Loading
Prepare for Email to Become the Default Login ExperienceRead More
Partner Cloud
Give Partners Access to Manage Joint Business Plans

You are here:

  1. Salesforce Help
  2. Docs
  3. Partner Cloud

Give Partners Access to Manage Joint Business Plans

Configure access so that partner users can create, edit, and delete plans, objectives, and measures.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To clone and configure permission sets: Manage Profiles and Permission Sets
To assign permission sets: Assign Permission Sets

The standard Account Plans With Partners permission set provides read-only access. Clone and configure it to give partner users additional access.

Tip
Tip You can also use the standard PartnerUser permission set group.
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Select Account Plans With Partners.
  3. Click Clone.
  4. Enter a label and API name for the custom permission set, and save your changes.
  5. In the cloned permission set, select Object Settings.
  6. Grant the required create, read, edit, and delete access for joint business plans, account plans, objectives, and measures.
  7. Click Save.
  8. Select Manage Assignments, and then select Add Assignments.
  9. Select the partner users who manage joint business plans and account plans, and then select Assign.
  10. Confirm that the assigned partner users can create and delete joint business plans and account plans.

Joint Business Plan list views show opportunities for the partner account based on the shared entity. Channel managers can create objectives from calculation definitions and view the default records.

 
Loading
Salesforce Help | Article