Knowledge base

Progress Manger - the Dynamic Milestone Manager (3)

Enhance communicating process status on any object. Provides realtime status percentage based on the completion of key fields that you assign to your custom milestones. Ideal for monitoring progress, and driving results across any process on any object.

Co-Pilot InApp Guidance (2)

Welcome to the Co-Pilot InApp Guidance Support Center Your go-to resource for getting the most out of Co-Pilot. Here, you'll find step-by-step tutorials, setup guides, and best practices to help you create powerful, in-context messages that guide users exactly when and where they need it. Whether you're launching compliance alerts, onboarding walkthroughs, or process reminders, Co-Pilot makes it easy to deliver real-time guidance inside Salesforce—without writing a single line of code. Need help? Browse our articles, watch quick demos, or reach out to our support team. We’re here to help you empower your users and drive adoption across your org.

Simple Workflow for Pro Suite Edition (3)

An easy-to-use automation solution for Salesforce Pro users and up. Simplify the creation of Email Alerts, New Tasks, Field Updates and New Record Creation to reduce manual effort, and enhance productivity with a few simple clicks.