Set Up Pipeline Inspection for Partners

Salesforce admins and Experience Cloud site developers must work together to set up Pipeline Inspection for partners in their Experience Cloud sites. First, Salesforce admins must turn on Pipeline Inspection 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 Pipeline Inspection features can also be configured.

Required Editions

Available for partners in Experience Cloud Aura sites, accessed through Lightning Experience in Enterprise, Performance, and Unlimited Editions with Sales or Service. A PRM add-on license is required for each partner user.

Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition.

User Permissions Needed
To turn on Pipeline Inspection in Salesforce:	Customize Application OR Modify All Data
To set up Historical Trending:	Create and Customize Reports AND Report Builder

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.

1. Verify that the Enhanced List View component is available in the Experience Cloud template you’re using for your site.
2. Turn on Pipeline Inspection.
   1. From Setup, in the Quick Find box, enter PRM, and then select Partner Productivity.
   2. From the Set Up Pipeline Inspection section, click Go to Pipeline Inspection.
   3. From the Pipeline Inspection page, Turn on Pipeline Inspection.
   4. Click View Historical Trending Settings and verify that Historical Trending is enabled.
3. Return to the Partner Productivity page and, under Set Up Pipeline Inspection, click Go to Permissions. Assign the Pipeline Inspection for Partners permission set to each partner who you want to use Pipeline Inspection.
4. Verify whether any setup is required to add the Enhanced List View component to your Experience Cloud site.
5. Review the level of setup your site developer must complete to add the Enhanced List View component to your Experience Cloud site.
   Steps 1–5 give partners access to basic Pipeline Inspection features.

   • Metrics that reflect health across the pipeline such as Overdue, Open, and Lost
   • Quick filters for narrowing the opportunities partners are viewing by owner, projected close date, and the time frame of recent changes
6. Enable more Pipeline Inspection features that require add-on licenses or giving partners more object access.