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Use a Custom object in Salesforce to attribute partnership revenue

Use a Custom object in Salesforce to attribute partnership revenue

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over 11 months ago

You can use custom objects in Salesforce to attribute partnership revenue by doing following the next steps.

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Below you can find a detailed description of all the steps you need to take.

Create a custom object

  • Go to Setup > Object manager

  • Create custom object

Create a relation table between your object and opportunities

  • Add a look up relation field on your custom object to link to another object (e.g. Opportunity)


  • Adjust your opportunity layout to show the new custom object.

    • Go to the opportunity Object > Page Layout

    • Select Related Lists and move the custom object to where you want to display it within an opportunity detail.

    • Save the page layout

Start attributing your partners to your opportunities

Within the opportunity you can now link your partners via the custom object.


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