---
schema_version: "1"
id: 146bedb9ed6a8de13e683fa41dde2d579eeb138fe37a9e728aafec3abc78dd26
title: Set Up Pipeline Inspection 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_pi.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_pi.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4a11170940b0fc521b5da6588c8dcfc7022ff475035f06d1e01e74f2a292037
description: 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.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# 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

<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="d4991e74">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4991e74 ">To turn on Pipeline Inspection in Salesforce:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4991e74 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4991e74 ">To set up Historical Trending:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4991e74 ">
              <p>Create and Customize Reports</p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">Report Builder</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. 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](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.") 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](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.