The Best Salesforce training platform on the AppExchange
Empower Salesforce leaders to ensure consistent process execution with Co-Pilot InAppGuidance, a platform that enables delivery of tailored, in-context guidance where users work. Reinforce best practices at the record level with workflow rules (e.g., guiding users, step-by-step, through their next steps for a stale Lead >30 days old), turning every team member into a top performer to support new implementations or enhancements. Accelerate adoption and confident action across your organization.
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Who Benefits from Co-Pilot?
Sales Leaders: Ensure reps follow sales stages and revive stale Leads (>30 days) with guided next steps, boosting pipeline accuracy.
Users: Keep your momentum going, not waiting on others, with real-time, record-specific guidance navigating complex workflows, boosting confidence and productivity during process changes.
Operations Leaders: Enforce cross-departmental workflows, preventing skipped steps during process rollouts.
Customer Service Leaders: Standardize case handling and compliance with real-time prompts, speeding agent onboarding.
Field Service Managers: Guide techs with site checklists and data capture rules, ensuring consistency on every job.
HR & L&D Leaders: Scale training with in-context guidance, reducing workshop reliance during new implementations.
System Admins: Minimize support tickets by embedding process rules, proving ROI on Salesforce enhancements.
IT & Compliance Officers: Guarantee regulatory adherence with workflow-driven alerts, eliminating risky workarounds.
Executives/Transformation Leaders: Gain confidence in front-line execution with record-level process enforcement.
Take a look at our 10 minute audtomated product walkthrough.
How Co-Pilot Works
You Create the Content: Whether it’s a new tip, process guide, policy reminder, or training video, Co-Pilot helps you deliver the content you create.
Define Workflow Rules: Identify the specific record conditions or process that requires guidance.
Restrict Visibility: Deliver role-specific guidance on the same record. Target by Role, Profile, Permission Set, or Group so different users see the tips and prompts most relevant to them.
Define Publishing Go Live and Expire Dates: Schedule your guidance to go live at the right moment, such as when new policies or procedures become effective. Set expiration dates to automatically remove outdated or no-longer relevant guidance.
Deliver Guidance: Your content appears as users interact with Salesforce records, ensuring timely and relevant support.
Collect Feedback: Users can give thumbs-up/thumbs-down ratings and comments on every guide. Creators and trainers get a simple loop for continuous improvement, with views automatically tracked and reportable.
Real-World Use Cases
Use Case: Employee Compliance Confirmation for Member Account Policy
Industry: Credit Union / Banking
Scenario: Enforcing compliance when viewing fellow employee accounts
Business Challenge:
Credit unions operate under strict regulations that govern not only how member accounts are accessed, but also how employee accounts are handled. At this credit union, compliance policy requires that anytime an employee views the account of a fellow employee, a Branch Manager must be physically present to witness the access. This manual step slows down operations, introduces bottlenecks, and is difficult to track consistently. Relying on Branch Managers to oversee each instance also increases the likelihood of policy lapses and creates audit vulnerabilities.
Solution Using Co-Pilot InApp Guidance:
Co-Pilot InApp Guidance replaces the manual oversight process with a enforcement mechanism built directly in our App. When an employee attempts to access a fellow employee’s account, Co-Pilot automatically blurs the screen at run time and presents a compliance alert. The user must acknowledge the Employee Account Policy by clicking “I Confirm.”
Once confirmed, Co-Pilot creates an immutable audit trail record that captures:
Employee name
Date and time of access
Name of Account accessed
Policy acknowledgment details stored on custom object, read only, limited visibility.
This approach enforces compliance with Branch Manager only being optionally required to be present, while still ensuring the organization has a verifiable, transparent log of every account access event.
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Removes Operational Bottlenecks: Employees no longer need to wait for a Branch Manager to physically witness account access, allowing service to continue smoothly without delays.
Maintains Strict Compliance: The acknowledgment process enforces the same level of policy adherence as in-person oversight, ensuring regulatory requirements are met.
Audit-Ready Transparency: Every access attempt is automatically logged with employee details, date, and time, creating a tamper-proof record for auditors.
Consistent Enforcement: Eliminates variability between branches and staff, guaranteeing that the policy is applied uniformly across the organization.
Improved Employee Productivity: Staff can handle sensitive account situations quickly and confidently, without interruptions, while still upholding compliance standards.
Testimonial
“We’re in our 14th year on Salesforce and just rolled out our 3rd enhancement. We A/B tested traditional screen-share training against Co-Pilot In-App Guidance, and the results were clear. Screen-share sessions became high-level overviews, while in-app guides supported users on new processes. Even users who weren’t pre-briefed adapted perfectly using the guides alone. Adoption and data quality have improved. Even annoying validation rules are now handled with gentle reminders. Overall, a great experience, kudos to AppSavvy for such a cool app.”
Why Co-Pilot?
For Executives and Transformation Leaders, Co-Pilot InAppGuidance is the key to unlocking Salesforce success with:
Workflow-Driven Guidance: Automate process enforcement with smart workflow rules (e.g., flagging stale Leads >30 days for action), ensuring every team follows best practices at the record level. This drives consistent execution across sales, service, and compliance, aligning with your 2025 improvement goals.
Reduced Hand-Holding: Eliminate constant manager or peer interventions by embedding real-time, in-context guidance, empowering teams to act confidently following new implementations and process rollouts. Cut oversight time by up to 30% (based on early adopter data), freeing leaders to focus on strategy.
Tailored Alert Flexibility: Offers customizable alert types, mandatory compliance prompts, required clicks, or optional tips, ensuring guidance fits every user and scenario, not a one-size-fits-all approach.
Improve your workforce with precision and scale.
Passive Alert
The passive alert offers an optional tip or guide, presented as a subtle, user-friendly suggestion that can be taken or ignored, displayed within a Lightning Web Component flexibly placed in your Lightning page layout. This non-intrusive delivery method provides an excellent way to share supportive information; tips, guides, or insights, enhancing user experience without mandating action, tailored to their workflow needs.
Stale Lead Example: This aggressive alert delivers clear, explicit instructions and guidance, compelling users to act before engaging the record. As one of several customizable delivery methods, it ensures critical process adherence with a mandatory interaction, tailored to highlight special instructions unique to this record.
Aggressive Alert
“When employees are guided to succeed, the entire organization thrives in productivity and efficiency!”
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“Train your people well enough so they can leave, treat them well enough so they don’t want to.”