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Experience Cloud
Create a Global Action to Let Partners Register Deals

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Create a Global Action to Let Partners Register Deals

Create a global action to allow partners to register deals from Experience Cloud sites. Partner Central comes with a Quick Create button that you can add the global action to so partners can register deals.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
  1. From Setup, enter Global Actions in the Quick Find box, then select Global Actions.
  2. Create a global action, select Lead as the target object, and the record type for the deal registration process.
  3. Select or specify an appropriate label for the global action. This label displays in the Create button menu in your site.
  4. Fill out the other details and save the global action.
  5. Customize the fields in the global action layout, based on the information you want your partners to submit for each deal.
    Tip
    Tip Use a Lead Source value to indicate that the lead has been captured from the Deal Registration process.
 
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