Adriana Santos

Latest hubs

7 items

General Resources

10 items

Consulting Partner Program

7 items

How To: Partner Community

7 items

Partner Community

Our 'Partner Community' collection will help you manage your business, learn best practices, get support, and engage with Salesforce employees in a secure environment.

7 items

Celebrating Trailblazers

This collection will celebrate the contributions of the pioneers, innovators, and lifelong learners who will propel the future of technology, and give back to their communities.

8 items

Partners

Our 'Partner' collection will allow you to gain an insight into our partners experiences and expertise, while allowing you to reflect on how you could alter your own businesses.

15 items

Industry Ebooks

6 items

AppExchange Resources

All content

65

Industry Insider: Opswat [FinServ]

This document explores how OPSWAT helps enhance Salesforce security for financial services by tackling data privacy challenges, preventing zero-day threats, and aiding compliance with regulatory requirements.

30

Industry Insider - Akeneo [Manufacturing]

Slide ∙ 3 pages

142

CSP Marketing Cookbook

This document appears to be a creative guide blending culinary and marketing strategies with illustrative dishes and playful visuals.

27

Industry Insider - Asymbl [Prof Services]

Slide ∙ 3 pages

23

Industry Insider - Blueprint Advisory [Prof Services]

Slide ∙ 3 pages

27

Solve It Stories - Accounting Seed ft Downtown Streets Team

Page scroll ∙ 2 pages

1.7k

Sales Apps

App Guide | eBook | 21 pages | Find app recommendations that solve common pain points in the entire sales process

99

Palladin Solve It Stories [ft Call Experts]

Page scroll ∙ 2 pages

34

Industry Insider - Vertex [Retail]

Slide ∙ 3 pages

38

Industry Insider - SharinPix [Manufacturing]

Slide ∙ 3 pages

23

Industry Insider - diconium [Manufacturing]

Slide ∙ 3 pages

9.8k

Partner Co-Marketing Program Product Catalog

Slide ∙ 20 pages

19

[Cloud for Good] - Solve It Story

Learn how our partner Cloud for Good was able to help joint customer Crohn's & Colitis Foundation develop an omni-channel approach to fundraising.

78

Salesforce ISV Brochure - Automotive.pdf

Slide ∙ 24 pages

164

Salesforce ISV Industry Booklet - Insurance

Slide ∙ 23 pages

206

Salesforce ISV Industry Booklet - Automotive

Slide ∙ 24 pages

227

Salesforce ISV Industry Booklet - Banking

Slide ∙ 24 pages

120

Salesforce ISV Industry Booklet - Construction

Slide ∙ 24 pages

146

Salesforce ISV Industry Booklet - High Tech

Slide ∙ 24 pages

238

Salesforce ISV Industry Booklet - HLS

Slide ∙ 26 pages

149

Salesforce ISV Industry Booklet - Manufacturing

Slide ∙ 25 pages

160

Salesforce ISV Industry Booklet - Professional Services

Slide ∙ 24 pages

67

Salesforce ISV Industry Booklet - Public Sector

Slide ∙ 24 pages

223

Salesforce ISV Industry Booklet - Retail

Slide ∙ 26 pages

61

Salesforce ISV Industry Booklet - Telcommunications

Slide ∙ 23 pages

72

Salesforce ISV Industry Booklet - Utilities

Slide ∙ 24 pages

79

Salesforce ISV Industry Booklet - Wealth Management

Slide ∙ 24 pages

104

Salesforce ISV Industry Booklet - CPG

Slide ∙ 25 pages

76

Salesforce ISV Industry Booklet - TTH

Slide ∙ 24 pages

31

[OpenText - Finserv] - Industry Ebook

Learn how our partner OpenText supports customers in the financial services industry.

257

The Exchange Winter 2024

Slide ∙ 13 pages

29

[FormAssembly/Central PA Food Bank] - Customer Story for...

Learn how our partner FormAssembly helped their customer Central Pennsylvania Food Bank with their data entry.

20

[FormAssembly] Industry Ebook FormAssembly 2024

Learn how our partner FormAssembly can support Healtcare customers.

512

The Exchange Spring 2023

Slide ∙ 16 pages

74

[SharinPix - FinServ: Real Estate] - Industry Ebook

Learn how our partner SharinPix can help FinServ customers and Real Estate customers solve their problems.

309

AppExchange Activities: At Home with Appy

Rich with crossword puzzles, word searches, a page to color, and more, this activity book is one all ages can enjoy.

387

Salesforce Consumer Goods App Guide

Check out 50+ solutions on the AppExchange to help with common consumer goods pain points.

