When employees are guided to succeed, the entire organization thrives in productivity and efficiency!
Co- Pilot
Our cutting-edge Lightning Web Component revolutionizes the way businesses navigate complex processes and workflows within Salesforce. With Co-Pilot, companies can effortlessly build custom workflow rules on any object, to deliver “alerts” or “step-by-step guidance” right to the user, based on Role, Profiles, etc . Deploy it only to the employees, and at the time that it’s needed - ensuring users are equipped with the right information at the right time, enhancing productivity and efficiency across the board. If you’re a trainer, or you manage a Sales Team or Customer Service/Support team, this app will help you get more value from Salesforce.
For Process Leaders, Change Management and the Training Team !
The Best Salesforce training platform on the AppExchange
Co-Pilot is a powerful Salesforce AppExchange solution that maximizes the value of your Salesforce implementation. It empowers organizations to deliver real-time, tailored training and guidance through custom workflows, using text, images, and videos. With Co-Pilot, teams across industries can streamline processes, enhance decision-making, and ensure compliance—elevating performance at every level. << Read More>
With Co-Pilot, your organization can capture and scale Salesforce training best practices, define conditional workflows, and set precise criteria for any process. Users receive real-time, tailored, step-by-step guidance based on the record they’re managing—ensuring actions align with the process and the user’s role. Think of Salesforce “Workflow Rules” reimagined: not just static alerts or emails, but dynamic, actionable instructions that reduce errors and drive efficiency.
From lead management in sales teams to academic advising in business schools, customer inquiry protocols in banking, or regulatory submission workflows in medical device firms, Co-Pilot transforms how teams interact with Salesforce. By embedding intelligent guidance directly into workflows, it enhances productivity, ensures compliance, and unlocks the full potential of your Salesforce investment.
“Train your people well enough so they can leave, treat them well enough so they don’t want to.”
Roles That Thrive with Co-Pilot
Co-Pilot delivers personalized guidance for roles that drive adoption, compliance, and performance.
Key Beneficiaries:
Leaders managing teams within Salesforce.
Professionals overseeing critical workflows and processes.
Roles focused on driving adoption, ensuring compliance, and optimizing performance.
Any user vested in outcomes.
Your Role, Transformed
Imagine Co-Pilot working seamlessly in your role, delivering the insights, alerts, and guidance, knowledge your users need—exactly when they need them.
Whether you're leading a team, closing deals, driving adoption, resolving customer inquiries or ensuring compliance, Co-Pilot is your partner in achieving peak performance.
Curious how Co-Pilot can elevate your day-to-day responsibilities? Let’s explore the roles it’s tailored to support—and why it matters to you.
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Inside Sales Manager
Field Sales Manager
Sales Operations Manager
Sales Enablement Manager
VP of Sales
Sales Director
Account Executive (AE)
Business Development Manager
Sales Development Representative (SDR) Manager
Customer Success Manager (CSM)
Renewal Specialist
Revenue Operations Director
Why your should care:
Timely guidance for reps: Alerts on lead follow-ups, missing data, pipeline updates, and workflow changes.
Proactive alerts: Helps sales teams prioritize leads or opportunities based on rules.
Sales scripts, incentives, pricing updates and guidance: Scripts for talking points when a lead meets specified criteria. Details on records that meet incentives or qualify for special pricing.
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Customer Support Manager
Service Operations Manager
Customer Experience Manager (CXM)
Call Center Manager
Support Director/VP
Escalation Manager
Knowledge Base Administrator
Why your should care:
Improved agent efficiency: Alerts for case handling, escalations, and policy updates.
Real-time changes: Notify agents when processes change, e.g., policy rejections or new procedures.
Scripted responses: Ensure agents deliver approved consistent messaging to customers.
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Training Director
Sales/Service Trainer
Change Management Consultant
Learning and Development Manager
Onboarding Specialist
Salesforce Training Administrator
Organizational Development Manager
Why your should care:
Embedded training: Deliver training manuals and process training "in the moment" as users work.
Guided workflows: Reduce the learning curve for new users with step-by-step guidance and alerts.
Change communication: Alert users to new policies, workflow changes, or role-specific updates, without having to assemble your teams into meetings to deliver the updates.
Continuous feedback: Co-Pilot enables users to provide instant feedback on each guide or alert, along with comments for improvement. This real-time feedback loop allows training teams to refine and enhance guides and alerts continuously, ensuring they meet user needs and improve overall training effectiveness.
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Salesforce Administrator
Business Process Owner
Salesforce Solution Architect
Workflow/Process Automation Manager
Business Analyst
CRM Manager/Director
Compliance Manager
Operations Director
Why your should care:
Automation & efficiency: Build and deploy custom rules to improve process adherence.
Compliance enforcement: Trigger alerts based on policy compliance criteria.
Process improvements: Monitor workflows to identify bottlenecks and adjust guidance as needed.
Reduce Data Quality Issues: Eliminate the need for excessive validation rules. Co-Pilot enables admins to create alerts that remind users to update missing or erroneous fields, prompting them every time the record is opened until the data is corrected. This ensures better data integrity while reducing user frustration.
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Product Marketing Manager
Go-To-Market Strategist
Customer Insights Manager
Campaign Manager
Field Marketing Director
Product Adoption Specialist
Why your should care:
Consistent messaging: Align sales/service teams with marketing campaigns through alerts and scripts.
Product adoption: Notify users of new product features or promotions in real-time.
Behavioral insights: Use alerts and workflows to encourage desired user actions.
Optimized lead engagement: Co-Pilot alerts users at the ideal time to add leads to campaigns, update relevant fields (such as lead source, campaign status), and select the correct email templates. This ensures timely follow-up and consistent messaging across all marketing efforts.
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Chief Revenue Officer (CRO)
Chief Operating Officer (COO)
Head of Customer Experience
VP of Customer Operations
Director of Business Strategy
Chief Sales Officer (CSO)
Why your should care:
Strategic alignment: Ensure teams are executing critical workflows at the right time.
Performance optimization: Drive productivity through proactive workflows and guidance.
Risk mitigation: Alerts that reinforce compliance and reduce process errors.
Outcome-driven leadership: Empower teams to achieve key results by aligning day-to-day actions with CEO directives, ensuring that workflows are not only efficient but also strategically focused on business priorities.
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Bank or Credit Union Branch Manager
Insurance Claims Manager
Underwriting Specialist
Loan Officer (Financial Services)
Policy Administrator (Insurance)
Healthcare Case Manager
Retail Operations Director
Field Services Manager
Why your should care:
Industry-specific workflows: Customizable alerts for policies, claims, approvals, and case types.
Decision support: Guidance for exceptions or complex workflows.
Privacy management: Co-Pilot ensures sensitive data is protected by requiring user acknowledgment of company policies before access to records. This acknowledgement not only secures privacy but also supports audit trails by tracking who has viewed specific records, ensuring compliance with industry regulations.
Find Your Use Case
Browse scenarios that align with your role or challenge and see how Co-Pilot delivers real impact.
