MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

ZINFI Unified Partner Management (UPM)

By ZINFI Technologies, Inc.

ZINFI Helps Vendors and Their Channel Partners Achieve Profitable Growth

Free  

Never requires payment

Try It
Industries
Horizontal Product
Business Need
Collaboration
Requires
Sales Cloud
B2B Commerce
Compatible With
Sales Cloud
B2B Commerce

ZINFI's Unified Partner Management (UPM) allows vendor organizations selling through a partner ecosystem to deploy end-to-end partner automation, via partner relationship management (PRM) and through channel marketing automation (TCMA).

  • ZINFI Overview

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
B2B Commerce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
B2B Commerce
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
ZINFI UPM Connector/Released UPM 24.5.0
Listed On
08/17/2017
Latest Release
07/24/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
24.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/15/2024

Additional Details

ZINFI Technologies, Inc. a company leading the definition and creation of Unified Partner Management (UPM) innovation, enables vendors and their channel partners to achieve profitable growth predictably and rapidly on a worldwide level. Headquartered in Silicon Valley, USA and founded by channel veterans with extensive global channel management experience, we at ZINFI see an immense opportunity to build high-performing sales channels by deploying an easy-to-use, comprehensive and innovative state-of-the-art SaaS Unified Partner Management automation platform that streamlines and manages the entire partner lifecycle. ZINFI provides six core SaaS solution sets: “Onboard, Enable, Market, Sell, Incentivize and Accelerate” with tools and applications that span management of partner relationships, marketing, and incentives with additional tools for affiliate management. These solutions enable channel organizations to integrate all partner ecosystem management activities. In 26 countries, these core UPM SaaS solutions are also locally supported by ZINFI’s global marketing services team members.

Need help?

ZINFI Technologies, Inc.

Pleasanton, CA, USA

Other ResourcesTerms & Conditions