970

The Premier Success Plan for Salesforce Partners

Pageless scroll ∙ 7 pages

262

The True Life Adventures of 8 Tenacious Trailblazers

Interactive Booklet | 10 pages | Discover the power of the trailblazers who found their way to AppExchange

42

[Ashton Barr - IT Developers] - Industry Ebook for Demand...

Learn how Ashton Barr can help IT Developers.

47

[Foxit - FINSERV] - Industry Ebook for Demand Gen

Learn how our partner Foxit helps customers in the Financial Services industry.

75

[Box] - Industry Ebook for Demand Gen

Learn how our partner Box supports customers in the Government industry.

41

[Akeneo - Retail/Consumer Goods] - Industry Ebook for...

Learn how our partner Akeneo can support customers in the Retail and Consumer Goods Industry.

775

The Exchange Fall 2022

Slide ∙ 17 pages

95

Solve It Story - Vidyard/Sophos

Learn how our partner Vidyard helps their customer Sophos create a site that served as a centralized location for quality content and allowed it to implement its own search engine.

8.6k

B2C Commerce ISV Partner Onboarding Guide

Slide ∙ 16 pages

39

[FormAssembly/Westmont College] - Solve It Story

Learn how our partner FormAssembly was able to help our customer Westmont College organize data in an easy, non-technical way.

175

[Silverline - HLS] - Industry Ebook for Demand Gen

Learn how our partner Silverline can help customers in the Healthcare and Life Sciences industry.

281

AMP FY25 Q1/Q2 Launch Updates

Slide ∙ 2 pages

782

Difference Between Swaps and Transfers

Infographic | 1 page | Often times your customers will request to make a modification to their licenses, products, or both

146

Reverse Cancellations

Infographic | 1 page | These are requests to reverse a cancellation order that has been submitted through the COA

462

Reduction and Cancellation

Infographic | 1 page | Reduction orders only allow you to reduce the quantity of licenses

168

Partner Order Errors & Revisions

Infographic | 1 page | By following the guidelines below, our operations team can correct most errors

451

Partner Case Submission Guide

Infographic | 4 pages | This guide will provide examples of common partner cases with a high-level description

15

[Vidyard] Industry Ebook for Demand Gen - Financial Services

Learn how our partner Vidyard helps customers in the Financial Service industry.

44

[Adyen]: Industry Ebook - Retail

Learn how our partner Adyen can support customers in the retail space.

659

Manufacturing Apps

App Guide | eBook | 16 pages | Find app recommendations that solve common manufacturing pain points

1.3k

Service Apps

App Guide | eBook | 16 pages | Find service app recommendations that solve common pain points in customer support

64

SUMO Scheduler: Industry Ebook - Retail and Manufacturing

Learn about how our partner SUMO Scheduler can help customers in both the Retail and Manufacturing industries.

233

Solve It Story - TaskRay

Learn about how our partner TaskRay helps joint customer MCG Health centralize and integrate project information across departments.

478

High Tech

EMEA Industry Booklet | Find ISV apps for the high tech industry to help you solve business challenges.

1.6k

Dreamforce 2023 Watch Party Playbook

Pageless scroll ∙ 13 pages

503

Tableau Resell Partner Enablement Session

Get a FY24 Cloud Reseller Partner Program overview, including program framework, benefits, tiers, scorecard and minimum requirements, next steps, and more.

1.1k

FY24 AppExchange Partner Program Overview

Slide ∙ 11 pages

679

Automotive

EMEA Industry Booklet | Find ISV apps for the automotive industry to help you solve business challenges.

54

Survey Monkey by Momentive - Industry Ebook [Retail]

Learn how Survey Monkey by Momentive can help customers in the Retail industry.

52

Survey Monkey by Momentive - Industry Ebook [FINSERV]

Learn how Survey Monkey by Momentive can help customers in the Financial Services industry.

634

The Exchange Winter 2023

Slide ∙ 13 pages

129

Your Salesforce Cloud Reseller Business Plan

Download and make a copy of this document for your own Salesforce Cloud Reseller business plan.

62

How Customers Use Enterprise Cloud Marketplaces

Learn how customer use enterprise cloud marketplaces to respond to new business conditions

40

Mogli - Industry Ebook [Higher Education]

Learn more about how Mogli support customers in the higher education industry.

2.6k

Partner Community User Guide

Guide | 27 pages | Accessing and Navigating the Partner Community for ISV and Consulting Partners

17.8k

Environment Hub

eBook | 19 pages | A guide to the environment hub

102

Industry Ebook: Medallia [Financial Services]

Pageless scroll ∙ 3 pages

151

Professional Services

EMEA Industry Booklet | Find ISV apps for the professional services industry to help you solve business challenges.

