Admin
Articles
-
Track key KPIs for your Program on Program Overview page
Table of Contents 1. Overview2. Pinning a Chart on the Program Overview page3. Unpinning a Chart4. Rearranging a Chart 1. Overview We're excited to announce a new capability in our product that a...
-
WorkSpan Co-Sell Platform for Salesforce
Overview WorkSpan provides the leading co-sell platform for efficiently managing and scaling your AWS and Microsoft Co-Sell business. This turnkey solution lets your sales team co-sell with AWS ACE...
-
WorkSpan Salesforce App Releases_v1.14
New Features and Enhancements 1. Established a 'Post Deployment Wizard' tab in WS Admin, including two collapsible sections. a. The 'Connected App' allows users to manually configure a Connected ...
-
WorkSpan Aug'23 Releases - v173.0.0
New Features and Enhancements 1. Filter out blank records in Table Views. The table views are now configured with an option to filter “Blank” values. You can simply check/uncheck the option at colu...
-
Co-Sell with Me
Overview WorkSpan Co-Sell app enables you to run and scale your own Co-Sell Program. Onboard partners easily on the WorkSpan platform, manage referral sharing, and collaborate with bi-directional r...
-
Create partners in Salesforce
The package comes with Amazon and Microsoft Partner records. Those records should be used for AWS and MPC flows. You can change their Partner Name values but do not change Partner ID values. If yo...
-
Flow templates to keep Referral and Opportunity in sync
These are Flow Templates with the purpose of updating Referral(s) when the parent Opportunity changes or updating the Opportunity when its child Referral changes—all to keep data between records in...
-
User Personas/Permission Sets
This is a required step for a new installation. Assign appropriate permission sets to your Salesforce users. WorkSpan Account Executive (AE)—The primary App user. This persona is responsible for ...
-
Integration Details
Table of Contents Overview1. Sending data to WorkSpan2. Receiving data from WorkSpan3. Integration status fields Overview The solution is aimed at integrating WorkSpan Ecosystem with Salesforce. M...
-
Deleting Referrals
Right now, there is no special handling of Referral deletion on the WorkSpan side. Hence no information is sent to WorkSpan if a Referral is deleted in Salesforce, and vice versa. In order to avoid...