Co-Sell from Salesforce
Unleash the Power of Salesforce with WorkSpan
- WorkSpan Salesforce App Releases_v1.14
- WorkSpan Web App & Salesforce App Releases_V.1.13
- WorkSpan Salesforce App V.1.12 Releases
- WorkSpan Co-Sell Platform for Salesforce
- How to Auto-create Referrals from an Opportunity
- WorkSpan Salesforce Installation Guide
- How to set up the “Update Referral when linking Opportunity” Flow
- How to set up the “Update Referral from Opportunity” Flow
- How to auto-create new opportunities from incoming referrals
- How to Create Contact Roles from a New Referral
- WorkSpan Salesforce App V.1.11 Releases
- WorkSpan Salesforce App V.1.10 Releases
- WorkSpan Salesforce App V.1.9 Releases
- WorkSpan Salesforce App V.1.7 Releases
- WorkSpan Salesforce App V.1.6 Releases
WorkSpan Salesforce Functional Guide
- Generic incoming flows
- Generic outgoing flows
- Special partner flows
- Universal flows
- Setting to Create New Opportunity from Incoming Referral
WorkSpan Salesforce Implementation Guide
- Introduction to WS SFDC User Guide
- User Personas/Permission Sets
- Data Model
- Customize the data model
- WorkSpan Admin Tab - Field Mapping page