Set Up Joint Business Plans

Enable Joint Account Plans

Configure Account Page Layout

Update the Account page layout so channel managers and partner users can access Joint Business Plan components.

1. From Setup, select Object Manager.
2. Select Account from the list of objects.
3. Click Page Layouts in the left sidebar.
4. Click the name of the layout you want to edit (for example, Account Layout) or select Edit from the dropdown menu next to it.
   1. Add elements: In the palette at the top, select a category (for example, Fields, Buttons, Related Lists) and drag the desired element onto the layout below.
   2. Remove elements: Drag any unwanted element from the layout back up to the palette.
   3. Reorder elements: Click and drag fields, sections, or related lists to move them to a new location.
5. Configure properties: Click the wrench icon next to a field to make it "Read-Only" or "Required," or next to a Related List to customize its columns.
6. Click Save in the palette header to apply your changes.

Set Up Partner Central Access

Set up Partner Central access by enabling Digital Experiences, creating a Community site with the Partner Central template, configuring profiles and permission sets, adding partner users to accounts and contacts, and customizing the builder for partner needs like lead sharing or deal registration.

Define Objective Measure Calculations

Objective Measure Calculations (within Account Plans) define how to automatically compute a metric (such as total Opportunity amount or count) from related records (Opportunities, Campaigns, Cases) to track progress against strategic goals.

Note For existing accounts, add the Objective Measure Relation Autolinking Enabled field to the Account Plan Objective page.

Configure Action Plan Template for an Objective

1. Create action plan templates.
2. Add to Page Layout via Setup > Object Manager, select your target object (for example, Opportunity). Edit the Page Layout and drag the Action Plans Related List onto the layout.
3. Use the Lightning App Builder to add the Action Plans List component to relevant record pages (for example, Account and Opportunity pages).
4. Grant users the necessary permissions for Action Plans and Action Plan Templates via Permission Sets or Profiles.

Important The feature distinguishes between customer accounts (Account Plans) and partner accounts (Joint Business Plans) automatically.