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            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, seamless 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.
            • 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.
            • 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.
             
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