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Track 102: Incorporating Salesforce Into Your Brand


After you’ve familiarized yourself with the Salesforce Co-Marketing program and established the marketing role for your Salesforce Reseller practice, the next step is to get acquainted with the Salesforce brand and begin integrating it with your own brand. This track will help you learn about the Salesforce brand and understand best practices to incorporate it into your own communications. You’ll also find some helpful Salesforce brand assets that you can use right away, and access tools and support to begin creating your first co-branded communications.



Why Co-Branding is Important

Co-branding is a critically important aspect of the partnership between Salesforce and our Resellers. Done well, co-branding builds your credibility, helping your prospective customers learn about your association with Salesforce and see how your Salesforce practice can help them succeed. To be effective, co-branding takes care and attention. You’ll want to be sure your message is clear and consistent with Salesforce’s global brand.


/s/1.png?v=1The Salesforce Partner Branding Guidelines 


To achieve clarity and consistency, it’s very important that you get to know the Salesforce Partner Branding Guidelines. This is a comprehensive document that offers detailed, specific information about how to use the Salesforce brand identity and assets. It’s a reference that you’ll want to use often to ensure your Salesforce branding and messaging is accurate and effective. As you explore the Partner Branding Guidelines, keep these thoughts in mind:

  • This is a technical document written for design and communication professionals. It’s a lot to take in. If you need help understanding anything you see in it, ask your Channel Account Manager to review it with you. The Branding Guidelines document is intended to be a source of important information about using Salesforce brand assets. 
  • As you create materials, reference the guidelines to be sure everything you publish is accurate.




Create a Data Sheet for Your Salesforce Practice

A data sheet is an important piece of co-branded collateral that you’ll need for sales meetings, events, and communications with prospective clients. It’s also a great starting point to begin creating co-branded material. To create your data sheet, we recommend you start by assembling the following material: /s/2.png?v=1
  • A template branded for your company: Use an approved document template that includes your company’s logo, color scheme, etc. 
  • An overview of your company: Create an introductory paragraph covering the services your company provided. Limit this section to 1,000 characters.
  • Your value proposition: Focus on what makes you a unique partner. Working with Salesforce does not make you unique as all of our partners work with Salesforce. Limit this section to 300 characters. 
  • Add differentiators: Write three to five bullet points on the attributes that differentiate your company from competitors. 
  • Industry focus: List no more than three primary industries (examples: Retail and eCommerce, Travel and Hospitality, Financial Services, etc.) 
  • Key clients: Include between three and eight logos of notable clients. Each client logo should include bullets regarding the business challenge, industry, and solutions. 
  • Global representation: List the country or countries in which your company operates and the location of your headquarters. 
  • Salesforce Partner Program Badges: List your Salesforce partner program(s). Use approved badges, which you can find in here (see "Badges" tab). 
  • Contact info: Include a contact name, phone number and email address. This contact could be a Partner Manager, Sales Representative, Alliances & Strategy Manager, etc. 
  • Website: List your website URL or a shortened URL pointing to an overview of your Salesforce offering. 
Have questions? Reach out to your Channel Account Manager to help you connect with a Salesforce Partner Marketing team member. If you don’t have an appropriate design template for your fact sheet, you can download our Reseller Data Sheet Template to help you get started.



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Add Salesforce Badges to your Website and Communications


As you create co-branded material, you’ll make frequent use of Salesforce badges to communicate your offerings and capabilities. Consider including these badges on key web pages, in your email signatures, and in communications with prospective clients. (As part of this learning track, we will offer specific instruction on creating co-branded assets that make use of these badges, but feel free to use them wherever appropriate). 


Download Salesforce Badges here






Create a Salesforce-specific Page on your Website/s/4.png?v=1


As you establish your Salesforce practice, you’ll want to have basic information about it available on your website. 

The exact nature of your Salesforce page will depend on your specific needs and preferences, but we recommend including a few key content elements: 

  • Salesforce introduction: A short description of Salesforce, using approved Salesforce language 
  • Salesforce cloud overviews: A short description of each of Salesforce product your company sells 
  • A list of any specializations you have 
  • Salesforce resources visitors can download or view 

Here is an example of a basic Salesforce page, with content in the general order that we recommend. You can use this as a basic template for you to design a Salesforce page that works for your practice. To simplify the process of creating your page, here is a document with pre-approved boilerplate copy you can use. 




Take the Co-Branding Survey


In order to give you the most valuable support, we would love to know about your approach to co-branding. 






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