Similiar to SF Classic I'd like to add or relate certain opportunities to partners. For implementation parts we work often with partners. So we want to add partners to such opportunities. But only for us to see where and which partner is involved (the actual partner does not have any access to our salesforce nor he is interacting with our salesforce)
So we see at one glance that a this opportunities there is partner xy "attached".
In the same time when on this particular partner page, I would need to be able to see the opportunities this partner is involved as well.
So from both sides visible.
Thanks for your help,
Philipp
3 Antworten
I also want to be able to use the partners related list in lightning opportunities just like in Classic, but it does not seem that you can add the related list to the opportunity page, even when it is on the opportunity page layout?
