Loading
Prepare for Email to Become the Default Login ExperienceRead More
Channel Revenue Management
Role of Salesforce Admin in Design Registration

Role of Salesforce Admin in Design Registration

Salesforce admins set up the Salesforce org, configure permissions, and establish features related to Design Registration.

Salesforce admins must:

  • Enable Design Registration in Setup
    • Configure partner roles and access to Design Registration and line-item approval flows.
    • Use Flow Builder to modify the registration and approval workflows according to business requirements.
    • Share Products with external users in Sharing Settings
    • Create dynamic enum values in Object Manager for Partner type field in Deal Indirect Partner.
  • Assign Permissions
    • Assign required permissions to enable features for Design Registration.
  • Configure Account Account Relationships
    • Set up account relationships to track partner engagements effectively.
 
Loading
Salesforce Help | Article