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Customize Page Layouts for Partner Fund Allocations

Customize Page Layouts for Partner Fund Allocations

Page layouts control field visibility and behavior for different types of users. Channel account managers need to create and update allocations, but the company may not wish to expose some information about allocations to partner users.

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 a marketing fund allocation page layout for the channel account manager.

  1. From Setup, enter Allocation in the Quick Find box, then select Page Layouts under Partner Fund Allocation.
  2. Create a Partner Fund Allocation page layout for channel account managers by cloning the primary partner fund allocation layout. Let’s call this Marketing Fund Allocation - CAM.
  3. 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 create and update fund allocations.
  4. Save the page layout.
 
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