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.

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

User Permissions Needed
To delete partners from an account:	Edit on accounts
To delete partners from an opportunity:	Edit on accounts AND Edit on opportunities

User Permissions Needed

To delete partners from an account:

Edit on accounts

To delete partners from an opportunity:

Edit on accounts

AND

Edit on opportunities

Note If you change the account for an opportunity that has partners, all partners are deleted from the Partners related list.

To remove a partner relationship from an opportunity or account, click Del next to the partner’s name.

Removing a partner affects and opportunity or account in the following ways.

Deleting a Partner From	Does This
An account	Removes the partner from the account and from all opportunities for that account with which the partner was associated.
An opportunity	If the partner is associated with only one opportunity for an account, the partner is removed from both the opportunity and the account. If the partner is associated with multiple opportunities for an account, the partner is removed from that opportunity only. The partner remains associated with other opportunities and with the account.

Deleting a Partner From

Does This

An account

Removes the partner from the account and from all opportunities for that account with which the partner was associated.

An opportunity

If the partner is associated with only one opportunity for an account, the partner is removed from both the opportunity and the account.

If the partner is associated with multiple opportunities for an account, the partner is removed from that opportunity only. The partner remains associated with other opportunities and with the account.