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Partner Cloud
Partner Success Agent

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Partner Success Agent

Partner Success Agent delivers AI-powered, personalized support for partners. It helps partners resolve issues quickly, access enablement resources, and receive contextual recommendations. With vendor-specific customization, case handoff, and quick setup, Partner Success Agent drives partner engagement, productivity, and ecosystem growth.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
Note
Note To create a Partner Success Agent, create a data library and link it to the agent.
  • Considerations for Partner Success Agent
    Before setting up the Partner Success Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
  • Set Up Partner Success Agent
    Use the default Agentforce Service Agent template to create the Partner Success Agent designed to resolve common support cases and requests.
  • Create Data Library for Partner FAQ
    Summary of the configuration steps required to make the Partner FAQ topic work with the partner context in the authentication-based MIAW setup.
  • Market Development Funds for Partners
    Fund partner marketing activities, manage requests and claims, and track approvals with Market Development Funds (MDF).
  • Partner Case Management
    Use the Partner Case Management topic to handle partner inquiries and actions related to support cases, including providing case information, updating existing cases, and creating new cases.
  • Partner FAQ
    Use this topic to search knowledge articles to answer partner questions about the company, its products, policies, or business procedures, and provide relevant information from those articles.
  • Partner Enablement Management
    Use this topic to help partners find and enroll in enablement programs by providing recommendations based on their role, experience level, and learning needs, with a focus on training tracks and learning paths that align with their goals.
  • Partner Product Pricing
    Use this topic to help partners address and resolve queries related to obtaining specific product pricing information and requesting detailed price comparisons across products.
  • Partner Deal Registration
    Use this topic to help partners register new deals by creating leads with proper record types, collecting all required information through conversation, and applying referral codes when applicable.
 
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