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
Sales Performance Management Experts Group	Join the offical Sales Performance Management Experts group on Partner community and collaborate with Trailblazers from around the world.	June 2025
Sales Planning Partner Pocket Guide	Dive deeper into Sales Planning with our comprehensive partner pocket guide containing product overview, key links to training, recordings, event archives, and more for your practice.	June 2024
Salesforce Spiff Partner Pocket Guide	Dive deeper into Salesforce Spiff with our comprehensive partner pocket guide containing product overview, key links to training, recordings, event archives, and more for your practice.	April 2025
Sales Programs Partner Pocket Guide	Dive deeper into Sales Programs with our comprehensive partner pocket guide containing product overview, key links to training, recordings, event archives, and more for your practice.	December 2023
Salesoforce Maps Partner Pocket Guide	Dive deeper into Salesforce Maps with our comprehensive partner pocket guide containing product overview, key links to training, recordings, event archives, and more for your practice.	August 2021
Sales Performance Management Documentation (including Salesforce Spiff)	Define sales strategies with input from key stakeholders. Design sales plans that reflect your company’s unique segments, territories, and quota targets in one place. Includes Spiff documentation	June 2025
Sales Programs Documentation	Accelerate business outcomes with sales programs and partner tracks delivered to users in the flow of work. Drive revenue growth with sales programs in Lightning Experience or build brand loyalty in your Partner Relationship Management (PRM) site, built with Experience Cloud. Track the performance of your programs with built-in analytics. Create programs for your products, services, or processes and track progress that users make toward measurable milestones and outcomes.	June 2025
Salesforce Maps Documentation	Increase customer conversions, improve revenue, and drive pipeline and lead generation. Help field reps plan for customer visits when they spend less time on the road and more time building relationships.	June 2025
Partner Learning Camp Enablement Events	Stay up-to-date with any upcoming events and workshop	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