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Partner Management

Channel Finance is an application suite used to manage essential financially oriented channel processes. Channel Managers manage these closed loop processes through, while Partner self-service is supported through the Partner Portal.

  • The power of three AppExchange applications – Channel Funds, Channel Rebates, & Special Pricing – in one
  • Best practice, closed loop channel finance tool integrated with and the Partner Portal
  • Enhanced channel partner collaboration and loyalty through granting partner self-service access
Marketing funds, rebate programs, and special pricing allowances are common practice for companies selling, marketing, and servicing their products and services through channel partners. Channel Finance encapsulates the best practices of each of these programs, while providing a common submission, approval, and reporting process within ####Due to the high volume of requests, companies typically do not have visibility to the utilization of their channel expenditures in order to gauge their ROI. Channel Finance addresses this by consolidating expenditures by partner account and budget. Channel budgets provide complete financial visibility into approved requests and claims, outstanding claim liability, budget balances, and approval audit trails.####Companies considering Channel Funds, Channel Rebates, and Special Pricing should download Channel Finance rather than downloading each application separately.


  • Compatible with Enterprise, Unlimited, and Performance EditionsEnterprise & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 10
  • Custom Applications: 4
  • Custom Tabs: 8

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Channel Finance 1.0
null / 1.0
First Release
Latest Release
Salesforce Labs

Salesforce Labs is a program that lets engineers, professional services staff and other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - support is not available for these applications. Questions? Please visit