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.
Planning in Partner Cloud gives channel managers and partner users one place in Salesforce to agree on strategy, assign work, and measure results. Both plan types extend Sales Account Plans to partner accounts and the partner site.
Use an account plan when you and a partner grow a specific customer account. Partners contribute insights, map customer needs, and upload supporting documentation based on the access that you grant. See Account Planning with Partners.
Use a joint business plan when you and a partner grow the overall partner relationship during a planning period—usually a quarter, half year, or year. Agree on growth targets, outline sales and marketing priorities, monitor key performance indicators (KPIs), and track actions across both teams. Joint Business Plans are available only for partner accounts. See Joint Business Plans.
- Joint Business Plans
Collaborate with partners to align on goals, track progress, and grow your indirect business. - 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. - Managing Channels
Partner Relationship Management (PRM) gives channel managers the tools to lead inbound sales for your company. Stay on top of partner performance and activity using PRM analytics. Get a complete view of partner sales activity from the Channel Management Console.