---
schema_version: "1"
id: f28a1103f4c2c790418e6aaa5246e54069efc19a3838aa67551cae218176346d
title: Account Planning with Partners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pem_accountplans.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pem_accountplans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1b0aeab11dfa41716f518752abb65b98f019862de9d4094fc4e2a98620eea568
description: Collaborate with partners on strategic customer accounts directly within Salesforce using Account Plans in PRM. Share access to account goals, metrics, and insights to create structured plans that drive growth, strengthen alignment, and build long-term customer value. This feature extends Sales Account Planning tools to the Partner Community.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Account Planning with Partners

Collaborate with partners on strategic customer accounts directly within Salesforce using Account Plans in PRM. Share access to account goals, metrics, and insights to create structured plans that drive growth, strengthen alignment, and build long-term customer value. This feature extends Sales Account Planning tools to the Partner Community.

### 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>

Partners can view and contribute to account strategies based on permissions set by vendor teams, making it easier to align on goals and execute collaboratively.

Account Planning in PRM supports a Plan with Partners model where channel managers and partner reps co-create strategic plans. Partners can contribute insights, map customer needs, and upload supporting documentation based on permission levels.

- **[Set Up Account Plans with Partners](https://help.salesforce.com/s/articleView?id=xcloud.pem_accountplan_setup.htm&release=264.0.0&type=5)**  
    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.