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Co-Pilot In-App Guidance: Fix Salesforce Adoption with Real-Time Guidance

By appSavvy group

Salesforce Adoption & Data Quality: Real-Time Process Guidance for Users

No Ratings
$1,999   USD/company/year

Discounts available for nonprofits

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Industries
High Tech
Manufacturing
Professional Services
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Ensure Salesforce users follow process in real time with context-aware guidance that replaces training, reduces bad data, and enforces the right actions at the right time.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
Lightning

App Details

Version
Co-Pilot InApp Guidance/Co-Pilot InApp Guidance 1.131.0
Listed On
10/24/2025
Latest Release
10/24/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.131.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/24/2025

Additional Details

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.

Need help?

appSavvy group

Los Angeles

At appSavvy group, we are committed to providing exceptional support for all our products, ensuring your success and satisfaction. This policy outlines the scope, methods, and expectations for our support services.

Support Phone(310) 961-3502
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