Grant Channel Account Managers Access to Partner Fund Allocations
Create a permission set to grant channel account manager permissions on Partner Fund Allocations.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create permission sets | Manage Profiles and Permission Sets |
| To assign permission sets | Assign Permission Sets |
If you have a Partner License and have enabled Experience Cloud sites, Market Development Fund objects are available in your org.
Create a permission set that gives the channel account managers Create, Read, and Update permissions on Partner Fund Allocations.
- From Setup, enter Permission in the Quick Find box, then select Permission Sets.
- Click New.
- Enter your permission set information.
- Select the channel account manager profile for the type of user that this permission set is assigned to