Allocate Market Development Funds (MDF) or co-op funds to channel partners from an
existing budget. Allocations are associated with budgets and channel partners to track budget
usage.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create allocations |
Create on allocations |
| To update allocations |
Update on allocations |
If you have a Partner License and have enabled Experience Cloud sites, Market Development Fund
objects are available in your org.
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From the App Launcher, find and open Fund Allocation.
-
Click New and enter the name, budget, channel partner, and
amount.
-
Save the allocation.
Allocations can be updated. The budget associated with the updated allocation must have
the same validation status as the original.
