Partner Deal Registration Prerequisites

Before you turn on Partner Deal Registration, verify that Partner Cloud setup, approver routing, and lead page requirements are in place.

Available in: Lightning Experience

Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.

User Permissions Needed
Review org readiness in Setup	Customize Application

Missing prerequisites can cause setup failures, incorrect approval routing, or an incomplete channel manager experience.

Prerequisite Checklist

Confirm that Partner Cloud initial setup is complete in Salesforce Go so partner users and channel managers can access required experiences.
Decide whether to use approver groups. If approver groups are not configured, the partner account owner receives approvals and escalations.
Create both a primary and secondary public group in setup if you use approver groups, and add the appropriate channel manager users to each group.
Add the Orchestration Work Guide component to the Lead record page so channel managers can approve or reject submitted deals.
Check for existing lead process or record type names that can conflict with automated setup. In setup, use search to open Lead processes and lead record types. If either already uses the name Partner Deal Registration, rename it before enabling the feature.
Decide how to customize the approval flow before activation. You can copy the standard flow with Save As or create a custom flow from the Deal Approval flow template.

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