Share Partner Marketing Budgets with the Channel Account Manager

Create a sharing rule that gives channel account managers access to budgets.

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create sharing rules	Manage Sharing

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

Create a sharing rule that grants budget access to internal users.

From Setup, enter Sharing in the Quick Find box, then select Sharing Settings.
Click New under Partner Marketing Budget | Sharing Settings.
Enter your rule information for your channel manager.
Save your sharing rule.

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