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Set Up Partner Deal Registration
Enable Partner Deal Registration and complete required manual configuration for lead statuses, lead process, record type assignment, and user experiences.
Required Editions
| Available in: Lightning Experience |
| Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go. |
| User Permissions Needed | |
|---|---|
| Enable feature and configure setup | Customize Application |
| Assign record types to profiles | Manage Profiles and Permission Sets |
| Create and activate flows | Manage Flow |
| Edit Experience Cloud site | Create and Set up Experiences |
Complete Partner Deal Registration Prerequisites.
Use this setup sequence to verify generated assets, align lead configuration, and prepare channel manager and partner experiences.
- Configure Duplicate Detection for Deal Registrations
Update the standard lead duplicate rule so channel managers can review duplicate deals without blocking partner submissions. - Map Lead Fields to Opportunity Fields for Deal Registration
When users convert approved deal leads to opportunities, mapped deal data carries forward. - Customize Deal Approval Notifications
To change notification recipients or message content, create and activate your own version of the Notify Approvers of a Deal flow. - Review and Approve Deal Registrations
As a channel manager, review submitted deal registrations from Leads, check duplicates, and approve or reject each deal with Orchestration Work Guide.
Enable and Verify Deal Registration Assets
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Enable Deal Registration in Salesforce Go.
In Setup, open Salesforce Go, filter to Partner Cloud, open Deal Registration for Partners, and turn on Turn on Deal Registration for Partners.
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Verify that automated setup created required assets.
Confirm that setup created the Deal Registration lead process and Deal Registration lead record type.Also confirm that setup created a partner-facing registration flow, an approval flow, and an approver notification flow.
Align Lead Status, Process, and Record Type
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Review existing Lead Status values used by out-of-the-box flows.
By default, deal registration reuses existing statuses.If you customize status values, update all flow references and lead process mappings that use those statuses.
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Confirm that the Deal Registration lead process maps to the correct statuses.
Verify that submitted, approved, and rejected outcomes map to the statuses your org uses.
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Confirm that the Deal Registration lead record type points to the Deal Registration lead process.
Then assign the record type to the channel manager and partner user profiles used in your org.
Configure the Channel Manager Experience
- Create and assign a channel manager lead layout.
- Add Potential Duplicates and Orchestration Work Guide to the Lead record page.
- Review the Partner Deal Approval flow stages and constants.
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Choose how to create the approval flow version that you activate.
Use Save As on the standard approval flow, or create a custom flow from the Deal Approval template. Then apply org-specific updates before activation.
Configure the Partner Experience
- Create and assign a partner lead layout.
- Review the Partner Deal Registration flow.
- Verify that the lead record URL formula, such as BaseURL, generates a valid lead link.
- Place the flow component on the partner site Deal Registration page.
Continue with duplicate rule behavior, field mapping, reports, referral code support, and notification customization in related topics.
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