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Experience Cloud
Grant Channel Account Managers Access to Partner Fund Allocations

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Grant Channel Account Managers Access to Partner Fund Allocations

Create a permission set to grant channel account manager permissions on Partner Fund Allocations.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create permission sets Manage Profiles and Permission Sets
To assign permission sets Assign Permission Sets

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

Create a permission set that gives the channel account managers Create, Read, and Update permissions on Partner Fund Allocations.

  1. From Setup, enter Permission in the Quick Find box, then select Permission Sets.
  2. Click New.
  3. Enter your permission set information.
  4. Select the channel account manager profile for the type of user that this permission set is assigned to
 
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