Partner Fields

A partner has the following fields, listed in alphabetical order.

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

Field Description
Partner Name Name of partner. You can enter an existing account, or use the lookup icon to search for (or optionally, create) a new account.
Primary Option that specifies the primary partner for the opportunity.
Role Role of partner for a specific opportunity or account. The role is correlated to the reverse role, applied to the reverse partner relationship. Select from a picklist of available roles, which are set by an administrator.