Deal Summary Pages Checklist

Essential Deal Summary Pages Tasks for Administrators

To deploy Deal Summary Pages for partners and internal teams, the Deal Management module must be properly configured with comprehensive page structure, list management, summary tiles, and role-based access controls. Deal Summary Pages provide structured deal visibility and pipeline insights that guide partners through deal review workflows while maintaining data security and performance optimization across partner communities.

Foundation Setup

☐ Understanding the Deal Summary Pages Module Familiarize yourself with comprehensive deal visualization capabilities including dashboard-based page structure, summary tile configuration (counts, sums, averages), filtered record lists from Leads and Opportunities, banner customization options, date range filtering, and role-based sharing permissions. Understand how Deal Summary Pages integrate with Deal Registration, Bulk Deal Registration, and Referral Links modules to create seamless partner workflow experiences.

☐ Enabling Deal Management Module Verify the Deal Management module is enabled in Company Preferences under Setup → Company → Company Preferences. Confirm that Partner Portal product is assigned to your organization, as Deal Summary Pages are not available in Customer Portal configurations. Ensure appropriate administrator users have "Enable Deal Management Access" checkbox enabled in their security role Additional Settings to grant Deal Summary Page configuration permissions.

☐ Reviewing Entity Field Availability Review available fields in Force__Lead and Force__Opportunity entities through Entity Management before configuring Deal Summary Pages. Understand field data types, field labels, and search participation settings that impact list column configuration and filter criteria options. Identify which fields contain meaningful partner-facing data and which fields should remain hidden from partner visibility to ensure appropriate data exposure.

Page Creation and Management

☐ Creating Deal Summary Pages Master comprehensive page creation process including required fields (Name, Path beginning with /summary/), optional description entry, and foundational configuration options including Display Company-Wide Records (enables organizational visibility vs. owner-only records), Allow Record Export (enables CSV/Excel download), Enable Keyword Search (adds search functionality), and Summary Tiles selection (2 or 4 tiles). Configure unique URL paths that avoid duplication and follow logical naming conventions for partner navigation.

☐ Configuring Page Properties Set up page-level properties that control fundamental behavior including record visibility scope (company-wide vs. individual owner), export permissions that determine partner data download capabilities, keyword search enablement for list filtering, and tile quantity selection that establishes the metric display framework. Understand how property changes affect partner user experience and data access patterns across different partner types.

☐ Setting Up Banner Customization Configure banner settings including custom banner images (recommended 1920x400 pixels in PNG or JPG format), banner heading text with multi-language support through custom labels, banner subheading descriptions, text color customization for readability, and optional "New Deal Registration" button display that integrates with deal registration form assignments. Set up visual branding elements that align with partner program identity while maintaining professional presentation and call-to-action effectiveness.

Summary Tiles Configuration

☐ Adding and Configuring Summary Tiles Create summary tiles through two-step configuration process including Summary Label definition, Summary Entity selection (Force__Lead or Force__Opportunity), filter criteria with custom filter logic for record subset definition, Summary Operator selection (Sum, Average, Min, Max, Count), Summary Field to Aggregate specification (required for all operators except Count), and Date Range Filter Field assignment that determines date-based filtering behavior. Configure tiles that provide actionable metrics aligned with partner decision-making processes.

☐ Defining Tile Filter Criteria Master filter configuration including field selection from available entity fields, operator specification (equals, contains, not equals, greater than, less than), value entry with appropriate data type formatting, and filter logic definition using Boolean expressions (AND, OR combinations). Understand how filters narrow tile calculations to specific record subsets and how filter complexity impacts page performance for high-volume data scenarios.

☐ Configuring Tile Aggregations Set up tile calculation methods including Count operations for record totals, Sum operations for currency or numeric field totals, Average calculations for mean values, Min/Max operations for range identification, and appropriate field selection for aggregation operations. Ensure tile metrics provide meaningful business insights rather than vanity metrics that don't drive partner action or decision-making.

