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            Manage the Full Partner Lifecycle with Partner Cloud

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            Manage the Full Partner Lifecycle with Partner Cloud

            Partner Cloud helps companies recruit, enable, collaborate with, support, and incentivize partners in Salesforce. It unifies PEM, PRM, and ChRM to manage the full partner lifecycle with secure access, automation, collaboration, incentives, and analytics for scaling indirect sales.

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            Partner Cloud Overview

            an open bookUnderstand what Partner Cloud includes

            an open bookLearn how Partner Ecosystem Management supports the full partner lifecycle

            an open bookUnderstand when to use Partner Relationship Management

            an open bookUnderstand when to use Channel Revenue Management for incentives and pricing

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            Design Your Partner Strategy and Architecture

            an open bookIdentify partner personas, roles, and responsibilities

            an open bookChoose the right licenses for partners and channel teams

            an open bookSelect an Experience Cloud template that supports partner workflows

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            Set Up Partner Relationship Management (PRM)

            an open bookGet started with Partner Relationship Management

            an open bookSet up partner users, accounts, and external account hierarchies

            an open bookEnable sales features for partners

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            Enable and Guide Partners

            an open bookDeliver onboarding and learning with Partner Enablement

            an open bookGuide partners using Partner Tracks and in-app guidance

            an open bookCollaborate with partners using PRM for Slack

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            Sell and Collaborate with Partners

            an open bookRegister and manage deals as a partner

            an open bookAccept and manage leads from vendors

            an open bookCollaborate on shared business using Partner Connect

            an open bookUse enhanced list views and AI insights

            an open bookTrack pipeline and activity in partner dashboards

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            Manage Incentives with Channel Revenue Management

            an open bookUnderstand Channel Revenue Management capabilities

            an open bookSet up rebate programs for partners

            an open bookManage ship-and-debit and price protection programs

            an open bookTrack partner inventory and point-of-sale data

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            Support Partners with AI and Self-Service

            an open bookSupport partners using Partner Success Agent

            an open bookReview considerations before enabling Partner Success Agent

            an open bookSet up Partner Success Agent using Agentforce templates

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            Avoid common pitfalls and plan for scale.

            an open bookReview considerations and limitations for Partner Relationship Management

            an open bookReview considerations for Partner Cloud and PEM

            an open bookReview Experience Cloud considerations for partner sites

            an open bookReview considerations for creating and managing partner users

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            Recruit and Grow Your Partner Ecosystem

            an open bookRecruit partners using referrals and automated onboarding

            an open bookAutomate partner referrals using B2B Referral Management flows

             
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