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Set up account plans with partners to align on shared goals, track strategic initiatives, and drive mutual growth. This feature helps improve collaboration, visibility, and execution on key customer accounts across internal teams and partner organizations.
| Available in: Lightning Experience |
| Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses. |
| User Permissions Needed | |
|---|---|
| Create, edit, delete, clone plans; manage sharing; view Relationship Maps. | Channel Manager |
| View shared plans; edit permitted fields like Customer Landscape, Competitive Landscape, Objectives and Measures if allowed. | Partner Admin |
| Enable and configure feature; assign permissions. | Salesforce admin |
| Add components to Partner Site. | Partner Admin |
Admins can enable Partner Account Plans as part of the PRM setup.
Make sure that Sales Account Plans is enabled—Partner Account Plans rely on this configuration.
Account Plan component is available only on the Account object. Partner
layout can differ from vendor layout, but fields remain consistent with the vendor configuration.
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