Deal registration programs involve resellers registering deals with their vendor. Vendors in turn provide extra margins to the reseller for providing early pipeline visibility for these deals and keeping out competitors. Once a deal is registered, other resellers or your direct sales team can’t compete for the registered deal.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Configure deal registration to:
- Automate the submission & approval process
- Increase partner competitiveness and participation
- Provide incentives to partners for leads they convert quickly
- Get early visibility into your pipeline
- Manage channel conflict
- Monitor channel revenues both within your Experience Cloud site and in Salesforce
Here’s a summary of how to configure deal registration in your Partner Central site.
- Create Processes for Deal Registration
A process allows you to define or customize the stages in the sales process for leads or opportunities. - Create Page Layouts for Deal Registration
Use page layouts to control field visibility and behavior for different types of users and sales processes. There are likely fields on leads that you might not want to expose only to channel managers and not partners. - Create Lead Record Types for Deal Registration
Create a lead record type to track deals submitted by partners in Experience Cloud sites. Record types help you differentiate between sales leads and registered deals, assign page layouts for each profile for deal registration, and simplify reporting by lead record type. - Create a Global Action to Let Partners Register Deals
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. - Customize Opportunities for Deal Registration
Create an opportunity process, page layout, and record type, similar to leads. - Create Approval Workflows for Deal Registration
Approval workflows are unique to each organization’s sales needs and business processes. - Customize Partner Central for Deal Registration
Partner Central comes predesigned to support deal registration. Use the Quick Create button to share a global action to submit registered deals. The template contains lead and deal list views for partner users.