Customer Stories

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The Storyforce team at Salesforce captures and promotes our customers’ success internally to educate and enable our sales and other customer-facing teams. We also run the sales reference program, connecting prospects to current, happy customers. 

We have set up a program with our partners to catalog and promote the successes our partners help our customers achieve. Partners play an integral role in guiding customers through their Salesforce journey, and we want to internally showcase the great work that you have done. 

To submit your stories, see "What You Need to Know" for the steps to get started for Consulting Partners. If you have any questions, please reach out to us at partnerstories@salesforce.com. We look forward to working with you to promote your customers’ successes!

For reference, here's is an example a customer story with the desired content >


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Here are the steps for Consulting Partners to submit a customer success story:

1. Download the current customer success story template >
2. Fill out the slides with your customer success story. Please be thorough with your content.
3. Fill out the customer story submission form >
4. Attach your slides under the appropriate question.
5. Submit your story.You should receive a confirmation email.
6. The Storyforce team will automatically receive your story and will notify you if anything is missing.

If you have any questions, please email us at partnerstories@salesforce.com

Q: As a partner, how do Customer Success Stories impact me and my business?
A: Your customer success stories help us to build a database of high quality stories & references that promote your work to Salesforce account executives, our marketing team, and customer prospects. This program is designed for you to maximize your visibility in the marketplace by aligning with our internal Salesforce teams.

Q: As a Salesforce Partner (AppExchange, Consulting), what do I need to do to submit a story? 
A: Look in the “What You Need to Know” tab for instructions.

Q: How do I know my story has been received? 
A: After you submit your story via the story submission form, you will receive a confirmation email. Keep in mind that the Storyforce team will automatically receive your story and will notify you if anything is missing. 

Q: Can we submit multiple stories at once? 
A: No, you can only submit one story at a time.

Q: How do customer stories count towards Partner Navigator program status?
A: Customer stories are part of the requirements for earning specializations and achieving Specialist Navigator status. Customer stories expire two years from the day of their submission/creation for inclusion in Partner Navigator.

Q: Are there any examples of customer stories you can share?
A: Yes, here's an example of what we're looking for in a customer story in terms of content - with instructions and suggestions. Please use this as a reference while writing your story.

Q: How can I track which of my customer stories are in your system? 
A: Salesforce maintains its own customer stories database. There is currently no way to share that visibility with partners. However, email the Storyforce team at partnerstories@salesforce.com with any questions you have about your customer stories.

Q: What is the best way to manage my own customer success stories (internal to my partner organization)?
A: We encourage you to manage your own stories with apps from the AppExchange. You can view Customer Stories apps here, including a free Force.com Labs app. We strongly recommend installing the app to your Partner Business Org, to give your team full visibility. This is a best practice used by many of our most successful partners.

Q: Do stories count for Trailblazer Score points?
A: As of FY20, customer stories no longer count for points by themselves, but they are very much a part of the Partner Navigator specialization requirements. Each specialization has a project (with CSAT returned), story, and reference requirement. See the full breakdown of Navigator requirements here.

Q: How long do my stories stay active?
A: Stories remain "active" (eligible to contribute toward Partner Navigator achievements) for 24 months from the date of their submission/creation.

Still have questions? Email partnerstories@salesforce.com.