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Product Swap Product swaps occur when a partner would like to change a product on their end customer’s contract with an equivalent product. Product The list of products that partners are able to sell to their customers based on the agreement they’ve Catalog signed with Salesforce. Salesforce An agreement between Salesforce and the partner that governs the partner’s participation in various Partnership Salesforce programs and utilization of the Partner Community. Agreement Service Order Service Orders are based on the corresponding order agreement between the partner and their end customer to provision services or deliver products with a known quantity, price, and service date. Service Orders are entered within the COA, based on the Salesforce Partner agreement, to help partners track end customer products, services, and revenue sharing with Salesforce. 1. 2. 3. 4. 5. 6. 7. 28

Partner Field Guide: Become a COA Champion - Page 28 Partner Field Guide: Become a COA Champion Page 27 Page 29