List Configuration

☐ Adding and Configuring Lists Create filtered record lists through two-step configuration process including List Label definition with clear purpose description, List Entity selection (Force__Lead or Force__Opportunity), filter criteria configuration with custom logic, displayed field selection with column ordering controls, Field to Order specification for default sorting, List Sorting Direction configuration (Ascending/Descending), and Date Range Filter Field assignment. Add multiple lists per page to support different partner workflow requirements while monitoring performance implications.

☐ Defining List Filter Criteria Configure comprehensive list filters including field selection from entity-specific fields, operator specification matching field data types, value entry with appropriate formatting, Add Filter functionality for multiple criteria, filter deletion controls, and Filter Logic entry using Boolean expressions. Understand how list filters interact with global page-level date range filters through cascading application where both filter sets combine to determine displayed records.

☐ Configuring Displayed Fields Set up list columns through dual picklist interface including field selection from Available Fields, field addition to Displayed Fields list, Top/Up/Down/Bottom ordering controls for column sequence, and field removal capabilities. Select fields that provide partners with essential deal information while avoiding information overload from excessive column counts that reduce table readability and usability.

☐ Setting Up List Sorting and Date Filtering Configure list sorting behavior including Field to Order selection that determines default record sequence, List Sorting Direction specification (Ascending for chronological, Descending for reverse chronological), and Date Range Filter Field assignment that enables list participation in global date filtering. Understand how sorting applies after filtering to ensure partners see most relevant records in logical sequences.

Access Control and Sharing

☐ Sharing Deal Summary Pages Configure role-based access control through Share functionality including security role selection from available Employee and Partner roles, View permission assignment (only available permission level for Deal Summary Pages), role addition and removal through interface controls, and sharing confirmation. Create role-specific page variants for different partner tiers rather than attempting universal dashboards that serve all partner types with identical content.

☐ Understanding Security States Master security visibility model including Private status (accessible only to page creator), Limited Access status (accessible to specifically assigned security roles), and role-based visibility enforcement. Understand that Deal Summary Pages cannot be configured as Public and always require role-based sharing for partner access beyond the administrative creator.

Integration Configuration

☐ Configuring Deal Registration Integration Set up "New Deal Registration" button through Banner Settings including button display enablement, understanding of partner form assignment requirements, multi-form selection interface behavior when partners have multiple form assignments, direct navigation behavior when partners have single form access, and bulk deal registration dropdown integration when bulk upload functionality is enabled. Ensure button is only enabled when partners have appropriate deal registration form access to prevent error page experiences.

☐ Adding Referral Links Configure referral link integration including selection from pre-configured Referral Links and Attribution module entries, Add/Remove Links interface for link assignment, drag-and-drop reordering for prioritization, and "Get a Referral Link" button display on page banner. Add referral links only when referral workflow is relevant to partners accessing the specific summary page to avoid interface clutter from irrelevant options.

Testing and Validation

☐ Using Preview Functionality Test Deal Summary Pages through preview capabilities including user selection from role-assigned users, live data display based on selected user permissions, filter validation from partner perspective, tile calculation verification with actual data, list content review for appropriate record display, and banner element appearance confirmation. Preview from multiple user perspectives representing different partner types to ensure filters, permissions, and visibility rules function correctly across various partner scenarios.

☐ Validating Filter Accuracy Verify filter configurations including tile filter testing with known record sets, list filter validation against expected results, date range filter application across tiles and lists, filter logic verification for complex Boolean expressions, and performance testing with high-volume data scenarios. Ensure filters return appropriate record subsets that align with business workflow requirements and partner decision-making needs.

☐ Testing Export Functionality Validate record export capabilities including CSV format download testing, Excel format download verification, exported record count confirmation (exports include all filtered records, not only visible page results), column header accuracy in exported files, and data formatting preservation. Communicate export behavior to partners including unlimited row export capabilities and full filter-matched record inclusion.

Advanced Configuration

☐ Cloning Existing Pages Master page cloning functionality including Clone option selection from More Actions menu, cloned page review with pre-populated Name (appended with "– Clone"), Path, Description, and configuration settings, property modification for cloned page including new unique path entry, and sharing reconfiguration as cloned pages do not inherit security settings from source pages. Use cloning for template creation when deploying similar pages across multiple partner segments or creating iterative page improvements.

☐ Managing Page Lifecycle Configure ongoing page management including page property editing for configuration updates, banner modification for visual refresh, summary tile editing for metric changes, list editing for filter or column updates, list and tile reordering through drag-and-drop interfaces, component deletion for unused elements, and page deletion for retired dashboards. Establish maintenance schedules that ensure pages remain aligned with current business processes and partner program requirements.

☐ Optimizing Page Performance Balance functionality with performance including list quantity limitation (excessive lists slow page loading), filter complexity management (complex Boolean logic impacts query performance), displayed field selection optimization (avoid excessive column counts), and tile calculation efficiency through focused filter criteria. Monitor page loading times and partner feedback to identify performance bottlenecks requiring configuration adjustment.

Navigation and Accessibility

☐ Creating Navigation Access Set up partner access paths including portal navigation tab creation with Deal Summary Page URL, engagement page button configuration linking to summary pages, direct URL communication to partners for bookmark creation, and menu integration through portal navigation menu configuration. Ensure partners have clear, intuitive paths to access Deal Summary Pages aligned with their daily workflow patterns.

☐ Configuring Multi-Page Strategies Design page deployment approach including segment-specific page creation for different partner types (resellers, distributors, referral partners, MSPs), role-based page assignment aligned with partner tier structure, URL path organization using logical naming conventions, and navigation menu organization when multiple summary pages serve different purposes. Create focused, relevant dashboard experiences rather than attempting universal pages that serve all partner types.

Best Practices for Implementation

Initial Setup Considerations

• Start with simple page structures containing 2-3 lists and 2 tiles before expanding complexity based on partner engagement and feedback patterns
• Test page configurations thoroughly with preview functionality across different partner user scenarios before sharing pages broadly
• Configure banner and visual elements for professional, branded appearance that aligns with partner program identity while maintaining readability and call-to-action clarity
• Validate filter criteria accuracy with known data sets to ensure lists and tiles return expected results before partner deployment
• Review Entity Management field configurations to understand which fields participate in keyword search functionality
• Plan URL path naming conventions that support future page additions and maintain logical organization as page quantity grows

Configuration Best Practices

• Configure meaningful filter criteria that align with actual business workflows rather than displaying all available records without focus
• Limit list quantity per page to maintain performance (3-5 lists maximum recommended for most use cases)
• Select summary tiles that drive partner action rather than purely historical metrics without decision-making value
• Ensure all configured tiles contain meaningful calculations; unconfigured tiles in 4-tile configurations create visual inconsistency
• Use clear, partner-facing language for list labels and tile labels avoiding technical jargon or internal terminology
• Configure displayed fields that provide essential information while avoiding excessive column counts that reduce readability

Access and Sharing Strategy

• Create separate Deal Summary Pages for different partner tiers rather than attempting universal dashboards
• Use preview functionality extensively before sharing to validate data visibility and filter accuracy from partner perspectives
• Deploy initial pages to small partner groups for pilot testing before scaling to entire partner communities
• Document page purposes and intended audiences to maintain clarity as page quantity increases over time
• Review sharing permissions periodically as role structures evolve to ensure pages remain accessible to appropriate partner types

Ongoing Management

• Monitor partner usage patterns to identify highly-engaged pages and underutilized pages requiring refinement or retirement
• Review filter accuracy periodically as deal data and business processes evolve to ensure lists continue returning relevant records
• Gather partner feedback on page usefulness, missing metrics, and desired additional functionality
• Update banner content and call-to-action buttons as partner program priorities shift
• Test performance regularly with production data volumes to identify pages requiring filter or list optimization
• Plan for page updates when partner programs change, new deal stages are introduced, or reporting requirements evolve

<< About Deal Summary Pages | Configuring Deal Summary Pages >>