Give partners more control over joint business planning with custom permission sets. Partners can create and delete Joint Business Plans and Account Plans. Joint Business Plan list views show opportunities for the partner account based on the shared entity.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Who: Partners who create or delete Joint Business Plans and Account Plans require custom permission sets. The standard permission sets provide read-only access.
How: Clone the Account Plans With Partners permission set, and grant partner users create, edit, and delete access to objectives and measures. Channel managers can create objectives by using calculation definitions and view the default records.