Align your company and Salesforce on shared goals, objectives, and activities, and track progress toward agreed business outcomes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login |
| User Permissions Needed | |
|---|---|
| To create joint business plans | Access provided by your Salesforce contact |
Gather the plan dates and the business goals that your company and Salesforce agreed on.
Use a joint business plan to keep your company and Salesforce focused on shared business outcomes.
- From your partner site, open Joint Business Plans.
- Click New.
- Enter a name for the plan.
- Select the partner account associated with the plan.
- Enter the plan's start and end dates.
- Add the agreed business goals and other plan details.
- Save your changes.
- On the plan record, add objectives for the outcomes that your company and Salesforce want to achieve.
- For each objective, add the activities and measurements that you use to track progress.
The joint business plan is available to authorized members of your company and Salesforce. Update the objectives, activities, and measurements as work progresses.