Admin
Activity overview
Latest activity by Admin-
Admin created an article, Sending Introductory Email for Accepted Referrals
Use case The email notification feature allows you to send introductory emails to introduce the Partner Account Executives (AEs)/Partner Managers/ Alliance Leads to AWS /MPC sales representatives a...
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Admin created an article, WorkSpan Salesforce App V.1.12 Releases
New Features and Enhancements Filling mandatory fields to ensure error-free referral acceptance. The “Accept” or “Decline” flow on an Incoming Microsoft Referral has been updated when you click on...
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Admin created an article, WorkSpan Jan'23 Releases - v166.0.0
New Features and Enhancements Enabling file upload for your partners via the action button. WorkSpan allows you to configure an action button to upload files. With this enhancement, your partners ...
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Admin created an article, WorkSpan Salesforce App V.1.11 Releases
New Features and Enhancements Quick view for Referral fields. Added a highlights panel for the Referral Object to bring the critical field values to the top of the Referral Page. The highlights pa...
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Admin commented, Helpful article.
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Admin created an article, WorkSpan Dec '22 Releases - v165.0.0
New Features and Enhancements Enabling Bulk Actions to update multiple items simultaneously. Take specific actions such as Bulk Edit, Bulk Move Stage, etc. for different items at one go using Bul...
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Admin created an article, How to Auto-create Referrals from an Opportunity
Table of Contents - Create Outgoing Referrals Automatically- User Personas/Permission Sets- Flow Template to Auto-create Referral from Opportunity- Managing Opportunities to Auto-create Referrals- ...
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Admin created an article, How to Create Contact Roles from a New Referral
Use case Whenever an Opportunity is created from a new incoming Referral (referral shared by your partner), create Contact Roles on that Opportunity. Instructions You need to Create a new Flow tha...
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Admin created an article, WorkSpan Salesforce App V.1.10 Releases
New Enhancements Change in component parameters for the WorkSpan Admin tab - To address compatibility constraints with Spring’23 SFDC release, immediate changes were made in component parameters i...
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Admin created an article, WorkSpan Salesforce App V.1.9 Releases
New Features and Enhancements New launch in ACE flow for Amazon Referrals. The recent enhancement allows you to Launch a referral directly in ACE based on the conditions mentioned below: When ‘Cu...