A joint business plan, now generally available, helps channel managers and partner reps align on shared goals, KPIs, and actions for a defined planning period. Capture strategic priorities, build measurable objectives, define action plans, and collaborate with partners. This release adds a dedicated joint account plan record type, enhanced objective measure support, Partner Central access, and purpose-built templates for partner planning.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.