Available now Salesforce delivery
A private enterprise AI workbench for Salesforce delivery teams.
5 quickstart steps 6 step-by-step guides 4 training tracks
Guides
Training tracks
- Analyst or new adminHalf a day
- DeveloperOne day
- Release managerHalf a day
- Support engineerHalf a day
Pilot ready Revenue lifecycle
A self-hosted revenue lifecycle platform — configure, price, quote, order, and manage the installed base.
6 quickstart steps 6 step-by-step guides 4 training tracks
Guides
Training tracks
- Catalogue administratorOne day
- Sales userHalf a day
- Revenue operationsOne day
- DeveloperOne day
Pilot ready Sales engagement
Self-hosted sales engagement for Salesforce: activity capture, sequences, templates, and an inbox sidebar.
6 quickstart steps 7 step-by-step guides 4 training tracks
Guides
Training tracks
- Sales repOne hour
- Sales managerHalf a day
- Salesforce administratorOne day
- IT operatorOne day
Pilot ready E-signature
A complete electronic signature engine running entirely inside Salesforce.
6 quickstart steps 7 step-by-step guides 4 training tracks
Guides
Training tracks
- SenderOne hour
- Template authorHalf a day
- Salesforce administratorOne day
- DeveloperHalf a day
In client review Demand planning
Sales and operations planning: forecast demand, overlay business judgement, and route the numbers for approval.
6 quickstart steps 7 step-by-step guides 4 training tracks
Guides
Training tracks
- Contributor (sales or marketing)One hour
- ApproverOne hour
- Demand plannerOne day
- AdministratorOne day