• WorkSpan Salesforce App Releases_v1.19.2

    New Features and Enhancements 1. Consolidated Solutions Tab for all Hyperscalers in the WorkSpan SFDC App. Product: Hyperscaler Edition  In the SFDC app, partner users can access/ view solutions f...

  • 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...

  • WS SFDC App: Automated Post-Deployment Steps (Expanded)

    Table of Contents 1. Overview2. Security Considerations3. Post-deployment Steps for Specific Version Upgrades    3.1. Create the Connected App    3.2. Update the Search Layout of the ‘Partner Oppor...

  • WorkSpan Salesforce App - Package Update Fail due to Record Type conflict

    Problem Statement When attempting to upgrade from a managed package version in 1.14 or before, the upgrade can fail with a similar error message to this: (Referral__c.IncomingSAP) Global value set...

  • WorkSpan Salesforce App Releases_v1.17

    New Features and Enhancements 1. Marketplace Canvas Implementation. This enhancement introduces two tabs to the Workspan Salesforce App: Marketplace and Offers. The Marketplace tab, positioned as t...

  • WorkSpan Salesforce App Releases_v1.15 & v1.16

    New Features and Enhancements 1. Seamless Package Installation process.  During the package installation within SFDC, no lookup field for the referral will be created on the Opportunity object. A n...

  • 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 Salesforce Installation Guide

    Table of Contents 1. Introduction 1.1. Why do you need to install this App? 1.2. What do you need to do? 2. Salesforce Package installation 2.1. Supported Salesforce versions 2.2. Installing Packag...

  • How to set up the “Update Referral when linking Opportunity” Flow

    1. Flow configuration This Flow goes hand in hand with the “Update Referral from Opportunity” Flow, but it covers a very special use case: when a Referral is linked to an existing Opportunity. It h...

  • How to set up the “Update Referral from Opportunity” Flow

    The idea behind this Flow is that once a Referral is created, you might want to keep the data in it in sync with the Opportunity. So, your sales reps will be changing Opportunity only and the Flow ...

  • WorkSpan Web App & Salesforce App Releases_V.1.13

    New Features and Enhancements 1. Easy Referral launch. You can now launch any Amazon referral (even those with Customer Software Value larger than $120,000) from within Salesforce. 2. Get notifica...

  • How to auto-create new opportunities from incoming referrals

    Table of Contents - Introduction- Referral Distribution- Map default field values when creating Opportunities from Referrals- Flow Templates to keep Referral and Opportunity in sync    - Update Opp...

  • 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...

  • How to Auto-create Referrals from an Opportunity

    Table of Contents 1. Create Outgoing Referrals Automatically2. Flow Template to Auto-create Referral from Opportunity3. Managing Opportunities to Auto-create Referrals4. Configure Default Values fo...

  • 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...

  • 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...

  • 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...

  • 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...

  • WorkSpan Salesforce App V.1.7 Releases

    New Features and Enhancements New “Flow” to specify default field values while creating an opportunity from an incoming referral.  “Create an opportunity” from referral now has a new flow to map d...

  • WorkSpan Salesforce App V.1.6 Releases

    New Features and Enhancements Automated referral creation. It is now possible to auto-create Referrals with a Flow. This enhancement enables you to set certain criteria to create referrals automat...