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Partner Relationship Management
Maximize channel sales, partner productivity, and collaboration, by delivering a modern, personalized partner experience with Partner Relationship Management (PRM). Get features that help channel managers and partners work together efficiently.
Required Editions
| Available for channel managers in Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales Cloud or Service Cloud. You must have at least one PRM add-on license. |
| Available for partners in supported Experience Cloud sites, accessed through Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales Cloud or Service Cloud. A PRM add-on license is required for each partner user. |
- User License and Experience Cloud Template Support for Partner Relationship Management
Partner Relationship Management (PRM) provides channel managers and partners with productivity features that help everyone work together. To gain access to PRM features, you must purchase the required licenses for each feature and your partner site must be built using Experience Cloud templates that support those features. Learn more about license requirements and feature availability in templates. - Partner Relationship Management Roles and Responsibilities
To build a successful partner strategy, you must collaborate with various players both inside and outside of your company. Learn about the relevant players and their responsibilities so you know who can support as you design your ideal partner experience using Partner Relationship Management (PRM). - Getting Started with Partner Relationship Management
Getting started with Partner Relationship Management is about designing your ideal partner experience. Plan your site strategy, establish your partner users, partner accounts, and external account hierarchy, create an Experience Cloud site, and set up some basic features. - Staying Productive as a Partner
Boost partner productivity with intelligent sales recommendations, enhanced list views for contacts, events, and opportunities, and the power of AI. - Managing Channels
Partner Relationship Management (PRM) gives channel managers the tools to lead inbound sales for your company. Stay on top of partner performance and activity using PRM analytics. Get a complete view of partner sales activity from the Channel Management Console. - Enabling and Guiding Your Partners
Equip partners with the resources and content that drives growth for your business, all from within your branded partner experience. Partner Enablement and In-App Guidance are available in supported Experience Cloud sites. Deliver Enablement programs, prompts, and walkthroughs to partners in the flow of their daily work, and then track progress towards goals with enablement-focused analytics. - Collaborating With Partners Using PRM for Slack
Enhance productivity with real-time collaboration, automate business processes with key AI-infused insights, and grow your channel with actionable analytics in operational dashboards, all without leaving Slack. - Integrating Shared Business Across Salesforce Orgs with Partner Connect
Partner Connect lets vendors and partners work leads and opportunities together, providing visibility on shared business across Salesforce orgs. Partners users log in to a vendor’s Experience Cloud partner site to export records from approved objects to the partner's Salesforce org. Exported records remain connected across orgs, giving users from both companies a read-only glimpse of how records progress independently for each company. - Considerations for Partner Relationship Management
Get to know the potential caveats for partner relationship management (PRM) before you set up and start using PRM.
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