> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Collaborate from Salesforce opportunities and cases
> Use the Introw collaboration panel on a Salesforce opportunity or case to share the record with a partner and exchange comments and updates without ever leaving your CRM.
The **Introw collaboration** panel on a Salesforce opportunity or case lets a rep share the record with the partner and exchange comments right where they already work. It is the Salesforce equivalent of the Introw app card on a HubSpot deal, with the same partner tile, the same actions, and the same conversation underneath, so a rep who moves between the two CRMs works the same way in both. The partner sees the shared record and replies from their portal, so the back-and-forth stays attached to the opportunity instead of scattering across email threads.
## What you'll achieve
A live collaboration thread between your rep and a partner, anchored to a Salesforce opportunity or case: the partner is a collaborator, comments flow both ways, and your rep drives all of it from the Salesforce record, without opening Introw.
## Before you start
The panel must be on the opportunity and case record page, and you must hold the **Introw Collaboration User** permission set. See [Embed Introw in Salesforce](./embed-introw-in-salesforce).
The partner you want to collaborate with should exist in Introw so you can select them.
## Steps
In Salesforce, open the opportunity or case and find **Introw collaboration** on the record page. If a partner is already attributed, the panel shows the partner, their tier, your own team on the account, the collaborators, and the champion. If none is linked yet, it reads **No partner involved yet** and offers to share the record so you can bring a partner in.
Select **Share opportunity** (or **Share case**) and choose the partner to collaborate with. Sharing is what gives the partner visibility of this record in their portal and adds them as a collaborator. Choose deliberately, since the partner will see the record you share.
Select **Collaborate** to open the conversation in a window on top of the record, then post a comment. The partner is notified and replies from their portal, and their replies appear back on the panel, so the thread stays attached to the Salesforce record. Use **Ask AI** for a summary or a draft, **View portal** to jump to the partner's portal for this record, and **Create portal** if the partner has no portal yet.
## Verify it worked
The partner appears under **Collaborators** on the **Introw collaboration** panel, your comment shows in the thread, and when the partner replies from their portal the reply appears on the Salesforce record without anyone leaving their own tool.
## Troubleshooting
| What you see | Why | What to do |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Request access** instead of partner data | You are a Salesforce user but not yet an Introw user, so there is nothing to show you. | Select it. Your Introw admin is notified and approves you, and the panel fills in. |
| **No partner involved yet** | Nothing attributes this record to a partner. | Share it with a partner from the panel, or fix attribution. See [Attribution in Salesforce](./attribution-in-salesforce). |
| The panel is missing from the record page | The component is not placed, or the record page it is on is not active for your app, record type or profile. | See [Embed Introw in Salesforce](./embed-introw-in-salesforce). |
| The panel loads but a partner shows no action buttons | You do not have access to that partner in Introw. Links are withheld per partner rather than hidden wholesale. | Ask your Introw admin to widen your partner access. |
| An action opens an empty window | Your org has not allowed Introw as a trusted site for framing. | The managed package ships the CSP trusted site. Check it survived the install with your Salesforce admin. |
## Related
Install the package and place the panel on record pages.
The same motion on the HubSpot app card.
The full co-selling collaboration model.
Full configuration options.