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.
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 partner marketing budget page layout for the channel account manager
(CAM).
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From Setup, enter Budget in the Quick Find box, then select
Page Layouts under Partner Marketing Budget.
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Create a Partner Marketing Budget page layout for channel account managers by
cloning the primary partner marketing budget layout. Let’s call this Marketing
Budget - 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 budgets.
-
Save the page layout.
