Configure Partner Marketing Budgets so that channel account managers can access them. Set up workflows to streamline the approval process.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Configuring partner marketing budgets for your Partner Central Experience Cloud site involves the following steps.
- Customize Page Layouts for Partner Marketing Budgets
Page layouts control field visibility and behavior for different types of users. Channel account managers must create and update budgets. The company may not want partner users to have access to budgets. - Grant Channel Account Managers Access to Partner Marketing Budgets
Create a permission set that gives the channel account managers Create, Read, and Update permissions on Partner Marketing Budgets. - Share Partner Marketing Budgets with the Channel Account Manager
Create a sharing rule that gives channel account managers access to budgets. - Create Approval Workflows for Partner Marketing Budgets
Approval workflows are unique to each organization’s marketing needs and business processes.