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Experience Cloud
Customize Page Layouts for Partner Fund Claims

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Customize Page Layouts for Partner Fund Claims

Page layouts control field visibility and behavior for different types of users. Partner users submit fund claims and channel account managers approve and reimburse them.

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 two partner fund claim page layouts: one for the channel account manager (CAM) and one for the partner user.

  1. From Setup, enter Claim in the Quick Find box, then select Page Layouts under Partner Fund Claim.
  2. Create a partner fund claim page layout for channel account managers by cloning the primary partner fund claim layout. Let’s call this Marketing Fund Claim- 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 approve and update requests.
  4. Save the page layout.
  5. Create another page layout for the partner users, keeping in mind that they submit fund claims, but don’t approve them.
 
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