Partner Certifications #
In SuccessfulChannels there are two types of certificates
- Parent Certs
- Child Certs
- Go to admin
- Enter username and password
- Select Manage Certification > Certification Settings
- In the first section of the page (Activate/Deactivate parent child cert relationship) select Deactivate Parent Child Cert Relationship
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-2.png)
5. Select the option how the child certs will be validated in frontend
a. If option 1 is selected the child cert Issued and Expired date will be given by client either by Salesforce mapping or by Upload. A child cert without Expired date remains active indefinitely in Frontend.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-3.png)
b. If option 2 is selected the client admin will have option to select how long the child certs will remain active in frontend. This can be done by selecting a value between (1 – 36) each value represents # of months the child certs will remain active.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-4.png)
Frontend – If partner’s contact #
- Go to frontend
- Enter username and password
- Click Login
- In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-5.png)
5. The view will have 2 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-6.png)
a. Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-7.png)
b. Expired Certifications will only display Child certs with Certification Expiry Date less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-8.png)
Frontend – If channel team member #
- Go to cam-dashboard
- Enter username and password
- Click Login
- On the landing page click on Edit/Create to access the partner account
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-9.png)
5. In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-10.png)
6. The view will have 3 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-11.png)
a. Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-12.png)
b. Expired Certifications will only display Child certs with Certification Expiry Date less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-13.png)
Activate Parent W/O Child Cert Relation #
Admin Settings #
- Go to admin
- Enter username and password
- Select Manage Certification > Certification Settings
- In the first section of the page (Activate/Deactivate parent child cert relationship) select Activate Parent W/O Child Cert Relationship
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-14.png)
5., Select the option how the parent certs will be validated in frontend
a. If option 1 is selected the parent cert Issued and Expired date will be given by client either by Salesforce mapping or by Upload. A parent cert without Expired date remains active indefinitely in Frontend.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-15.png)
b. If option 2 is selected the client admin have option to select how long parent certs will remain active in frontend. This can be done by selecting a value between (1 – 36) each value represents # of month a parent cert will remain activated.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-16.png)
6. Click Submit
Frontend – If partner’s contact #
- Go to frontend
- Enter username and password
- Click Login
- In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-17.png)
5. The view will have 4 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-18.png)
- Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is greater than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-19.png)
- Expired Child Certs will only display Child certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-20.png)
- Active Parent Certs will only display parent certs without Certification Expiry Date or Certification Expiry Date is greater than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-21.png)
- Expired Parent Certs will only display parent certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-22.png)
Frontend – If channel team member #
- Go to cam-dashboard
- Enter username and password
- Click Login
- On the landing page click on Edit/Create to access the partner account
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-23.png)
5. In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-24.png)
6. The view will have 4 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-25.png)
- Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is greater than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-26.png)
- Expired Child Certs will only display Child certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-27.png)
- Active Parent Certs will only display parent certs without Certification Expiry Date or Certification Expiry Date is greater than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-28.png)
- Expired Parent Certs will only display parent certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-29.png)
Activate Parent Child Cert Relationship #
Admin Setting #
- Go to admin
- Enter username and password
- Select Manage Certification > Certification Settings
- In the first section of the page (Activate/Deactivate parent child cert relationship) select Activate Parent Child Cert Relationship
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-30.png)
5. Select the option how the parent certs achievement will be tracked
a. If option 1 is selected the parent certs will be achieved based on the components achieved by different partner contacts
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-31.png)
b. If option 2 is selected the parent certs will be achieved based on the components achieved by a single partner contact.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-32.png)
6. Click Submit
Frontend – If partners contact #
- Go to frontend
- Enter username and password
- Click Login
In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-33.png)
5. The view will have 3 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-34.png)
- Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is greater than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-35.png)
- Expired Certifications will only display Child certs with Certification Expiry Date less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-36.png)
Parent Certifications – Partner Account Summed Certifications #
- Dropdown to select only parent certs that a partner wants to pursue. This setting will save in database by partner.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-37.png)
2. Table structure based on the pursued parent certs.
- Row 1: Name of the parent cert
- Row 2: % Completed
- Row 3: Completed Components: Will display the name of the component (Child Cert) by row. In cell in the row will have “View More” link which will open a pop-up
- Row 4: Incomplete Components
- Table structure
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-38.png)
- Pop-up view by clicking “View Contacts”
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-39.png)
Parent Certifications – Partner Contact Summed Certifications #
- Dropdown to select only parent certs that a partner wants to pursue. This setting will save in database by partner.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-40.png)
2. Table structure based on the pursued parent certs.
- Row 1: Name of the parent cert
- Row 2: Contact Name
- Row 3: % Completed
- Row 4: Completed Components: Will display the name of the component (Child Cert) by row completed.
- Row 5: Incomplete Components and the quantity that is remaining to achieve.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-41.png)
- Pop-up view by clicking “Expand” icon
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-42.png)
Frontend – If channel team member #
- Go to frontend
- Enter username and password
- Click Login
- In left navigation click on Business Planning Tools > Parent/Child Certs Status
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-43.png)
5. The view will have 3 tabs
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-44.png)
- Active Certifications will only display Child certs without Certification Expiry Date or Certification Expiry Date is less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-45.png)
- Expired Certifications will only display Child certs with Certification Expiry Date less than Current Date
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-46.png)
Parent Certifications – Partner Account Summed Certifications #
- Dropdown to select only parent certs that a partner wants to pursue. This setting will save in database by partner.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-47.png)
2. Table structure based on the pursued parent certs.
- Row 1: Name of the parent cert
- Row 2: % Completed
- Row 3: Completed Components: Will display the name of the component (Child Cert) by row. In cell in the row will have “View More” link which will open a pop-up
- Row 4: Incomplete Components
- Table structure
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-48.png)
- Pop-up view by clicking “View Contact”
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-49.png)
Parent Certifications – Partner Contact Summed Certifications #
- Dropdown to select only parent certs that a partner wants to pursue. This setting will save in database by partner.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-50.png)
2. Table structure based on the pursued parent certs.
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-51.png)
- Row 1: Name of the parent cert
- Row 2: Contact Name
- Row 3: % Completed
- Row 4: Completed Components: Will display the name of the component (Child Cert) by row completed by contact and the date component is completed.
- Row 5: Incomplete Components and the quantity that is remaining to achieve.
- Pop-up view by clicking “Expand” icon
![](https://successfulchannels.com/wp-content/uploads/2023/09/image-52.png)