---
schema_version: "1"
id: 899b053a67c4cac075524d5ffd17b5a248a734815409aa5c7bed3f2fab1b2cc8
title: Partner Deal Registration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_partner_deal_registration.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_partner_deal_registration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 38aec710cd7a2f73eca9a95e3ea5306b0a18136a5d82aba826331d40db0168c6
description: Use this topic to help partners register new deals by creating leads with proper record types, collecting all required information through conversation, and applying referral codes when applicable.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Partner Deal Registration

Use this topic to help partners register new deals by creating leads with proper record types, collecting all required information through conversation, and applying referral codes when applicable.

### 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: <strong>Lightning Experience</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Einstein Platform add-on or Agentforce for Service add-on</td></tr></tbody></table>

## Topic Details

 
|   |   |
| --- | --- |
| **API Name** | PartnerDealRegistration |
| **Included Agent Actions** | FindRecordTypes GetObjectMetadata GetReferralCodes CreateLeadRecordForDealRgstr |

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/images/icon_important.png)

Important This topic is automatically added to all new Partner Success Agents.

- **[Partner Cloud | Create Lead Record for Deal Registration](https://help.salesforce.com/s/articleView?id=xcloud.pc_action_create_lead_record.htm&release=264.0.0&type=5)**  
    Creates a lead record when a partner user initiates the deal registration process.
- **[Partner Cloud | Find Record Types](https://help.salesforce.com/s/articleView?id=xcloud.pc_action_find_record_types.htm&release=264.0.0&type=5)**  
    Retrieves all available record types that the partner user can use when creating a new lead. Use this action when a partner user creates a lead and wants to know which record types are available. This action returns a list of record type IDs, names, and descriptions for creating leads.
- **[Partner Cloud | Get Deal Registration Flow Details](https://help.salesforce.com/s/articleView?id=xcloud.pc_action_get_object_metadata.htm&release=264.0.0&type=5)**  
    Retrieves metadata for the preconfigured deal registration flow, including required and optional Lead fields, field types, labels, picklist values, and configured constraints. Use this action after selecting the Lead record type and before collecting deal information to determine what information to request from the partner and how to validate each value. No user-provided input is required.
- **[Partner Cloud | Get Referral Codes](https://help.salesforce.com/s/articleView?id=xcloud.pc_action_get_referral_codes.htm&release=264.0.0&type=5)**  
    Retrieves the referral codes associated with a user's contact. Use this action when a user wants to apply a referral code during deal registration. This action returns a list of referral codes including code name, description, and relevant details that the user can select from.