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Experience Cloud
Create a Partner Fund Request

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Create a Partner Fund Request

Partner users can request funds before marketing a vendor’s product or service. Channel account managers can approve the fund request. Fund requests are associated with channel partners, allocations, and campaigns to track how allocated funds are used.

Required Editions

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

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

  1. From the App Launcher, find and open Fund Requests.
  2. Click New and enter the name, channel partner, requested amount, and status.
  3. Save the fund request.

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

You can create an approval workflow for partners to submit fund requests to the channel account manager. To prevent users from manually changing the status value on records they own, make sure the “Status” field on the Request object is set to Read-only.

Note
Note We’ve created the Total Approved Fund Requests field for you. This formula field is automatically updated.
 
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