Configure Partner Fund Requests

Configure Partner Fund Requests so that partner users can request funds for marketing campaigns and channel account managers can approve or reject the requests.

Required Editions

Available in: Salesforce Classic and Lightning Experience

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

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

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