Partner Ecosystem Management

Use Partner Ecosystem Management topics to plan and roll out key partner workflows:

• Explore PEM capabilities
• Set up co-branded email campaigns
• Set up joint business plans
• Set up partner deal registration

• Capabilities of PEM
  Review the capabilities of the PEM bundle.
• Partner Ecosystem Management User Licenses
  Partner Ecosystem Management (PEM) is the Salesforce unified license offering that empowers external partner users with structured access to Salesforce features via Experience Cloud. PEM builds on Partner Relationship Management (PRM) by including key channel management capabilities such as enablement, referrals, incentives, and account planning within a single bundled SKU.
• Facilitate Partner Referrals with B2B Referral Management
  To amplify your growth targets, empower partners to refer new business clients. Drive business referrals with tailored rewards and accelerated program design. Automate the referral journey through guided stages and invocable actions. Optimize your sales with comprehensive visibility and tracking across referral programs and promotions.
• Account Planning with Partners
  Collaborate with partners on strategic customer accounts directly within Salesforce using Account Plans in PRM. Share access to account goals, metrics, and insights to create structured plans that drive growth, strengthen alignment, and build long-term customer value. This feature extends Sales Account Planning tools to the Partner Community.
• Joint Business Plans
  Collaborate with partners to align on goals, track progress, and grow your indirect business.
• Campaign Marketplace for Partners
  Offer approved campaigns, campaign resources and signup capability in an Experience Cloud site so that eligible partners can reuse marketing assets and generate demand.
• Loyalty Management for Partners
  Loyalty Management helps partners create personalized programs that recognize, reward, and retain customers. Design and manage B2B or B2C loyalty programs, track member activity, and offer points, vouchers, and promotions. Build a network of participating brands with Loyalty Program Partners to expand benefits and increase engagement. Give members an easy way to track their rewards and benefits through the Loyalty Member Portal.
• Manage Partner Tracks
  Use Partner Tracks to guide your partners through structured enablement programs that align with your business goals.
• Calendar Scheduler for Partners
  Use external calendars to show partner availability when customers schedule appointments through an Experience Cloud site.
• Manage and Automate Incentive Payouts for Partners
  Automate incentive payouts based on sales activity to make them easy and clear for partners—build trust, cut down manual work, and help partners stay motivated and close deals faster.
• B2B Referral Management Flows
  B2B Referral Management uses flows to automate the tracking of referrals and rewards throughout the lead and opportunity lifecycles. These flows handle event processing when leads are created or converted and when referred opportunities are won.
• Partner Deal Management Flows
  Partner Deal Management uses a set of flows to manage the lifecycle of a deal, from the initial registration by a partner to the final approval or rejection by a reviewer. These flows work together to create records, check for duplicates, and manage status updates.
• Co-Branded Emails for Partners
  Co-Branded Emails for Partners extends Distributed Marketing capabilities to channel partners so they can conduct their own email outreach while ensuring brand consistency and compliance. Partners can use pre-approved email templates to engage with leads and contacts, personalizing key sections while maintaining brand standards and messaging guidelines.