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.