About Workflow Rule Actions Specific to Managing Partner Accounts

The following workflow rule actions are specific to managing partner accounts:

• Sync Partner Books. Synchronizes the book associations when a partner account is a separate record not associated with the book. When the relationship of the account to that record is removed, the associated partner books are removed. Associated partner books are books where the partner is defined for the specific partner account. For example, when Partner Account A is linked to an opportunity record, all books defined as Partner A are also associated with the opportunity. If the association between the partner account and the opportunity is broken, then this workflow action removes the books for that partner account.

• Sync Book Partner. Links a partner account to a record when a book associated with the partner account (and Partner field is specified on the book) is associated with the record. This workflow action also removes the partner account relationship from a record when a book associated with the partner account is removed from the record.

  If multiple books are associated with that partner account, then other books associated with the partner account are also synchronized with the record.

• Sync Owner Partner. When the record owner is a partner user and the partner organization is populated in the user record, the workflow synchronizes the record owner's partner account, and its associated books with the record. (Associated books are all books associated with that partner using the Partner field.) If the owner is changed, then all the books for the original partner are removed and that partner account is removed. An owner is automatically added to the team when the owner is added to the record. The user will also remain on the team if the user is removed from the Owner field.