Considerations for Partner Relationship Management

Permission Sets for Enhanced List Views

Partners can see records that are assigned to other partners who fall below them in the External Account Hierarchy of their site prior to assigning permission sets, assuming the partner has at least Read access to the record’s corresponding object. But partners can't see where in the hierarchy partners are positioned.

The Contact Intelligence View for Partners, Lead Intelligence View for Partners, and Pipeline Inspection for Partners permission sets include the View Roles and Role Hierarchy permission. This permission gives partners visibility into the hierarchy of the partners that fall below them.

Unavailable Enhance List View Features

These Contact Intelligence, Lead Intelligence, and Pipeline Inspection features aren’t available for partners from the Enhanced List View component in Experience Cloud sites.

• Account Insights
• Einstein Activity Capture and features that required it, such as Email Insights and Activity Metric
• Einstein Conversation Insights and features that require it, such as Conversation Insight.