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Partner Cloud
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. Partner Cloud unifies Partner Ecosystem Management (PEM), Partner Relationship Management (PRM), and Channel Revenue Management (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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