PARTNERNOMICS IQ Salesforce Installation

Before you begin

The PARTNERNOMICS IQ application uses Record Types on Account and Lead, and Dashboards.

If you do not already have Record Types on Account and Lead, it is recommended that you create them prior to installing the PARTNERNOMICS IQ application.

The PARTNERNOMICS IQ application comes with 2 Permission Sets. One includes all of the PARTNERNOMICS IQ components, and one includes the fields on Lead and Account that the package adds. These are set up separately so that they can be added to existing Profiles and Users without overriding any of your current Org Wide Sharing and Permissions.

Once the package is installed, you can assign Permission Sets, Record Types and Page Layouts. You should also make sure that you set the visibility on the Dashboards to best be supported by your Org Wide Sharing model.

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 may overwrite the standard Reports and Dashboards included in the package.

Welcome to the Installation of PARTNERNOMICS IQ in your Salesforce Instance. These instructions are only applicable if you've received your Welcome Email for Partnernomics in Salesforce.

If you have not received your Welcome Email, please submit a case to IOLITE Support for assistance.

Setup Instructions for Salesforce Administrators

Once your contract for software purchase has been finalized by PARTNERNOMICS IQ, the designated Salesforce administrator for your Salesforce Org will receive an installation email for PARTNERNOMICS IQ from support@procoreresources.com.

Find the correct installation link for your org, either Production or Sandbox. The Salesforce Administrator will click on that link - and the package will install in your org. You may be required to login to Salesforce to continue the installation.

Because we are distributing this application in conjunction with Partnernomics, the application is not available for distribution via the Salesforce AppExchange. Please check this box to acknowledge that this managed package is not distributed through Salesforce.
Once the package has completed installation, the Salesforce admin will perform a few tasks to set up the org:
1. Assign Permission Sets to all Users that need access to PARTNERNOMICS IQ features
  1. Instructions for assigning Permission Sets can be found by clicking this link
2. Assign Account and Lead Record Types and Page Layouts.
  1. Instructions for assigning Salesforce Record Type and Page Layouts can be found by clicking this link.
3. Add the PARTNERNOMICS IQ "Partnership Attribution" Related List to any Standard Opportunity Details page. This is the mechanism for linking any Partnership to the Opportunities that they contribute to.
  1. Go to Setup
  2. Access the Object Manager
  3. Select the Opportunity Object
  4. From the Page Layouts tab of the object menu, Add Partnership Attribution Related List and include Partnership and Partnership Label, and save the changes. Repeat this for all Opportunity Page Layouts that should have Partnership Attributions.
  5. Return to Object Manager
4. Add the PARTNERNOMICS IQ "Partnership Attribution" Related List to any Standard Lead Details page and Update Field Mapping. This is the mechanism for linking any Referral Partnership to the Leads that they contribute to.
  1. From the Object Manager, select the Lead Object
  2. From the Page Layouts tab of the object menu, Add Partnership Attribution Related List and include Partnership and Partnership Label, and save the changes.
  3. Map Lead Fields for Lead Convert
    1. From the Fields and Relationships tab of the object menu, Click on the Map Lead Fields button.
    2. In the Custom Fields screen, Map the Lead fields: Comments, Motivation/Drive for Partnership, and Number Of Regional/Satellite Offices fields to the corresponding fields on Account, and save the changes.
  4. Assign Record Types and Page Layouts by Profile
  5. Return to Object Manager
5. Make Record Type and Page Layout assignments on Account
  1. Go to Setup
  2. Access the Object Manager
  3. Select the Account Object
  4. Make Record Type and Page Layout assignments on Account
  5. NOTE that AFTER the Record Type and Page Layout assignments are made the Partner Account Page layout should look like this:
6. Set Up the Batch Jobs to Benchmark your Partnering data, and update your Goals.
  1. Batch Goal Renew should run daily at 3am
    1. Go to Setup > Custom Code > Apex Classes
    2. Click the button to Schedule Apex
    3. Name the batch Partnernomics Goal Renew
    4. Set the Apex Class to batch_GoalRenew
    5. Frequency should be Weekly
    6. All Week Days should be selected
    7. End Date set out to 3023
    8. Preferred Start Time should be set to 3:00 AM
    9. Click Save
  2. Batch Partnership benchmark should run monthly on the first day of the month at 1am.
    1. Go to Setup > Custom Code > Apex Classes
    2. Click the button to Schedule Apex
    3. Name the batch Partnernomics Beenchmark
    4. Set the Apex Class to batch_partnership_benchmark
    5. Frequency should be Monthly
    6. On day 1 of every month
    7. End Date set out to 3023
    8. Preferred Start Time should be set to 1:00 AM
    9. Click Save
7. Flexi page Config Partnership
  1. In the Partnernomics App, navigate to the Partnerships tab and select one. If you do not have any available, create one (you can delete it later if necessary). 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
  2. From the Partnership Detail Page, Click on the gear icon and select Edit Page
  4. Select the Leads tab and click in the chart area Attributed Leads Last 12 Months
  5. Set the Filter By value to Partnership: Partnership ID
  7. Select the Opportunities tab
  8. Set the Filter By value to Partnership: Partnership ID for all of the following Report Chart sections:
  9. Opps Attributed to Partnership in FQ
  10. Partnership Opportunity Funnel in FQ
  11. Won Opps Attributed to Partnership in FQ
  12. Attributed Opportunities last 12 Months
  13. Attributed Opportunity $ last 12 Months
  14. Average Attributed Opportunity Velocity
  15. Click Save
    1. If prompted, Set as Org Default and Activate
  16. Click Back
8. Flexi page Config on Strategic Partner Plan
  1. In the Partnernomics App, navigate to the Strategic Partner Plan tab and select one. If you do not have any available, create one (you can delete it later if necessary).
  2. From the Strategic Partner Plan Detail Page, Click on the Gear Icon and select Edit Page
  3. Select the SPP Goals tab
  4. Set the Filter By value to Strategic Partner Plan: Strategic Partner Plan ID for all of the following Report Chart sections:
  5. Open Goals Report
  6. Goals Closed within the Last 90 days
  7. Click Save
    1. If prompted, Set as Org Default and Activate
  8. Click Back
9. Set Up Lead Process
  1. NOTE: If you do not plan on using Leads to onboard new Partners, you may skip this step
  2. Add Status Values to Lead Status
    1. From Setup > Object manager > Lead > Fields & Relationships > Lead Status, Add the following values:
      1. Open - Not Contacted
      2. Working - Contacted
      3. Closed - Converted
      4. Closed - Not Converted
  3. Add Lead Process and apply it to the PARTNERNOMICS Partner Lead Lead Record Type
    1. Add all of the new values to the Lead Process
    2. Set the default value as Open - Not Contacted
    3. Save
    4. Associate the new Process with the PARTNERNOMICS Partner Lead record type.