Channel deal registration accuracy review
Review channel deal registrations for accuracy with owned source evidence, defined eligibility, and a recorded disposition instead of approval by default.
Channel deal registration accuracy review
A channel deal registration should state the real account, the partner, and the sales context before it earns protection or attribution. Review accuracy with evidence and a recorded disposition rather than approving every entry.
Accurate registration protects legitimate partners and prevents dispute and double counting. The review keeps the record aligned with the actual buyer conversation.
Define eligibility
State which registration types earn protection, attribution, or deal assistance and which remain informational. A clear policy tells partners what a registration will and will not do.
Publish the required fields, the account matching rule, and the review window. An incomplete or overlapping registration should be handled with a defined outcome, not default approval.
Gather source evidence
Require the partner to link the relevant contact, quote, proposal, or activity that establishes the claim. Verify duplicate or overlapping registrations before assigning ownership.
Record the evidence date and the reviewer. Treat a registration without source evidence as an eligibility question rather than an automatic grant.
Route to an accountable reviewer
Name one owner who reviews registrations and confirms the account, partner, and sales context. Route disputes between partners through the owner with both claims visible.
Set a review decision date so eligible registrations are not stranded and ineligible ones are not quietly approved.
Record the disposition
Write whether the registration is accepted, held, split, or declined with the reason and the evidence reviewed. Confirm the attribution rule that applies to any accepted deal.
Keep the disposition visible to the partner and downstream reporting. A clear record prevents the same registration from being reinterpreted later.
Review registration patterns
Analyze accepted, declined, split, and disputed registrations on a cadence. Look for duplicate filings, weak evidence, and errors in the reporting pipeline.
Adjust eligibility and required fields through a dated change. Preserve prior decisions so the partner history stays explainable.
Sources
- Partner Relationship Guidance, Salesforce Trailhead. Describes partner programs and the records used to manage partner deals and payments.
Related GTM guides
Frequently asked questions
Should every registration be approved?
No. Approve only registrations with source evidence, defined eligibility, and a recorded disposition.
Who reviews a disputed registration?
A single accountable reviewer confirms the account, partner, and context with both claims visible.