Let partner users claim money for expenses incurred on marketing activities. Claims are associated with fund requests.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create claims | Create on claims |
| To update claims | Update on claims |
If you have a Partner License and have enabled Experience Cloud sites, Market Development Fund objects are available in your org.
Tip Create a separate permission set for the channel account manager (CAM) or
financial department to manage and approve fund claims. Partner users only need Create, Update,
and Read permissions to submit a fund claim.
- From the App Launcher, find and open Fund Claim.
- Click New and enter the name, request, amount, and status of the claim.
- Save the claim.
Claims can be updated. The budget associated with the updated claim must have the same validation status as the original.
Tip You can create an approval workflow for partners to submit fund claims for
reimbursement by the channel account manager or financial department. To prevent users from
manually changing the status value on records they own, make sure the “Status” field on the
Claim object is set to Read-only.
Note We’ve created the Total Approved Fund
Claims and Total Reimbursed Fund Claims fields for you.
These formula fields are automatically updated.