---
schema_version: "1"
id: 64d61e3190174186b4efb7d9e31f7f83279ef2dd1f0ba49410356535b057cc7b
title: Create a Partner Fund Claim
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_market_dev_claim.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_market_dev_claim.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f54d8a53e2c78c3743d0b9642fcea23d4e01a446876824a72c377b010689868
description: Let partner users claim money for expenses incurred on marketing activities. Claims are associated with fund requests.
products:
  - Experiences
release: "264"
---
# Create a Partner Fund Claim

Let partner users claim money for expenses incurred on marketing activities. Claims are associated with fund requests.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d56811e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56811e70 ">To create claims</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56811e70 ">Create on claims</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56811e70 ">To update claims</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56811e70 ">Update on claims</td>

          </tr>
        </tbody>
      </table>

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

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_tip.png)

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.

1. From the App Launcher, find and open **Fund Claim**.
2. Click **New** and enter the name, request, amount, and status of the claim.
3. Save the claim.

Claims can be updated. The budget associated with the updated claim must have the same validation status as the original.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_tip.png)

Tip You can [create an approval workflow](https://help.salesforce.com/s/articleView?id=platform.what_are_approvals.htm&type=5&language=en_US) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)

Note We’ve created the **Total Approved Fund Claims** and **Total Reimbursed Fund Claims** fields for you. These formula fields are automatically updated.