Salesforce Integration is Here!

Heeeeeey WeTransacters! We're happy to announce the new Salesforce Integration is finally here for our customers :-) Yeeeeah .

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What does this mean for you? 

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Watch your workflows become smooth like butter. All you have to do is connect WeTransact to Salesforce and see all your Microsoft Marketplace and Co-Selling deals & opportunities directly to your SalesforceOpportunity view.

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Here's all you can do now: 

1. Microsoft Co-Sell Opportunities

Refer and track deals with Microsoft seamlessly. Quickly identify target accounts and streamline deal registrations - all without leaving Salesforce.

2. Marketplace Private Offers

Create and manage custom Marketplace deals directly from Salesforce. Tailor pricing, manage subscriptions, and track customer statuses through an intuitive interface.

3. Visibility into Target Accounts

Gain actionable insights on accounts with cloud commitments, Microsoft management, and Marketplace intent. Use this data to prioritize leads and close deals faster.

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Great- but how to get started?

 I'm glad you asked :) Here's a quick Admin Installation Guide on installing the WeTransact Salesforce App:

You will need: 

- WeTransact Account
- Salesforce Administrator Access

Step-by-Step

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Install the App
Simply click the installation URL, install for admin, and wait until complete.

 Install in your Salesforce Org

a  Production

https://login.salesforce.com/packaging/installPackage.apexp?p004tWU0000005SzlYAE

b. Sandbox

https://test.salesforce.com/packaging/installPackage.apexp?p004tWU0000005SzlYAE

 Ensure “Install for Admins Onlyˮ is selected and press Install.

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Grant Access :

All access is managed through Permission Set Groups. Grant access to Co-Sell orPrivate Offer individually. The Admin PSG provides full access, including write on backend only fields.

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 Open the Permission Set Groups page.

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 Access the PSG you wish to share.

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 Click Manage Assignments.

 Click Add Assignments.

 Select the Users you wish to add access for & press Next

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 Finally press the button 'Assign' on your bottom right to complete the assignment.

Update Opp Page

You can reveal either or both Co-Sell & Private Offer as you prefer on anyOpportunity page. The instructions provided her apply wherever you wish to place them.

 Open the Opportunity Page you wish to edit in the editor mode.

 Search for and select the Dynamic Related List  Single.

 Drag & place it where you wish.

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 Change the fields you wish to see in the list. We recommend

a Deal/Offer Name

b Deal/Offer Status

c Sync Status

 Replace the New button with Co-Sell/Offer Wizard.

 Save the Page!

Configure API URL WIP

💡 Will be completed post implementation of the authentication API

 Adjust the base url of the named credential

 Retrieve & save the refresh token

Aaaaaaand that's it1 great job! You're good to go :)

I hope you were able to successfully follow the steps outlined above. If you face any issue please do not hesitate in reaching out to our team at support@wetransact.io . We'll be happy to help!

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