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Supplier Training Guide

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Supplier Training GuideLink to heading
Guia de treinamento de fornecedoresLink to heading
Getting StartedLink to heading
Welcome to Supplierforce!Link to heading
Navigating this DocumentLink to heading
The Supplier Onboarding ProcessLink to heading
Sign the NDALink to heading
Rejecting an NDALink to heading
Next StepsLink to heading
Log into SupplierforceLink to heading
Open Supplierforce emailLink to heading
Create a new passwordLink to heading
Login IssuesLink to heading
Reset your passwordLink to heading
Supplierforce Home PageLink to heading
Complete OnboardingLink to heading
Account DetailsLink to heading
Create ContactsLink to heading
Enter Bank InfoLink to heading
Set up Pay/Purchase SitesLink to heading
Answer Tier 2 QuestionsLink to heading
Upload AttachmentsLink to heading
Sign NDALink to heading
Submit OnboardingLink to heading
Next StepsLink to heading
Complete Assigned TasksLink to heading
Help and SupportLink to heading
Submit a CaseLink to heading
Updating Language OptionsLink to heading
Frequently Asked QuestionsLink to heading


DOKUMENT





Supplier Training Guide
サプライヤートレーニングガイド
Guia de treinamento de fornecedores


Getting Started
Welcome to Supplierforce!
Supplierforce is a community-based platform that creates a collaborative
application for supplier onboarding, account management, agreement negotiation,
agreement signatures and real-time support. 


Supplierforce Benefits and Uses Include:
 * Single tool for onboarding and collaboration with internal Salesforce
   partners
 * Address Salesforce onboarding questions upfront
 * Self-serve ability to update account and contact information
 * Log cases when you have questions or need help


Navigating this Document
Quip Tips:  
 * Hover over the little blue dot near the right hand scroll bar to see a Table
   of Contents for easy navigation 
 * In the View tab, you can select options to Show Outline and Keep Outline
   Expanded












 * Use quick links found within the document to jump to the information you need
   fast
 * Collapse or expand sections by hovering over the section title and selecting
   the gray triangle








If you have questions not covered in this document, please reference the
Supplierforce Frequently Asked Questions document.
The Supplier Onboarding Process
Prospective suppliers participating in a RFP/RFI are not required to complete
the onboarding process, but are required to sign a NDA. All suppliers wishing to
do business will Salesforce will be required to complete the onboarding process
(this includes suppliers who have been awarded business as part of the RFP
process). See a summary of required actions below.
Note: You can use the quick links below (in light blue) to jump to a specific
section of this guide.
Prospective suppliers: RFP/RFI Process 
Prospective suppliers engaging in a Request for Proposal/Information process
will be required to sign an NDA, but will not need to complete the onboarding
process unless they are awarded business.


Supplier Actions:
 * Sign NDA (required)
 * Log into Supplierforce (optional)
 * Help and Support (if needed)


Suppliers authorized for full onboarding
Suppliers that are not participating in an RFP/RFI process will need to sign a
NDA and complete the onboarding process.




Supplier Actions:
 * Sign NDA (required)
 * Log into Supplierforce (required)
 * Complete Onboarding (required)
 * Help and Support (if needed)






Sign the NDA
A non-disclosure agreement (NDA) is typically required before transacting with
Salesforce. It is also required when participating in a request for proposal
(RFP) or similar activity. 


Note: The NDA must be signed before final submission of full onboarding. You
won’t see submit button until NDA is signed.


Watch this 3 minute video or follow the steps below to complete your
Non-Disclosure Agreement(NDA): 


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Open and Review the Non-Disclosure Agreement
 * Open the email from Salesforce, titled Document Signature Required.
 * Note: The NDA will only be sent to the primary contact for each supplier.
 * Click on Review Document (a new window will appear)








 * Select Continue to open the document








 * Read the Confidentiality Agreement (NDA) between Salesforce and your company
 * Use the navigation bar to zoom, download, or print the agreement








 * Click on the Other Actions tab to see additional options








Sign the NDA
After you have read the agreement, electronically sign via Docusign
 * Click on Signature under the Fields column to the left of the screen
 * Drag your signature to the signature line on the last page of the agreement








Adopt Your Signature
 * The Adopt your Signature window will open
 * Chose your signature method:  Select Style, Draw, or Upload
 * Click Adopt and Sign
 * You Signature will appear on the Signature line.








