---
schema_version: "1"
id: 3036ce2ffd33c7df8112aa204f914b22fc49bcb8e4862bc3fa5eeaf92bb5fef4
title: Set Up Account Plans with Partners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pem_accountplan_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pem_accountplan_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04c16f52ddde9653d237d69af9817b1321fef16005b98e588fa6f32be69e654a
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Set Up Account Plans with Partners

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

<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: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses.</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="d4240e58">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Create, edit, delete, clone plans; manage sharing; view Relationship Maps.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Channel Manager</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">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="d4240e58 ">Partner Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Enable and configure feature; assign permissions. </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Salesforce admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Add components to Partner Site.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4240e58 ">Partner Admin</td>

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

## 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.

1. Go to **PRM Setup** > **Partner Productivity**\>**Account Plans with Partners**.
2. Click through to Sales Account Plans to complete setup.
3. Assign permission sets, add Account Plans to page layouts, and customize fields as needed.
4. 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.