Partner Information

Partner Name:

Evaluation Date:

Partner Tier:

Contact Person:

Evaluator:

Years in Business:

1. Technical Expertise & Certifications

Required Certifications

Salesforce Certified Administrator - Minimum 2 team membersPlatform Developer I/II - For custom development needsSales/Service Cloud Consultant - Based on your cloud requirementsTechnical/Application Architect - For enterprise implementationsIntegration Architecture Designer - For complex integrations

📊 Scoring Guide:

• 5 points: Exceeds all requirements• 3 points: Meets basic requirements• 4 points: Meets most requirements• 1-2 points: Below requirements

2. Industry Experience & Expertise

Industry Alignment

Experience in your specific industry

Relevant case studies (minimum 3)

Understanding of industry regulations/complianceIndustry-specific accelerators or templates

Project Experience Metrics

Similar-sized implementations:

Average project duration:

Success rate (%):

Client retention rate:

3. Customer Success & References

4. Project Management & Methodology

5. Support & Long-term Partnership

Critical Red Flags to Watch For

Essential Questions to Ask Partners

Technical & Expertise Questions

1. How many certified professionals do you have in each Salesforce cloud?
2. Can you walk us through your implementation methodology?
3. What DevOps tools and practices do you use?
4. How do you handle data migration and integration challenges?
5. What's your approach to custom development vs. configuration?

Project Management Questions

1. How do you handle scope changes during implementation?
2. What's your average project overrun percentage?
3. Can you provide a sample project plan for our scope?
4. How do you ensure knowledge transfer to our team?
5. What's your approach to user adoption and training?

Partnership & Support Questions

1. What does your post-implementation support include?
2. How do you stay updated with Salesforce releases?
3. Can you provide 3 references from similar implementations?
4. What's your team's availability for our project timeline?
5. How do you measure and report project success?

Final Evaluation Summary

Score Summary

Technical Expertise	_____ / 5
Industry Experience	_____ / 5
Customer Success	_____ / 5
Project Management	_____ / 5
Support & Partnership	_____ / 5
Total Score	_____ / 25

Decision Criteria

22-25 points:Excellent fit - proceed with confidence

18-21 points:Good fit - address minor gaps

15-17 points:Acceptable - negotiate improvements

Below 15:Not recommended - seek alternatives

Red Flags Count:_____ warnings

Salesforce Partner Selection Checklist

How to Use This Checklist

Partner Information

1. Technical Expertise & Certifications

Required Certifications

Technical Capabilities

2. Industry Experience & Expertise

Industry Alignment

Project Experience Metrics

3. Customer Success & References

Performance Metrics

Reference Checks

4. Project Management & Methodology

Methodology & Process

Communication & Collaboration

5. Support & Long-term Partnership

Post-Implementation Support

Strategic Partnership Value

Critical Red Flags to Watch For

Essential Questions to Ask Partners

Technical & Expertise Questions

Project Management Questions

Partnership & Support Questions

Final Evaluation Summary

Score Summary

Decision Criteria

Final Recommendation:

Salesforce Partner Selection Checklist

How to Use This Checklist

Partner Information

1. Technical Expertise & Certifications

Required Certifications

Technical Capabilities

2. Industry Experience & Expertise

Industry Alignment

Project Experience Metrics

3. Customer Success & References

Performance Metrics

Reference Checks

4. Project Management & Methodology

Methodology & Process

Communication & Collaboration

5. Support & Long-term Partnership

Post-Implementation Support

Strategic Partnership Value

Critical Red Flags to Watch For

Essential Questions to Ask Partners

Technical & Expertise Questions

Project Management Questions

Partnership & Support Questions

Final Evaluation Summary

Score Summary

Decision Criteria

Final Recommendation: