WorkSpan Salesforce App (WS SFDC App) Installation Guide

Introduction

This guide is a quick reference for administrators configuring the WorkSpan application within Salesforce. The package is optimized for Lightning Experience and supports Enterprise, Performance, Unlimited, and Developer Editions.

Refer to the detailed implementation guide for customization and advanced setup options. 

Latest applicable versions of WS SFDC App - v 1.19.2, 1.24.1, 1.26, 1.28.1, 1.32, 1.33, 1.34, 1.36, 1.37, 1.38, 1.39.   

Why do you need to install this App?

There are three main benefits of installing this app:

1. Opportunity Sharing: Enables Sales teams to securely share opportunities with partners directly from the CRM.

2. Boosted Sales Revenue: Increase your sales team's opportunity flow by 40% (based on 50+ customer benchmarks), significantly growing your co-sell pipeline and revenue.

3. Automated Alignment: Automates bi-directional opportunity updates to keep partners aligned throughout the sales cycle.

What do you need to do?

Install WorkSpan’s Co-Sell Salesforce App. It involves the following steps for both test and production. The expected duration of installation is 15-30 mins.

1. Install SSL and Create Certificates (Optional). Read this guide for instructions.

2. Install the WorkSpan app on Salesforce (3-5 mins)

3. Configure ECA framework (5-10 mins); access to Setup, External Client Apps, and App Manager needed.

4. Assign users with the right roles (5-10 mins)

5. Specify the credentials to connect to WorkSpan (2-5 mins)

6. Authorize WorkSpan integration user to write and read into Salesforce (2-5 mins)

Salesforce Package Installation

Supported Salesforce versions

The package is designed to work in Lightning Experience. It supports Enterprise, Performance, Unlimited (production or sandbox), and Developer Editions.

Migrating to the External Client Apps (ECA) Framework

Salesforce is modernizing its integration standard by restricting the creation of legacy Connected Apps as of the Spring ’26 release, making  External Client Apps (ECAs) the mandatory framework for new setups and the strategic path for existing users. WorkSpan has aligned with Salesforce’s latest architectural standards by transitioning our integration from existing Connected Apps to the ECAs framework. 

Click here to read the guide that provides the comprehensive, step-by-step procedures required to achieve this new framework, ensuring secure connectivity and a modern platform experience.

Installing the Package

User Permissions

Users installing the package require the following system permissions in SFDC: 

1. Customize Application

2. Download AppExchange Packages

Install from Salesforce AppExchange

Install the package by searching for ‘WorkSpan’ on the Salesforce AppExchange or by using this direct link: WorkSpan Co-Sell Platform for Salesforce - WorkSpan. 

If you are having problems installing via the AppExchange, go directly to the org where you want to install the package.

1. Click (1) “Setup” icon.  In Quick Find, (2) search for “AppExchange Marketplace” and (3) click on it. 

2. A popup will appear. (4) Click “Go to App Exchange.”

3. In the AppExchange page, (1) search for “WorkSpan.” (2) Select “WorkSpan Co-Sell and Marketplace Platform” from the results.

4. It will redirect you to the details page of WorkSpan Salesforce App in the AppExchange. Install the package from the page by clicking Get It Now or Try It.

5. Select the ‘Install for Admins Only’ option. Also, grant access to WorkSpan URLs. 

The WorkSpan Salesforce package contains five custom objects, 3 of which are for the business (Referral, Partner, Partner Referral), 1 for the admins (Log) and Solution object for Referrals.

You also have to grant access to WorkSpan URLs:

Whitelisting URLs (Optional)

⚠️ IMPORTANT 
This step is only required if Lightning Web Security (LWS) is disabled in your WorkSpan Salesforce App.

Step 1: Click on the (1) Setup icon.

Step 2: In (2) Quick find, type “Trusted URLs.” (3) Click on it and then (4) click “New Trusted URL”. 

Step 3: Enter (1) “API Name” and “URL.” (2) Check the boxes and (3) click “Save.”

Step 4: The Whitelisted URL is shown on the screen below:

Post-Installation Configuration Checklist

These are the configuration steps that you absolutely have to perform after installation in order to start using the app:

1. Assign permission sets.
2. Make sure you have the “Customize Application” system permission.
3. Enable the External Client App framework.
4. Create a connection to a WorkSpan environment.
5. Enable the integration.
6. Create Partner records (if you are going to work with partners other than AWS and Microsoft Partner Center). 
7. Create Microsoft Solution records (if you are going to utilize the Microsoft Partner Center flows.
8. Disable the custom setting if you don’t want your AEs to be able to create new Opportunities from Referrals.
9. Configure the purge job for logs.

Setup Checklist

Assign permission sets to your Salesforce Users 

This is a required step for a new installation. Assign appropriate permission sets to your Salesforce users.

1. WorkSpan Account Executive (AE)—The primary App user. This persona is responsible for running direct-sell motions leveraging Salesforce and also running co-sell motions to win deals through collaboration with partners.

2. WorkSpan Sales Ops Manager (SOM)—This persona is in charge of operational excellence. It manages Partner and Microsoft Solution records in Salesforce and distributes Incoming Referrals among AEs.

3. WorkSpan Partner Ops - This business persona is responsible for managing partner operations including mapping tables, connections, and referral workflows.

4. WorkSpan Technical Admin - This role is for Salesforce administrators who manage technical package configuration, API integrations, and system-level settings. For business users managing partner operations, assign WorkSpan Partner Ops instead.

