Create a global action to allow partners to register deals from Experience Cloud sites.
Partner Central comes with a Quick Create
button that you can add the global action to so partners can register deals.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
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From Setup, enter Global Actions in the Quick Find box, then select
Global Actions.
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Create a global action, select Lead as the target object, and the
record type for the deal registration process.
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Select or specify an appropriate label for the global action. This label displays in the
Create button menu in your site.
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Fill out the other details and save the global action.
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Customize the fields in the global action layout, based on the information you want your
partners to submit for each deal.
