Unlimited workflow actions: Email Alerts, Tasks, Updates and New Records.

This transparency drives accountability, improves forecasting accuracy, and fosters productive, data-driven conversations between teams and leaders. Whether managing training programs, sales pipelines, or operational processes, the Dynamic Milestone Manager ensures clarity, precision, and efficiency.

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.