Opportunity Partner Roles Salesforce. I'm using a picklist value on the 'type' field of the account to dist
I'm using a picklist value on the 'type' field of the account to distinguish partners. The Contact Roles related list of an Account, Case, Contract, or Opportunity displays the roles that each Contact or Person Account plays in that record. Join FutureSkills Prime to build in-demand digital and professional skills. This role is perfect for someone who thrives on relationship-building, strategic partnerships, and go-to-market execution. Use the search box to learn more about our career opportunities. People associated with the household but outside of it are related contacts, such as lawyers, accountants, or tax planners. Sep 4, 2025 ยท Salesforce’s “Primary” Fields, Explained — Contact’s Primary Account and Opportunity’s Primary Campaign… Salesforce lets you relate many records, but in key places you must mark one The Salesforce Partner Program helps consultants, software vendors, resellers, and managed service providers connect with customers in a whole new way. My question is if there is a way to display a related list on the partner accounts that shows opportunities a partner account is associated with. ORG wide defaults are set to When entering a partner to an opportunity i wol dlike to change the role dropdown list to be more industry specific. Deploy in the cloud, on-premises, or natively integrate with Salesforce CRM.
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