• Marketplace

    If the WorkSpan Administrator enables the marketplace functionality, then: Account Executive users can access the Offers tab Sales Ops users can access the Marketplace tab When accessing the tabs...

  • Generic incoming flows

    Table of Contents 1. Referral distribution 2. Link Incoming Referral to Opportunity 3. Accept Incoming Referrals     3.1. Accept & link Incoming Referral to Opportunity     3.2. Accept & create new...

  • Generic outgoing flows

    Table of Contents 1. Create Outgoing Referrals manually one at a time2. Create Outgoing Referrals automatically3. Create Outgoing Referrals in bulk4. Submit Outgoing Referral5. Resubmit Outgoing Re...

  • Special Partner Flows

    Table of Contents 1. Amazon (AWS) Flows       1.1. Mark as Lost flow       1.2. Launch in ACE flow2. Microsoft Partner Center (MPC) Flows        2.1. Incoming MPC Flow        2.2. Outgoing MPC Flow...

  • Universal flows

    These flows work the same on both Incoming and Outgoing Referrals.  1. Create new Opportunity from a Referral Since v.1.5, it is now possible to create an Outgoing Referral without a related Opport...

  • Setting to Create New Opportunity from Incoming Referral

    Follow the steps below: Step 1: Click on ‘Setup’ and search for ‘Custom Settings’ in the search bar. Click on ‘Custom Settings’. Click on ‘Manage’ to edit the settings, ‘WorkSpan Settings.’ Step 2...

  • View Referrals within Opportunity across SFDC 

    Follow the steps listed below if you want your Salesforce users to have access to the Referrals from within the Opportunity details page in their respective module/app (e.g. Sales, Marketing etc.) ...

  • Send Updates from WorkSpan to Salesforce App

    Perform the following steps to transmit data from WorkSpan to Salesforce: Step 1: On the WorkSpan application, click on the hamburger menu and choose ‘Opportunities’. Now, open an opportunity. Ste...

  • Reports and Dashboards

    1. How to set it up? Salesforce reports and dashboards are extremely customizable, including the packaged ones; you can learn about them here. OOTB, the App contains 2 report types, 5 reports, and ...

  • Notifications

    Table of Contents 1. List of included notifications events 2. Where to find the notifications 3. Who receives the notifications OOTB the app, contains in-app notifications that are sent to users f...