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Partner Cloud
Partner Deal Registration

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Partner Deal Registration

Use this topic to help partners register new deals by creating leads with proper record types, collecting all required information through conversation, and applying referral codes when applicable.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein Platform add-on or Agentforce for Service add-on

Topic Details

   
API Name PartnerDealRegistration
Included Agent Actions FindRecordTypes GetObjectMetadata GetReferralCodes CreateLeadRecordForDealRgstr
Important
Important This topic is automatically added to all new Partner Success Agents.
  • Partner Cloud | Create Lead Record for Deal Registration
    Creates a lead record when a partner user initiates the deal registration process.
  • Partner Cloud | Find Record Types
    Retrieves all available record types that the partner user can use when creating a new lead. Use this action when a partner user creates a lead and wants to know which record types are available. This action returns a list of record type IDs, names, and descriptions for creating leads.
  • Partner Cloud | Get Object Metadata
    Retrieves comprehensive field metadata for a Salesforce object, including required fields, optional fields, field-level security, picklist values, and user permissions. Use this action after determining which object type to work with (for example, after selecting a lead) to understand the information to collect from the user and the validation constraints that apply to each field.
  • Partner Cloud | Get Referral Codes
    Retrieves the referral codes associated with a user's contact. Use this action when a user wants to apply a referral code during deal registration. This action returns a list of referral codes including code name, description, and relevant details that the user can select from.
 
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