Deal Summary Pages and Deal Registration Integration

The Deal Summary Pages module integrates seamlessly with Deal Registration Forms and Bulk Deal Registration to create comprehensive partner deal submission experiences that combine pipeline visibility with streamlined registration workflows. This integration transforms deal summary dashboards from passive reporting interfaces into active submission portals where partners can review their current pipeline, identify registration opportunities, and submit new deals without navigating away from their primary deal management interface.

Integration Overview

Deal Summary Pages and Deal Registration integration enables administrators to embed deal registration capabilities directly within summary dashboards, provide partners with immediate access to appropriate registration forms based on role assignments, support both individual deal registration and bulk CSV upload workflows, and create unified partner experiences that combine deal review with deal submission activities.

Integration benefits:

Reduced workflow friction: Partners access deal registration immediately after pipeline review without navigating through multiple portal sections, reducing abandonment rates and increasing deal submission volumes
Contextual registration access: Registration buttons appear within deal visibility context, prompting partners to register opportunities when reviewing pipeline gaps or performance metrics
Multi-form support: Partners with access to multiple registration forms (e.g., standard deals, qualified deals, referral deals) receive form selection interfaces that guide appropriate submission workflows
Bulk submission capabilities: Integration with Bulk Deal Registration enables high-volume partners to submit multiple opportunities through CSV upload directly from summary dashboards
Consistent user experience: Unified interface combines reporting, analysis, and submission activities in cohesive workflows that align with partner deal management processes

How the Integration Works

"New Deal Registration" Button

The Deal Summary Pages module provides a "New Deal Registration" button configuration option within Banner Settings. When enabled, this button appears prominently on the summary page banner, providing partners with persistent access to deal submission workflows throughout their pipeline review activities.

Button activation:

Navigate to Deal Summary Page edit interface
Access Banner Settings through More Actions menu
Enable "Display 'New Deal Registration' Button" checkbox
Save banner configuration
Button appears on summary page banner for all users with access to the page

Deal Registration Form Assignment Logic

When partners click the "New Deal Registration" button, the system evaluates the partner's deal registration form assignments to determine appropriate navigation behavior:

Multiple form access scenario:

Partner has access to 2+ deal registration forms (configured through Setup → Partner Management → Deal Registration Forms sharing permissions)
System displays a form selection interface listing all accessible forms by name and description
Partner selects the appropriate form for their specific deal type (e.g., standard deal registration, qualified opportunity, referral deal)
System navigates partner to selected form for deal submission

Single form access scenario:

Partner has access to exactly 1 deal registration form
System bypasses selection interface
Partner navigates directly to assigned form for immediate deal submission
This streamlined workflow reduces clicks and accelerates registration for partners with straightforward submission requirements

No form access scenario:

Partner has access to zero deal registration forms (no forms shared with partner's security role)
System navigates to 404 error page when button is clicked
This creates negative user experience and partner confusion
Recommendation: Only enable "New Deal Registration" button on Deal Summary Pages shared with security roles that have deal registration form assignments

Bulk Deal Registration Integration

When Bulk Deal Registration is enabled (Setup → Partner Management → Bulk Deal Settings), the "New Deal Registration" button behavior expands to include CSV upload capabilities:

Button display with bulk registration enabled:

Button displays with dropdown indicator rather than direct click action
Clicking button reveals dropdown menu with two options:
- New Deal Registration: Follows standard form assignment logic (multiple forms → selection interface; single form → direct navigation)
- Bulk Deal Registration: Navigates to bulk upload interface for CSV-based multi-deal submission
Partners can choose submission method appropriate to their current workflow (single deal vs. multiple deals)

Bulk registration workflow integration:

Partner reviews Deal Summary Page identifying multiple registration opportunities
Partner clicks "New Deal Registration" button dropdown
Partner selects "Bulk Deal Registration" option
System navigates to bulk upload interface
Partner downloads CSV template (if configured in Bulk Deal Settings)
Partner prepares CSV file with multiple deal records
Partner uploads CSV file through bulk upload interface
System processes deals and creates Lead records in bulk
Newly registered deals appear in Deal Summary Page lists (subject to configured filters) after processing

Common Integration Patterns

Organizations leverage Deal Summary Pages and Deal Registration integration across various use cases that align pipeline visibility with submission workflows:

Partner Segment-Specific Dashboards

Reseller deal summary with standard registration:

Deal Summary Page configured for reseller security roles
Lists display: Pending Registration, In Review, Approved, Rejected deals
Summary tiles show: Total Pipeline Value, Average Deal Size, Approval Rate, Pending Count
"New Deal Registration" button enabled linking to Standard Deal Registration form
Partners review pipeline metrics, identify gaps, and submit new opportunities in unified workflow

Distributor deal summary with multi-form access:

Deal Summary Page configured for distributor security roles
Lists display deals segmented by deal type and stage
"New Deal Registration" button enabled with access to multiple forms:
- Standard Deal Registration
- Qualified Opportunity Registration (for pre-qualified deals)
- Referral Deal Registration (for referred opportunities)
Partners select appropriate form based on deal characteristics ensuring proper qualification and routing

High-volume partner summary with bulk registration:

Deal Summary Page configured for high-volume partner security roles
Bulk Deal Registration enabled in system settings
"New Deal Registration" button displays dropdown with bulk upload option
Partners leverage bulk upload for campaign-driven deal submission or periodic pipeline updates
Combination of individual and bulk submission supports flexible partner workflows

