Share Partner Marketing Budgets with the Channel Account Manager
Create a sharing rule that gives channel account managers 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 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 a sharing rule that grants budget access to internal users.
- From Setup, enter Sharing in the Quick Find box, then select Sharing Settings.
- Click New under Partner Marketing Budget | Sharing Settings.
- Enter your rule information for your channel manager.
- Save your sharing rule.