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Partner Cloud
Install Deal Registration Reports

Install Deal Registration Reports

Install the prebuilt Deal Registration report folder in Salesforce Go to track submission volume, outcomes, and duplicate activity.

Required Editions

Available in: Lightning Experience
Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.
User Permissions Needed
Install report package from Salesforce Go Customize Application
  1. In Setup, open Salesforce Go and navigate to Deal Registration for Partners.
  2. In Unlock Advanced Functionality, click Install Reports.
  3. Confirm installation when prompted.
  4. Open the Reports tab and verify that the Deal Registration Reports folder appears.

The folder includes reports for deal status trends, registrations by partner, registrations by channel manager, and duplicate detection activity.

 
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