Experience Cloud sites are a powerful tool for partner relationship management. Invite
partners to a site and share CRM data with them to drive channel sales and marketing. Create a
shared pool of leads and pass them to partner users in the site. Configure deal registration to
allow partners to submit qualified deals, minimize channel conflict, and get early pipeline
visibility. Use the power of Lightning and Salesforce and drive your bottom line
together.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
Salesforce offers a powerful Lightning solution to help you build a partner site with button
clicks, and no code: Partner Central. A site allows your
partner users to log in to Salesforce through a separate website and access data you’ve made
available only to them. In a partner site, you can:
- Extend Salesforce to securely expose CRM data with partners.
- Recruit, onboard, and educate partners (training and certifications).
- Manage your channel sales with programs, tiers, business plans, and partner scorecards.
- Manage lead distribution, deal registration, and quoting for channel sales.
- Streamline channel marketing with marketing development funds (MDF), marketing campaigns, and
co-branded email communications.
- Provide a rich, personalized and mobile-ready experience to drive partner productivity
- Manage, track, and forecast partner sales alongside your direct sales in your
Salesforce org.
With Experience Cloud sites, you can publicly share information that you want all partners to
see in a single location. You can also share data privately with specific partner users in the
same site and restrict access with the security built into Salesforce.
