Onboarding a partner

Archived

5 Tasks

10 mins

Pega Sales Automation 8.6

Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.4

Visible to: All users

Beginner Pega Sales Automation 8.6 English

Scenario

Joel King, a channel manager, has been assigned a new partner called Fluxystems, which he wants to onboard. To start, Fluxystems has only one partner seller: Maria Davis. As part of partner onboarding, Joel always shares the article 5 Tips for handling difficult customers with the new partner. Fluxystems is going to take over Acme Software, so Joel wants to share the organization.

Before the article can be shared as onboarding collateral, Joel needs to ask Sales ops to assign it to the Onboarding category.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Sales ops user	SFASampleSalesOps	rules
Channel manager Joel King	Jking	rules
Partner seller Maria Davis	mdavis	rules

Your assignment consists of the following tasks:

Task 1: Add the article to the Onboarding category.

Task 2: Add Fluxystems and share onboarding collateral.

Task 3: Add Maria Davis as a partner seller.

Task 4: Share the Acme Software organization with Fluxystems.

Task 5: Verify access to the organization, onboarding collateral, and lead.

Challenge Walkthrough

Detailed Tasks

1 Add the article to the Onboarding category

1. Log in as the Sales ops user.
2. Open the Knowledge landing page.
3. In the search field, enter 5 Tips for handling.
4. Click 5 Tips for handling difficult customers to open the article.
5. Click Actions > Edit to update the article.
6. Click Add category, and then select Onboarding.
7. Click Publish to save the changes.

2 Add Fluxystems and share the onboarding collateral

1. Log in as the channel manager Joel King.
2. Open the Partners landing page.
3. Click Create partner.
4. On the new Partner page, populate the form with the following values:
   1. Name: Fluxystems
   2. Operator Access Required?: True
   3. Territory: West
5. Click Create.

3 Add Maria Davis as a partner seller

1. Open the Partner seller tab.
2. Click on the Add icon.
3. On the Operator Details page, populate the form with the following values:
   1. Operator id: mdavis
   2. Password: rules
   3. First name: Maria
   4. Last name: Davis
   5. Email: [email protected]
4. Click Continue.
5. On the Operator Access page, populate the form with the following value:
   1. Operator type: Partner sales representatives
6. Click Finish.

4 Share the Acme Software organization with Fluxystems

1. Open the Organizations landing page.
2. Click Acme Software to open the organization.
3. Select Actions > Share to open the Share dialog box.
4. In the Share dialog box, click Add, then populate the form with the following values:
   1. Type: Partner organization
   2. Partner organization: Fluxystems
5. Click Submit to share the organization.

5 Verify access to organization, onboarding collateral, and lead

1. Log in as the partner seller Maria Davis.
2. Open the Onboarding landing page.
3. Verify that the How to sell more article is on the list.
4. Open the Organizations landing page.
5. Verify that Acme Software is on the list.
6. Click Acme Software to open the organization record.

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Available in the following mission:

• Sales Automation Low-Code Developer v3