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Drive Sales with Partners

Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce.

Required Editions

Available in: Salesforce Classic

Available in: all editions in orgs activated before Summer ’09

Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions in orgs activated after Summer ’09

If your organization has been enabled for partners, you can create partner accounts. Partner accounts are business accounts that a channel manager uses to manage partner organizations, partner users, and activities. They are completely separate from account partnerships that are displayed in the Partners related list on an account. For more information about creating and managing partner portals, see Create and Manage Partner Portals.

Tip
Tip If your organization uses person accounts, you can use partner roles to relate person accounts to each other. For example, if you have individual person account records for several members of a household or family, then you can use partner roles such as “Spouse” or “Sibling” to associate those records.
  • Sharing Information with Partners
    Partners are companies or individuals that directly drive sales or help you close sales deals.
  • Add Partner Relationships
    The opportunity and account detail pages include a Partners related list for viewing and adding partner relationships.
  • Partner Fields
    A partner has the following fields, listed in alphabetical order.
  • Deleting Partners
    Removing a partner from an opportunity or account removes the partner's relationship with the opportunity or account, but does not delete the account.
  • Create a Partner Portal
    Starting in Summer ’13, the partner portal is no longer available for orgs that aren’t currently using it. Existing orgs continue to have full access. If you don’t have a partner portal, but want to easily share records and information with your partners, try Experience Cloud sites.