Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Experience Cloud
Customize Page Layouts for Partner Marketing Budgets

You are here:

  1. Salesforce Help
  2. Docs
  3. Experience Cloud

Customize Page Layouts for Partner Marketing Budgets

Page layouts control field visibility and behavior for different types of users. Channel account managers must create and update budgets. The company may not want partner users to have access to budgets.

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 partner marketing budget page layout for the channel account manager (CAM).

  1. From Setup, enter Budget in the Quick Find box, then select Page Layouts under Partner Marketing Budget.
  2. Create a Partner Marketing Budget page layout for channel account managers by cloning the primary partner marketing budget layout. Let’s call this Marketing Budget - 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 budgets.
  4. Save the page layout.
 
Loading
Salesforce Help | Article