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Setting Up Enhanced List Views for Partners
Learn how to set up Contact Intelligence View, Lead Intelligence View, and Pipeline Inspection for partners in their Experience Cloud sites.
| 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. |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition. |
- Set Up Contact Intelligence View and Lead Intelligence View for Partners
Salesforce admins and Experience Cloud site developers must work together to set up Contact Intelligence View and Lead Intelligence View in supported Experience Cloud sites. First, Salesforce admins must turn on the two sales features in Salesforce and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more features can also be configured. - Set Up Pipeline Inspection for Partners
Salesforce admins and Experience Cloud site developers must work together to set up Pipeline Inspection for partners in their Experience Cloud sites. First, Salesforce admins must turn on Pipeline Inspection and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more Pipeline Inspection features can also be configured. - Setting Up More Enhanced List View Features for Partners
Salesforce admins can enable more Contact Intelligence, Lead Intelligence, and Pipeline Inspection features for partners by assigning add-on licenses and giving partners access to more objects. Learn which features are supported and how to complete the setup for each.
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