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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.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions with the Design Registration add on.

See Also

Add the Design Registration Flow Component

  1. Create a Partner Site using the Partner Central Template
  2. In the Partner Site, go to Components > Flow.
  3. Add the Design Registration flow as a component.

Set Up Design Registration Processes

  1. Configure the Leads object to ensure Design Registration records include appropriate fields.
  2. Create a process to define design registration stages.
  3. Modify Lead Status values such as New, Submitted, Approved, Rejected.

Create Lead Record Types for Design Registration

  1. Create a Lead Record Type for registered designs.
  2. Assign to appropriate partner and channel manager profiles.
  3. Edit Lead Source picklist values to include Registered Design.

Modify the Design Registration Flow

Required Editions

User Permissions Needed
To create open, edit, or create a flow Manage Flow
  1. Open the Flow Builder: In Salesforce Setup, go to Flows in the Quick Find box.
  2. Open the Design Registration flow from the list of flows.
  3. Configure the Get Records Element where the Lead Record Type is Registered Design
  4. Update the Lead record with the corresponding record type ID
  5. Save and Activate the flow.

Create Approval Workflows

Approval workflows allow submitted designs to be reviewed, approved, or rejected by channel managers.

Required Editions

User Permissions Needed
To create processes Customize Application
Create Approval workflows to allow Channel Managers to review and then approve or reject the designs.

Create Account Account Relationships in Account Relationship Center (ARC)

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.

Required Editions

User Permissions Needed
To create ARC graphs Industries ARC Platform License
  1. Go to Setup > Actionable Relationship Center.
  2. Create a new relationship graph using the default template for Account Account Relationships or Deal Partners.
    • Account Account Relationships template shows related accounts for a specific account up to five hierarchy levels.
    • Deal Partners template shows the deal partners involved in a specific opportunity.
  3. Add relevant account nodes and define relationship roles (such as Distributor → Reseller).
  4. Save and validate the graph.