Configure Partner Fund Allocations

Configure partner fund allocation for your partner site to make funds available to your partner users. Channel account managers can create and update funds and track fund activity.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Configuring partner fund allocations for your Partner Central Experience Cloud site involves the following steps.

Customize Page Layouts for Partner Fund Allocations
Page layouts control field visibility and behavior for different types of users. Channel account managers need to create and update allocations, but the company may not wish to expose some information about allocations to partner users.
Grant Channel Account Managers Access to Partner Fund Allocations
Create a permission set to grant channel account manager permissions on Partner Fund Allocations.
Share Partner Fund Allocations with the CAM
Create two sharing rules: one for the channel account manager (CAM) and one for the partner user.