Customize Page Layouts for Partner Fund Claims
- From Setup, enter Claim in the Quick Find box, then selectPage Layouts under Partner Fund Claim.
- Create a partner fund claim page layout for channel account managers by cloning the master partner fund claim layout. Let’s call this Marketing Fund Claim-CAM.
- 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.
- Save the page layout.
- Create another page layout for the partner users, keeping in mind that they submit fund claims, but don’t approve them.