 * Click Finish to close the NDA page


Rejecting an NDA
 * If you feel the NDA does not meet your requirements and would like to
   negotiate, select Decline to Sign in the Other Actions menu.
 * Someone from the Salesforce team will contact you to begin negotiations and
   approvals.
 * Once both parties agree on the language, the revised NDA will be resent for
   signatures.








You have completed signing your Non-Disclosure Agreement!








Next Steps
The next steps in the process will vary based on your situation. Please review
the options below:
 * If you are a prospective supplier participating in a Request for
   Proposal/Information - then no further action is needed in Supplierforce at
   this time.  If you are awarded business following the RFP, then you should
   continue with the steps below to Log into Supplierforce
 * If you are a supplier not participating in an RFP process - continue with the
   steps below to Log into Supplierforce






Log into Supplierforce
When your company information is entered into our system by a Salesforce
employee, you will receive several emails. 
 * Welcome to Supplierforce sent from Supplierforce - this welcome email
   contains important login information
 * Supplierforce Task ‘Please complete Full Onboarding’ is due - notification of
   pending task for full onboarding
 * Not required if only engaging in a RFP process
 * Document Signature Required sent from Salesforce eSignature via Docusign -
   initiates the process to sign the NDA




Watch this 2 minute video or follow the steps below to log into Supplierforce: 


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Open Supplierforce email
 * Open the email titled Welcome to Supplierforce sent from Supplierforce. 


Note:  Check your spam mail if you don’t see it.
 * Capture the User Name provided in the email - you will need this next time
   you log into Supplierforce
 * Select “Click here” in the email message.








Create a new password
 * You will immediately be asked to create a password
 * Passwords must contain the following:
 * 20 characters
 * 1 uppercase letter
 * 1 lowercase letter
 * 1 special character
 * Enter your password and confirm 
 * Click the Change Password bar to Save.   
 * You will automatically directed to the Supplierforce home page








Login Issues
If you have issues logging in, please email vendorrecords@salesforce.com
Reset your password
 * On the Supplierforce Login page, select Forgot your password?
 * On the Password Reset screen, enter your entire username (including special
   characters at the end)
 * You will receive 2 emails
 * One provides your User ID to log into the community; and 
 * Another email provides you the ability to reset the password for that User ID
 * For more detailed instructions, refer to the Support section of the
   Supplierforce FAQs












Supplierforce Home Page
After logging in, you will land on the Home Page. The Home Page allows you
to view important information regarding your account in one place:
 * Onboarding Tab: This tab guides you through the steps required to complete
   the onboarding process.
 * Cases Tab: Use this tab to submit cases to Salesforce Sourcing partners. You
   can also see the status of existing cases.
 * Events and Meetings: This calendar view shows upcoming meetings and events
 * Task List: View upcoming tasks assigned. Click a task to navigate to it.
 * Announcements: Use this section to see announcements shared from the
   Salesforce sourcing team.
 * Helpful Docs: Provides links to helpful resources.
 * Your Sourcing Partners: See your assigned sourcing partners in this section.
 * Discussions: Similar to Chatter, use this for quick communication regarding
   an account. Use @mention to chat.  










Complete Onboarding 
Account Details
In this section, you will  provide important account details to set up your
supplier profile. 


Watch this 4 minute video or follow the steps below to set up account details in
Supplierforce: 


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 * From the Home Page select the Onboarding tab (top gray menu bar)
 * Select the Accounts tab
 * Complete each line
 * You will be asked to provide the following information:
 * Supplier Name
 * Supplier Tax ID
 * Address: If address is not found, select +New Address to add it
 * Federal / State Tax Reportability
 * Supplier DUNS Number
 * Doing Business As (DBA) Name
 * Invoice currency
 * Early Payment Program enrollment


Note: Some details, like address, may already be filled out. Please review all
information to make sure it is correct. If anything is incorrect, please update
before saving.
 * Click Save









--------------------------------------------------------------------------------

Create Contacts 
In this section, you will provide contact name(s) for correspondences such as
invoicing, PO remittance. etc. You will be able to edit existing contact
information and add new contacts.


