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Partner Cloud
Set Up Contact Intelligence View and Lead Intelligence View for Partners

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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.

Required Editions

Available for partners in Experience Cloud Aura sites, accessed through Lightning Experience in Enterprise, Performance, and Unlimited Editions with Sales Cloud or Service Cloud. 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.
User Permissions Needed
To turn on Contact Intelligence View and Lead Intelligence View in Salesforce:

Customize Application

OR

Modify All Data
  1. User License and Experience Cloud Template Support for Partner Relationship Management
  2. From Setup, in the Quick Find box, enter PRM, and then select Partner Productivity.
  3. Turn on the enhanced list view features that you want partners to have access to.
    1. From the Set Up Contact Intelligence View section, click Go to Contact Intelligence View.
    2. From the Contact Intelligence View Setup page, turn on Contact Intelligence View.
    3. Return to the Partner Productivity page described in step 2.
    4. From the Set Up Lead Intelligence View section, click Go to Lead Intelligence View.
    5. From the Lead Intelligence View Setup page, turn on Lead Intelligence View.
  4. Assign permission sets to partners.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Assign permission sets to partners for the features you enabled: Contact Intelligence View for Partners and Lead Intelligence View for Partners.
  5. Experience Cloud Template Configuration Requirements for Partner Relationship Management Features
    Some templates require less setup than others.
    Steps 1–4 give partners basic Contact Intelligence View and Lead Intelligence View features.
    • Metrics that reflect activity health across all contacts or leads, such as Overdue, Upcoming, and No Activity
    • Quick filters for narrowing the opportunities list by owner or the time frame the record was created.
  6. Enable more features that require add-on licenses or giving partners more object access.
 
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