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Experience Cloud
Create a Partner Fund Allocation

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Create a Partner Fund Allocation

Allocate Market Development Funds (MDF) or co-op funds to channel partners from an existing budget. Allocations are associated with budgets and channel partners to track budget usage.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create allocations Create on allocations
To update allocations Update on allocations

If you have a Partner License and have enabled Experience Cloud sites, Market Development Fund objects are available in your org.

  1. From the App Launcher, find and open Fund Allocation.
  2. Click New and enter the name, budget, channel partner, and amount.
  3. Save the allocation.

Allocations can be updated. The budget associated with the updated allocation must have the same validation status as the original.

Note
Note We’ve created the Total Approved Allocations field for you. This formula field is automatically updated.
 
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