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Trailhead

Build Your Practice as a Consulting Partner

Salesforce via Trailhead

Overview

Learn how your firm can make the most of a partnership with Salesforce.
  • Learn how to partner with Salesforce and connect with the Salesforce Partner Community.
  • Plan, build, and manage your business as a Salesforce consulting partner.
  • Learn about legal and ethical expectations for Salesforce partners.
  • Understand how blueprints help you build industry solutions and meet customer needs.
  • Use Salesforce-tested risk management strategies, processes, and tools to succeed.
  • Show your customers how predictive business intelligence can help them work smarter.

Syllabus

  • Salesforce Partner Community
    • Learn About the Partner Program
    • Connect with the Salesforce Partner Community
    • Take a Tour of the Salesforce Partner Community
    • Manage Your Team's Access to the Salesforce Partner Community
  • Consulting Partner Basics
    • Join the Partner Community
    • Plan Your Practice
    • Build Your Practice
    • Sell Your Services
    • Market Your Services
    • Manage Your Business
  • Ethics and Integrity for Salesforce Partners
    • Get to Know the Salesforce Supplier Code of Conduct
    • Avoid Ethical Missteps
    • Maintain Integrity Within the System
  • Industry Blueprints for Partners
    • Get Started with Industry Blueprints
    • Build Your Industry Expertise
  • Project Risk Management for Partners
    • Make Risk Management a Priority
    • Identify, Assess, and Address Risk
    • Monitor and Communicate Risk
  • Tableau CRM Plus for Consulting Partners
    • Introduce Tableau CRM Plus at the Right Time
    • Understand the Value
    • Update Your Playbook

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