Setting Up PRM for Slack in Salesforce

Get partner account managers (PAMs) and partners started with the PRM for Slack app in Salesforce.

• Enable PRM for Slack App in Salesforce
  In Salesforce, enable Slack apps, turn on PRM for Slack, and assign permissions to customize features. To manage workspace permissions in Slack, turn on PRM for Slack.
• Assign PRM for Slack Permissions to Partner Account Managers
  Assign the permissions needed for partner account managers (PAMs) to connect their Salesforce account to Slack. You can select the default permission set or customize your own.
• Assign PRM for Slack Permissions to Partners
  Assign partners the permission sets needed to connect their partner experience to PRM for Slack. Permission sets for partners depend on which license they’re running.
• Set Object Permissions in PRM for Slack
  Connect your partner account managers (PAMs) with partners in partner channels. To let PAMs invite partners to channels in PRM for Slack, assign the required permissions in Slack Connect. To manage permissions, coordinate with your Slack Enterprise Grid admin.
• Manage Channel Search and Post Objects
  Choose which objects users see in Slack for Search and Post.
• Create an Installation Link for Partner Users
  Create an installation link for PRM for Slack to give to your partners.
• Automating Business Processes in PRM for Slack
  Make collaborating faster and closing a deal easier by creating or customizing Lightning flows and global actions.
• Setting Up PRM for Slack in Slack
  To get your partner account managers (PAMs) and partners sharing CRM data, install the PRM for Slack app in your workspace.