---
schema_version: "1"
id: f2f294debc6ec140dc37a1912e8da655c027dc69e55951192ced6329602b1d94
title: Set Up 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_jbp_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 26e9ab9858d158c116c5d57ed04977aa164052508e31819cf45c9b45cc0afcab
description: Before channel managers can create joint business plans, admins must complete a few steps.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Set Up Joint Business Plans

Before channel managers can create joint business plans, admins must complete a few steps.

### 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>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12205e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Create, edit, delete, clone plans; manage sharing; view Relationship Maps.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Channel Manager</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">View shared plans; edit permitted fields like Customer Landscape, Competitive
              Landscape, Objectives and Measures if allowed. </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Partner Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Enable and configure feature; assign permissions. </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Salesforce admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Add components to Partner Site.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12205e67 ">Partner Admin</td>

          </tr>
        </tbody>
      </table>

## Enable Joint Account Plans

- Joint Account Plans require [Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_setup.htm&type=5&language=en_US) to be enabled first.
- After activation, Joint Account Plans appear automatically on Partner Accounts.
- Complete Partner Cloud Initial Setup.

1. From the gear menu, select **Salesforce Go**, and then search for Joint Business Plans Initial Setup on the Salesforce Go Home page.
2. Click **Set Up**.
3. On the Joint Business Plans Initial Setup click **Get Started**.
4. Turn on Joint Business Plans.
5. Confirm to continue.
6. To assign the default record types for Account Plan:
    
    - Navigate to the record page.
    - Click **New**.
    - Enter the Record Type label.
    - Assign the record to Standard User and System Administrator.
    - Click **Next**.
    - For the Apply one layout to all profiles, use the drop-down to select **Account Plan Layout**.
    - Click **Save**.
7. Navigate to the Joint Business Plans Setup page and refresh to turn on Joint Business Plans.

## Configure Channel Manager Experience

To help partners view joint business plans, add the Account Plans related list component to your preferred Account page layout.

Before you begin: Turn on Joint Business Plans.

1. From the gear menu, select **Salesforce Go**, and then search for Joint Business Plans Initial Setup on the Salesforce Go Home page.
2. Click **Set Up**.
3. On the Joint Business Plans Initial Setup click **Get Started**.
4. Click **Go to Page Layout** in the 'Add Account Plans to Accounts Related List' section.
5. Click **Account Layout**.
6. Click **Related Lists** in the Account Layout.
7. Drag and drop the Account Plans in the Account Layout.
8. To track partner progress toward objectives, click **Go to Setup** in the 'Manage Calculation Definitions' section.
9. Verify the available measure calculations. If needed, create and activate any additional calculation definitions.

## Set Up Partner Experience

Give partners access to joint business plans by configuring their permission sets, profiles, and portal components. Setting up these access controls ensures partner users can view and collaborate on shared business goals directly in the partner portal.

Before you begin: Turn on Joint Business Plans.

1. From the gear menu, select **Salesforce Go**, and then search for Joint Business Plans Initial Setup on the Salesforce Go Home page.
2. Click **Set Up**.
3. On the Joint Business Plans Initial Setup click **Get Started**.
4. Click **Go to Page Layout Assignment** in the Assign Record Type to Partner User Profile.
5. Click **Edit Assignment** In the Account Plan page.
6. Select the layout for the required profile.
    
    The selected record is highlighted in purple.
7. Use the drop-down in the ‘Page Layout to Use' field and select ‘Account Plans-Joint Business Plans’.
    
    ![Account Plan Page Layout.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/partner_cloud/images/pc_jbp/jbp_account_plan.png)
8. Click **Save**.
9. To add the Account Plans - Joint Business Plans component to the partner portal, click **Go to Setup** in the ‘Add Joint Business Plan Component to Partner Portal’ section.
    
    If needed, you can also add the ‘Joint Business Plan Felxi Page’ to the partner portal.
10. Click **Builder** in the All Sites page.
11. Click the ![Lightning icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/partner_cloud/images/pc_jbp/jbp_lightning_icon.png) icon to view the components.
12. Find the ‘Account Plans-Joint Business Plans’ component in Sales.
    
    ![List of Components in Builder.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/partner_cloud/images/pc_jbp/jbp_components.png)
13. Drag and drop the 'Account Plans-Joint Business Plans' component into the partner portal.
14. Click **Preview** to see how the partners can view the partner portal.
15. Click **Publish**, to publish the changes to the partner portal.