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Experience Cloud Template Configuration Requirements for Partner Relationship Management Features
Some Experience Cloud templates come with configured Partner Relationship Management (PRM) features. The steps for adding each feature to your site depend on which features you’re enabling, which Experience Cloud template you’re using, and the Salesforce release in which you create your site.
| Available for partners in Experience Cloud Aura sites, accessed through Lightning Experience in Enterprise, Performance, and Unlimited Editions with Sales or Service. A PRM add-on license is required for each partner user. |
| Feature and Setup Instructions | Component Comes Configured in These Templates | Component Is Added to a Site Page in These Templates, but Navigation Must Be Configured | Component Must Be Manually Added to a Site Page in These Templates and Navigation Must Be Configured |
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| Einstein Scoring component: Leads | Partner Central sites created in Spring ’24 or later. After admins set up Einstein Lead Scoring, partners see a Lead Score from the Leads detail page. |
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| Enhanced List View component: Contacts | — | — |
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| Enhanced List View component: Leads | Partner Central sites created in Spring ’24 or later. After admins set up Lead Intelligence View, partners can access the enhanced list view from Leads on the navigation menu. |
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| Enhanced List View component: Pipeline Inspection | Partner Central sites created in Spring ’24 or later. After admins set up Pipeline Inspection, partners can access the enhanced list view from Deals on the navigation menu. |
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| Partner Enablement components | Partner Central sites created in Spring ’24 or later. After Enablement admins create partner programs and make them available, partners can find and take programs in your site pages. |
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