Start managing the full partner lifecycle in one place with tools built directly into Salesforce. Use Partner Cloud to recruit, onboard, enable, and co-sell with partners while giving them secure access to the data and workflows they need. Bring together key capabilities like deal registration, incentives, training, and performance tracking so your team can scale indirect sales and improve partner relationships. Partner Cloud helps you do more with the partners you already have—faster, and with less manual work.
- Automate Referral Tracking with B2B Referral Flows
Use the B2B Referral Lead Flow and B2B Referral Opportunity Flow to create referral entities automatically. The flows manage the referral lifecycle, from lead creation and qualification to opportunity closure and reward issuance. When a partner submits a lead, the Lead flow creates referral records and manages status updates as the lead moves from new to qualified. When an opportunity is won, the Opportunity flow updates the referral records and issues the appropriate rewards. - Create and Track Joint Business Plans with Your Partners
A joint business plan, now generally available, helps channel managers and partner reps align on shared goals, KPIs, and actions for a defined planning period. Capture strategic priorities, build measurable objectives, define action plans, and collaborate with partners. This release adds a dedicated joint account plan record type, enhanced objective measure support, Partner Central access, and purpose-built templates for partner planning. - Include Referral Codes in Deal Registrations
Support tracking and reward attribution by giving partners referral codes to submit when they register a deal. The referral code field is captured on both Lead and Opportunity records for visibility across the sales process. - Monitor Partner Success Agent Performance with Agent Analytics
Gain a complete overview of your Partner Success Agent’s effectiveness and usage metrics with the Agent Analytics dashboard. Channel leaders can now track partner engagement, deflection rates, and session trends to optimize performance. Filter data by time frame, channel, topic, or action to pinpoint specific insights. Access these metrics directly from the Agent for Studio Analytics tab.