Partner users can request funds before marketing a vendor’s product or service. Channel
account managers can approve the fund request. Fund requests are associated with channel partners,
allocations, and campaigns to track how allocated funds are used.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create fund request |
Create on fund request |
| To update fund request |
Update on fund request |
| To delete fund request |
Delete on fund request |
If you have a Partner License and have enabled Experience Cloud sites, the Market Development
Fund objects are available in your org.
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From the App Launcher, find and open Fund Requests.
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Click New and enter the name, channel partner, requested amount, and
status.
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Save the fund request.
Requests can be updated. The budget associated with the updated request must have the
same validation status as the original.
You can create an approval workflow for partners to submit fund requests to
the channel account manager. To prevent users from manually changing the status value on records
they own, make sure the “Status” field on the Request object is set to Read-only.
