Step by Step Guide to getting started with Sales Performance Management

If you are brand new to Sales Performance Management as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1 - Join the Partner Community

The Partner Community provides you with access to other partners so you can share information, receive product updates, get notifications about upcoming releases and participate in events. It’s also your gateway to the Partner Learning Camp.

Follow the registration process on the Partner Community User Manual or contact your company’s Partner Community administrator and request access to the Partner Community
Complete the Salesforce Partner Community Trailhead module to learn about the Partner Community
Login to the Salesforce Partner Community
Join the Sales Performance Management Expert group

Step 2 - Access the Partner Learning Camp

The Partner Learning Camp self-paced courses help partners prepare for the Accredited Professional exams. To access the Partner Learning Camp:

Go to the Partner Community
Click the “Learn” tab
Click the “Start Learning” button on the Partner Learning Camp tile

Step 3 - Review and Bookmark dedicated pocket guides for SPM products:

Sales Performance Management is made up of a collection of different Salesforce products. Review the individual pocket guides below:

Step 4 - Register and attend the SPM Implementation Experts Workshops

Attend workshops to augment your implementation expertise and advance your knowledge parallel to product releases. Check the Partner Enablement Calendar for upcoming sessions!

Partner Pocket Guide

Partner
Pocket Guide

Sales Performance Management

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Sales Performance Management as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Sales Performance Management (SPM) helps businesses manage and optimize their sales performance by setting goals, measuring progress, and providing feedback to sales teams. It involves activities like goal setting, data exploration, segmentation, and territory management.

Key Benefits:

Improved Sales Performance: Set goals, explore data, and manage territories.
Increased Efficiency: Automation of sales management tasks.
Better Decision-Making: Real-time data and analytics.

Main Features:

Territory Management: Automates territory design and assignment.
Automate Incentive Compensation calculation: Motivate performance with real-time commission visibility on a single integrated platform.
Sales Goal Setting and Tracking: Build outcome-based programs to track and guide sellers to success, all in their flow of work.

Visit the Sales Performance Management on Salesforce.com to learn more.

Enablement

Get started with these Sales Performance Management Partner enablement tools.

Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Enablement

Sales Planning Partner Pocket Guide

Learn more about Sales Planning! This comprehensive resource is designed to help you understand, sell, and implement Sales Planning, along with links to additional learning and readiness materials.

Sales Planning Partner Pocket Guide

Enablement

Spiff Partner Pocket Guide

Learn more about Salesforce Spiff! This comprehensive resource is designed to help you understand, sell, and implement Salesforce Spiff, along with information to request a training org and links to additional learning and readiness materials.

Salesforce Spiff Partner Pocket Guide

Enablement

Sales Programs Partner Pocket Guide

Learn more about Sales Programs! This comprehensive resource is designed to help you understand, sell, and implement Sales Programs, along with links to additional learning and readiness materials.

Sales Programs Partner Pocket Guide

Enablement

Salesforce Maps Partner Pocket Guide

Learn more about Salesforce Maps! This comprehensive resource is designed to help you understand, sell, and implement Salesforce Maps, along with links to additional learning and readiness materials.

Salesforce Maps Partner Pocket Guide

Collaboration

Get involved with these Sales Performance Management Partner enablement collaboration channels.

Collaboration

Partner Community

Join the offical Sales Performance Management Experts group on Partner community and collaborate with Trailblazers from around the world.

Visit Partner Community

Demo Org Access

Where do I get access to a Sales Performance Management Demo / Developer org?

Sales Planning, Maps and Sales Programs licensed orgs are available on the Simple Demo Org (SDO) and Clean Demo Org (CDO), available on Partner Learning Camp. Check out the Sales Planning Demo Org Setup & Use Case Design Guide for Partners for guidance to sign up for a number of different demo orgs through the Partner Learning Camp, including sample data and use case.

Salesforce Spiff is an off platform product. Check out the Salesforce Spiff Partner Pocket Guide for more information on how to sign up for a Spiff demo environment.

Resources

Resource	Description	Added/Updated
Agentforce for Sales: Overview Demo's	Get familiar with Agentforce for Sales, including overview demos of Saled Development, Sales Coach and Quoting. Also check out video of our customer and SFxSF use cases.	August 2025
Agentforce SDR Consensus Demo Bundle	Watch how Salesforce demos SDR Agent, clickthrough demo along with talk track.	August 2025
Partner Enablement: Agentforce for Sales Trailmix	Head to Trailhead to learn and get hands-on with Agentforce for Sales capabilities	August 2025
Sales Coach Implementation Guide	Step-by-Step setup guide for Sales Coach agent	February 2025
SDR Implementation Guide	Step-by-Step setup guide for Sales Development agent	May 2025
Pipeline Managment Implementation Guide	Step-by-Step setup guide for Pipeline Management agent	August 2025
Sals Coach: Integrating Data Library (Spring '25)	Watch how to enhance Sales Coach response by integrating a Data Library, providing it with access to a collection of files, knowledge articles, and additional information.	August 2025
Lookbook: How Leading Companies Use Agentforce for Sales	Dive in to learn how customers across industries are using Agentforce for Sales to nurture inbound leads, coach clinicians, and more.	August 2025
5 Ways to Scale Your Sales Team with Agents	Learn how AI agents amplify your sales team by taking on critical prospecting, coaching, and quoting tasks so your reps can take on more deals.	August 2025
AI Sales Agents: A Complete Guide	Blog post by Sales Cloud GM, Kris Billmeier on how Sales Agents can help scale the sales teams, including benefits, use cases, and trends.	May 2025
AI SDRs: A Complete Guide	Blog post to learn how AI SDRs automate sales outreach, qualify leads, and improve conversion rates.	April 2025
AI Sales Training: A Complete Guide	Blog post to learn more about how to scale sales training with AI tools, including beneficts, key features and use case.	June 2025

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Getting Started

Step by Step Guide to getting started with Sales Performance Management

Step 1 - Join the Partner Community

Step 2 - Access the Partner Learning Camp

Step 3 - Review and Bookmark dedicated pocket guides for SPM products:

Step 4 - Register and attend the SPM Implementation Experts Workshops

Partner Pocket Guide

PartnerPocket Guide

Sales Performance Management

Sales Performance Management

Overview

Enablement

Events

Sales Planning Partner Pocket Guide

Spiff Partner Pocket Guide

Sales Programs Partner Pocket Guide

Salesforce Maps Partner Pocket Guide

Collaboration

Partner Community

Demo Org Access

Trial, Demo and Developer Orgs

Resources

Partner
Pocket Guide