Sharing Information with Partners

Partners are companies or individuals that directly drive sales or help you close sales deals.

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

You can track partner sales in your Salesforce org in different ways.

  • Add partners to account and opportunity records.
  • Enable your org for partners, create partner accounts, create partner users, and collaborate with them on your channel sales data in a partner community (recommended) or partner portal.
  • Use Salesforce to Salesforce if your partner has a Salesforce org of their own.