Published at: 2026-09-17

Enable the partner object and channel manager

Enabling partner management allows an upstream enterprise to maintain partners in its CRM. Channel managers are responsible for managing those partners.

Before you start

  • You can access administrative settings in the upstream enterprise’s CRM.
  • You know which employees will manage partners.

Enable partner management

  1. Go to Setup > Business Rule Management > Partner Management.
  2. Turn on the Partner switch.
  3. Confirm that the Partner object has been added.
  4. Confirm that the Partner Contact record type and its layout are available.
The system also adds the Channel Manager role. By default, this role has full access to the Partner object.

Assign the Channel Manager role

  1. Go to Setup > Role and Permission Management > Business Permissions > Employee Role Assignment.
  2. Select an employee who manages partners.
  3. Assign the Channel Manager role.
  4. Save the assignment.

Verify the setup

Confirm that the channel manager can open the Partner object and maintain Partner and Partner Contact records. You can then establish a connection as described in Enterprise Interconnection and Application Access.
Review channel access management after enabling partner management

Expected result

The system provides the Partner object, Partner Contact record type, and Channel Manager role.

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Configure the partner lead pool