Co-Pilot In-App Guidance
Fix Salesforce Adoption with Real-Time Guidance
By appSavvy group
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $200 per company per month
- Listed since
- 2025
About Co-Pilot In-App Guidance
Salesforce Adoption & Data Quality: Real-Time Process Guidance for Users
Your Salesforce training isn’t working.
Users skip steps. Enter bad data just to move forward. And processes break down under pressure.
Salesforce tracks activity. It doesn’t guide it.
This changes that.
Co-Pilot In-App Guidance ensures users take the right actions at the right time inside Salesforce.
Instead of relying on training, documentation, or rigid validation rules, it guides users in real time while they work.
- Prompt users with what to do next
- Reinforce process without blocking progress
- Deliver different guidance based on role, experience, and context
- Adapt to each record, workflow, and business situation
It’s like having your best manager guiding every user, on every record.
Highlights
- Ensure Salesforce users follow process in real time
- Replace validation rules with intelligent, in-the-moment guidance
- Improve data quality by guiding users instead of forcing inputs
- Prevent costly mistakes, like reps working the wrong deals
- Deliver role-based, context-aware guidance on every record
Screenshots
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Pricing
Paid, from $200 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Co-Pilot Annual License | $1,999 per company | Yearly | 30 days |
| Co-Pilot Monthly License | $200 per company | Monthly | 30 days |
We offer special discounts for Government, higher education, and new companies that are new Salesforce users. Contact us to explore pricing options that fit your budget.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 24, 2025
- Industries
- High Tech
- Manufacturing
- Professional Services
- Languages
- English