Co-Pilot
The training platform for Process Leaders, Change Managers, and the Training Department
The Best Salesforce training platform on the appexchange
Co-Pilot is a powerful Salesforce AppExchange app that helps organizations maximize the value of their Salesforce implementation by delivering a real-time training platform with personalized guidance and support. It empowers teams across industries to create custom, tailored workflows that drive efficiency, enhance decision-making, and ensure compliance.
With Co-Pilot, your organization can capture and document best practices, define conditional steps, and set clear criteria for any process. Users receive customized, step-by-step guidance when the record they’re working on meets those criteria. Think of Salesforce “Workflow Rules” that dynamically generate instructions (instead of email, alerts or tasks) specific to the user’s role and the record’s condition—minimizing errors and boosting productivity.
Whether it’s lead management steps, academic advising guidance in your business college, customer “inquiry” guidance in banks, or regulatory submissions protocols in medical device firms, Co-Pilot provides a platform to deliver exceptional training and unlock the full potential of your Salesforce implementation.
“Train people well enough so they can leave, treat them well enough so they don’t want to.”
