Enabling CRM and SFA Partner Features
If you're an Administrator, you can enable the following features on the CRM subtab of the Enable Features page at Setup > Company > Enable Features.
|
Feature |
Description |
|---|---|
|
Partner Relationship Management |
Use records to manage your partners. Track the sales your partners bring in by associating partners with promotion codes or including partner codes in links to online forms. You must enable this feature to enable the Partner Access and Advanced Partner Access features. |
|
Partner Commissions/Royalties |
Create schedules that calculate commission for partners and pay commission when it is earned.
Note:
Enabling this feature creates the system-generated Commissions Payable account. |
|
Multi-Partner Management |
Associate more than one partner with each sales transaction. |