---
schema_version: "1"
id: 92e82ae4077595dcfcac1995fda1b853bcbe8f647db3b16fe1076fec9d395b63
title: Partner Relationship Management Roles and Responsibilities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/salesforce_prm_roles_responsibilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_roles_responsibilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 125529aa56122a9c851aa146f5f3cffe5b22770c6a1c3d5b7a3d8a0ffb919ce1
description: To build a successful partner strategy, you must collaborate with various players both inside and outside of your company. Learn about the relevant players and their responsibilities so you know who can support as you design your ideal partner experience using Partner Relationship Management (PRM).
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Partner Relationship Management Roles and Responsibilities

To build a successful partner strategy, you must collaborate with various players both inside and outside of your company. Learn about the relevant players and their responsibilities so you know who can support as you design your ideal partner experience using Partner Relationship Management (PRM).

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for channel managers in Salesforce Classic and Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong> Editions with Sales or Service. You must have at least one <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for partners in supported Experience Cloud sites, accessed through Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong> Editions with Sales or Service. A <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a> is required for each partner user.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4670e90">Role</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4670e93">Responsibilities</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Vendors</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">Your company and its representatives are known collectively as a vendor of the goods or
            services that you provide.</td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Partners</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">
            <p>Individuals who don’t work for your company, but with whom your company collaborates
              with to achieve business goals. You can collaborate and communicate with partners by
              building a partner site using Experience Cloud and adopting the PRM for Slack app.
            </p>
            <p style="margin-bottom:0;">Through these interfaces, partners can track opportunities, get lead and fund
              approvals, learn insights into deal progress, coordinate marketing campaigns, and
              manage customer service cases.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Channel managers</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">
            <p>Also known as channel account managers. The person or persons at your company who work
              directly with partners and manages the channels in which partners interact. </p>
            <p style="margin-bottom:0;">Channel
              managers monitor deal progress, create partner incentives, and coordinate partner
              enablement. At some companies channel managers are also responsible for creating business
              accounts for partnering companies, or for creating partner users. </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Salesforce admin</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">
            <p>The person who can access Setup and customize Salesforce for your company.</p>
            <p>To get
              your company started with Partner Relationship Management and PRM for Slack, a Salesforce
              admin must give channel managers and partners access to PRM features. Salesforce admins also
              assign user roles to the channel managers, create partner accounts, and determine record
              security levels.</p>
            <p>Salesforce admins introduce features that help channel managers
              oversee partner activity and performance, such as productivity metrics. </p>
            <p style="margin-bottom:0;">Salesforce
              admins also enable products and features in Salesforce that help partners be more productive
              in partner sites, such as sales, service, and marketing features.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Site developer</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">
            <p>The person who uses Digital Experiences to build the Experience Cloud sites where
              partners complete their daily tasks. Site developers work with Salesforce admins and channel
              managers to customize workflows that support partner goals, activities, and needs. Sometimes
              site developers are also responsible for adding key documentation or collateral to partner
              sites.</p>
            <p style="margin-bottom:0;">At some companies, Salesforce admins hold the role of site developer.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Slack admin or Enterprise grid admin</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">
            <p>The person who can access Slack setup and customize PRM for Slack for your
              company.</p>
            <p>Slack admins manage permissions and workspaces in Slack and enable the app for
              installation on all Channel Manager workspaces. Enterprise Grid admins manage permissions
              and settings for the Slack Enterprise Grid licensed workspaces.</p>
            <p style="margin-bottom:0;">Sometimes, the Slack
              admin, Enterprise Grid admin, and Salesforce admin are the same person.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e90 ">Enablement team</td>

          <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d4670e93 ">The people at your company who design and run enablement programs. Channel managers
            should collaborate with this team if you are using Partner Enablement.</td>

        </tr>
      </tbody>
    </table>