Product Development Outsourcers (PDOs)

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Product Development Outsourcers (PDOs) represent a broad spectrum of consulting partners and vendors with expertise in building commercial apps, as well as other valuable services like training, funding, marketing, or selling your app.  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.  

The Salesforce Consulting Partner Program has been extended to include Product Development Outsourcers (PDOs). We want to welcome PDOs to the program and inform them of the benefits available to them as a Consulting Partner. The Salesforce Consulting Partner Program offers a robust set of resources, trainings, and tools, enabling partners to develop expertise around specific business functions, product areas, and industries so they can best serve their customers, differentiate practices, and grow a profitable business. Unlike programs developed by traditional software providers, the Salesforce Consulting Partner Program is built exclusively for the cloud and takes advantage of its unique customer engagement models, economics, and potential to deliver unparalleled customer success.  Learn more about the Consulting Partner Program >

Navigator Program - FY20 Requirements

There are four levels for PDOs which will determine how you appear in searches on the AppExchange.

  • Certified - appear in searches from the home page 'AppExchange App Development' filter. No impact on your listing within your Expertise tab
  • Certified Navigator - appear in searches from the homepage 'AppExchange App Development' filter and 'PDO Certified Navigator' is added to your listing within your Expertise tab
  • Specialist Navigator - appear in searches from the homepage 'AppExchange App Development' filter and 'PDO Specialist Navigator' is added to your listing within your Expertise tab
  • Masters Navigator - appear in searches from the homepage 'AppExchange App Development' filter and ' PDO Master Navigator' is added to your listing within your Expertise tab

Certified Professionals:
Requirements:

  • 3 individuals Developer 1 certification
  • 1 PDO Project (please do not submit a project until the security review is completed) with CSAT returned
  • 1 PDO Customer Story and Reference - learn more about Customer Story submission >
  • 9 or above CSAT score with Salesforce PDO team review and approval
Certified Navigator:

Requirements:

  • 5 individuals Developer 1 certification
  • 2 PDO Projects (please do not submit a project until the security review is completed) with CSAT returned
  • 2 PDO Customer Stories and 2 References - learn more about Customer Story submission >
  • 9 or above average CSAT score with Salesforce PDO team review and approval

Specialist Navigator:

Requirements:

  • PDO Certified Navigator
  • + 1 'PDO' Specialization as per the below table 
  • 8.4 or above average CSAT score with Salesforce PDO team review and approval

Master Navigator:

You can further differentiate yourself by becoming a PDO Master Navigator. To become a PDO Master Navigator you need to demonstrate your expertise by achieving:

  • All the required specializations
  • At least 4 optional specializations
  • 8.4 or above average CSAT score
  • Submit at least 15 projects, 5 customer stories and 4 references
  • 10 individuals with Platform Developer I certification
  • 5 individuals with Platform Developer II

PDO Specialization: Overview

Required Specializations are: (Note: Some of the specializations are not within the PDO Master selection on the project/story submission form. That is because it is a specialization within another Product Master. The ones that start with PDO are specific to the PDO Master)

REQUIRED SPECIALIZATIONS REGISTERED
PROJECTS
(with CSAT returned)
 CUSTOMER
SUCCESS STORIES
 CUSTOMER
SALES REFERENCES
CERTIFIED NAVIGATOR REQUIREMENTS
 PDO: Integration / Connects Apps / Lightning Connect 5 3 2 PDO Certified Navigator
 PDO: Security Review & AppExchange Listing 5 3 2 PDO Certified Navigator
 PDO: Namespaces / Managed Packages 5 3 2 PDO Certified Navigator
 PDO: LMA / COA / Environment Hub 5 3 2 PDO Certified Navigator
Custom App Dev - Process 5 2 2 Salesforce Platform Certified Navigator
OPTIONAL SPECIALIZATIONS
 PDO: Trialforce 2 1 1 PDO Certified Navigator
 PDO: Lightning Components 2 1 1 PDO Certified Navigator
 PDO: Einstein Analytics 2 1 1 PDO Certified Navigator
 PDO: Shield 2 1 1 PDO Certified Navigator
 Salesforce Platform: Custom App Dev - Coding 10 4 4 Salesforce Platform Certified Navigator
 Salesforce Platform: Large Data Volumes (over 5 Million Records in the org) 10 4 2 Salesforce Platform Certified Navigator
 Salesforce Platform: Heroku Application Development and Data Services 5 2 2 Heroku Certified Navigator
 Salesforce Platform: Mobile Customer App Dev (Salesforce SDK/Force) 10 4 2 Salesforce Platform Certified Navigator
 Community Cloud: Self-Service Community (B2C/B2B) 10 4 2 Community Cloud Certified Navigator
PDO Master
*All required specializations + 4 optional; Partner CSAT Score = 8.5+
 15 5 4
10 Platform Developer I
  5 Platform Developer II

View the full Partner Navigator project, story and reference requirements here.  Any questions reach out to masters@saleforce.com


Resources


FAQ

Q: What is a Product Development Outsourcer (PDO)?

A: Product Development Outsourcers (PDOs) represent a broad spectrum of consulting partners and vendors with expertise in building commercial apps, as well as other valuable services like training, funding, marketing, or selling your app.  These specialized partners can help you architect & design a commercial app, tackle specific areas of your build (like third-party integrations), or simply augment your own development team.

Q: How do I become a PDO?
A: 
To become a PDO, you need to enroll in the Partner Program for Consulting Partners. Sign up here. After enrolling, you need to meet the above required criteria over an rolling 18-month period.

