Introduction
Salesforce Partner Relationship Management (PRM) enables organizations to manage channel partners, distributors, and resellers through a secure partner portal built on Experience Cloud. It streamlines partner onboarding, deal registration, lead distribution, collaboration, training, and performance tracking within the Salesforce ecosystem.

Learner Prerequisites
• Basic understanding of Salesforce CRM
• Knowledge of Sales Cloud (Leads, Accounts, Opportunities)
• Familiarity with sharing rules and security concepts
• Basic understanding of business sales processes
• Experience Cloud basics (recommended but not mandatory)

Table of Contents

1. Introduction to Salesforce PRM
1.1 Overview of Partner Relationship Management
1.2 Benefits of Salesforce PRM
1.3 PRM vs Direct Sales Model
1.4 Key Features of Salesforce PRM

2. PRM Architecture & Data Model
2.1 Partner Accounts and Partner Users
2.2 Channel Sales Data Model
2.3 Roles, Profiles & Permission Sets
2.4 Security & Sharing Settings

3. Partner Portal Setup (Experience Cloud)
3.1 Creating a Partner Experience Site
3.2 Branding & Customization
3.3 Navigation & Page Configuration
3.4 Enabling Partner Users

4. Lead & Deal Management
4.1 Lead Distribution to Partners
4.2 Lead Assignment Rules
4.3 Deal Registration Process
4.4 Opportunity Sharing & Collaboration

5. Channel Sales Management
5.1 Partner Account Management
5.2 Opportunity Management by Partners
5.3 Forecasting & Pipeline Visibility
5.4 Channel Revenue Tracking

6. Partner Onboarding & Enablement
6.1 Partner Registration & Approval Process
6.2 Training & Certification Tracking
6.3 Knowledge & Content Sharing
6.4 Communication & Collaboration Tools

7. Incentive & Program Management
7.1 Channel Program Setup
7.2 Rebates & Incentives
7.3 MDF Management
7.4 Partner Performance KPIs

8. Reports, Dashboards & Analytics
8.1 Channel Sales Reports
8.2 Partner Performance Dashboards
8.3 Custom Report Types
8.4 Data Visibility & Insights

9. Automation & Advanced Features
9.1 Flow Automation in PRM
9.2 Approval Processes
9.3 Integration with Marketing & ERP
9.4 Best Practices for Scalability

Conclusion
Salesforce PRM helps organizations build scalable partner ecosystems by improving collaboration, automating channel processes, and increasing visibility across partner-driven sales.