To get your partner account managers (PAMs) using PRM for Slack, install the app in your company’s Slack workspace.
Required Editions
After you install the app in your workspace, all users in your workspace with the appropriate permissions can access it. Partner account managers (PAMs) manage partner channels, where they can add members, search and post Salesforce records, and approve deals. Users with the correct access can also edit records from within PRM for Slack.
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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 | |
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| To connect PRM with Salesforce |
Workspace membership AND PRM for Slack app Salesforce User |
- Click the installation link provided by your Salesforce admin.
- Select your workspace in the workspace dropdown in the upper right corner.
- To give PRM for Slack access to your workspace, select Allow.
- To connect Slack with Salesforce, select Allow.