Account Plan Partner Roles Fields

The Account Plan Partner Roles object has the fields in the table below.

Remember, you can modify the Partner Type picklist to show the options that are important to your business.

Key: Field Label (API Name, Field Type, Additional Information)

• Account Plan (KeyAccountPlan__Account_Plan__c, Master-Detail)
  This master-detail field links the Account Plan Partner Role with the Account Plan.
• Partner Account (KeyAccountPlan__Partner_Account__c, Master-Detail)
  This master-detail field defines the relationship between another Account and the Account Plan.
• Partner Type (KeyAccountPlan__Role__c, Picklist, Default Values: Consultant, Introducer, Systems Integrator, Buying Group, Legal Advisor)
  This field allows users to select the Partner Account’s role on the Key Account Plan. You can customize the picklist values in this field to reflect your business needs.