EducationEducation
- AppExchange Partners
- Consultants
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Resellers
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Reseller Marketing Journey
- Get_Organized_Before_You_Get_Started
- Incorporating_Salesforce_Into_Your_Brand
- Crafting_Your_Marketing_Strategy_And_Plan
- Announcing_Your_Salesforce_Partnership
- Build_Sales_Pipeline
- Executing_Lead_Gen_Email_Campaign
- Building_A_Social_Media_Prescence
- Host_a_Learning_Event_About_the_Power_of_Salesforce_Sales_Cloud
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Reseller Marketing Journey
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General Topics
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Topics (A-Z)
- AppExchange_Listing
- AppExchange_Tech_Talks
- Branding_Guidelines
- Case_Packs
- Certifications
- COVID_19
- Custom_Metadata_Types
- Customer_Stories
- Due_Diligence_Review_new
- Dreamforce_For_Partners
- Drive_Global_Impact_with_AppExchange_v2
- Education Home Page
- Einstein_Account_Based_Marketing
- Environment_Hub
- GDPR
- Essentials_Referral_Program
- Industries
- Innovate_with_Cutting-Edge_Platform_Technology_v2
- Legal_Center
- Lightning_Bolts_Launch
- Lightning_Ready
- Maps_Education_new
- Maps_Education
- MuleSoft
- NewsRoom
- nextlevel_for_Partners
- Partner_Ohana_Hub
- Pardot_Integrations
- Partner_Account_Manager
- Partner_Business_Org
- Partner_Communications
- Partner Community Admin Overview
- Partner_Community_User_new
- Partner_Community_User
- Partner_Connect
- Partner_Forum
- Pardot_Resource_Central
- Pardot_B2B_Marketing_Analytics
- Partner_Events
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- Partner_Program
- Partner_Referral_Benefit_Overview
- Partner_Roadmap
- Partner_Social_Impact_Center
- Partner_Experience
- Partner_Success_Services
- Partner_Support_new
- Partner_User_Groups
- PR_Guidelines
-
Products
- B2C_Commerce_for_LINK_Tech_Partners
- B2C_Commerce
- Community_Cloud
- Datorama_Education_new
- Einstein
- Einstein_Analytics
- Heroku
- Lightning_Bolt
- Live_Message
- Marketing_Cloud
- myTrailhead
- Pardot
- Premier_Success
- Quip
- Sales_Cloud
- Salesforce1
- Salesforce_Advantage
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- Service_Cloud
- Training_Reseller
- Data_for_Partners
- Desk_for_Partners
- Partner_CFP_Submission_Received
- Product_Development_Outsourcer
- Release_Readiness_for_Partners
-
Roles
- Role_PC_Administrator
- Role_AppExchange_Partner_Operations
- Role_AppExchange_Partner_Technical
- Role_AppExchange_Partner_Sales
- Role_AppExchange_Partner_Marketing
- Role_Consulting_PostSales
- Role_Consulting_PreSales
- Role_Consulting_Sales
- Role_Consulting_SuccessServices
- Role_Consulting_Practice_Lead
- Role_Consulting_Marketing
- Role_Salesforce.org_Higher_Education
- Role_Salesforce.org_Nonprofit
- Sales_Central
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Salesforce.org
- CumulusCI
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- Education_Training
- foundationConnect
- Gift_Entry_Manager
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- SFDO_Elevate
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- SFDO_Insights_Platform
- SFDO_ISV_Program
- SFDO_ISV_Engagement
- SFDO_ISV_Enablement
- SFDO_K12
- SFDO_Marketing_and_Engagement
- SFDO_Marketing_and_Engagement_Academy
- SFDO_PMM_Case_Management
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- Salesforce_Engage
- Salesforce_Orgs
- Salesforce_DX
- Salesforce_Proficiency_Pack
- Scale_and_Access_New_Markets_v2
- Sponsorships_Partners
- SPCMA
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- Trailhead_For_Partners
- Training
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- Talent_Alliance
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- Dreamforce
- Sponsorships
- Partner_Success_Basics
- Marketing_Cloud_Email_Specialist_Prep_Guide
- Test1
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- Partner_Online_Guide
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Topics (A-Z)
Partner Success Services

New! Protected Services Offering - particular product features that require services to be provided directly by Salesforce and cannot be performed by third parties, including partners. The main reason we are not able to fully delegate these services to clients, third parties, or partners is because they require access to systems that for security reasons can only be accessed by Salesforce employees. For all of "Protected Services Offerings" listed, partners must leverage Partner Success Services (PSS) to implement those particular product/offerings.
