Documentation

How to run each product, step by step.

One section per product. Each has a quickstart that gets you to a real result, step-by-step guides for the jobs people actually do, and training tracks broken down by role — because a developer and an approver need very different half-days.

Library

Segregated product by product.

Pick the product you are running. Each section below links straight to its quickstart, its guides and its training plan.

Pilot ready Sales engagement

Codelign 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
In client review Demand planning

Codelign Demand Planner

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
How to use this library

Quickstart, then guides, then training.

Every product section is laid out the same way, so someone who has learned one product already knows where to look in the next.

01Quickstart

The shortest path to a real result on your own data, with the time it should take.

02Step-by-step guides

One numbered procedure per job, in the order the work actually happens.

03Training guidance

Role-based tracks with durations, plus the few principles worth teaching explicitly.