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.
Required Editions
| Available for channel managers in Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales Cloud or Service Cloud. You must have at least one PRM add-on license. |
| Available for partners in supported Experience Cloud sites, accessed through Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales Cloud or Service Cloud. A PRM add-on license is required for each partner user. |
To get started with Partner Cloud basics such as initial site setup, see Managing Partner Relationships with Experience Cloud Sites.
- Considerations for Partner Cloud
Get to know the potential caveats for Partner Cloud before you set up and start using Partner Cloud. - Collaborating With Partners Using Partner Cloud for Slack
Enhance productivity with real-time collaboration, automate business processes with key AI-infused insights, and grow your channel with actionable analytics in operational dashboards, all without leaving Slack. - Enabling and Guiding Your Partners
Equip partners with the resources and content that drives growth for your business, all from within your branded partner experience. Partner Enablement and In-App Guidance are available in supported Experience Cloud sites. Deliver Enablement programs, prompts, and walkthroughs to partners in the flow of their daily work, and then track progress towards goals with enablement-focused analytics. - Partner Cloud Roles and Responsibilities
To build a successful partner strategy, you must collaborate with various players both inside and outside of your company. Learn about the relevant players and their responsibilities so you know who can support as you design your ideal partner experience using Partner Cloud. - User License and Experience Cloud Template Support for Partner Cloud
Partner Cloud provides channel managers and partners with productivity features that help everyone work together. To gain access to Partner Cloud features, you must purchase the required licenses for each feature and your partner site must be built using Experience Cloud templates that support those features. Learn more about license requirements and feature availability in templates. - Staying Productive as a Partner
Boost partner productivity with intelligent sales recommendations, enhanced list views for contacts, events, and opportunities, and the power of AI.