Set Up Funding Workbench

Set up components for enabling and accessing the capabilities of Funding Workbench.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions.

Set Up Funding Workbench for Users
Set up components for enabling and accessing the capabilities of Funding Workbench for your financial managers and funding analyst users.
Set Up Funding Workbench for Partners
Set up components for enabling and accessing the capabilities of Funding Workbench for your partner users.
Update Additional Components for Funding Workbench
Set up additional components for enabling and accessing the capabilities of Funding Workbench.