Monday, August 31, 2015

Salesforce.com - How to use Partner Object in Salesforce.com?

This in-built object Salesforce.com object will help to define mutual many-many relationship between account and opportunity object. Partner roles can be customized and a reverse role should also be defined for every partner role.


Steps to customize Partner role:

Click on Setup – Customize – Account – Partner Roles –

Click on New



Define the partner role and reverse role and we are all set to use it.



Written by Prabha Krishnamurthy

2 comments:

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