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Partner Cloud
Troubleshoot Partner Deal Registration

Troubleshoot Partner Deal Registration

Use these checks to resolve common Partner Deal Registration setup and runtime issues.

Required Editions

Available in: Lightning Experience
Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.
Issue Likely Cause Resolution
Approvers do not receive notification emails. Approver groups have no members, or no routable owner is available. Confirm that primary and secondary groups have members, or confirm routing to the partner account owner. Verify the active notification flow version.
Channel managers cannot find submitted leads. The channel manager profile does not have the Deal Registration record type, or list view filters are incorrect. Assign the Deal Registration record type to the channel manager profiles used in your org. Then update list view filters.
Potential duplicates are empty for obvious duplicate submissions. The standard lead duplicate rule is inactive or configured incorrectly. Activate the rule and keep it non-blocking. See Configure Duplicate Detection for Deal Registrations.
Submitted deals are missing the Deal Registration record type. Customized Partner Deal Registration flow does not resolve the correct record type. Review active flow logic and confirm record type lookup and create-lead mapping.
Deals do not advance through the approval stages. The active approval flow version is inactive or misrouted. Activate the correct approval flow version and validate stage routing to approver groups.
 
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