Set up account plans with partners to align on shared goals, track strategic initiatives, and drive mutual growth. This feature helps improve collaboration, visibility, and execution on key customer accounts across internal teams and partner organizations.
Required Editions
| Available in: Lightning Experience |
| Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses. |
| User Permissions Needed | |
|---|---|
| Create, edit, delete, clone plans; manage sharing; view Relationship Maps. | Channel Manager |
| View shared plans; edit permitted fields like Customer Landscape, Competitive Landscape, Objectives and Measures if allowed. | Partner Admin |
| Enable and configure feature; assign permissions. | Salesforce admin |
| Add components to Partner Site. | Partner Admin |
Enable Account Plans in Setup
Admins can enable Partner Account Plans as part of the PRM setup.
Make sure that Sales Account Plans is enabled—Partner Account Plans rely on this configuration.
- Go to PRM Setup > Partner Productivity>Account Plans with Partners.
- Click through to Sales Account Plans to complete setup.
- Assign permission sets, add Account Plans to page layouts, and customize fields as needed.
- Add the Account Plan component to the Account Record Page on your Partner Community site.
Account Plan component is available only on the Account object. Partner
layout can differ from vendor layout, but fields remain consistent with the vendor configuration.