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Experience Cloud
Customize Partner Central for Deal Registration

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Customize Partner Central for Deal Registration

Partner Central comes predesigned to support deal registration. Use the Quick Create button to share a global action to submit registered deals. The template contains lead and deal list views for partner users.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
  1. In your Partner Central site, go to the Home page in Experience Builder.
  2. Click the Quick Create component and add another global action. By default, a New Account action is added. Click it and select the global action you created for partners to register deals.
  3. To save your changes, publish the site.
  4. Log in as a partner to test the deal registration process.
    1. Submit a couple registered deals from the Quick Create button.
    2. In a different browser, log in to see if the approval workflows are working. Approve or reject a deal.
    3. Back in the site, check the lead and deal list views as partner.
 
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