In order to submit a Partner Success Services request, please fill out the PSS Request Form and a member of the PSS team will contact you. Be sure to join and collaborate with other partners in the MC Partner Success Services group.
Requirement | Description |
Professional Services Agreement (PSA) | Partner must have a signed Professional Services Agreement (PSA) with Salesforce. |
Training/Certification | Partner must be trained and certified on the products included in scope. Access the training here |
Staffing | Partner must include roles that align to our Project Manager, Solution Architect, Deliverability Consultant, Technical Architect, and BizCon and SerCon (for pre-sales support.) |
Client Primary Point of Contact | Partner must act as the Client’s primary Point of Contact for any issues that arise. All meetings that SFMC personnel participate in with the client must include a member of the partner team. |
Deliverables | In addition to any other agreed upon deliverables that the partner has committed to providing the client, partner is also responsible for developing and maintaining the joint Project Plan, the Blueprint Document, the IP Ramp-Up Plan, and the fully configured and tested ExactTarget instance unless the partner is leveraging one of the PSS packages. |
Success Checkpoint Meetings | Partner must meet with SFMC Partner Account Manager and SFMC Project Manager (independent of and in addition to any client checkpoint or status meetings) bi-weekly to check health of project. If it is determined that additional time is required to ensure customer success, a meeting will be held with the SFMC and Partner executive sponsor to determine the cause and an appropriate remediation plan. |
Escalation Path | Partner must leverage their assigned SFMC Project Manager and Partner Account Manager as their primary escalation points within SFMC. These escalation points can not be used by the client. |
Resource | Audience | Description |
Marketing Cloud Services First Call Deck | All | Use the slides in this deck to properly position Marketing Cloud Services in your own presentations |
Role Library | All | Description of the various roles that comprise Marketing Cloud Services Delivery |
Standard Language Library | All | Request your copy of the Standard Language Library (SLL) document describing Partner Success Services engagement packages |
PSS Rate Card | All | Request your copy of the Standard Rate Card used for Partner Success Services engagements |
MC Scoping Workbook | All | Request your copy of the Marketing Cloud Services Custom Scoping Workbook |
Protected Services Offering | All | Particular product features that require services to be provided directly by Salesforce and cannot be performed by third parties, including partners. The main reason we are not able to fully delegate these services to clients, third parties, or partners is because they require access to systems that for security reasons can only be accessed by Salesforce employees. For all of "Protected Services Offerings" listed, partners must leverage Partner Success Services (PSS) to implement those particular product/offerings. |
Q: What is the objective of Partner Success Services (PSS)?
A: The goal of PSS is to provide enablement, guidance, and services support so that our partners can ultimately develop the expertise they need to successfully deliver the breadth and depth of Marketing Cloud products for their customers.
Q: Can PSS be used for protected products?
A: Yes, a partner must leverage PSS to implement the following products/offerings: Predictive Intelligence, Audience Builder, Custom Reports, and Extracts.
Q: What is the first step in engaging PSS?
A: In order to engage with PSS, partners must have a signed Professional Services Agreement (PSA) with Salesforce. See the "What You Need to Know" tab on this page to learn more.
Q: How do I request PSS?
A: Complete the PSS Request Form and you will be contacted by a member of the PSS team.
Q: I heard about a Protected Services Offering. Where can I learn more?
A: Learn more here (Partner Community login required). Protected Services refers to particular product features that require services to be provided directly by Salesforce and cannot be performed by third parties, including partners. The main reason we are not able to fully delegate these services to clients, third parties, or partners is because they require access to systems that for security reasons can only be accessed by Salesforce employees. For all of "Protected Services Offerings" listed, partners must leverage Partner Success Services (PSS) to implement those particular product/offerings.
Q: What should I do if I have additional questions?
A: Post your questions to and engage with the team in the MC Partner Success Services Group.