• WorkSpan Admin Tab - Marketplace

    1. Enable/disable Marketplace WorkSpan Administrator can switch the Marketplace toggle to enable or disable access to the Marketplace tabs: When the toggle is switched from off to on, then: All u...

  • WorkSpan Admin Tab - Post Deployment Wizard

    1. Post Deployment Wizard Post Deployment Wizard allows you to automatically perform most of the Post Deployment Steps (PDS) that are required after a package upgrade, instead of doing them manuall...

  • Value Mapping

    Value mapping functionality works similar to the Field Mapping but instead of mapping the exact value from a source field to the related Referral field, it sets a specific Referral field value base...

  • Introduction to WS SFDC User Guide

    1. Introduction This article aims to provide administrators with information to configure the WorkSpan Application in Salesforce. WorkSpan’s SFDC app security has been approved by Salesforce. This ...

  • User Personas/Permission Sets

    This is a required step for a new installation. Assign appropriate permission sets to your Salesforce users. WorkSpan Account Executive (AE)—The primary App user. This persona is responsible for ...

  • Data Model

    Table of Contents 1. Overview1.1. Referral object1.2. Partner Referral object1.3. Partner object1.4. Microsoft Solution objects1.5. Log object1.6. WorkSpan Test Object 1. Overview In WorkSpan, Ref...

  • Customize the data model

    Table of Contents 1. Create your own custom fields2. Enable Field History Tracking3. Customize picklist fields 1. Create your own custom fields You can create custom fields on the Referral object ...

  • WorkSpan Admin Tab - Field Mapping page

    Table of Contents 1. Configure which fields to send to WorkSpan    1.1. Amazon (AWS) use case fields    1.2. Microsoft Partner Center (MPC) use case fields    1.3. Google use case fields2. Configur...

  • WorkSpan Admin tab - Field mapping discrepancies in different scenarios

    There are some discrepancies in the UX and/or the underlying mechanisms of how field mappings are applied in different use cases. Those can be grouped as follows. When a Referral is created manual...

  • WorkSpan Admin tab - Integration Setup

    Table of Contents1. Integration Setup Page    1.1. Create a connection to WorkSpan    1.2. Test connection to WorkSpan    1.3. Clear credentials for the connection to WorkSpan    1.4. Edit connecti...

  • Adding Tabs to the App

    The App doesn’t come with all packaged Tabs in it because not everybody will need every Tab, and you can add any Tabs to it (including standard and your own or third-party custom Tabs), but you can...

  • Create partners in Salesforce

    The package comes with Amazon and Microsoft Partner records. Those records should be used for AWS and MPC flows. You can change their Partner Name values but do not change Partner ID values. If yo...

  • Create Microsoft Solutions

    This is a required step for a new installation if you are going to use Microsoft Partner Center (MPC) flows. It can be done only with the SOM permission set by following the steps below: Go to the...

  • Customize Classic page layouts

    Packaged lightning pages are not upgradeable if you’ve customized them. Technically, they are upgradeable but not editable, even though Salesforce seemingly allows you to edit them and save the c...

  • Customize Lightning pages and Lightning components

    The App has the following notable Lightning Web Components (LWC) that you can add, move, or remove if needed. 1. Opportunity Actions LWC (“Actions”)2. Opportunity Referrals LWC3. Opportunity Referr...

  • Lightning components - Opportunity Actions

    This small component provides some quick actions and occasional informational messages, and it can be placed on a Referral page.OOTB is on the Referral Lightning page. For the Incoming Referrals, t...

  • Lightning components - Opportunity Referrals

    This component is supposed to surface the Referral data on the Opportunity level without affecting the Opportunity record details. It can be placed on the Opportunity page. OOTB is on the Opportuni...

  • 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...

  • Lightning components - Integration Status

    Table of Contents Integration Status LWC     1. AWS Integration Status     2. MPC Integration Status     3. Google Integration Status     4. Partner-specific integration status errors     5. Salesf...

  • Lightning components - Microsoft Solutions

    This is a small component that is shown only on Referrals with Microsoft. Use it to manage the Microsoft Solution records in relation to the current Referral. It can be placed on a Referral page. O...

  • Lightning components - Contact Details

    This component is split into two tabs: 1. My Company tab includes contact details for internal stakeholders: Opportunity Owner Account Owner Partner Manager 2. Partner tab includes contact detail...

  • Creating Opportunities from Referrals

    In order to disable the Accept & Create new Opportunity from Incoming Referral or Create new Opportunity from Incoming Referral without accepting or Create new Opportunity from Referral flows, you ...

  • Flow templates to auto-create Referral from Opportunity

    The package comes with some Flow Templates that you can either ignore, use as is or customize to better suit your unique business processes (Salesforce Flows are amazingly customizable, you can sta...

  • Flow templates to keep Referral and Opportunity in sync

    These are Flow Templates with the purpose of updating Referral(s) when the parent Opportunity changes or updating the Opportunity when its child Referral changes—all to keep data between records in...

  • Flow Template extension example

    Table of Contents 1. Create Closed Lost Reason field on Opportunity2. Update the Flow Template to Populate Closed Lost Reason on Referral from your custom Closed Lost Reason on Opportunity    2.1. ...

  • Customize Referral list views

    The package comes with 4 Referral list views. However, you can completely customize them or delete them or create your own (see how to do that here): “All”—see all Referrals that you have access t...

  • Customize Opportunity list views

    If you want your users to be able to create Referrals in bulk, you need to add the Create Referral button to the Opportunity list views. There is no way to fine-tune the visibility of it, so either...

  • Referral Notifications

    1. OOTB Notifications The package includes multiple OOTB in-app notifications for incoming and outgoing Amazon and Microsoft referral notifications. All notifications are enabled by default and wil...

  • Validation rules

    Table of Contents 1. Referral validation rules2. Partner Referral validation rules3. Partner validation rules4. MicrosoftSolution__c validation rules5. ReferralMicrosoftSolution__c validation rules...

  • Deleting Referrals

    Right now, there is no special handling of Referral deletion on the WorkSpan side. Hence no information is sent to WorkSpan if a Referral is deleted in Salesforce, and vice versa. In order to avoid...