Customize Page Layouts for Partner Fund Allocations

  1. From Setup, enter Allocation in the Quick Find box, then selectPage Layouts under Partner Fund Allocation.
  2. Create a Partner Fund Allocation page layout for channel account managers by cloning the master partner fund allocation layout. Let’s call this Marketing FundAllocation - 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 create and update fund allocations.
  4. Save the page layout.

Was this helpful?