Share CRM data, cultivate leads, and manage partner opportunities in partner channels. You can create channels from either Salesforce or Slack.
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 |
Add partner users to existing channels or create partner channels in Slack or in Salesforce.
- Create Partner Channels and Invite Partners in Slack
Collaborate with partners using partner channels and start sharing CRM data, communicating on deal closing, and cultivating leads. - Create Partner Channels and Invite Partners in Salesforce
Create collaborative partner channels in Salesforce to start sharing CRM data and communicating on deals. - Add Partner Accounts and Partner Users to Preexisting Channels
After creating a partner channel, you can add partner accounts and partners at any time.
See Also
Create Partner Channels and Invite Partners in Slack
Collaborate with partners using partner channels and start sharing CRM data, communicating on deal closing, and cultivating leads.
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: | Workspace membership |
- On the Home tab of PRM for Slack app, select Manage Partner Channel.
- Enter the relevant information about the channel you want to create.
- Click Create.
You can invite partner accounts and partners now or later. To select partner users, add a partner account to select partner users.
Create Partner Channels and Invite Partners in Salesforce
Create collaborative partner channels in Salesforce to start sharing CRM data and communicating on deals.
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 channels and invite partners: | Read, create, and edit in Swarm |
Before you create partner account channels, set up Related lists and enable partner accounts.
- Add the Partner Account Channels Related list to the Account Object page layout before you create a partner account channel.
- You must enable the Account as a Partner Account.
- Go to the Partner Account record page where you want to create a channel.
- Select New under Related List > Partner Account Channels.
- Select the workspace, and then click Next.
- Add a channel name, and then click Next. You can enter a channel topic and description.
- Add any partner and internal users.
All partner users associated with this account are automatically added. Also, as the channel creator, you’re automatically added to the channel.
- Review your information, and then select Submit.
Add Partner Accounts and Partner Users to Preexisting Channels
After creating a partner channel, you can add partner accounts and partners at any time.
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 manage partner channels: | Workspace membership |
- On the Home tab in the app, select Manage Partner Channel.
- Select Use an existing channel.
- Select the channel to which you want to add a partner account and users from a selected partner account.
- Type the name of the users you want to add into the Partner Users box.
- Save your changes.