Watch this 2 minute video or follow the steps below to create contacts: 


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 * Select the Contacts tab
 * Select Edit to manage an existing contact
 * Click on Add Contacts to add new contacts






 * Complete the information requested for each contact






Pease note the following:
 * Is Primary?: Select this radio button (active) to mark this contact as a
   primary contact
 * Primary contacts can view bank and site information, as well as maintain
   other users in Supplierforce
 * PO Recipient: Check this box if this contact will receive purchase orders
 * Language: The selected language will display when that contact logs into
   Supplierforce
 * Remittance Contact: Check this box if the contact can receive remittance 
 * Role: 
 * All roles must be filled by at least one contact at the supplier 
 * All contacts must have at least one role
 * Contacts may fill multiple roles (or all roles)
 * Assigning the correct contact roles allows Salesforce to directly correspond
   with the appropriate Contact for any follow up questions throughout the
   Onboarding process
 * If all roles are not filled, you will receive an error













--------------------------------------------------------------------------------

Enter Bank Info
In this section you will setup your electronic banking details for remittance
payment. Salesforce processes payments via EFT such as ACH or Wire Transfer.
International payments will always be a wire transfer. It is crucial your
banking details are set up correctly for processing payments on time.


Watch this quick video or follow the instructions below to add bank accounts:


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 * Click the Bank tab
 * Click on Add Bank to enter banking information






Complete the required information and note the following:
 * Bank Account Name: Name to help identify your bank account (usually this
   matches your Supplier Name) 
 * Note: There is a max character limit of 35
 * Bank Account Holder Name: Your company’s name, ensure it matches the
   company’s legal name
 * Note: There is a max character limit of 35
 * Account End Date: If you bank account has a set end date please add it, if
   not leave blank
 * Bank Branch Lookup:
 * Start by typing the name of the bank, if several banks appear with the same
   name, search by routing number
 * If needed, enter your routing number
 * If your routing number displays, select the bank name that appeared
 * If your routing number does not display, select +Add Bank Branch


















 * Add Bank Branch
 * Enter all required information
 * Note: Some codes (ex: Swift code, BIC) require a specific number of
   characters. If you are prompted for more characters, fill in missing
   characters with "X" to satisfy the requirement.
 * Select Save 








 * Intermediary Bank Details
 * Complete this section only if another bank will act on behalf of the sender
   bank
 * Select Save to add the bank





--------------------------------------------------------------------------------

Set up Pay/Purchase Sites
In this section you will setup Pay Sites and Purchase Sites. Let’s start by
defining each:
 * Pay Site: A location defined by an address or Bank account to send a payment
   to
 * Purchase Site: A location defined by an address where goods/services can be
   ordered from


Your Pay Site helps us determine where to send a payment and the Purchase Site
ensures the PO is sent to the location where services/goods are rendered from. 
Note: On occasion, a Pay site and Purchase site can be the same address. 


Watch this quick video or follow the instructions below to set up Pay/Purchase
Sites.


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 * Click on the Sites tab
 * Select Add Site






Complete the required information. Note the following:
 * Site Type: Select either Pay Site or Purchase Site


Note: You will make separate entries for pay and purchase sites
 * Address Lookup: 
 * Start typing the address, if it displays in the results then select it
 * If the address doesn’t show in the results, select +New Address and complete
   required information
 * Hit Save


Note: State/Province field is only required for the United States, Brazil, and
Canada
 * Site Remittance Email: This is only required for Pay sites
 * Contact Lookup: Begin typing a contact and select name from the results
 * Click Save






 * Click on the Bank Site Association button in Red. 
 * Select an active bank account to associate to the selected pay site


Note:  This is only required for Pay Sites. Purchase Sites do not require
association.















--------------------------------------------------------------------------------

Answer Tier 2 Questions
In this section, you will answer a series of questions that help Salesforce
evaluate the level of access you need in order to fulfill the services required.
These questions are based on how your Salesforce Business Partner initiated
supplier onboarding at first, for the type of goods/services required.


 Note: This section may not be applicable for all suppliers. 


Check out this quick video or review instructions below on how to answer Tier 2
questions.


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 * Select the Questions tab
 * For each question, select the Respond button
 * Answer the question to the best of your ability
 * Select Save to save your response






Your progress will be shown the top of this section:
 * New: The number of unanswered questions
 * In Progress: The number of answered questions


IMPORTANT: Once you answer all questions, click on the In Progress tab and
select Finalize All. This step is required to submit all questions to Salesforce
for review




 * Other Actions
 * Upload Attachment: If required or helpful, you can upload an attachment
 * Coming Soon: Select the Chatter icon if you have a question. This will be
   sent to an internal Salesforce teammate for review.













--------------------------------------------------------------------------------

Upload Attachments
In this section, you will upload legal documents that indicate your business is
operating as per legal standards by your region/country.


Watch this quick video or follow the instructions below.


