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Co-Sell from Salesforce

Unleash the Power of Salesforce with WorkSpan

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  • 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
See all 9 articles

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
See all 29 articles

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