Partner Marketing Budgets Management
One more new feature became available for Partner Communities with this Spring 19 release. Now your partner users can manage their budgets themselves.
How? Very easy! You can now create child budgets and allocations up to the fifth level hierarchy. Partner users can also create and approve these child budgets within their own organisation.
Give your partners an autonomy to manage and create their own budgets on the community. You can do this within the profile (it needs to be custom) or via the permission set.
Create a budget and specify a Channel Partner. Choose a Parent Marketing Budget.
It is possible to create any combination of child budgets and allocations, but the total amount of the child budgets cannot exceed the parent one, unless you check the “Ignore Validation Rules” checkbox. Once you check, it cannot be reversed.
You can easily share created budget with your partners using Sharing Rules. You only have to specify criteria according to your needs.
The Best Salesforce Community Summer 19 Features!
The latest release of this year is already here - Salesforce Summer 19 Release Notes!
Salesforce Lightning Knowledge Winter’ 21 Updates!
Knowledge product raises its popularity across all types of organizations. So, today we want to share what’s new for Salesforce lightning knowledge with the Winter 21 Release.
Advanced Communities at Dreamforce 2022: Final Thoughts
Last week was both exciting and important to all Salesforce fans due to the Salesforce Dreamforce 20th-anniversary conference event. Dreamforce returned to the streets of San Francisco and flooded them with posters, banners, signs, and floating balloons, turning the city into a huge Salesforce fairy-tale.