5. WorkSpan Read-Only User—This is a supplementary permission set for WSAs that provides read-only access to Referral and Partner data. Assign it if you want your WSA to be able to read sales data, but not edit any of it. If you want them to be able to edit as well, then assign WorkSpan Account Executive or WorkSpan Sales Ops Manager instead.

6. WorkSpan Integration User—A dedicated service account permission set, not intended for any human user. All REST API calls from WorkSpan into Salesforce are authenticated and executed in this user's context. Create a dedicated Salesforce user with a non-administrator profile (such as Minimum Access), assign this permission set to that user, and use those credentials when configuring the integration in WorkSpan. Do not assign it to human users — it provides no App functionality for them and grants access beyond what they need.

7. WorkSpan Auto-create Referral from Opportunity—This persona allows to create and update Referrals from the Opportunity, i.e., triggering the dedicated flows, without any access to objects used within the package.

There are two ways to assign permissions to users:

1. By username 

• Select the User: Navigate to the Users list and click on the specific Username to open their profile.

• Edit Assignments: Scroll down to the Permission Set Assignments section and click “Edit Assignments” to add the required WorkSpan role.

On the Edit Assignments page, (1) select a permission set and (2) click the right-arrow button to show it on the right column for Enabled Permission Sets. 

Once done, (3) click Save. 

1. By permission sets

To assign WS roles to multiple users, click on ‘Permission Sets’ under the ‘Users’ menu in the left navigation panel.

Locate and click on the desired WorkSpan role (e.g., WorkSpan Account Executive) as shown in the above image.

You will be redirected to its details page. Now, click on ‘Manage Assignments.’

Here, you can view all the assigned users to the selected permission set. To assign/edit a new/existing user, click on the ‘Edit’pencil icon.

 Select an expiration option for the intended users and click Assign to finalize. 

• No Expiration Date

• Specify the Expiration Date, choose the Duration and Time Zone.

To finalize the integration between Salesforce and WorkSpan, navigate to the WorkSpan Setup tab and select System Setup. Follow the procedures below to establish a secure connection based on your environment.

 Connecting Salesforce to WorkSpan

1. Click on Connect Salesforce to WorkSpan > Edit  and Enter the following:

1. Application User ID: Provided by WorkSpan or retrieved via WorkSpan > My Company > Applications > Salesforce > Application Users.

2. Application User Secret: Provided by WorkSpan or generated as a Secret Key in the WorkSpan application settings.

3. WorkSpan Environment: Select Sandbox or Production

4. WorkSpan App Hostname:

   1. Production: app.workspan.com 

   2. Sandbox: uat.workspan.com 

5. Once the details are saved, click Test Connection to ensure the status updates to Connection Active.

Field Mapping Review

The app includes Out-of-the-Box configurations, but these should be reviewed to ensure they align with your business processes.

1. Configuration Options: For each field (middle column), there are up to two configuration options: ‘Send to WorkSpan’ and ‘Source Opportunity field.’ 

2. Locked Fields:  Certain fields are restricted from editing to prevent disruptions to the data flow or integration stability.

Steps to Edit Mappings

1. Navigate to WorkSpan Admin > Field Mapping Tab

2. Click Co-Sell and then click on the respective tab for AWS/Microsoft/Google/SAP/Ecosystem (Non-cloud Partners)

3. Click Edit. 

Verify Partner Records

Go to the Partners tab and verify Partner Name (can be anything you want) and Partner ID for each partner you are going to co-sell with.

1. If you are going to use the app to co-sell with AWS, then you need to have a Partner record with Partner ID = ‘Amazon.’ 

2. If you are going to use the app to co-sell with Microsoft, then you need to have a Partner record with Partner ID = ‘Microsoft.’ 

Salesforce Client Setup in WorkSpan 

Perform the following steps in WorkSpan to set up the Salesforce integration and authorize WorkSpan to access Salesforce. The person performing these steps in WorkSpan should have ‘WorkSpan Integration User’ permission set in Salesforce to be able to authorize connection to Salesforce successfully. 

Step 1: Once logged in to the WorkSpan application, click on the Hamburger menu on the top left and click ‘Companies.’ Now, click ‘Applications’ and go to the ‘Salesforce Client’ tab.

Step 2: Click ‘Edit’ to add/edit ‘Salesforce User Name’ (assigned as ‘WorkSpan Integration User’ permission set in SFDC App) and ‘Production Org or Sandbox’ and then click ‘Save’.

Step 3: Click ‘Authorize’ to authorize this username on the Salesforce application.

ℹ️ NOTE
You should open WorkSpan and Salesforce applications in two different windows. Before clicking on ‘Authorize,’ make sure to logout of the SFDC application, and close all the opened tabs of SFDC and the browser. 

Go back to the browser where the WorkSpan application is opened.

Step 4: You will be redirected to ‘Salesforce’ login page. Enter your ‘Username’ and ‘Password’ to login. 

After successful login, you need to allow access to share referrals from WorkSpan to Salesforce and vice-versa seamlessly.

ℹ️ NOTE 
If the application fails to redirect to the Salesforce login page, ensure that your web browser’s pop-up blocker is disabled and restart the session. If the issue persists after these steps, please contact the WorkSpan Support Team for further assistance.

Step 5: After successful authorization, refresh the page and you will be able to view the updated ‘Connection status as Active.’

Step 6: Click on ‘Test Connection.’

Support

If you have any questions or need further assistance, please contact your WorkSpan representative or reach out to us at support.workspan.com; alternatively, email us at support@workspan.com.