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Initiate an MDF Request with Your Partner Success Agent

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Initiate an MDF Request with Your Partner Success Agent

Describe a planned marketing activity in a conversation, provide the required details, and submit the fund request for approval.

Required Editions

Available in: Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions
Requires the Partner Ecosystem Management add-on and Salesforce Foundations

Ask your Salesforce admin which messaging channels support your Partner Success Agent and whether you have access to submit MDF requests. Gather the required information for your marketing activity, such as its goal, start date, requested amount, and supporting files.

Your company's fund request requirements determine which information the agent collects. The Partner Success Agent uses your answers to create a fund request or update an existing one and start the associated approval process.

  1. Open your Partner Success Agent in a supported messaging channel.
  2. Tell the agent that you want to request market development funds (MDF), and briefly describe the planned marketing activity.
    Enter I want to request MDF for a new campaign.
  3. Answer the agent's questions about the request.
    The agent can ask for information such as the activity's goal or start date. Your answers populate the corresponding fund request fields.
  4. Provide any other required text, dates, currency amounts, or supporting files that the agent requests.
  5. Correct any information that doesn't pass the fund request validation rules.
    After the request contains all required information and passes validation, the agent creates or updates the fund request in Salesforce and starts the associated approval process.
Example
Example

To request funds for a new campaign, describe the campaign and answer questions about its goal, start date, and requested amount. Attach supporting files if the agent requests them. After the information passes validation, the agent submits the fund request for approval.

Follow your company's process to track and respond to the fund request approval.

 
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