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 * Select Attachments tab
 * Required documents will be listed on the screen (ex: W-9 form, Japan
   Corporate Registration Certificate, etc)
 * Select Upload Attachments








Follow these steps to upload an attachment:
 * Select File Name from drop-down of required documents
 * Enter Expiry Date (if applicable) by selecting a date from the calendar
 * Click Upload Files or Drop Files
 * Select Upload
 * After the file uploads and displays File Upload Success, select Close















--------------------------------------------------------------------------------

Sign NDA 
For instructions, refer to the previous section,  Sign NDA. 


Note: The NDA must be signed before final submission of full onboarding. You
won’t see submit button until NDA is signed







--------------------------------------------------------------------------------

Submit Onboarding 
The final step in the process is to submit your onboarding information to the
Salesforce team.


Watch this quick video or follow the steps below to complete submit onboarding.


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Before you submit, double-check each tab to ensure you have completed all
required items. Here is a list of commonly missed items from each tab:
 * Account
 * VAT Registration #
 * Supplier DUNS #
 * Contacts
 * Ensure all contact roles are assigned to at least one contact
 * Bank
 * Ensure bank information has been added
 * Sites
 * Pay Site (always required)
 * Purchase Site (if applicable)
 * Ensure bank has been associated
 * Note: Text at the top of this tab will tell you what is required
 * Questions
 * Ensure all questions are answered
 * Confirm you selected Finalize for each (or Finalize All)
 * Attachments
 * Include any required documents listed on this screen
 * NDA
 * Ensure your NDA has been signed (this is done via a separate email)


Note: It may take up to 30 mins for the Submit button to appear after signing
the NDA.


To submit your onboarding information:
 * Select the Submit button
 * IMPORTANT: You must select Submit for your onboarding information to be
   received by Salesforce


Note: It may take up to 30 mins for the Submit button to appear after signing
the NDA.




 * Read the Terms and Conditions
 * Click on Accept to submit your onboarding information











--------------------------------------------------------------------------------





Next Steps
Here are the next steps after you submit your onboarding information:
 * The Salesforce Vendor Management team will review your submission and
   follow-up with any questions or if any further actions are required.
 * If we require any further information, you will be notified in Supplierforce
   via new Tasks or Chatter posts. You will also receive corresponding email
   notifications so you don’t miss any updates.
 * Once all items are approved by our Salesforce team, you will become an active
   supplier and be notified via email.




The status bar in the Onboarding tab shows your current status as a supplier:
 * Supplier Action Required: You have not submitted your onboarding information
   yet
 * Internal Reviews: Salesforce is reviewing your submission
 * Active: You have been fully onboarded and are an active supplier









--------------------------------------------------------------------------------

Complete Assigned Tasks
In the event there is any additional information required to approve your
supplier account, you will receive email notifications alerting you of pending
task(s) for completion. 


Watch this quick video or follow the steps below to complete assign tasks.


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When a task is assigned:
 * You will receive an email notification
 * The task will be added to your Task List on Supplierforce


Note: Once you complete a task, mark the Green Check Box to remove it from the
list and stop future email notifications










Help and Support
Submit a Case
In case you have any questions or issues, please submit a case and our Vendor
Master Team will get in touch with you. 


Watch this short video or follow the instructions below to submit a case.


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 * Select the Cases tab
 * Click +New Case button






To Submit a Case:
 * Select the Category


 * Account - generic account questions
 * General - questions about process, NDAs, or other items
 * Onboarding - have an issue while trying to complete oboarding process


 * Select the Sub Category
 * Enter the Subject, summary of question/issue
 * Enter Description, please be as detailed as possible
 * Select Submit








 * Go to the cases tab to see a list of all cases you have submitted


Note: Please don’t log multiple cases for the same issue. If you don’t hear back
on a case, please notify your business partner with the Case ID.



--------------------------------------------------------------------------------

Updating Language Options
Supplierforce users can update their language settings. Language settings are
specific to that particular user only. the languages currently available
include:
 * English
 * Japanese
 * Portuguese (Brazil)
 * Chinese (Traditional)


Note: Once the language preference has been updated, Supplierforce will display
in the selected language moving forward. 


What this quick video to learn how to update your language settings or follow
the steps below.


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To update your language settings:
 * Click on your name in the top-right window. 
 * Select My Settings from the drop-down








 * In the Language section, pick your preferred language from the drop-down
 * Click Save




Note: Once you hit save, the entire Supplierforce platform will update with the
new language. Make sure you selected the correct one!









--------------------------------------------------------------------------------

Frequently Asked Questions
Please reference our Supplierforce FAQs document for common questions and
answers.