Configure Notifications for Deal Registration

Communication between partners and their channel team is crucial during the deal registration process. Sales administrators or other setup users, such as application implementation consultants must set up notifications between partners and the channel organization for each stage of the deal registration process.

Create a Notification for the Human Workflow Task

If email notifications are turned on, the email notification should provide the following information:

• Subject line: <Action><Object type><Object name/id><(Main Value)><for value if 'from' is different from 'for'>"Approve Deal Registration <Deal Reg Num> from <Partner Name> for <Account Name>, (<Deal Size with currency>)"

• Body: "<Submitted By> from partner <Partner Name> has submitted a deal registration for your approval.

• Account: <Account Name>

• Deal Size: <Deal size with currency>"

Sales administrators or application implementation consultants can use Object Workflow to modify the email notification template by changing the text and fields included in the Subject line and email body. They can also include or remove deep links to other sales application pages in the email body.

Sales administrators and application implementation consultants can use these steps to configure notifications for partner deal registration.

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. From Navigator, click Tools, Business Processes.

3. Select the new business process you created for deal registrations.

4. Under the Common setup region, click Object Workflows.

5. Click the Create icon.

6. In the Create Object Workflow page, in the Actions region, click the Create icon under Email Notification.

7. In the Create Action: Email Notification page, enter a name for the notification.

8. In the Create Action: Email Notification page, in the Email Details region, next to the Email Template field, click the create icon to create a new email template.

9. In the Create Email Template page:

   • Enter a name for the email template.

   • In the Email Subject region, select the Name field from the Select Fields list of values and click Insert. This populates [$Name$] into the subject line. Add "submitted for approval" after the [$Name$] syntax.

   • In the Email Body region, select the Name field from the Select Fields list of values and click Insert. This populates [$Name$] into the body. Add "submitted for approval" after the [$Name$] syntax.

   • Click Save and Close.

10. Back in the Create Action: Email Notification page: Under Recipient Type, select Specific users to retrieve the Add More Recipients page. Remove the following: Manager of Owner, Deal Reg. Team Member - Function: Channel Manager.

11. Click OK.

12. Save your changes in the Create Action: Email Notification page.

Configure the Default Notification Layout

Sales administrators can use Application Composer to configure the default deal registration notification layout. The modifications sales administrators can make to the deal registration notification layout include:

• Adding standard and custom attributes.

• Removing standard and custom attributes.

• Hiding the "Products" region.

• Creating dynamic layouts, such as including Approve, Return, and Reject actions.

• Creating field groups.

Sales administrators and setup users can follow these steps to configure the Deal Registration Notification layout.

1. Sign in with your setup user credentials.

2. Ensure you are in an active sandbox.

3. From the Configuration menu in the Navigator, click Application Composer.

4. From the list of standard objects in Application Composer, expand Deal Registration.

5. Under Deal Registration, click Pages.

6. In the list of Deal Registration pages, scroll to the Deal Registration Notification section.

7. From the Actions menu, select Duplicate to duplicate the standard layout for deal registration notifications and edit the resulting copy of the layout.

8. On the Edit Layout page, you can see a list of fields for deal registration notification. If you want to add or remove fields on the Deal Registration Notification region, click the Edit icon and move the appropriate fields between the Available Fields list and the Selected Fields list.

9. After you have made your changes, click Save and Close.

10. If you want to hide the deal registration products region, click Hide next to Deal Registration Notification Products.

11. If you want to add or remove fields on the Deal Registration Notification Products region, click the Edit icon and move the appropriate fields between the Available Fields list and the Selected Fields list.

12. After you have made your changes, click Save and Close.

13. When you are satisfied with your changes to the Deal Registration Notification layout, click Done.

14. Verify that the notifications now include your configuration changes and publish your sandbox.