Hey Leore S., I am assuming you’re using Salesforce, here are some the mishaps you may want to avoid and that can youse you to lose your sleep:
Make the process simple:
Ask only for what you’ll actually use - partner info, customer details, project scope, and deal size/timeline, try to follow an increasing complexity approach, start with a small set of fields and when they start working and you feel there is critical data missing, increase them. A good thumb rule would be the best companies I’ve seen implement this keep it around 10 fields, at max 15.
Use conditional logic so partners only see relevant fields (Experience Builder or Flow can handle this) Again, based on the type of partner, make sure screen flows cater to them and there aren’t shown any fields they are not supposed to be filling
Automate the boring stuff:
Let validation rules confirm eligibility based on certification level or territory
Set up fast-track approvals via Flow for duplicate checks or territory claims. Keep a designated person and notify him whenever a deal is added to give approval, they will also be responsible for handling escalations by partners, make sure this process is also well documented
Consider the visibility the partners have as well:
Give partners a real-time status tracker in Experience Cloud (the “where’s my deal?” view)
Configure auto-notifications for status changes to prevent partners ghosting you
Close the loop:
Auto-convert approved registrations to Opportunities
Maintain partner attribution fields for proper commission tracking
Where most implementations fail: making partners jump through unnecessarily complex hoops, poor visibility into status, and manual processes that introduce delays and human error.
Happy to help you out if you want to dig deeper into any of these elements amd discuss how you’d want to set this up. Have seen way too many war stories of bad implementation setups
