To start working directly with partners using partner channels, sign in to the Slack workspace designated for PRM for Slack and install the app. To share and collaborate on CRM data with your partners, connect the PRM for Slack app with your Salesforce account.
- Sign In to Your Slack Workspace
To use PRM for Slack, sign in to the Slack workspace designated for PRM for Slack. - Install PRM for Slack
To start collaborating in partner channels, install PRM for Slack. - 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. - Connect and Customize PRM for Slack with Salesforce
To search, post, and edit Salesforce records from the PRM for Slack app, connect the app to your Salesforce account. - Edit a Partner Channel
In Salesforce, update details for partner channels, such as topic, description, or memberships, for PRM for Slack. - Archive a Partner Channel
When you’re finished with a partner channel, you can archive it to remove the feed, members, and shared files from the workspace. - Search and Post a CRM Record in a Partner Channel
To share Salesforce records with your partners in PRM for Slack, use the Search and Post feature.