Salesforce Account Partner Roles #inSalesforce
Account Partner Roles are used to define the roles and relationships of external organizations or individuals associated with a particular Account. These roles include Reseller, Consultant, Customer, etc. Partner Roles help track and categorize the interactions and partnerships between your organization and external parties within the context of an Account. They also help in assigning opportunities, leads, and cases to specific partners based on their roles. Account Partner Roles are crucial for managing and measuring the effectiveness of your partner ecosystem, enabling better collaboration, and tracking revenue-sharing agreements. They provide visibility into the various stakeholders involved in managing an Account and its associated opportunities.
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