EducationEducation
- AppExchange Partners
- Consultants
-
Resellers
-
Reseller Marketing Journey
- Get_Organized_Before_You_Get_Started
- Incorporating_Salesforce_Into_Your_Brand
- Crafting_Your_Marketing_Strategy_And_Plan
- Announcing_Your_Salesforce_Partnership
- Build_Sales_Pipeline
- Executing_Lead_Gen_Email_Campaign
- Building_A_Social_Media_Prescence
- Host_a_Learning_Event_About_the_Power_of_Salesforce_Sales_Cloud
- Third_Party_Event_Sponsorship
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Reseller Marketing Journey
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General Topics
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Topics (A-Z)
- AppExchange_Listing
- Admin_Training
- Branding_Guidelines
- Case_Packs
- Certifications
- Customer_Stories
- Custom_Metadata_Types
- Due_Diligence_Review
- Dreamforce_For_Partners
- Drive_Global_Impact_with_AppExchange_v1
- Education Home Page
- Einstein_Account_Based_Marketing
- Environment_Hub
- GDPR
- Industries
- Innovate_with_Cutting-Edge_Platform_Technology_v1
- Legal_Center
- Lightning_Bolts_Launch
- Lightning_Ready
- Lightning_Now
- Maps_Education_new
- Maps_Education
- nextlevel_for_Partners
- Partner_Ohana_Hub
- Pardot_Integrations
- Partner_Account_Manager
- Partner_Business_Org
- Partner_Communications
- Partner_Community_User
- Partner_Community_User_new
- Partner_Connect
- Partner_Forum
- Pardot_Resource_Central
- Pardot_B2B_Marketing_Analytics
- Partner_Events
- Partner_Marketing_Center_new
- Partner_Orgs
- Partner_Program
- Partner_Roadmap
- Partner_Success_Services
- Partner_Support_new
- Partner_User_Groups
- Power_Hour
- Power_Hour_Replays
- PR_Guidelines
-
Products
- B2C_Commerce_for_LINK_Tech_Partners
- B2C_Commerce
- Community_Cloud
- Einstein
- Einstein_Analytics
- Heroku
- Lightning_Bolt
- Live_Message
- Marketing_Cloud
- myTrailhead
- Pardot
- Premier_Success
- Quip
- Sales_Cloud
- Salesforce1
- Salesforce_Advantage
- Salesforce_CPQ
- Salesforce_DMP
- Datorama_Education_new
- Salesforce_IoT
- Salesforce_Platform
- Service_Cloud
- Training_Reseller
- Data_for_Partners
- Desk_for_Partners
- Partner_CFP_Submission_Received
- Product_Development_Outsourcer
- Release_Readiness_for_Partners
-
Roles
- Role_PC_Administrator
- Role_AppExchange_Partner_Operations
- Role_AppExchange_Partner_Technical
- Role_AppExchange_Partner_Sales
- Role_AppExchange_Partner_Marketing
- Role_Consulting_PostSales
- Role_Consulting_PreSales
- Role_Consulting_Sales
- Role_Consulting_SuccessServices
- Role_Consulting_Practice_Lead
- Role_Consulting_Marketing
- Role_Salesforce.org_Higher_Education
- Role_Salesforce.org_Nonprofit
- Sales_Central
- Salesforce.org
- Salesforce_Engage
- Salesforce_Orgs
- Salesforce_DX
- Salesforce_Proficiency_Pack
- Sales_Training_new
- Scale_and_Access_New_Markets_v1
- Sponsorships_Partners
- SPCMA
- Talent_Exchange
- Trailhead_For_Partners
- Training
- Webassessor_for_Partners
- Inside AppExchange for Consulting Partners
- Dreamforce
- Sponsorships
- Partner_Success_Basics
- Marketing_Cloud_Email_Specialist_Prep_Guide
- Test1
- Brain_Dating
- Checkout_Publish
- Funding_Options
- Partner_Online_Guide
- Social_Media
-
Topics (A-Z)
- Incomplete documentation will not be reviewed and/or responded to
- Once we've reviewed your finalized application (including the forms), we'll reach out with your application status.
2. Complete (in full) both of the following documents:
3. Create a .zip file for the completed documents
4. Submit all documentation to partnerdiligence@salesforce.com
Frequently Asked Questions (FAQ) - General
Q: I am an existing Consulting partner, do I have to submit these documents?
A:Yes, any Consulting Partner that has not been through this review for the past 2 years is required to submit these documents.
Q: Do existing partners need to provide references?
A: Yes.
A: Submit completed forms. Every question in the Diligence Questionnaire should be completed. If a question doesn’t apply to you, then please state that in the questionnaire.
Q: I'm the process of going through the Due Diligence process. How can I check my status?
A: Please reach out to partnerdiligence@salesforce.com to inquire.
Frequently Asked Questions (FAQ) - Questionnaire
Q: My firm is a ‘child company’ owned by a separate Parent Company. Which entity information should I enter?
Q: For the Questionnaire Item regarding "country list of current and proposed activities", can I just write “global?”
A: No, we need a complete list of specific countries where your entity plans to conduct Salesforce business.
Q: For Questionnaire Item regarding "proper registration, certification & licensing", can I answer “no” or “n/a?”
A: If you answer "no" or "n/a" to this question, please provide a detailed explanation of the circumstances. The entity should, at a minimum, be registered as a company. If there are additional registrations needed to sell to special industries, and it plans to sell to those industries, then it should have those as well. Salesforce cannot give the entity legal advice regarding what registrations, licenses and certifications it needs. That said, the entity should be able to certify to us that it is operating legally in its course of business.
Q: For Questionnaire Item regarding "embargoed countries & denied parties", why is this relevant if my entity is not a US entity?
Q: For Questionnaire Item regarding "anti-corruption training", can I just mark "yes"?