About Partner Collaboration

Partner collaboration allows partners to share information with either employees or organizations of other partner companies. It can be used to share information among two or more partner companies.

It also provides partners with an automated process of requesting and accepting collaborations. After using the Partner Locator to find partners it wants to collaborate with, the partner clicks Request Collaboration to send a message to these partners. The invitee partners can see these collaboration requests in the Collaborations screen and can accept or reject them by changing the value of the Status field.

When a request is accepted, a Collaboration record is created. Partners associate this collaboration with resources, employees, or organizations that work on the collaboration.

The partner does not need to create a new collaboration whenever it has to collaborate on a new opportunity. After the collaboration and resources have been established, the partner can use resources on any new opportunities (or on other data) for the duration of the collaboration.

After the collaboration is set up, the partner companies that are collaborating can share opportunities, service requests, quotes, orders, campaigns, accounts, contacts, projects, and other information.