Give channel partners a conversational way to register deals in Agentforce or WhatsApp without navigating complex portal pages. Guided prompts collect the required deal information and help reduce manual registration work. Channel managers can launch co-selling capabilities faster, accelerate deal cycles, and track pipeline requests.
How: Deploy the prebuilt Agentforce Deal Registration skill, which uses four out-of-the-box invocable actions. Integrate the conversational flow with your Partner Portal workflows to prompt partners automatically for the information required to register a deal.