Create two sharing rules: one for the channel account manager (CAM) and one for the partner user.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create sharing rules | Manage Sharing |
If you have a Partner License and have enabled Experience Cloud sites, Market Development Fund objects are available in your org.
Create two sharing rules to grant the appropriate access to partner fund allocations for channel account managers and partner users.
- From Setup, enter Sharing in the Quick Find box, then select Sharing Settings.
- Click New under Partner Fund Allocations | Sharing Settings.
- Enter your rule information for your channel manager.
- Save your sharing rule.
- Create a sharing rule for your partner users as well.