Internal Team Dashboards

Channel manager oversight dashboard:

Deal Summary Page configured for internal employee security roles
Company-wide record visibility enabled showing all partner submissions
"New Deal Registration" button enabled for manual deal entry by internal team
Channel managers review partner pipeline, identify support opportunities, and register deals on behalf of partners when necessary

Configuration Requirements

Prerequisites for Integration

Deal Management Module: Ensure Deal Management module is enabled in Company Preferences
Deal Registration Forms: Configure at least one deal registration form through Setup → Partner Management → Deal Registration Forms
Form Sharing: Share deal registration forms with appropriate security roles that will access Deal Summary Pages
Deal Summary Pages: Create Deal Summary Pages and share them with security roles that have deal registration form access
Banner Configuration: Enable "Display 'New Deal Registration' Button" in Deal Summary Page Banner Settings
Optional - Bulk Registration: Enable and configure Bulk Deal Registration through Setup → Partner Management → Bulk Deal Settings

Configuration Validation

Test button behavior:

Use Preview functionality to view Deal Summary Page from partner perspective
Verify "New Deal Registration" button appears on banner
Click button to confirm appropriate form selection or direct navigation behavior
Test with users who have multiple form access to validate selection interface
Test with users who have single form access to validate direct navigation
If bulk registration enabled, verify dropdown displays both individual and bulk options

Verify form assignments:

Review Deal Registration Forms sharing settings to confirm security role assignments
Cross-reference Deal Summary Pages sharing settings to ensure aligned role access
Identify any security roles with Deal Summary Page access but no deal registration form access (these users will encounter errors when clicking button)

Validate registration workflow:

Complete test deal registration through Deal Summary Page button
Verify newly registered deal appears in appropriate Deal Summary Page lists (subject to configured filters)
Confirm deal record ownership, status, and field values align with form submission
Test bulk registration workflow if enabled, verifying CSV upload and record creation

Best Practices for Integration

Button Enablement Strategy

Align button enablement with form access: Only enable "New Deal Registration" button on Deal Summary Pages shared with security roles that have deal registration form assignments
Communicate form selection: Provide partner documentation or banner subheading text explaining when to use different registration forms if partners have multi-form access
Consider button placement: Banner location provides persistent access throughout page scrolling; evaluate whether this encourages desired submission frequency
Monitor abandonment: Track deal registration completion rates for users navigating from Deal Summary Pages vs. direct form access to identify workflow friction

Form Configuration for Summary Page Integration

Form naming clarity: Use descriptive form names in Deal Registration Forms configuration that clearly communicate deal type and requirements (names appear in selection interface for multi-form partners)
Form descriptions: Include helpful descriptions in Deal Registration Forms configuration that guide partner form selection
Consistent field requirements: Align required fields across deal registration forms to reduce partner confusion when submitting through different pathways

Bulk Registration Considerations

Template accessibility: Configure CSV template file in Bulk Deal Settings document library selection to ensure partners can download properly formatted templates
Field mapping instructions: Provide clear "Load Leads Instruction" text in Bulk Deal Settings explaining CSV preparation and field mapping requirements
Mandatory field configuration: Carefully select mandatory fields in Bulk Deal Settings to balance data quality requirements with submission ease
Volume partner targeting: Enable bulk registration only for Deal Summary Pages targeting high-volume partners; unnecessary bulk options create interface complexity for partners with infrequent submissions

List Configuration for Registration Feedback

Include pending registration list: Configure lists showing recently submitted deals to provide partners with immediate feedback on registration success
Stage-based lists: Create separate lists for different deal stages (Pending, In Review, Approved, Rejected) enabling partners to track submission progress
Recent deals sorting: Configure list sorting by Created On or Last Modified Date in descending order to display newest registrations first
Registration confirmation: Consider adding a list filtered to deals created in last 7 days to highlight recent partner submissions

Troubleshooting Integration Issues

Button does not appear on Deal Summary Page

Verify "Display 'New Deal Registration' Button" is enabled in Banner Settings
Confirm page has been saved after banner configuration changes
Clear browser cache and reload Deal Summary Page
Check that user's security role has View permission to Deal Summary Page through sharing settings

Button displays but clicking generates 404 error

Confirm user's security role has at least one deal registration form assignment
Review Deal Registration Forms sharing settings to verify role inclusion
Test with different user who has confirmed form access to isolate permission issue
Verify deal registration forms are saved and published (not in draft status)

Form selection interface does not display expected forms

Review all Deal Registration Forms to confirm sharing includes user's security role
Verify forms are Active Page or Custom Form type (check Form Type in Deal Registration Forms configuration)
Confirm selected forms exist and have not been deleted
Test with administrator account to verify forms are accessible with elevated permissions

Bulk registration option does not appear in dropdown

Verify Bulk Deal Registration is enabled in Setup → Partner Management → Bulk Deal Settings
Check "Enable Bulk Deal Registration" checkbox in Bulk Deal Settings configuration
Save Bulk Deal Settings and reload Deal Summary Page
Confirm user's security role has permissions to access bulk registration functionality

Newly registered deals do not appear in Deal Summary Page lists

Review list filter criteria to confirm newly registered deals meet filter requirements (e.g., deal stage, created date, ownership)
Check Display Company-Wide Records setting if partner expects to see deals registered by colleagues
Verify deal ownership assigns correctly during registration process
Refresh Deal Summary Page to reload data after registration
Check deal record in Salesforce/CRM to confirm successful creation and field values

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