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            Partner Deal Management Flows

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            Partner Deal Management Flows

            Partner Deal Management uses a set of flows to manage the lifecycle of a deal, from the initial registration by a partner to the final approval or rejection by a reviewer. These flows work together to create records, check for duplicates, and manage status updates.

            Required Editions

            Available in: Lightning Experience
            Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses.

            Partner Deal Management package includes these flows:

            • Register Deal: Helps a partner to register a new deal.

            • Deal Approval: Manages the approval process for the registered deal.

            • Find Duplicate Leads: Checks for existing duplicate leads.

            • Review Deal Request: Provides a page for reviewers to approve or reject a deal.

            • Update Deal Status: Updates the status of the lead record.

            • Register Deal Flow
              The Register Deal flow (API Name: partner_deal_rgstr__RegisterDeal) guides the user through registering a new Lead for a deal. It collects company and contact details, retrieves the necessary business processes and record types, and creates the lead record.
            • Deal Approval Flow
              The Deal Approval flow (API Name: partner_deal_rgstr__DealApproval) identifies duplicate leads and notifies the appropriate group or account owner for approval. The reviewer approves or rejects the lead, updating the associated record.
            • Support Flows
              These autolaunched and screen flows support the main registration and approval processes.
             
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