for the Partner Navigator program?
A: Yes, you need to be a Registered partner or above.
Q: How and when do I receive Trailblazer points for earning distinctions?
A: Navigator evaluations occur on a quarterly basis and you will see your points increase in the business console with each quarterly evaluations. The point allocation for distinctions are: Level I Specialist: 0 points, Level II Specialist: 10 points/distinction, and Expert: 50 points/distinction.
Q: Is the CSAT process required?
A: Yes, for all projects to count in Navigator, the CSAT survey must be completed and returned by the customer.
Q: How do I track my progress in Navigator?
A: Partners can request a tracker at masters@salesforce.com. Trackers will show all submitted projects that will be included in the next round of evaluations.
Managed Services FAQs
Q: What are the qualifying criteria to be recognized as a Managed Services provider in Navigator?
A: A partner must meet the minimum requirements for the Salesforce Consulting Partner Program and be in good standing in the program. Additionally, a practice must meet readiness qualifications specific to Managed Services practices as assessed through our application form.
Q: Why does my practice need to be reviewed before being recognized for Managed Services?
A: As we continue to focus on long-term customer success it is important to ensure that Managed Services practices - which have a direct and lasting impact on customer experience - have the appropriate resourcing and methodologies to apply best practices and succeed.
Q: How is a Managed Services practice recognized at Salesforce?
A: Through the newly added services track in the Navigator framework, Managed Services practices can be recognized as Level I or II Specialists in the 6 currently recognized services categories above. This recognition will appear on the partner’s Consultant listing on the AppExchange in the Experience Tab.
Q: How does a partner receive recognition for Managed Services via Navigator?
A: A partner must submit project/engagement summaries and select the “Managed Services” engagement type category. Once you select the Managed Services engagement type, partners will be prompted to fill in an open text field filled with one or more of the specializations
Q: How often can I submit a summary for an ongoing customer engagement?
A: Once per year per customer. A single submitted engagement may include one or more of the recognized Managed Services. All of the unique services will be recognized individually for the purposes of specialization achievement, but the overall engagement counts once per year.
Q: How do I represent the “end date” for a Managed Service engagement when submitting a summary?
A: The end or renewal date for the contract between customer and partner for specific services in the engagement should be used as the “end date”.
Still have questions?
Reach out in the Salesforce Partner Navigator Program Collaboration Group >
Email us >

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