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.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create or customize page layouts |
Customize Application |
Create a marketing fund allocation page layout for the channel account manager.
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From Setup, enter Allocation in the Quick Find box, then select
Page Layouts under Partner Fund Allocation.
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Create a Partner Fund Allocation page layout for channel account managers by
cloning the primary partner fund allocation layout. Let’s call this Marketing Fund
Allocation - CAM.
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Modify the page layout to add, remove, or modify the behavior of fields, action buttons,
related lists, and layouts based on who the layout is for. Typically, channel managers create
and update fund allocations.
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Save the page layout.
