Monday, March 16, 2015

Salesforce – Partner Role

Setup > Customize > Accounts > Partner Roles

Partner Role Picklist Values: You can create new, edit, reorder, replace and printable view to partner role.

Partner Role Picklist Values > New
Partner Role: System Engineer
Reverse Role: Client

Add one or more picklist values and each value create own line and save.

Partner Role: System Engineer added in the partner role. 

Partner Related List > New

Select Partner, Role and Save.

Partner added to the account record.


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