Q: I'm having issues signing up. Are there any instructions on signing up for the Partner Program?
A:
Yes. If you are having issues signing up, please go to http://p.force.com/signup and follow the steps for Option 1. 

Q: Why do I need to register as a Consulting partner in order to become a PDO?
A: The Partner Program for Consulting Partners is a well established program to track projects our Consulting partners have delivered. Most PDOs also do consulting work and are already on the AppExchange. Expanding the existing program to leverage the framework offers was the best way to get PDOs officially into the program. If you are already registered as a Consulting partner, no further registration is needed. 

Q: If I'm an existing PDO, does this get me grandfathered into the program?
A:
Not directly. First, it is essential to be enrolled as a Consulting Partner. If you are not enrolled, sign up here. Going forward, you need to meet the above required criteria over an rolling 18-month period. One of the original criteria for getting enrolled into the program was to have completed a minimum number of PDO projects. It is expected that PDOs continue working on AppExchange Partner (ISV) projects to maintain their status. 

Q: Can we report multiple products and phases at a large product as different projects?
A: No. However, while continuing to work on product enhancements, if you use additional technologies, you should update the project to reflect those specializations. 

Q: What are the fees for reporting PDO projects?
A:
No additional fee for reporting PDO projects. 

Q: Can we report our own AppExchange Partner (ISV) products as projects?
A: 
No, we cannot collect CSAT scores on those projects. 

Q: Does it matter if the app is a free app? 
A: 
No. You can report free apps as projects as long as they are listed on the AppExchange (publicly or privately). 

Q. Does it matter if the app is a Connector only app? 
A: 
No. You can report Connector apps as long as they are listed on the AppExchange (publicly or privately). 

Q: Can we report a Lightning component as an app?
A: 
Yes. As long as it is listed on the Component Exchange. 

Q: Do we get a badge for PDO status? 
A: 
Currently only the Master status gets a PDO Master badge. Specializations are not badged. 

Q: Can we only report new projects or can we also report the ones we are working on? 
A:
You can go back 2 years to report your projects. Please report only those projects which have, at the minimum, cleared the first phase and gone through the Managed Package/Security Review stage. 

Q: Will my AppExchange Partner (ISV) customers get a request for a survey? 
A: 
Yes. As soon as you report a project and provide contacts, the customer will receive a survey link. As a best practice, we recommend letting your customers know in advance. 

Q: When can AppExchange visitors search/filter for PDOs?
A: Yes the AppExchange has a filter for AppExchange App Development - you will appear on this page based on your PDO Partner Navigator achievements. It will also be listed on your Expertise tab. We also recommend that you update your Consulting Partner AppExchange Listing to include PDO on several fields. Many PDOs are already following this process and show up when someone searches for PDO in the Consulting partners section of the AppExchange. Here are some tips on listing keywords: 

  • - If you include a keyword anywhere in your listing, your listing appears in the search results for that keyword
  • - Generally, a keyword’s relevance is increased by appearing earlier in the listing
  • - Generally, a keyword’s relevance is increased by appearing more than once in the listing
  • - Note that listing a keyword multiple times in a row does not improve the listing's ranking
Q: How do I create an AppExchange Listing?

A: Create your AppExchange Listing through the Publishing Console of the Partner Community. 

Q: Can we track the individuals in our organization that hold specific certifications (Platform Developer I, Platform Developer II)?
A: 
Yes! This can be tracked through the Business Console of the Partner Community. Keep in mind - you need the "Manage Partnership" permission to access this feature. 

Q: We do not work with Customer Admins. Who do we mention on the Project submission page?
A:
Please mention the product manager or your contact on the Salesforce AppExchange Partner (ISV) team. 

Q: What should I report for number of users?
A:
You should report the average number of users, per customer org, the AppExchange Partner (ISV) expects for their product. Your AppExchange Partner customer can provide you with this number as it is required for Technical Review. 

Q: Can we get credit for Annual Contract Value (ACV) on the PDO projects we worked on?
A:
ACV has not been included as a criteria for PDO projects. 

Q: Do Certified technical architects (CTAs) provide additional value to our status? 
A:
Yes. CTAs give you more points and help you achieve status in a higher tier in the Consulting Partner Program sooner. Keep in mind - they do not count towards your PDO requirements. 

Q: How does referral for PDOs work with this program?
A: 
Salesforce Partner Account Managers and Technical Evangelists will continue referring PDOs. Our internal process remains as well as the individuals managing the PDOs currently. 

Q: Is there a way to see our status on Registered Projects?
A: 
You can track the number of completed projects with completed customer surveys in the Business Console of the Partner Community. Keep in mind - we do not expose information on how a particular Consulting partner is tracking towards a Specialization or a Masters Badge. 

Q: Is there a deadline for submitting our projects, customer stories, etc?
A:
 We review attainment quarterly and include projects with CSAT based on two years from project end date and stories/references within two years of submission date.

Q: Will partners who took transition tests for certifications qualify for the certification requirements?

A: Yes. 

Q: What if an AppExchange Partner (ISV) doesn’t want to list on the AppExchange?
A: 
At the minimum, a private listing is required to go through the Security Review process. If the AppExchange Partner doesn’t want to make the listing public, they need to respond to the CSAT survey for the project to count.

Q: What should I do if I have additional questions?
A:
 Please reach out to Ravi Ravichandran or Marc Kuster.