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Partner Relationship Management
Getting Started with Partner Relationship Management

Getting Started with Partner Relationship Management

Getting started with Partner Relationship Management is about designing your ideal partner experience. Plan your site strategy, establish your partner users, partner accounts, and external account hierarchy, create an Experience Cloud site, and set up some basic features.

Required Editions

Available for channel managers in Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales or Service. You must have at least one PRM add-on license.
Available for partners in supported Experience Cloud sites, accessed through Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales or Service. A PRM add-on license is required for each partner user.

To get started with Partner Relationship Management basics such as initial site setup, see Managing Partner Relationships with Experience Cloud Sites.

 
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Salesforce Help | Article