This document summarizes the Salesforce Partner Program lifecycle for ISV partners. It outlines the six primary phases: plan, build, distribute, market, sell, and support. For each phase it describes key milestones, reviews, resources, and orgs (environments) needed. The goal is to help partners successfully navigate each stage of the app lifecycle from initial planning through ongoing customer support.

1. Salesforce Partner Program for
ISVs Lifecycle Tutorial

2. App Lifecycle Diagram
Support
Plan Build Distribute Market Sell Support
Let’s Take a Closer Look >
This brief slide deck explains the processes, environments (orgs), and
milestones to help ISV partners plan an app, build it, distribute it to prospects
and customers, market, sell, and support your customers in market. Based on
the complexity of your app and your business model, your processes may differ.
Work with your Partner Account Manager (ISV) to ensure your success at each
phase of the lifecycle. There are six primary phases:

3. App Lifecycle Diagram
Build Distribute Sell SupportMarketPlan
It all starts with the six phases of the lifecycle. Notice the diagram begins with planning your app, rather
than building. This underscores the importance of proper planning for your app and your business
before starting development work.

4. App Lifecycle Diagram
Build Distribute Sell SupportMarketPlan
Sign up
Technical
Review (TE)
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Once you join the Salesforce Partner Program, you will receive an email with access to our systems
and resources. Milestones include a Business Review with a Partner Account Manager (ISV), and a
Technical Review of important architecture and design considerations.
Business
Review (PAM)

5. App Lifecycle Diagram
Security
Review
($)
Sign up
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Plan Distribute Sell SupportBuild Market
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Business
Review (PAM)
In the Build Phase, use Partner Developer Orgs (for development), Test Orgs (for testing), and a
Packaging Org to create a managed package for all of your code. The package is then submitted for
Security Review. Passing this review is required before launching your app.

6. App Lifecycle Diagram
Security
Review ($)
Trialforce Management Org
Partner website
Sign up
Operations Review
Final Contract Review
(PAM)
Partner Community
ISVforce Guide
App Academy
Resources & Tools
Online Training (LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Plan Build Sell SupportDistribute Market
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Business
Review (PAM)
In the Distribute phase, once you go through Final Contract Review, you will then set up your Partner
Business Org, then your Trialforce Management Org to deliver free trials. A required Operations
Review will walk you through the orders and billing process.
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App

7. App Lifecycle Diagram
Security
Review
($)
Trialforce Management Org
Partner website
Sign up
Operations Review
Final Contract Review
(PAM)
AppExchange
Marketing
Program (AMP)
($)
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App
FREE
TRIALS
Plan Build Distribute SupportMarket Sell
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Business
Review (PAM)
Congratulations! Your app is now live and you are in the Market phase. Use your Partner Business Org
to manage your Campaigns and Leads. The AppExchange Marketing Program (AMP) is an option
for partners who want to co-sponsor with us to build brand awareness and leads.

8. App Lifecycle Diagram
Security
Review
($)
Trialforce Management Org
Partner website
Sign up
Operations Review
Final Contract Review
(PAM)
AppExchange
Marketing
Program (AMP)
($)
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Sales
Review
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App
FREE
TRIALS
Plan Build Distribute SupportSellMarket
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Business
Review (PAM)
In the Sell phase, you are calling down on free trial leads, managing your pipeline, and closing deals.
During this phase, your Partner Account Manager (ISV) will guide you through a Sales Review,
including a checklist of proven best practices to help you maximize sales success.

9. App Lifecycle Diagram
Security
Review
($)
Trialforce Management Org
Partner website
Sign up
Operations Review
Final Contract Review
(PAM)
Premier
Support
($)
AppExchange
Marketing
Program (AMP)
($)
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Sales
Review
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App
FREE
TRIALS
Plan Build Distribute Sell SupportMarket
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Business
Review (PAM)
In the Support phase, you are managing cases in your Partner Business Org. You are also using the
Subscriber Support Console to troubleshoot and debug customer issues. Premier Support is an
option that offers you 24/7, global support with a designated support agent.

10. App Lifecycle Diagram
Operations Review
Final Contract Review
(PAM)
Premier
Support
($)
AppExchange
Marketing
Program (AMP)
($)
Sales
Review
Plan Build Distribute Sell SupportMarket
Technical
Review (TE)
To simplify, look at the core milestones. At every phase, we have reviews or optional programs to help
you be successful. Build your own project plan around these critical milestones, and take advantage of
the optional programs that are offered.
Security
Review
($)
Business
Review (PAM)

11. App Lifecycle Diagram
Trialforce Management Org
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App
Plan Build Distribute Sell SupportMarket
There are several orgs (environments, instances, logins) that are needed. There is no additional charge
for these orgs. With the Partner Business Org, we provide you with 2 free licenses to get started. Use the
Environment Hub to help you manage all of your logins.

12. App Lifecycle Diagram
Plan Build Distribute Sell SupportMarket
The Partner Community reflects these six phases. The Education tab is organized by the six phases,
with learning content to support each phase of the lifecycle.
http://partners.salesforce.com/

13. App Lifecycle Diagram
Plan Build Distribute Sell SupportMarket
On the Collaboration tab, join the Official: Partner Community Chatter Group, and select
‘Email Daily Digest’. This is our new “Opt-In” email process to stay in touch!
http://partners.salesforce.com/

14. App Lifecycle Diagram
Plan Build Distribute Sell SupportMarket
Plan Build Distribute Market Sell Support
There are recorded App Academy programs for every phase. Watch these recordings (look on the
Education tab of the Partner Community) and review the Resources in each phase for additional deep
dive replays. https://partners.salesforce.com/s/education

15. App Lifecycle Diagram
Trialforce Management Org
Partner website
Sign up
Operations Review
Final Contract Review
(PAM)
Premier
Support
($)
AppExchange
Marketing
Program (AMP)
($)
Partner
Community
ISVforce Guide
App Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Sales
Review
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support
Console
• Other Apps
• License Mgmt
App
• Opportunities
• Channel Order
App
FREE
TRIALS
Plan Build Distribute Sell SupportMarket
($) – denotes an additional fee may apply, speak with your Partner Account Manager (ISV) for details
Technical
Review (TE)
Well, that’s it! We hope this overview deck has been helpful. Be sure to check out the resources on the
Partner Community. We wish you continued partner success!
Security
Review
($)
Business
Review (PAM)

16. Thank you