Published at: 2026-09-17
Partner field sales
Partner Field Sales lets partner users plan field activities and check in through Visit Sales, while upstream channel managers review execution data. The source documentation identifies this capability as a limited-release feature.
Before you start
[!IMPORTANT] - Confirm that your account has access to Partner Field Sales. - Confirm that the upstream enterprise has configured field sales rules, activity types, and actions.
Complete a field activity
- Open Partner Field Sales from the Partner Connect home page.
- Create a field activity plan or select an existing plan.
- Check in or complete the field action as required on the page.
- Save the result.
- Review your field activity records.
The upstream channel manager configures field sales rules, field activity types, and actions and can review partner execution data. Available actions depend on the current access scope.
Expected result
The field activity plan and execution result are saved, and the upstream enterprise can review the execution data.