Loading
Salesforce now sends email only from verified domains. Read More
Experience Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize Page Layouts for Partner Fund Requests

            You are here:

            1. Salesforce Help
            2. Docs
            3. Experience Cloud

            Customize Page Layouts for Partner Fund Requests

            Page layouts control field visibility and behavior for different types of users. Partner users submit fund requests and channel account managers approve 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 request page layouts: one for the channel account manager (CAM) and one for the partner user.

            1. From Setup, enter Request in the Quick Find box, then select Page Layouts under Partner Fund Request.
            2. Create a Partner Fund Request page layout for channel account managers by cloning the primary partner fund request layout. Let’s call this Marketing Fund Request- 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 requests.
             
            Loading
            Salesforce Help | Article