---
schema_version: "1"
id: 9c52e83ee5785a22521b8eb7db618729ae73c9e32768948a97984f897e96bed0
title: Partner Deal Registration Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/partner-deal-registration-prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.partner-deal-registration-prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 625dd72dadf021ff021644c0199b5096dfc0112c82ca5fb08dbd2804d1436126
description: Before you turn on Partner Deal Registration, verify that Partner Cloud setup, approver routing, and lead page requirements are in place.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Partner Deal Registration Prerequisites

Before you turn on Partner Deal Registration, verify that Partner Cloud setup, approver routing, and lead page requirements are in place.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d9905e56">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9905e56 ">Review org readiness in Setup</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9905e56 ">Customize Application</td>

        </tr>
      </tbody>
    </table>

Missing prerequisites can cause setup failures, incorrect approval routing, or an incomplete channel manager experience.

## Prerequisite Checklist

- Confirm that Partner Cloud initial setup is complete in Salesforce Go so partner users and channel managers can access required experiences.
- Decide whether to use approver groups. If approver groups are not configured, the partner account owner receives approvals and escalations.
- Create both a primary and secondary public group in setup if you use approver groups, and add the appropriate channel manager users to each group.
- Add the Orchestration Work Guide component to the Lead record page so channel managers can approve or reject submitted deals.
- Check for existing lead process or record type names that can conflict with automated setup. In setup, use search to open Lead processes and lead record types. If either already uses the name Partner Deal Registration, rename it before enabling the feature.
- Decide how to customize the approval flow before activation. You can copy the standard flow with **Save As** or create a custom flow from the **Deal Approval** flow template.