> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Link Salesforce opportunities to partners

> Attribute Salesforce opportunities to the partner who influenced them using a custom field or a relation table.

Attribution connects a Salesforce opportunity to the partner who sourced or influenced it, which is what makes partner-attached pipeline, reporting, and commissions trustworthy. Salesforce orgs model partner links differently, so this guide helps you choose the method that fits your schema, a field on the opportunity or a relation object, then configure it once so opportunities attribute automatically. This is the same attribution step the connect wizard runs, reopened so you can refine or add mappings any time.

## What you'll achieve

Salesforce opportunities linked to the right partner, with a named attribution that reads clearly to your team and partners, so partner-influenced revenue shows up correctly in Introw reporting and feeds commissions.

## Before you start

<Steps>
  <Step title="Connect Salesforce">
    Salesforce must be connected and synced. See [Connect Salesforce as your source of truth](/features/integrations/crm/guides/connect-salesforce).
  </Step>

  <Step title="Know how opportunities relate to partners">
    Decide which matches your org: a field or picklist on the opportunity that identifies the partner (single partner per opportunity), or a relation object that links opportunities to partner accounts (richer or multi-partner links).
  </Step>
</Steps>

## Steps

<Steps>
  <Step title="Open object linking">
    Go to [Integrations](https://app.introw.io/settings/integrations?category=crm), open the connected Salesforce connection with **Configure**, and go to **Which objects do you link with partners?** (the **Object Linking** screen). Select **Add object**, or open the existing **Opportunity** mapping to edit it. Configure **Opportunity** at minimum, since it is what reporting and commissions run on.
  </Step>

  <Step title="Choose how opportunities attribute to partners">
    On **How do you attribute partners to Opportunity objects?**, choose the method that matches your schema:

    * **Custom properties** - link each opportunity to a partner through a field or picklist you already maintain on the opportunity. Best when an opportunity has a single partner. You then pick **which property** holds the partner.
    * **Relation table** - link opportunities through a relation (junction) object between the opportunity and the partner account or custom object, such as an Opportunity Partner relation. Best when an opportunity can involve multiple partners or roles, or when partners are tracked in a junction object rather than a single field.
  </Step>

  <Step title="Configure the chosen method">
    For **Custom properties**, select the field that identifies the partner. For a **Relation table**, point Introw at the relation object and confirm the keys that connect the opportunity to the partner account, and optionally a filter that scopes which relation rows count. The defaults match a standard Opportunity Partner relation, so adjust only if your org differs.
  </Step>

  <Step title="Map values to partners if prompted">
    When the chosen field holds coded values rather than partner names, use **Match property values to Introw partners** to line each CRM value up with the right partner, so opportunities resolve to the correct partner record.
  </Step>

  <Step title="Name the attribution and save">
    Set **What name do you want to use for this attribution?** so the link reads clearly internally and to partners, then select **Add Opportunity attribution** (or **Save** when editing). Confirm when Introw asks you to verify the configuration.
  </Step>
</Steps>

## Verify it worked

Open a partner-influenced opportunity in Salesforce: in Introw it shows attributed to the right partner under your attribution name, and that partner's sourced or influenced pipeline reflects the opportunity in reporting and commissions.

## Related

<CardGroup cols={2}>
  <Card title="Link HubSpot deals to partners" icon="book-open" href="./link-hubspot-deals-to-introw">
    The same job for HubSpot, including associations.
  </Card>

  <Card title="Connect Salesforce as your source of truth" icon="book-open" href="/features/integrations/crm/guides/connect-salesforce">
    Set up the connection and the attribution step in context.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>