Enhanced Referral Form Interface
New referral form interface for the Referral management.
Professional Offers (AWS)
We have introduced the ability for users to create private offers for Professional Services listings directly within the sf.
In-App Notifications for Referral Updates (AWS)
We have implemented In-App Notifications in salesforce to keep users informed of changes related to referrals. These notifications will appear as bell icon pop-ups within the app whenever there are updates, modifications, or automations related to referral records.
Salesforce UI/UX Enhancements
Significant UI/UX enhancements across key sections within Salesforce, specifically targeting the Opportunity, Referral, Offer, and Resale pages. The updates include optimized layouts, improved navigation, and enhanced visibility into record statuses.
Automatic Account and Opportunity Creation for Incoming Referrals
If a partner receives a new referral from AWS and the associated Account does not exist in Salesforce, the system will now automatically create a new Account upon accepting the referral.
Microsoft Co-sell
New "Services Co-Sell" Deal Type: Added a new "Services Co-Sell" option in the Deal Type field for referral creation.