AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Partner Adoption App

Encourage your Partners to do more! Reward them for what they do already!

Overview

The Partner Adoption App helps measure and motivate partners with a configurable points based reward system for Channel Program Levels. It allows custom activities and thresholds to be defined for each program level, and partner promoting across levels.

1 of 8

  • Tier-based Incentives: Define and associate points range, requirements, benefits, icons to partner levels. Activity Types: Define activity types, associate points, define active date range and auto-expiration. Categorized for reporting.

  • Activities and Flows: Assign activities to partner accounts or users; leverage flows to notify users (email, chatter), calculate points, promote (demote) partners.

  • Lightning Experience: badge and points for partner level; progress with next level benefits and requirements, how to get more points. Monitor and Measure: Monitor activity within partner account; OOTB adoption reports and dashboards

The app provides a data model which includes custom objects related to 'Activities', and these activities are customised by you! The aforementioned activities are the source of points generation in order for Partners to 'Level Up' into a better Channel Program, using Channel Program Levels. Then depending on the level an Account is associated with, they can be rewarded with special benefits. You create your own custom activities for Partners to complete and create your own levels with set requirements. Once the activities are set up, you simply need to create a process in Process Builder to trigger activity creation when that action is completed, and with the requirements met, they can proceed to the next level! An example, a Bronze level Partner gets no benefits. They convert a number of leads, attends conferences and other tasks which all gains points, they then level to Silver. At Silver, they receive a 10% discount on your products for being such a great Partner! Need Partner Community License to Install.

Categories

Business Needs
Collaboration
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

More from Salesforce Labs

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources