Create an Installation Link for Partner Users

Create an Installation Link for Partner Users

Create an installation link for PRM for Slack to give to your partners.

Required Editions

Available in: Lightning Experience with Slack Apps in Salesforce Enabled

Available in: Enterprise and Unlimited Editions with Slack Apps in Salesforce Enabled

Available in: Slack Enterprise Grid

User Permissions Needed
To create partner channels and invite partners: Org Owner and Org Admin
  1. In PRM for Slack Setup, go to the Getting Started tab.
  2. Under the Share the PRM for Slack installation link, select a partner site to create the installation link.
  3. To copy the installation link, select Copy Link and then send it to your partner portal administrator.
  4. Click I’m done distributing PRM for Slack link to Communities.

After the app is installed, it’s available to all authorized members of that workspace. We attempt to prompt a partner to install the app with this same link if they join a channel but haven’t authenticated the app into the partner portal.