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OpportunityPartner

This object represents a partner relationship between an Account and an Opportunity. An OpportunityPartner record is created automatically when a Partner record is created for a partner relationship between an account and an opportunity.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), query(), retrieve()

Special Access Rules

Customer Portal users can't access this object.

Fields

Field	Details
AccountToId	Type reference Properties Create, Filter, Group, Sort Description ID of the partner Account in the partner relationship. This is a relationship field. Relationship Name AccountTo Relationship Type Lookup Refers To Account
IsPrimary	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort Description Indicates whether the account is the opportunity’s primary partner (`true`) or not (`false`). Label is Primary.
OpportunityId	Type reference Properties Create, Filter, Group, Sort Description ID of the Opportunity that is in the partner relationship. This is a relationship field. Relationship Name Opportunity Relationship Type Lookup Refers To Opportunity
ReversePartnerId	Type reference Properties Filter, Group, Nillable, Sort Description ID of the reciprocal OpportunityPartner record in a partner relationship.
Role	Type picklist Properties Create, Filter, Group, Nillable, Sort Description The UserRole that the Account has on the Opportunity. For example, `Reseller` or `Manufacturer`.

Creating an Account-Opportunity Partner Relationship

When you create a partner relationship between an account and an opportunity (when you create a Partner record and specify the OpportunityId field), the API automatically creates two OpportunityPartner records, one for the forward relationship and one for the reverse.

The value of the Partner field AccountToId maps to the value of the OpportunityPartner field AccountToId.
The values of the OpportunityId, Role, and IsPrimary fields in both the Partner and OpportunityParnter records are the same.
If you set the IsPrimary value to 1 (true) upon insert of a new OpportunityPartner, the IsPrimary value is automatically set to 0 (false) for any existing primary partners for that opportunity.

This mapping allows the API to manage the records and their relationships efficiently.

Object Reference for the Salesforce Platform

OpportunityPartner

Supported Calls

Special Access Rules

Fields

Creating an Account-Opportunity Partner Relationship

See Also