--- schema_version: "1" id: 28f3114ac7d0899508b97fc895e56e91b92d5d5e2e36fc6c824149c245160b21 title: Partner collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_partner.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_partner.htm source_site: developer.salesforce.com content_type: documentation content_hash: 7478d5ddd19cd367efd107108eab2d34454e0c56b5ccbdba9a050e2778fa53a1 description: Represents a partner relationship between two Account records or between an Opportunity record and an Account record. --- # Partner Represents a partner relationship between two Account records or between an Opportunity record and an Account record. ## Supported Calls create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve() ## Special Access Rules Customer Portal users can't access this object. ## Fields | Field | Details | | --- | --- | | AccountFromId | Type reference Properties Create, Filter, Group, Nillable, Sort Description Required if OpportunityId is null. ID of the main account in a partner relationship between two accounts. Specifying this field when creating a Partner record creates two AccountPartner records, one for each direction of the relationship. If you specify the OpportunityId field, you can’t specify this field as well. This is a relationship field. Relationship Name AccountFrom Relationship Type Lookup Refers To Account | | AccountToId | Type reference Properties Create, Filter, Group, Sort Description Required. ID of the Partner Account related to either an opportunity or an account. You must specify this field when creating an Opportunity Partner or an Account Partner record. This is a relationship field. Relationship Name AccountTo Relationship Type Lookup Refers To Account | | IsPrimary | Type boolean Properties Create, Defaulted on create, Filter, Group, Sort Description Valid for Opportunity Partners only. Indicates that the account is the primary partner for the opportunity. Only one account can be marked as primary for an opportunity. If you set this field to 1 (true) upon insert of a new opportunity partner, this field is automatically set to 0 (false) for any other primary partners for that opportunity. Label is **Primary**. | | OpportunityId | Type reference Properties Create, Filter, Group, Nillable, Sort Description Required if AccountFromId is null. ID of the opportunity in a partner relationship between an account and an opportunity. Specifying this field when creating a record creates an OpportunityPartner record. If you specify the AccountFromId field, you can’t also specify this field. This is a relationship field. Relationship Name Opportunity Relationship Type Lookup Refers To Opportunity | | ReversePartnerId | Type reference Properties Filter, Group, Nillable, Sort Description ID of the reciprocal Parnter record in a partner relationship. | | Role | Type picklist Properties Create, Filter, Group, Nillable, Sort Description UserRole that the account has toward the related opportunity or account, such as consultant or distributor. | ## Roles In the Salesforce user interface, system administrators can set up the valid role values and their corresponding reverse role values in the PartnerRole object. Each account in the relationship is assigned a Role (such as Consultant or Distributor) designating that account’s role toward the related account or opportunity. ## Creating an Account-Opportunity Partner Relationship When you create a partner relationship between an account and an opportunity (when you create a Partner record and specify the OpportunityId field), the API automatically creates two OpportunityPartner records, one for the forward relationship and one for the reverse. - The value of the Partner field AccountToId maps to the value of the OpportunityPartner field AccountToId. - The values of the OpportunityId, Role, and IsPrimary fields in both the Partner and OpportunityParnter records are the same. - If you set the IsPrimary value to 1 (true) upon insert of a new OpportunityPartner, the IsPrimary value is automatically set to 0 (false) for any existing primary partners for that opportunity. This mapping allows the API to manage the records and their relationships efficiently. ## Creating an Account-Account Partner Relationship When you create a partner relationship between two accounts (when you create a Partner record and specify the AccountFromId), the API automatically creates two AccountPartner records, one for the forward relationship and one for the reverse. For example, if you create a Partner relationship with “Acme, Inc.” as the AccountFromId and “Acme Consulting” as the AccountToId, the API automatically creates two AccountPartner records: - The forward relationship AccountPartner with “Acme, Inc.” as the AccountFromId and “Acme Consulting” as the AccountToId. - The reverse relationship AccountPartner with “Acme Consulting” as the AccountFromId and “Acme, Inc.” as the AccountToId. - The value of the Role field in the reverse relationship AccountPartner is set to the PartnerRole record ReverseRole value associated with the value of the Role field in the forward relationship AccountPartner. This mapping allows the API to manage the records and their relationships efficiently. #### See Also - [AccountPartner](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountpartner.htm "This object represents a partner relationship between two Account records. An AccountPartner record is created automatically when a Partner record is created for a partner relationship between two accounts. An AccountPartner record is also created automatically between an account and an opportunity’s account when a Partner record is created between an account and an opportunity.") - [OpportunityPartner](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitypartner.htm "This object represents a partner relationship between an Account and an Opportunity. An OpportunityPartner record is created automatically when a Partner record is created for a partner relationship between an account and an opportunity.") - [UserRole](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_role.htm "Represents a user role in your organization.") - [PartnerRole](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_partnerrole.htm "Represents a role for an account Partner, such as consultant, supplier, and so on.")