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Experience Cloud
Create a Partner Fund Claim

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Create a Partner Fund Claim

Let partner users claim money for expenses incurred on marketing activities. Claims are associated with fund requests.

Required Editions

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

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

Tip
Tip Create a separate permission set for the channel account manager (CAM) or financial department to manage and approve fund claims. Partner users only need Create, Update, and Read permissions to submit a fund claim.
  1. From the App Launcher, find and open Fund Claim.
  2. Click New and enter the name, request, amount, and status of the claim.
  3. Save the claim.

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

Tip
Tip You can create an approval workflow for partners to submit fund claims for reimbursement by the channel account manager or financial department. To prevent users from manually changing the status value on records they own, make sure the “Status” field on the Claim object is set to Read-only.
Note
Note We’ve created the Total Approved Fund Claims and Total Reimbursed Fund Claims fields for you. These formula fields are automatically updated.
 
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