Partner Cloud

Available in: Lightning Experience

Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses.

Partner Cloud includes tools for recruiting, onboarding, enabling, and collaborating with partners, all natively built into Salesforce. It provides secure, customizable partner portals and automation tools to support scalable channel operations.

Find and onboard the right partners - Use CRM data, automation, and referrals to grow your partner network. Run B2B referral campaigns that reward existing partners for bringing in new ones. Build workflows to streamline partner intake and get new partners selling faster.

Guide partners through enablement - Help partners ramp quickly and stay aligned with your sales motion. Use Partner Tracks to guide them through onboarding, learning, and performance milestones using LMS, CMS, and in-app guidance. Track progress and keep partners engaged over time.

Align on strategic accounts - Collaborate with partners on high-value accounts without losing oversight. Use Account Plans with Partners to set shared goals, track objectives, and give partners controlled visibility into strategic accounts. Stay aligned while keeping your data secure.

Support partner-led marketing - Give partners access to co-branded campaigns, content, and tools that drive pipeline. Use Marketing Development Funds (MDFs) and integrations with CMS or TCMA platforms to help partners promote your products in new markets.

Simplify deal and lead collaboration - Make it easy for partners to register deals, accept leads, and keep you updated. Use Partner Connect to sync opportunity and lead data between orgs so both sides can work from the same source of truth with minimal manual effort.

Drive performance with incentives - Motivate partners with flexible incentive tools. Use Channel Revenue Management to manage rebates, pricing programs, and payout rules. Automate commissions with Spiff and reward referrals that grow your ecosystem.

Help partners resolve issues faster - Provide partners with the tools they need to support customers. Use case management, knowledge articles, and bots to handle issues efficiently. Delegate site admin tasks to trusted external users to reduce internal overhead.

• 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.
• Partner Ecosystem Management
  Partner Ecosystem Management (PEM) offer a powerful, unified solution for managing your entire partner lifecycle directly within Salesforce. Together, these features eliminate fragmented systems and reduce administrative complexity by consolidating key capabilities—such as onboarding, deal registration, training, and performance tracking—into one scalable platform.
• Capabilities of PEM
  Review the capabilities of the PEM bundle.
• Channel Revenue Management
  Channel Revenue Management is a suite of robust features built on the Salesforce Platform that help your business elevate channel partner engagement, track channel inventory, and drive channel sales with incentives. It's a unified suite that helps you manage channel partner operations, protect margins, report market opportunities, and strengthen partner collaboration and trust.
• 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.