287

Retail

EMEA Industry Booklet | Find ISV apps for the retail industry to help you solve business challenges.

180

Telecommunication

EMEA Industry Booklet | Find ISV apps for the telecommunication industry to help you solve business challenges.

131

Travel, Transport and Hospitality

EMEA Industry Booklet | Find ISV apps for the travel, transport and hospitality industry to help you solve business challenges.

272

Utilities

EMEA Industry Booklet | Find ISV apps for the utilities industry to help you solve business challenges.

288

Automotive

EMEA Industry Booklet | Find ISV apps for the automotive industry to help you solve business challenges.

367

Banking

EMEA Industry Booklet | Find ISV apps for the banking industry to help you solve business challenges.

395

Construction

EMEA Industry Booklet | Find ISV apps for the Construction industry to help you solve business challenges.

96

Consumer Packaged Goods

EMEA Industry Booklet | Find ISV apps for the consumer packaged goods industry to help you solve business challenges.

180

Health & Life Sciences

EMEA Industry Booklet | Find ISV apps for the health and life sciences industry to help you solve business challenges.

316

High Tech

EMEA Industry Booklet | Find ISV apps for the High Tech industry to help you solve business challenges.

164

Insurance

EMEA Industry Booklet | Find ISV apps for the insurance industry to help you solve business challenges.

276

Manufacturing

EMEA Industry Booklet | Find ISV apps for the manufacturing industry to help you solve business challenges.

46

Media

EMEA Industry Booklet | Find ISV apps for the media industry to help you solve business challenges.

24

Accounting Seed - Industry Ebook [Nonprofit]

Learn how Accounting Seed can help Development Director at Nonprofits.

0

Coveo - Industry Ebook [Health Insurance]

Learn how Coveo can help a Vice President of Customer Care in the Health Insurance Industry.

12

Industry Ebook - Avochato

Slide ∙ 3 pages

18

Solve It Stories - Billomat GmbH

Learn how Billomat helped their customer VKM automate their accounting processes.

68

Industry Ebook - Revenue Grid

Slide ∙ 3 pages

82

OpenText Industry Ebook

Slide ∙ 3 pages

54

Nimble AMS Industry Ebook

Pageless scroll ∙ 4 pages

86

Solve It Stories - Conga

Learn about how Conga was able to help PatientPoint digitize their document creation and management process for better sales and customer experiences.

19

Solve It Stories - Prolifiq CRUSH

Learn how Prolifiq was able to help Immedia create new sales opportunities with their CRUSH solution.

33

Solve It Stories - Fonteva

Pageless scroll ∙ 3 pages

52

Solve It Stories - Odaseva

Learn how Odaseva helped their customer Schneider Electric manage their data effectively.

78

Solve It Stories - LeanData

Pageless scroll ∙ 2 pages

825

Become an AppExchange Partner

This 1-pager outlines the 6 key milestones of your AppExchange ISV partnership journey.

37

Solve It Stories - Ada

Learn how Ada helped it's customer Raise drive better customer experiences using AI.

40

Solve It Stories - Accounting Seed ft LionHeart

Page scroll ∙ 2 pages

46

Solve It Stories - FormAssembly

Pageless scroll ∙ 3 pages

41

Solve It Stories - FormAssembly

Pageless scroll ∙ 2 pages

46

OwnBackup Industry Ebook

Pageless scroll ∙ 3 pages

23

Solve It Stories - NimbleAMS

Page scroll ∙ 2 pages

15

Solve It Stories - Accounting Seed

Pageless scroll ∙ 2 pages

21

Solve It Stories - Vidyard

Learn more about how Vidyard was able to help Corporate Traveler innovate their sales strategies.

31

Qualified - Industry Ebook [Technology]

Slide ∙ 3 pages

21

Solve It Stories - FinancialForce

Pageless scroll ∙ 2 pages

12

Solve It Stories - Accounting Seed

Page scroll ∙ 3 pages

12

Solve It Stories - Informatica

Page scroll ∙ 2 pages

23

Solve It Stories - Highspot

Pageless scroll ∙ 2 pages

25

FormAssembly Industry Ebook

Pageless scroll ∙ 4 pages

50

The SaaS Leader's Playbook for Driving Scale

Slide ∙ 10 pages

10

Selling and Engaging Customers in Uncertain Times

How do we want our customers to describe us in six months, 12 months, and five years from now?

