Setting Up the Channel Management Console

The Channel Management Console lets channel managers monitor partner activities and performance from a standard Lightning console app. Salesforce admins must give channel managers access to the console and its features. If they want, Salesforce admins can customize the console.

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

• Enable the Channel Management Console and Assign Permissions
  To give channel managers access to the Channel Management Console, Salesforce admins must enable the console, assign permissions, and share default components with channel managers, such as the Channel Management Overview Dashboard. Salesforce admins can customize the console some aspects of the console directly from PRM Setup, such as adding custom objects, adding the Leads to Review component, and setting Channel Management as the default app for channel managers. Salesforce admins can customize the console further from the App Builder by altering the Leads to Review component or creating other useful components and adding them to the console.
• Add the Leads to Review Component to the Channel Management Console
  Add the Leads to Review component to the Channel Management Console so channel managers can review deals that partners register from their Experience Cloud sites.
• Customizing the Leads to Review Component
  Leads to Review lets channel managers review deals that partners register from their Experience Cloud sites. Learn about the default functionality for Leads to Review and review some considerations for Salesforce admins who want to customize it.