Configure Dynamic Layouts for Deal Registration

To configure deal registrations for use with partner relationship management, you must perform several configuration procedures. Some of these procedures may include:

• Modifying page layouts to add, remove, or reorder fields

• Associating page layouts with specific user roles

• Renaming fields

The exact tasks depend upon your unique business requirements.

Note:

Modification tasks require that you sign in as a user with administrative privileges, such as the sales administrator or the application implementation consultant. For additional details and procedures on modifying the applications, see the Extending Sales guide.

Create Your Own Page Layout for Deal Registrations

Following is a sample procedure for creating your own layouts for the Deal Registrations pages for different user types.

1. With a sandbox active, navigate to Application Composer: Navigator, Tools, Application Composer.

2. Navigate to Deal Registration pages: Select Standard Objects, Deal Registrations, and then click Pages.

3. Ensure that the Simplified Pages tab is active.

4. In the Creation Page Layouts section, make a copy of the Default Layout

5. Edit the Fuse Deal Create page. Add the following fields:

   • Partner

   • Partner Level

   • Partner Type

6. Save your changes.

7. Associate the layout with the appropriate user roles. In the Details Page Layouts region, select the layout and click the Role list of values to associate the following user roles with the layout:

   • Channel Account Manager

   • Channel Operations Manager

   • Channel Sales Manager

8. Next, create a new layout for the Edit Deal Registrations page. Ensure you are in the Simplified Pages tab. In the Details Page Layouts section, make a copy of the Default Layout.

9. In the Summary subtab, edit the Summary region.

10. Add the following roles:

    • Partner

    • Partner Level

    • Partner Type

11. Associate the layout with the appropriate user roles. In the Details Page Layouts region, select the layout and click the Role list of values to associate the following user roles with the layout:

    • Channel Account Manager

    • Channel Operations Manager

    • Channel Sales Manager

12. Make sure the new layout is above the Default Layout in the table.

13. Test your changes by signing in as a user with one of the roles you associated with the layout.

14. Publish the sandbox.

To modify the layout for channel account manager and channel sales manager:

1. Make a copy of the appropriate layouts you created or modified above and:

   • Remove PartnerOwnerName in the Summary region.

   • In the Sales Team subtab, add the Organization field to the Summary Table and move it directly below Team Member.

2. Make sure the new layout is above the Default Layout in the table but below the partner user layout.

Rename Field Labels

You can rename field names from their default values to new values, as needed.

1. In Application Composer, navigate to Standard Objects: Deal Registrations: Fields.

   1. Click the Standard tab.

   2. For each field to be renamed, select the row, and click Edit the Selected Field.

   3. Under Appearance, edit the display labels. Following is a sample of the fields you may want to modify.

      Default Field Name	Modified Display Label
      PartnerLevelMeaning	Partner Level
      PartnerOwnerName	Channel Manager
      Primary Partner	Partner

   4. Save your changes.