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Design Registration Flow
Enable partners to submit new design registrations efficiently, while making sure that all relevant records, such as indirect deal partners and product line items, are captured accurately.
Flow Summary
- Validate Standard Price Book Availability Checks for the presence of an active standard price book
- Displays an error if none is found, stopping the flow
- Register Design Details Captures customer account details such as name, company, contact, and website
- Add Indirect Partners Allows users to declare one or more indirect partners involved in the opportunity
- Select Products Lists all active products from the standard price book Supports validation for a maximum of 50 products
- Review Selected Products Displays a summary of all selected items for final confirmation
- Create Lead and Associated Records Creates a lead record based on the provided customer and product details
- Creates deal indirect partner records
- Creates lead line items for each selected product
- Error Handling & Rollback Displays error messages for failures in record creation
- Includes rollback actions for partial or failed processes to maintain data integrity
- Success Confirmation Displays a success message once all records are created successfully.
Best Practices to execute
- Make sure that the Standard Price Book is active and assigned.
- Limit product selection to a maximum of 50 to avoid validation errors.
- Validate all mandatory fields before flow submission.
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