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Co-Sell with Hyperscalers v7.4 - Nov'23 Releases
New Feature and Enhancement 1. Enhanced Error Messages for Microsoft Referrals. When accepting an incoming referral from Microsoft, the system now provides more informative error messages. In case ...
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Co-Sell with Hyperscalers v7.3 - Oct'23 Releases
New Features and Enhancements 1. Bulk Accept/Decline incoming referrals for MSFT/AWS/Google. Accepting/Declining referrals one at a time can be time-consuming; with our new Bulk Accept/Decline feat...
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Updates in AWS Version 2: What's New?
Table of Contents 1. Introduction2. What do these changes mean for you? 2.1. Recent referral sync issues 2.2. Current open items related to v2 updates 3. FAQs 4. Additional resources 1. In...
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WorkSpan Nov'23 Releases - v176.0.0
New Features and Enhancements 1. Enhanced chart downloads for easy sharing: A new feature that allows you to download tabular charts in XSLX format, similar to the existing download option for othe...
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WorkSpan Oct'23 Releases - v175.0.0
New Features and Enhancements 1. Powerful grid editing enhances usability and provides a great user experience. WorkSpan-powered grid editing capability is focused on delivering a top-notch editing...
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Generic outgoing flows
Table of Contents 1. Create Outgoing Referrals manually one at a time2. Create Outgoing Referrals automatically3. Create Outgoing Referrals in bulk4. Submit Outgoing Referral5. Resubmit Outgoing Re...
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Generic incoming flows
Table of Contents 1. Referral distribution 2. Link Incoming Referral to Opportunity 3. Accept Incoming Referrals 3.1. Accept & link Incoming Referral to Opportunity 3.2. Accept & create new...
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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...
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Lightning components - Opportunity Referral Data
Table of ContentsOverview1. The highlights panel2. The “top” section3. Customer Details section4. AWS Specific Fields section5. Microsoft Specific Fields6. Google Specific Fields7. SAP Specific Fie...
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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...