---
schema_version: "1"
id: 18bdf16ba6064dae05e5c3dc92bc6a37248b8bda2f72b777d3dbba2022553bb5
title: Create a Joint Business Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_create_joint_business_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_create_joint_business_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 719c5943d10ccca0b697731201bba9b61a14d9f635552e611a1abeb0a09c834e
description: Align your company and Salesforce on shared goals, objectives, and activities, and track progress toward agreed business outcomes.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Create a Joint Business Plan

Align your company and Salesforce on shared goals, objectives, and activities, and track progress toward agreed business outcomes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d16243e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16243e69 ">To create joint business plans</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16243e69 ">Access provided by your Salesforce contact</td>

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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.

1. From your partner site, open **Joint Business Plans**.
2. Click **New**.
3. Enter a name for the plan.
4. Select the partner account associated with the plan.
5. Enter the plan's start and end dates.
6. Add the agreed business goals and other plan details.
7. Save your changes.
8. On the plan record, add objectives for the outcomes that your company and Salesforce want to achieve.
9. 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.