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            Create a Partner Fund Allocation

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            Create a Partner Fund Allocation

            Allocate Market Development Funds (MDF) or co-op funds to channel partners from an existing budget. Allocations are associated with budgets and channel partners to track budget usage.

            Required Editions

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

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

            1. From the App Launcher, find and open Fund Allocation.
            2. Click New and enter the name, budget, channel partner, and amount.
            3. Save the allocation.

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

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