Partner Adoption App

by Salesforce LabsSalesforceFree

Tracks partner activities in Salesforce Platform, assigns points, and advances accounts through configurable channel program levels.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Partner Adoption App — screenshot from the Salesforce AppExchange listing

What it does

Provides custom objects for partner activities, with configurable activity types, points, requirements, benefits, icons, active dates, and expiration. A Process Builder process can trigger activity creation when an action is completed. Flows can send email or Chatter notifications, calculate points, and promote or demote partners. Lightning Experience displays partner-level badges, points, progress, requirements, and next-level benefits, with reports and dashboards for monitoring activity within partner accounts.

Key capabilities

from the Salesforce AppExchange listing

Tier-based incentives

Defines partner levels with point ranges, requirements, benefits, and icons.

Activity types

Creates activity types with assigned points, active date ranges, auto-expiration, and reporting categories.

Activity assignment

Assigns activities to partner accounts or users.

Flows and notifications

Uses flows to send email or Chatter notifications, calculate points, and promote or demote partners.

Partner progress display

Shows partner-level badges, points, progress, requirements, and next-level benefits in Lightning Experience.

Adoption reporting

Includes reports and dashboards for monitoring activity within partner accounts.

Use cases

  • A channel program can award points for lead conversion, conference attendance, and other tasks completed by partners.
  • A Process Builder process can trigger activity creation when a specified action is completed.

In the catalog

642 plugins in Salesforce Platform · Productivity

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified