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Add Partner Relationships
The opportunity and account detail pages include a Partners related list for viewing and adding partner relationships.
Required Editions
| Available in: Lightning Experience, Salesforce Classic, and all versions of the Salesforce app |
Available in: All Editions for orgs created before Summer ’09 Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later |
| User Permissions Needed | |
|---|---|
| To add partners to an account: | Edit on accounts AND Read on opportunities |
| To add partners to an opportunity: | Read on accounts AND Edit on opportunities |
To view account information for a specific partner, click the partner’s name in the Partners related list. If you don’t have permission to view a partner account, the account name still appears in the related list on the account or opportunity. However, you don’t have access to other information about that account.
- In the Partners related list, click New.
- On opportunities, you can choose a primary partner by selecting Primary. Partners marked as primary appear in opportunity reports.
- In the Partner column, enter the name of an account. In Lightning Experience, you can add multiple partners at a time. In Salesforce Classic, you can also create an account by opening the lookup dialog and clicking New.
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In the Role column, choose the role that the partner account plays in the account or
opportunity.
Remove a partner relationship by clicking Delete (Lightning Experience) or Del (Salesforce Classic) next to the partner. You can’t open partner records from the Partners related list in the new Salesforce mobile app.
If you change the account for an opportunity that has partners, all partners are deleted from the Partners related list.
Selecting a partner on an account or opportunity automatically creates a reverse partner relationship so that each account lists the other as a partner. The role you select is applied to the partner account; in the current account, the reverse role is applied.
Your Salesforce admin sets the available roles and the corresponding reverse roles.
Your admin can customize the columns displayed in the related list.
