Consulting Partner Program Key Contact Change

Steps to Log a Case to request updating of your Key Contact

• Log a Case:
  Go to Partner Community and  Create a Case.
  Select Product: Partner Community & AppExchange and Topic: Partner Community Support 
  Add the Subject: Update Key Contact Info.

• Provide Details:
  Include the name and email address of the new Key Contact in your case submission.

• Ensure Requirements Are Met:
  • The new Key Contact must have Partner Community access.
  • The following admin permissions are mandatory:
    • Manage Cases
    • Manage Partnership

• Refer to the Guide:
  For details on adding Partner Community users and configuring user permissions, refer to the Partner Community Administrator User Guide.

Important Notes

• This process applies only to updating the Key Contact for your Consulting partnership.
• For changes to your contact records for ISV or reseller partnerships, notify your respective ISV or reseller contact.
• For updates to the Key Contact on your customer account, please reach out to your Salesforce Account Executive.

Frequently Asked Questions (FAQs)

Q: Can we set multiple key contacts in a Partner Account?
A: No, only one designated Key Contact can be set to monitor the company’s progress and manage the consulting partnership effectively.

Q: What are the requirements to check if the contact is eligible to be a company’s key contact?
A: A key contact must have Partner Community access with admin permissions (Manage Cases and Manage Partnership).

Q: Does the new key contact need to have access to the Partner Community? 
A: Yes, Partner Community access is mandatory. It allows the Key Contact to manage cases, monitor partnership status, and access program benefits via the Scorecard.

Q: How to find out the partner's key contact?
Advise to log a case in H&T and request for this information.