Configure Partner Fund Claims

Configure Partner Fund Claims so that partner users can claim funds for reimbursement after running a marketing campaign. Channel account managers can approve or reject the claim.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Configuring market fund claims for your Partner Central Experience Cloud site involves the following steps.

Grant Channel Account Managers and Partner Users Access to Partner Fund Claims
Create a permission set for your channel account manager (CAM) or financial department so they can manage and approve and reimburse fund claims. Create another permission set for your partner users so they can submit fund claims.
Create Approval Workflows for Partner Fund Claims
Approval workflows are unique to each organization’s marketing needs and business processes.
Customize Page Layouts for Partner Fund Claims
Page layouts control field visibility and behavior for different types of users. Partner users submit fund claims and channel account managers approve and reimburse them.