Loading
メール配信ドメイン検証状況の確認方法のご案内続きを読む
ただいま大変多くのお問い合わせをいただいており、ご連絡までにお時間を頂戴しております続きを読む
Partner Relationship Management
目次
絞り込み条件を選択

          結果がありません
          結果がありません
          検索のヒントをいくつかご紹介します

          キーワードの入力ミスがないか確認する。
          より一般的な検索語を使用する。
          絞り込み条件を減らして、検索範囲を広げる。

          Salesforce ヘルプ全体を検索
          Share Partner Relationship Management Analytics with Channel Managers

          Share Partner Relationship Management Analytics with Channel Managers

          Salesforce admins can help channel managers analyze partner performance and activity by giving them access to a collection of predesigned PRM reports and dashboards.

          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.
          User Permissions Needed
          To share report folders: Manage Reports in Public Folders
          To share dashboard folders: Manage Dashboards in Public Folders

          We recommend sharing at the levels suggested rather than more deeply nested levels so that when we deliver the latest reports and dashboards you don’t have to share new folders after release.

          1. Share PRM Reports
            1. Click the Reports tab.
            2. Go to the All Folders tab and locate the PRM Reports folder.
            3. Click the action menu next to PRM Reports to share the folder with channel managers.
          2. Share PRM Dashboards
            1. Click the Dashboards tab.
            2. Go to the All Folders tab and locate the PRM Dashboards folder.
            3. Click the action menu next to PRM Dashboards to share the folder with channel managers.
           
          読み込み中
          Salesforce Help | Article