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
- WorkSpan Admin tab - Field mapping discrepancies in different scenarios
- WorkSpan Admin tab - Integration Setup
- Adding Tabs to the App
- Create partners in Salesforce
- Create Microsoft Solutions
- Customize Classic page layouts
- Customize Lightning pages and Lightning components
- Lightning components - Opportunity Actions
- Lightning components - Opportunity Referrals
- Lightning components - Opportunity Referral Data
- Lightning components - Integration Status
- Lightning components - Microsoft Solutions
- Lightning components - Contact Details
- Creating Opportunities from Referrals
- Flow templates to auto-create Referral from Opportunity
- Flow templates to keep Referral and Opportunity in sync
- Flow Template extension example
- Customize Referral list views
- Customize Opportunity list views
- Referral Notifications
- Validation rules
- Deleting Referrals
- Integration Details
- Logs