1. Getting Started with Your Partner Relationship Management Implementation
  2. Deal Registration Setup

Deal Registration Setup

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

  • Reviewing the setting for the All Partner Contacts in Partner SOAP Service Enabled profile option

The exact tasks depend upon your unique business requirements.

Note:

These 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.

Modify 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, edit any user-defined layout. If none exists, then duplicate the standard layout and edit the resulting copy of the 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 Creation Page Layouts section, 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 your own layout for the Edit Deal Registrations page. Ensure that you're in the Simplified Pages tab. In the Details Page Layouts section, edit any user-defined layout. If none exists, then duplicate the standard layout and edit the resulting copy of the 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 Standard 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 Standard 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 change.

      The following table shows the default field names for deal registrations, including PartnerLevelMeaning, PartnerOwnerName, and Primary Partner. The table also shows the modified display names for each field, including Partner Level, Channel Manager, and Partner.

      Default Field Name

      Modified Display Label

      PartnerLevelMeaning

      Partner Level

      PartnerOwnerName

      Channel Manager

      Primary Partner

      Partner

    4. Save your changes.

Review the Deal Registration-Related Profile Option

When a partner has more than 500 contacts, submission of deal registrations for that partner might not complete successfully.

If it's possible that your partners could have more than 500 contacts, then set the All Partner Contacts in Partner SOAP Service Enabled profile option (ZPM_ENABLE_ALL_PARTNER_CONTACTS_IN_SOAP) to No to ensure that deal registration submissions are successful. This means that SOAP web services will return only the preferred contact for the partner, not all 500+ partner contacts.

By default, this profile option is set to Yes.