---
schema_version: "1"
id: 09e6e8ae65ea6811554c7cc3f5446f79d2a685f2a28918fa73429fb22c92765e
title: Engage Partners in Real Time in Partner Channels
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_prm_use_partner_channels.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_use_partner_channels.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3fe1e4648eb4834608b5ff86b5c96975be92bb612b55e846125d9ae301f0f479
description: Share CRM data, cultivate leads, and manage partner opportunities in partner channels. You can create channels from either Salesforce or Slack.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Engage Partners in Real Time in Partner Channels

Share CRM data, cultivate leads, and manage partner opportunities in partner channels. You can create channels from either Salesforce or Slack.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
              <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                Salesforce Enabled</p>
              <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
            </td>

          </tr>
        </tbody>
      </table>

Add partner users to existing channels or create partner channels in Slack or in Salesforce.

- **[Create Partner Channels and Invite Partners in Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_use_partner_channels.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_use_partner_channels.htm&release=264.0.0&type=5)**  
    Create collaborative partner channels in Salesforce to start sharing CRM data and communicating on deals.
- **[Add Partner Accounts and Partner Users to Preexisting Channels](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_use_partner_channels.htm&release=264.0.0&type=5)**  
    After creating a partner channel, you can add partner accounts and partners at any time.

#### See Also

- [Engage Partners in Real Time in Partner Channels](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_use_partner_channels.htm&release=264.0.0&type=5 "Share CRM data, cultivate leads, and manage partner opportunities in partner channels. You can create channels from either Salesforce or Slack.")
- [Edit a Partner Channel](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_edit_partner_channel_in_sf.htm&release=264.0.0&type=5 "In Salesforce, update details for partner channels, such as topic, description, or memberships, for PRM for Slack.")
- [Archive a Partner Channel](https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_archive_partner_channel_in_sf.htm&release=264.0.0&type=5 "When you’re finished with a partner channel, you can archive it to remove the feed, members, and shared files from the workspace.")

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </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="d19554e189">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e189 ">To create partner channels and invite partners:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e189 ">Workspace membership</td>
              </tr>
            </tbody>
          </table>

1. On the Home tab of PRM for Slack app, select **Manage Partner Channel**.
2. Enter the relevant information about the channel you want to create.
3. 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </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="d19554e270">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e270 ">To create channels and invite partners:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e270 ">Read, create, and edit in Swarm</td>
              </tr>
            </tbody>
          </table>

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.

1. Go to the Partner Account record page where you want to create a channel.
2. Select **New** under Related List > Partner Account Channels.
3. Select the workspace, and then click **Next**.
4. Add a channel name, and then click **Next**. You can enter a channel topic and description.
5. 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.
6. 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: Lightning Experience with Slack Apps in Salesforce Enabled</p>
                  <p>Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Slack Apps in
                    Salesforce Enabled</p>
                  <p style="margin-bottom:0;">Available in: Slack Enterprise Grid</p>
                </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="d19554e374">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e374 ">To manage partner channels:</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19554e374 ">Workspace membership</td>
              </tr>
            </tbody>
          </table>

1. On the Home tab in the app, select **Manage Partner Channel**.
2. Select **Use an existing channel**.
3. Select the channel to which you want to add a partner account and users from a selected partner account.
4. Type the name of the users you want to add into the Partner Users box.
5. Save your changes.