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Modifying the Account Plan Partner Roles picklists

Here’s how to modify the Partner Type picklist values.

You can change this field by navigating to:

  • Setup
  • Object Manager.
  • Select the Account Plan Partner Role object.

  • On the left-hand side, select Fields and Relationships.
  • Click the Partner Type field.
  • Modify the picklist in the Values section by using the new, edit, or delete options.

 

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