Due Diligence Instructions

For new Partner applicants, the due diligence process should be completed within the Partner Community. Please make sure to request to join the Partner Community if you haven’t already. If you have already done so, then proceed to login to the Partner Community to begin the process.

To avoid any delays during the review process, we strongly encourage reviewing this document in its entirety before taking any next steps.

ISV Partner Applicants

• 1. Navigate to the Publishing tab
• 2. Select “New Listing”
• 3. Complete the Business Plan and Pricing tabs, including the required due diligence documentation
  • - Please note: Due Diligence documentation will be made available once you update the Pricing tab to represent a paid app
• 4. Submit your Business Plan

Consulting Partner Applicants

• 1. Navigate to the Business tab
• 2. Complete the entirety of the Due Diligence Questionnaire and submit when ready
  • - Please note: Consulting partner applicants in LACA, EMEA, and APAC are also required to complete and return the Entity at a Glance packet. Download it here >
  • Once completed, please submit the packet via a case using the Consulting/SIs
    - Enrollment Questions subtopic. Submit a case here >

Please note the below as you work through the above processes as an ISV or Consulting partner applicant:

• - All questions must be answered thoroughly in the Due Diligence Questionnaire
• - All required supplemental documentation must be provided
• - You can check the status of your application within the Partner Community after submission
• - If additional information is necessary to process your application, we will reach out

GENERAL

• Review the Due Diligence Questionnaire >
• Review the Compliance Certification >

CONTACT US

• Log a case here with any questions >

Q: I'm currently in the process of going through the due diligence process. How can I check my status?
A: You must be logged in to Partner Community to view the status of your application. If you are the admin of your firm, you can invite other users to view and edit the questionnaire by enabling the ‘Partnership’ permission in the ‘Manage Users’ tab for Consulting applicants, and the ‘Manage Listings’ tab for ISV applicants.

Q: As a Salesforce partner, will there be a point at which I will need to revisit the due diligence process?
A: Yes. Due diligence approval is valid for three years or until there are material changes to the business that impact the information provided on the documents. As such, ISV and Consulting Partners are required to complete and resubmit these documents every three years or upon material changes to the business. The resubmission process is not done via the Partner Community, but instead via PDF. Use the above PDFs to type thorough responses to each question — our Partner Program teams will reach out if additional documentation is required.

Salesforce will initiate the process directly when it comes time to refresh and resubmit the DDQ.

Q: As an existing partner revisitng the due diligence process, will I need to provide references again?
A: Yes

Q: My firm is a ‘child company’ owned by a separate Parent Company. Which entity information should I enter?
A: The entity information entered on the due diligence paperwork should match the firm that clicked through the Salesforce Partner Program Agreement (SPPA).

Q: For the questionnaire item referring to "country list of current and proposed activities," can I simply write “global?”
A: No. We require a complete list of specific countries where your entity plans to conduct Salesforce business.

Q: For the questionnaire item referring to "compliance-related documents" in the last section of the DDQ, can I simply mark "yes" without providing relevant documentation?
A: No. If you mark "yes," you must also include a copy of the specific policy, e.g., Code of Conduct, Anti-Corruption Policy, or Employee Manual.

Q: For the questionnaire item referring to "business references," can I provide an internal or Salesforce reference?
A: No. Please provide three external, independent business references that are not affiliated with Salesforce or your entity. These references should be able to speak to your entity’s capabilities in the technology space. Please also be sure to include their company email or company affiliation.

Q: For the questionnaire item referring to "embargoed countries & denied parties," why is this relevant if my entity is not a US entity?
A: We require all partners to comply with these laws, as we cannot have our products and services sold to or used in embargoed countries and those on denied parties’ lists. If you respond "no" to this question, please offer a detailed explanation.

Q: For the questionnaire item referring to "anti-corruption training," can I simply mark "yes" without providing relevant documentation?
A: No. If you mark yes, you must provide a description of the content related to anti-corruption training, frequency of training, and the categories of employees trained.

Q: For the questionnaire item referring to "financial references," who should this reference be?
A: Please provide an external financial reference from a bank, credit institution or accounting firm.

Still have questions? Please log a case here >