---
schema_version: "1"
id: b58905da31db83120cf5630245efbd482c8d685ef1e2690535d0c2786f31df3f
title: Partner Success Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_agent_psa.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_agent_psa.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8893c417fb6ec932046f8b3c0aee40bcab14b97b6614fadabc6df2ad8f87ae8f
description: Partner Success Agent delivers AI-powered, personalized support for partners. It helps partners resolve issues quickly, access enablement resources, and receive contextual recommendations. With vendor-specific customization, case handoff, and quick setup, Partner Success Agent drives partner engagement, productivity, and ecosystem growth.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Partner Success Agent

Partner Success Agent delivers AI-powered, personalized support for partners. It helps partners resolve issues quickly, access enablement resources, and receive contextual recommendations. With vendor-specific customization, case handoff, and quick setup, Partner Success Agent drives partner engagement, productivity, and ecosystem growth.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions. <a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;type=5&amp;language=en_US" target="_blank">Required add-on licenses vary by agent type.</a></td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/images/icon_note.png)

Note To create a Partner Success Agent, create a data library and link it to the agent.

- **[Considerations for Partner Success Agent](https://help.salesforce.com/s/articleView?id=xcloud.pc_psa_considerations.htm&release=264.0.0&type=5)**  
    Before setting up the Partner Success Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
- **[Set Up Partner Success Agent](https://help.salesforce.com/s/articleView?id=xcloud.pc_psa_setup.htm&release=264.0.0&type=5)**  
    Use the default Agentforce Service Agent template to create the Partner Success Agent designed to resolve common support cases and requests.
- **[Create Data Library for Partner FAQ](https://help.salesforce.com/s/articleView?id=xcloud.pc_datalibrary_datasource.htm&release=264.0.0&type=5)**  
    Summary of the configuration steps required to make the Partner FAQ topic work with the partner context in the authentication-based MIAW setup.
- **[Market Development Funds for Partners](https://help.salesforce.com/s/articleView?id=xcloud.pc_market_development_funds_for_partners.htm&release=264.0.0&type=5)**  
    Fund partner marketing activities, manage requests and claims, and track approvals with Market Development Funds (MDF).
- **[Partner Case Management](https://help.salesforce.com/s/articleView?id=xcloud.pc_partner_case_management.htm&release=264.0.0&type=5)**  
    Use the Partner Case Management topic to handle partner inquiries and actions related to support cases, including providing case information, updating existing cases, and creating new cases.
- **[Partner FAQ](https://help.salesforce.com/s/articleView?id=xcloud.pc_partnerfaq.htm&release=264.0.0&type=5)**  
    Use this topic to search knowledge articles to answer partner questions about the company, its products, policies, or business procedures, and provide relevant information from those articles.
- **[Partner Enablement Management](https://help.salesforce.com/s/articleView?id=xcloud.pc_partnerenablement.htm&release=264.0.0&type=5)**  
    Use this topic to help partners find and enroll in enablement programs by providing recommendations based on their role, experience level, and learning needs, with a focus on training tracks and learning paths that align with their goals.
- **[Partner Product Pricing](https://help.salesforce.com/s/articleView?id=xcloud.pc_productpricing.htm&release=264.0.0&type=5)**  
    Use this topic to help partners address and resolve queries related to obtaining specific product pricing information and requesting detailed price comparisons across products.
- **[Partner Deal Registration](https://help.salesforce.com/s/articleView?id=xcloud.pc_partner_deal_registration.htm&release=264.0.0&type=5)**  
    Use this topic to help partners register new deals by creating leads with proper record types, collecting all required information through conversation, and applying referral codes when applicable.