Partner Relationship Management reference

Reference topics provide additional information about Partner Relationship Management.

• Member registration form
  Use the member registration form on the Partner portal to register members to a partner organization.
• General Inquiry form
  Use the general inquiry form on the Partner portal to raise queries and get in touch with the enterprise.
• Channel partner table fields
  Use the fields on the channel partner [sn_prm_channel_partner] table to manage and store information related to channel partners.
• Roles and components of Deal Registration Management
  The Deal Registration Management application (com.snc.deal_registration_management) uses roles to provide access to information, identify internal and external users, and maintain data security.
• Roles and components of Segment Management
  The Segment Management application uses roles to provide access to information, identify internal and external users, maintain data security, and establish different types of relationships between segments and partners.
• Roles and components of Sales Common
  The Sales Common for Channel Partners plugin (com.snc.partner_relationship_management_sales_common) application uses roles to provide access to information, identify internal and external users, and maintain data security.
• Quote creation via Self-Service fields for Channel Partners
  Store the main details related to a quote submitted by a partner and track the life cycle of the quote through its stages on the self-service quote (sn_quote_mgmt_core_quote) table. Use the fields to manage and store information related to quote creation by channel partners.
• Partner program table fields
  Enable channel partners to participate in structured initiatives designed to drive revenue, enhance market reach, and build customer relationships by using the Partner Program [sn_prm_partner_program] table.
• Partner program relationship table fields
  Establish a relationship between channel partners and partner programs with the Partner Program Relationship [sn_prm_partner_program_relationship] table.
• Domain separation for Partner Relationship Management
  Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.
• Program segment mapping table fields
  Establish a mapping between a program and a segment on the program segment mapping (sn_prm_program_segment_mapping) table to determine whether a segment belongs to the appropriate partner program.
• Program segment criteria table fields
  You can establish a mapping between the program segment mapping table and the criteria using the program segment criteria (sn_prm_program_segment_criteria) table.
• Program criteria table fields
  Establish a mapping between the partner program (sn_prm_partner_program_relationship) table and the entity criteria (sn_req_criteria_customer_condition) table.
• Deal registration table fields
  Store the main details related to a deal submitted by a partner and track the life cycle of the deal through its stages on the deal registration (sn_prm_dr_deal_registration) table.
• Deal registration line table fields
  The deal registration line table contains line items linked to a deal registration, each referencing a specific product offering.
• Deal registration type table fields
  Configure the deal registration type table to define how a channel partner can be associated with a deal or is contributing to the associated deal.
• Partner program deal type relationship table fields
  Configure the Partner Program Deal Type Relationship (sn_prm_dr_pp_deal_type) table to ensure that the correct deal types are associated with the correct partner programs.
• Channel Partner components on workspace
  View the various components on the channel partner form to get a consolidated overview of all the entities associated with the channel partner.

Parent Topic:Sales Customer Relationship Management reference