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.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
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In your Partner Central site, go to
the Home page in Experience Builder.
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Click the Quick Create component and add another global action. By
default, a New Account action is added. Click it and select the global action you created for partners to register deals.
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To save your changes, publish the site.
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Log in as a partner to test the deal registration process.
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Submit a couple registered deals from the Quick Create button.
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In a different browser, log in to see if the approval workflows are working. Approve or
reject a deal.
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Back in the site, check the lead and deal list views as partner.
