--- schema_version: "1" id: fbb3f0f1e3f80709fcdc47f298b530a6447c4b8dae484ba96ab5ca5cfa5622b0 title: Partner Cloud collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 168b6d1a7b55227b92de52079b78cfacfede22899470928c111e1bde7f62c6f7 description: 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. products: - Partner Cloud - Cross Cloud release: "264" --- # Partner Cloud 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. ### Required Editions
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](https://help.salesforce.com/s/articleView?id=xcloud.pc_learningmap_2.htm&release=264.0.0&type=5)** Partner Cloud helps companies recruit, enable, collaborate with, support, and incentivize partners in Salesforce. Partner Cloud unifies Partner Ecosystem Management (PEM), Partner Relationship Management (PRM), and Channel Revenue Management (ChRM) to manage the full partner lifecycle with secure access, automation, collaboration, incentives, and analytics for scaling indirect sales. - **[Getting Started with Partner Cloud](https://help.salesforce.com/s/articleView?id=xcloud.prm_basics_parent.htm&release=264.0.0&type=5)** Getting started with Partner Cloud is about designing your ideal partner experience. Plan your site strategy, establish your partner users, partner accounts, and external account hierarchy, create an Experience Cloud site, and set up some basic features. - **[Set Up Partner Cloud](https://help.salesforce.com/s/articleView?id=xcloud.pc_initial_setup_overview.htm&release=264.0.0&type=5)** Learn how Partner Cloud Initial Setup prepares your Salesforce org for partner collaboration by combining automated and manual configuration steps. Executed exclusively by admins from Salesforce Go, this setup lays the foundation (permissions, site visibility, and app access) for both channel managers and external partners. - **[Plan with Partner Cloud](https://help.salesforce.com/s/articleView?id=xcloud.pc_plan_with_partner_cloud.htm&release=264.0.0&type=5)** Align with partners on shared goals, track progress, and grow your indirect business. Channel managers and partner users work together in Salesforce and Partner Central. - **[Manage Partner Tracks](https://help.salesforce.com/s/articleView?id=xcloud.pem_manage_partnertracks.htm&release=264.0.0&type=5)** Use Partner Tracks to guide your partners through structured enablement programs that align with your business goals. - **[Facilitate Partner Referrals with B2B Referral Management](https://help.salesforce.com/s/articleView?id=xcloud.b2b_referral_prm.htm&release=264.0.0&type=5)** 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. - **[Loyalty Management for Partners](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_management_for_partners.htm&release=264.0.0&type=5)** 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. - **[Partner Deal Registration Overview](https://help.salesforce.com/s/articleView?id=xcloud.partner-deal-registration-overview.htm&release=264.0.0&type=5)** Partner Deal Registration lets partner users submit deals on the partner site and lets channel managers review, approve, or reject submitted deals in Salesforce. - **[Troubleshoot Partner Deal Registration](https://help.salesforce.com/s/articleView?id=xcloud.troubleshoot-partner-deal-registration.htm&release=264.0.0&type=5)** Use these checks to resolve common Partner Deal Registration setup and runtime issues. - **[Calendar Scheduler for Partners](https://help.salesforce.com/s/articleView?id=xcloud.pc_calendar_sync_partners.htm&release=264.0.0&type=5)** Use external calendars to show partner availability when customers schedule appointments through an Experience Cloud site. - **[Market with Partner Cloud](https://help.salesforce.com/s/articleView?id=xcloud.market_with_partner_cloud.htm&release=264.0.0&type=5)** Use market development funds, ready-to-use campaigns, co-branded emails, and Campaign Analytics to reach customers and grow your business. - **[Manage and Automate Incentive Payouts for Partners](https://help.salesforce.com/s/articleView?id=xcloud.pem_spiff.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=xcloud.pc_b2bref_flow.htm&release=264.0.0&type=5)** 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. - **[Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.pc_chrm_pointer.htm&release=264.0.0&type=5)** 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 Connect (Beta)](https://help.salesforce.com/s/articleView?id=xcloud.pc_new_partner_connect_parent.htm&release=264.0.0&type=5)** Partner Connect lets vendors and partners work on account, opportunity, lead, contact, and case together, providing visibility on shared business across Salesforce orgs. Partner users log in to a vendor’s Experience Cloud partner site to export records from approved objects to the partner's Salesforce org. Exported records remain connected across orgs, giving users from both companies a read-only glimpse of how records progress independently for each company.