Allow partners to register designs through the vendor portal, capturing key details for
better sales visibility and planning. Enable channel managers to approve design submissions,
ensuring fairness and tracking contributions. Simplify the process and increase accountability
for partners.
Required Editions
| Available in: Enterprise, Professional, and Unlimited
Editions with the Design Registration add on. |
- Design Registration Workflow
Understand the complete workflow for design registration, including the roles and responsibilities of Salesforce admins, channel managers, and partners.
- Manage Design Registration
Streamline multi-partner design registrations by capturing submissions, managing approvals at line-item level, and ensuring accurate partner tracking. Enhance transparency, improve resource allocation, and safeguard partner interests, ultimately driving revenue growth and effective collaboration across your channel ecosystem.
- Design Registration Flow
Enable partners to submit new design registrations efficiently, while making sure that all relevant records, such as indirect deal partners and product line items, are captured accurately.
- Account Account Relationships
Visualize and manage multi-tier partner hierarchies using ARC to support accurate deal mapping in design registration workflows. Enable channel managers to clearly map and associate submitted designs to the correct partner accounts. Support downstream processes like deal approvals, opportunity creation, and incentive tracking by providing a structured view of partner ecosystems.
- Register a Design in Partner Site
Register a design in the partner site, which is then automatically submitted for approval. Channel managers then review and either approve or reject it.
- Review and Approve Registered Designs
Use the new Design Registrations Awaiting Approval report to review and approve the design registrations done on partner sites.
- Considerations for Design Registration
Review the considerations for Design Registration.
