---
schema_version: "1"
id: 0cfe2be602310f2533eb44ab968c3e35f865d4772db96b06c09f19123a2369e5
title: Set Up Contact Intelligence View and Lead Intelligence View for Partners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/salesforce_prm_setup_ci_li.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_ci_li.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68cc4413b1cf6a76e373162d7fbae0a155205819dc16616722c470a6094ee404
description: Salesforce admins and Experience Cloud site developers must work together to set up Contact Intelligence View and Lead Intelligence View in supported Experience Cloud sites. First, Salesforce admins must turn on the two sales features in Salesforce and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more features can also be configured.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Set Up Contact Intelligence View and Lead Intelligence View for Partners

Salesforce admins and Experience Cloud site developers must work together to set up Contact Intelligence View and Lead Intelligence View in supported Experience Cloud sites. First, Salesforce admins must turn on the two sales features in Salesforce and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more features can also be configured.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for partners in Experience Cloud <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">Aura sites</a>, accessed through Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</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><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d8774e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8774e74 ">To turn on Contact Intelligence View and Lead Intelligence View in Salesforce:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8774e74 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>
          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

1. [Verify that the Enhanced List View component is available in the Experience Cloud template you’re using for your site](https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&type=5&language=en_US)
2. From Setup, in the Quick Find box, enter PRM, and then select **Partner Productivity.**
3. Turn on the enhanced list view features that you want partners to have access to.
    1. From the Set Up Contact Intelligence View section, click **Go to Contact Intelligence View**.
    2. From the Contact Intelligence View Setup page, turn on Contact Intelligence View.
    3. Return to the Partner Productivity page described in step 2.
    4. From the Set Up Lead Intelligence View section, click **Go to Lead Intelligence View**.
    5. From the Lead Intelligence View Setup page, turn on Lead Intelligence View.
4. Assign permission sets to partners.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
    2. Assign permission sets to partners for the features you enabled: Contact Intelligence View for Partners and Lead Intelligence View for Partners.
5. [Engage your site developer to add the Enhanced List View component to your Experience Cloud site for each feature.](https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_ec_templates.htm&release=264.0.0&type=5 "Some Experience Cloud templates come with configured Partner Relationship Management (PRM) features. The steps for adding each feature to your site depend on which features you’re enabling, which Experience Cloud template you’re using, and the Salesforce release in which you create your site.")
    
    Some templates require less setup than others.
    
    Steps 1–4 give partners basic Contact Intelligence View and Lead Intelligence View features.
    
    - Metrics that reflect activity health across all contacts or leads, such as Overdue, Upcoming, and No Activity
    - Quick filters for narrowing the opportunities list by owner or the time frame the record was created.
6. [Enable more features](https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_enhanced_views.htm&release=264.0.0&type=5 "Salesforce admins can enable more Contact Intelligence, Lead Intelligence, and Pipeline Inspection features for partners by assigning add-on licenses and giving partners access to more objects. Learn which features are supported and how to complete the setup for each.") that require add-on licenses or giving partners more object access.