Partner Designated Contacts
Presentation | 5 pages | Designated contacts are employees and partner community users who have access to support
Partner Designated Contacts
Designated Contacts Who are they? • Designated Contacts are employees and Partner Community users in your company who have unique permissions to access support and serve as the direct relationship owners with your Partner Premier Success Manager. • Your first Designated Contact is submitted by your Partner Account Manager, and setup by your assigned Success Manager • Partners may request the setup of additional Designated Contacts by logging a case with Salesforce or working directly with your Success Manager.
Who should be a Designated Contact for my organization? Designated Contacts should have working knowledge of Salesforce, and are strategic escalation and operational points of contact within your organization. Users setup in this capacity may function in one of the following roles: • Practice Lead • General Manager • Alliance Managers • Customer Success Manager • Support Manager • Engineering / Development Manager
Designated Contact Responsibilities Below is a non-exhaustive list of DC responsibilities: • Submitting new cases with Salesforce to request creation of new new DCs as needed (we recommend no more than 4 DCs per region) • Attend cadence calls with Success Manager • Oversee your company's support case activity • Primary point of contact with your Success Manager • Often the primary point of contact for support cases although other members of your organization can log cases as well
