---
schema_version: "1"
id: c5ee5a70082124177ada7406fcc4ac587b224920f41196bda97b789a6717fbd2
title: Joint Business Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_jbp_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6d40e14dd44f4634a2ea2831de980bc12f871b0d653f212a1090ae56caec9ca4
description: Collaborate with partners to align on goals, track progress, and grow your indirect business.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Joint Business Plans

Collaborate with partners to align on goals, track progress, and grow your indirect business.

### 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>

Joint Business Plans help you and your partners define a shared strategy for a planning period—usually quarterly, semi-annual, or annual. Use a joint business plan to agree on growth targets, outline sales and marketing priorities, monitor key performance indicators (KPIs), and track actions across both teams.

Joint Business Plans are available only for Partner Accounts and are designed for vendors, channel managers, and partner reps who need a structured way to plan, execute, and measure joint business growth.

- **[Who Uses Joint Business Plans](https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_personas.htm&release=264.0.0&type=5)**  
    Joint Business Plans bring internal teams and external partners together to drive growth.
- **[What Can You Do with Joint Business Plans](https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_capabilities.htm&release=264.0.0&type=5)**  
    Joint Business Plans provide a workspace where channel managers and partners can set a shared strategy, create measurable objectives, build action plans, and collaborate with partners.
- **[Set Up Joint Business Plans](https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_setup.htm&release=264.0.0&type=5)**  
    Before channel managers can create joint business plans, admins must complete a few steps.
- **[Create a Joint Business Plan](https://help.salesforce.com/s/articleView?id=xcloud.pc_create_joint_business_plan.htm&release=264.0.0&type=5)**  
    Align your company and Salesforce on shared goals, objectives, and activities, and track progress toward agreed business outcomes.
- **[Give Partners Access to Manage Joint Business Plans](https://help.salesforce.com/s/articleView?id=xcloud.pc_give_partners_access_manage_joint_business_plans.htm&release=264.0.0&type=5)**  
    Configure access so that partner users can create, edit, and delete plans, objectives, and measures.
- **[Joint Business Plan Objectives](https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_objectives.htm&release=264.0.0&type=5)**  
    Define measurable objectives for a joint business plan and track progress toward shared goals.