7

Keeping the World Buying and Selling

Watch the recap to hear about selling trends from Salesforce, DocuSign, and Confluent

76

Retail & Consumer Packaged Goods

APAC Industry Booklet | Find ISV apps for the retail and consumer packaged goods industry to help you solve business challenges.

1.9k

Partner Referral Benefits

Presentation | 7 pages

4.5k

Partner Field Guide: Become a COA Champion

Slide ∙ 29 pages

52

Media

EMEA Industry Booklet | Find ISV apps for the media industry to help you solve business challenges.

51

Health & Life Sciences

EMEA Industry Booklet | Find ISV apps for the health & life sciences industry to help you solve business challenges.

13

Professional Services

EMEA Industry Booklet | Find ISV apps for the professional services industry to help you solve business challenges.

238

Solve It Stories - Spekit

This Solve It Stories, we see how Spekit helped Southwest Airlines drive productivity, accelerate learning, and communicate process changes in Salesforce.

56

Professional Services

EMEA Industry Booklet | Find ISV apps for the professional services industry to help you solve business challenges.

189

Partners make it possible

The ultimate guide to empowering digital transformation success with a Salesforce consultant

56

Retail

EMEA Industry Booklet | Find ISV apps for the retail industry to help you solve business challenges.

22

Insurance

EMEA Industry Booklet | Find ISV apps for the insurance industry to help you solve business challenges.

56

Automotive

EMEA Industry Booklet | Find ISV apps for the automotive industry to help you solve business challenges.

119

Banking

EMEA Industry Booklet | Find ISV apps for the banking industry to help you solve business challenges.

46

Consumer Packaged Goods

EMEA Industry Booklet | Find ISV apps for the consumer packaged goods industry to help you solve business challenges.

65

Insurance

EMEA Industry Booklet | Find ISV apps for the insurance industry to help you solve business challenges.

57

Manufacturing

EMEA Industry Booklet | Find ISV apps for the manufacturing industry to help you solve business challenges.

22

Professional Services

EMEA Industry Booklet | Find ISV apps for the professional services industry to help you solve business challenges.

30

Telecommunication

EMEA Industry Booklet | Find ISV apps for the telecommunication industry to help you solve business challenges.

37

Utilities

EMEA Industry Booklet | Find ISV apps for the utilities industry to help you solve business challenges.

51

Travel, Transport & Hospitality

EMEA Industry Booklet | Find ISV apps for the travel, transport & hospitality industry to help you solve business challenges.

27

Lightning Bolt Launch Process

Presentation | 5 pages | Overview on next steps and required resources

317

Success Story Examples

Presentation | 15 pages | For Salesforce Partners

32

Everything you Need to Know From DF '19

eBook | 17 pages | Every Dreamforce is special in its own way

279

AppExchange Business Playbook

Page scroll ∙ 12 pages

203

Consulting Partner Program Success Plans

Infographic | 2 pages | We place great value on your success as a Salesforce Partner

75

Partner Designated Contacts

Presentation | 5 pages | Designated contacts are employees and partner community users who have access to support

74

Financial Services

Presentation | 30 pages | This presentation may contain forward-looking statements that involve risks

70

Salesforce in Manufacturing

Presentation | 29 pages | The DIgital Transformation Platform

16

The Power of Data to Personalize the Travel Experience

Presentation | 9 pages | Traveler Expectations Change Fast and Often

453

Partner Intelligence

Presentation | 15 pages | How to Run a Smarter AppExchange Business

57

Leveraging MuleSoft

Presentation | 31 pages | Leveraging MuleSoft to Accelerate Customer Success & Grow Your Practice

27

Better Together

Presentation | 4 pages | Learn how to leverage effective partnerships with other partners to drive innovation and accelerate growth

84

Global Strategic Tier Criteria

Program | 4 pages | Salesforce Consulting Partner Program

1.2k

Due Diligence Process for ISV

Guide | 6 pages | Step by step instructions

181

Inside the AppExchange for Consulting Partners

Presentation | 11 pages | Learn about the available listings on the AppExchange for a Consulting Partner

922

Datorama Consulting Partner Certification

Presentation | 12 pages | Purpose of Datorama Certification

63

Premier Success

Presentation | 7 pages | Innovate, Grow and Deliver Customer Success

85

What Is A Trailblazing Partner

eBook | 9 pages | Inspiring stories of all partners with the Salesforce Ohana and beyond

