Page layouts control field visibility and behavior for different types of users. Partner users submit fund requests and channel account managers approve them.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create or customize page layouts | Customize Application |
Create two partner fund request page layouts: one for the channel account manager (CAM) and one for the partner user.
- From Setup, enter Request in the Quick Find box, then select Page Layouts under Partner Fund Request.
- Create a Partner Fund Request page layout for channel account managers by cloning the primary partner fund request layout. Let’s call this Marketing Fund Request- CAM.
- Modify the page layout to add, remove, or modify the behavior of fields, action buttons, related lists, and layouts based on who the layout is for. Typically, channel managers approve and update requests.
- Save the page layout.
- Create another page layout for the partner users, keeping in mind that they submit fund requests.