Tagging partner contacts on C360 timeline updates, calls, meetings, etc.

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  • Updated 10 months ago
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We have some customers accounts that are acquired through a partner. Those partners tend to stay around for the lifecycle of the customer and are involved in ongoing customer discussions, etc. Is it possible to tag partner contacts in the customer's timeline notes? The partner/customer relationship already exists in our Salesforce so I'm hoping these partner contacts can be exposed somehow to the customer account.
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Sang Wang

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Posted 10 months ago

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Nitisha Rathi, Employee

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Hi Sang,

Can we identify partner/customer relationship by any attribute on contact object? If not, then can you give us more details of how this relationship is setup in Salesforce.

Thanks,
Nitisha
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Sang Wang

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On our customer account, there's a section called Partners that lists out the partners and the opportunities they're related to.