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User License and Experience Cloud Template Support for Partner Relationship Management
Partner Relationship Management (PRM) provides channel managers and partners with productivity features that help everyone work together. To gain access to PRM features, you must purchase the required licenses for each feature and your partner site must be built using Experience Cloud templates that support those features. Learn more about license requirements and feature availability in templates.
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. |
PRM Add-On Licenses
These Experience Cloud licenses provide access to PRM:
- Partner Community license
- Partner Community Login license
- Channel Account license
You must have at least one PRM license to configure PRM. An additional PRM license is required for each partner user. For some features, add-on licenses are also required. The table in this topic lists those requirements.
Some PRM features are available to customers still using legacy partner portal licenses. We recommend upgrading legacy partner portal license users to a comparable Experience Cloud license.
PRM-Supported Experience Cloud Templates
Partners access PRM features from Experience Cloud sites, which are each built on an Experience Cloud site template. Vendors can choose from various templates that support PRM features.
The Partner Central template, for example, comes configured with several channel sales workflows set up for you. Other templates support PRM features but can require more configuration by your Salesforce admin and Experience Cloud site developer.
PRM User License and Template Support by Feature
| Feature | License Requirements | Experience Cloud Template Support |
|---|---|---|
Sales objects for partners:
|
One of the supported PRM licenses listed in this topic. | All Experience Cloud templates, with the purchase of Sales. For some templates, Salesforce admins must give partner users access to objects, and site developers must make sure that objects are added to Experience Cloud sites. |
| Sales list views for partners: Leads and Opportunities | One of the supported PRM licenses listed earlier in this topic. |
|
Sales features for partners:
|
One of the supported PRM licenses listed in this topic. |
|
Sales Cloud Einstein features for partners:
|
One of the supported PRM licenses listed in this topic, plus Sales Cloud Einstein. |
|
Enhanced list views for partners:
|
One of the supported PRM licenses listed in this topic. Some features require Sales Cloud Einstein. |
|
Analytics features for partners:
|
One of the supported PRM licenses listed in this topic. | All Experience Cloud templates |
Marketing features for partners:
|
One of the supported PRM licenses listed in this topic. |
|
Service objects for partners:
|
One of the supported PRM licenses listed in this topic. | Cases is available in all Experience Cloud templates with the purchase of Sales or Service. Knowledge is available in all templates with the purchase of Service Cloud. |
| Service feature Einstein Bots for partners | One of the supported PRM licenses listed in this topic. |
|
Features for channel managers
|
Channel Management PRM features are available to channel managers in Salesforce when you purchase at least one of the supported PRM licenses listed in this topic. | Channel managers access partner accounts and forecasting in Salesforce Classic or Lightning Experience. They access the Channel Management Console in Lightning Experience. |
| Partner Enablement | One of the supported PRM licenses listed in this topic, plus the Enablement add-on license. | Channel managers and Enablement team members can design partner enablement programs in Lightning Experience. Partners can take Enablement Programs from these supported Experience Cloud templates.
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