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Create a Market Development Budget

Channel account managers can create budgets for specific vendor groups based on location, type of funds (Market Development or co-op), or by channel programs. Using custom lookup fields, they can also associate budgets with marketing campaigns.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create budget Create on budget
To update budget Update on budget

If you have a Partner License and have enabled Experience Cloud sites, the Market Development Fund objects are available in your org.

  1. From the App Launcher, find and open Partner Marketing Budget.
  2. Note
    Note Field-level security can’t be used to edit standard fields on partner marketing budgets.
    Click New and enter the name, type, amount, and start and end dates.
  3. Save the budget.

Select Ignore Validation to bypass validation criteria and allow more flexibility to how budgets are allocated, claimed, and requested. Ignore Validation can’t be reversed after it’s selected for a budget.

You can update allocations, claims, and requests for this budget. The updated values must be associated with a budget that has the same validation status as this one.