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Collaborate with partners on strategic customer accounts directly within Salesforce using Account Plans in PRM. Share access to account goals, metrics, and insights to create structured plans that drive growth, strengthen alignment, and build long-term customer value. This feature extends Sales Account Planning tools to the Partner Community.
| 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. |
Partners can view and contribute to account strategies based on permissions set by vendor teams, making it easier to align on goals and execute collaboratively.
Account Planning in PRM supports a Plan with Partners model where channel managers and partner reps co-create strategic plans. Partners can contribute insights, map customer needs, and upload supporting documentation based on permission levels.
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