28

12 Experts On Elevating The Customer Experience

eBook | 21 pages | Hear what our experts have to say on customer experience

51

6 Customer Stories Proving Apps Are For Everyone

eBook | 21 pages | Read about six AppExchange customers that use apps to help connect their IT, accounting, HR, and ERP systems to the front office

46

15 Experts On Tech Trends & Innovation

eBook | 21 pages | Learn how executives and their companies stay innovative

375

Partner Security Portal

Guide | 6 pages | Learn how to login to the partner security portal

45

Adding User Accounts

Guide | 4 pages | Understand important options for adding users

236

How to Create New Designated Contacts

Guide | 5 pages | This guide will teach you how to create new designated contacts

106

How And When To Escalate A Case

Guide | 7 pages | This guide will explain how and when to escalate a case

242

How To Log A Case In The Partner Community

Guide | 11 pages | This guide will teach you how to log a case

240

AppExchange Marketing Handbook

eBook | 16 pages | This handbook will guide you to marketing resources

57

Trailhead for Partners

Presentation | 4 pages | Trailhead for Partners

34

Investing In Industries: How 5 Appexchange Partners Are...

eBook | 9 pages | How five industry-focused partners are helping salesforce transform customer businesses

15

4 Experts Answer Top Of Mind Integration Questions

eBook | 12 pages | The fourth industrial revolution is disrupting every business sector and integration is on the top-of-mind for everyone

219

5 Stories Of Appexchange Partner Success

eBook | 11 pages | Learn more about opportunities for partnering your solution with Salesforce

33

6 Partners Share How They're Giving Back

eBook | 11 pages | Highlights six examples of our partners philanthropic work

926

Growing with ESMB

eBook | 26 pages | Tips for Success as a Salesforce Partner

274

Partner Marketing Center

Presentation | 10 pages | Making Marketing Possible For All Partners

187

The Salesforce ISV Technical Enablement Guide

eBook | 15 pages | Understand the technical resources available to Salesforce ISV partners — and how to use them

68

Finding Success in The Ecosystem As A Startup

eBook | 15 pages | Powerful insights from entrepreneurs that can help accelerate startup success

423

Consulting Partner Onboarding Trailmap

Infographic | 1 page | Your guide to a successful partnership

160

Partner Referral Fees

Presentation | 8 pages

1.9k

Salesforce Pricing Guidelines

Infographic | 1 page | Channel Order Application Salesforce Pricing Guidelines

488

Difference Between Upgrades and Renewals

Infographic | 1 page | This document will help describe the distinction between renewal orders and upgrade orders

0

SBA Paycheck Protection Program

Experts discuss how small businesses can prepare and apply for a coronavirus emergency loan from the Paycheck Protection Program

18

Nucleus: AppExchange Infographic

Overview of Findings from Aug 2018 Nucleus Research on Salesforce AppExchange

56

Solve It Stories - LinkedIn

Cards ∙ 2 pages

28

Medallia Industry EBook [ Manufacturing and Automotive)

Learn how Medallia can support customers in the manufacturing and automotive customers.

486

The Exchange Summer 2022

Slide ∙ 14 pages

888

How to Make the Most of Salesforce Events

Slide ∙ 8 pages

28

Glance - Industry Ebook [Retail]

Learn how Glance can help Retail customers.

92

Conga Industry Insider - Financial Services

Slide ∙ 3 pages

918

Marketing Apps

App Guide | eBook | 16 pages | Find marketing app recommendations that solve common pain points in the field of marketing

2.4k

Small and Medium Business App Guide

Slide ∙ 16 pages

154

Salesforce and Foundry

Slide ∙ 16 pages

39

Industry Insider - Traction Complete [Communication[

Slide ∙ 3 pages

29

Coveo Industry Insider [Financial Services]

Slide ∙ 3 pages

55

Solve It Stories [Spekit ft Deel]

Page scroll ∙ 3 pages

283

Solve It Story [Spekit]

Page scroll ∙ 3 pages

140

Conga CLM - Industry Ebook [HealthCare & Life Sciences]

Learn how Conga CLM can help customers in the Health Care & Life Sciences industry.

22

Hyland Industry Ebook [HLS]

Slide ∙ 3 pages

59

Solve It Stories - Revenue Grid ft Rand

Page scroll ∙ 2 pages

60

Industry Ebook - Accounting Seed [High Tech/Software]

Slide ∙ 3 pages

40

Solve It Story - Conga Composer

Learn how Conga helps their customer UnitedLex.

45

Fast-track your Salesforce Genie partnership with CRM Data...

Page scroll ∙ 2 pages

25

Box - Industry Ebook [Financial Services]

Learn how Box can help customers in the financial services industry.

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