Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

DealIndirectPartner

Represents an indirect partner’s involvement in a deal. This object is available in API version 63.0 and later.

A DealIndirectPartner record can be created manually or through automation when a partner is associated with an opportunity, lead, or account, capturing role and contact information.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The account associated with the indirect partner on the deal. This field is a relationship field. Relationship Name Account Refers To Account
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the record was last referenced by the user or system.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description Date and the timestamp when the record was last viewed in the Salesforce UI. Helps monitor user access and engagement.
LeadId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to a lead associated with this indirect partner record. This field is a relationship field. Relationship Name Lead Refers To Lead
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description System-generated unique identifier for the record, used for lookup and reference purposes.
OpportunityId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Opportunity associated with the indirect partner. This field is a relationship field. Relationship Name Opportunity Refers To Opportunity
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description User or group that owns this record. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
PartnerName	Type string Properties Create, Filter, Group, Sort, Update Description Name of the indirect partner participating in the deal. This field captures the business or entity name.
PartnerRoleType	Type picklist Properties Create, Filter, Group, Sort, Update Description The role played by the indirect partner in the deal. Common values might include Reseller, Distributor, and so on.
PrimaryContactFirstName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description First name of the primary contact at the partner organization.
PrimaryContactLastName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Last name of the primary contact at the partner organization.
PrimaryContactName	Type string Properties Filter, Group, Nillable, Sort Description Full name of the primary contact. This field may be auto-generated by combining first and last names or used for reporting purposes.
PrimaryContactSalutation	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Salutation for the primary contact. Possible values are: `Dr.` `Mr.` `Mrs.` `Ms.` `Mx.` `Prof.`

Object Reference for the Salesforce Platform

DealIndirectPartner

Supported Calls

Fields