New Objects:
- Strategic Partner Plan
- SPP Criteria
- SPP Evaluation
- SPP Score
- Partnership
- Team Member
- Milestone
- Goal
- Partnership Benchmark
- Goal Benchmark
Additions to Standard Objects:
Account
- New Account Record Type
- New Account Page Layout
- New Fields on Account (3)
Lead
- New Lead Record Type
- New Lead Fields (3)
- New Related List on Lead (Partnership Attributions)
Opportunity
- New Related List on Opportunity (Partnership Attributions)
Permission Sets
- PARTNERNOMICS IQ Permission Set includes all components of the PARTNERNOMICS IQ App
- PARTNERNOMICS IQ Standard Object Fields Permission Set includes 3 fields on Account and 3 fields on Lead. No object permissions are included, only the field level.
Features
- Dashboards. Contained in a folder labeled "PARTNERNOMICS IQ" There are 2 Dynamic Dashboards included in the package.
- NOTE Depending on your Report and Dashboard security, your System Administrator may need to add Users to the Report and Dashboard folders included in this package
- Scheduled Batch Jobs to update Goals and Benchmark Partner Performance metrics
- Reports. Contained in a folder named "PartnernomicsIQ Reports"
- IMPORTANT NOTE BEFORE YOU MAKE CHANGES TO THE DASHBOARDS AND REPORTS:
These reports come as a part of the PARTNERNOMICS IQ Package, and any changes should be Saved As a new Report or Dashboard in a different folder. Any upgrades to the package will overwrite the standard Reports and Dashboards included in the package.
Package Schema