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            Sharing Information with Partners

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            Sharing Information with Partners

            Partners are companies or individuals that directly drive sales or help you close sales deals.

            Required Editions

            Available in: Salesforce Classic

            Available in: all editions in orgs activated before Summer ’09

            Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions in orgs activated after Summer ’09

            You can track partner sales in your Salesforce org in different ways.

            • Add partners to account and opportunity records.
            • Enable your org for partners, create partner accounts, create partner users, and collaborate with them on your channel sales data in a partner community (recommended) or partner portal.
            • Use Salesforce to Salesforce if your partner has a Salesforce org of their own.
             
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            Salesforce Help | Article