Co-Pilot delivers 7 different "Content Delivery" types:
The following is our list of recommendations on how to best use the various content delivery methods that are offered by the Co-Pilot. There are 7 content delivery options. The last 4 delivery options are driven/delivered based on our Rules Engine, allowing Content Authors to provide Co-Pilot content only to the records that are relevant, when they are relevant. The Co-PIlot Content Author can also restrict the Co-Pilot content based on the logged in users Profile, Role or Group.
1. Co-Pilot Side Bar: We believe this delivery method can best be leveraged when deploying "How to ... " type tips and instructions for Salesforce. (see the image at the bottom of the page for Side Bar location) NOTE: This content is not driven by our Rules Engine. But the Content Author can define recipients of the Sidebar based on "Profile, Role, or Group, and based on the Home Page layouts that they assign the Co-Pilot Sidebar to.
2. Co-Pilot Feeds: We see customers leveraging feeds to provide "list view like data right to your home page". You can create multiple Feeds from multiple different objects. Most customers are using this to display: Top Deals Closed This Year, My Open High Value Tasks, New Leads This Week (see the image at the bottom of the page for Feed location). NOTE: This content is not driven by our Rules Engine. But the Content Author can define recipients of the Co-Pilot Feeds based on "Profile, Role, or Group, and based on the Home Page layouts that they assign the Co-Pilot Feeds to.
3. Co-Pilot Broadcast Messages: This is a great place to communicate things like Emergency Messages, Organizational Announcements, Vacation Reminders, "Motivational Quote of the Day", New Incentives, etc . And remember, you can filter each piece of Co-Pilot Content data by Profile, Group or Role, so create custom message by these categories. (see the image at the bottom of the page for Broadcast Messaging location). NOTE: This content is not driven by our Rules Engine. But the Content Author can define recipients of the Sidebar based on "Profile, Role, or Group, and based on the Home Page layouts that they assign the Co-Pilot Broadcast Messages to.
4. Co-Pilot Alerts: This is an aggressive message that requires the recipient to interact with the Alert before proceeding to the Salesforce Record. Take a look at the image just below. Think of using this sort of message when you have "Red Flags", or any type of serious customer issues that require immediate attention. i.e. Late payments, Record is missing critical content 'X' # of days prior to a kick-off meeting; Any type scenario that should not be overlooked when interacting with this Account, or Lead or Contact, etc.
5. Co-Pilot Pop-up: These messages are also sort of "In your face" but the recipient can still interact with your Salesforce records without acknowledging this content. This is a great delivery method for tips, step-by-step instructions, process flows, etc . This delivery method allows your users to move the content around so that they can view the Salesforce page and this Co-Pilot content concurrently, in order to use the content as a guide. Sample tips: Customer Support step-by-step resolutions to specific customer issues; Sales Scripts, etc. Notice in the image below the pop appears over the Salesforce record. The user just needs to "x" out to get away from this content. If a particular record has generated the interest of multiple Co-Pilot Pop0ups, the user just needs to scroll down the page to see all the content., rather than having to manage multiple pop-ups. The line separator in the body of the popup below indicates multiple pop-ups have been generated for this record.
6. Co-Pilot Inline: This is a slighly passive tool that can be effectively used for tips, and step by step instructions. Inline Co-Pilots can be used very similarly to Pop-ups, but the content is on a inline Visualforce page. Your users can collapse and hide or open this section. We consider this a really good touch for users with experience, but perhaps they are not every day users of Salesforce, and may or may NOT need the content you're providing. We also see this type of Co-Pilot as an ideal alternative to adding validation rules to a page. Instead, create a Co-Pilot rule that tells your user a particular fields needs to be populated.
- In the sample Co-Pilot Inline content below, there are multiple Co-Pilots appearing inline, separated by the line separator. The first Co-Pilot tells the user that he needs to update the "Employee" field in his next conversation with the customer. The Co=Pilot Content Author used the Co-Pilot rules engine to deliver this message if "Lead Status" = Open - Contacted. There's also a rule to display the 2nd Co-Pilot suggestion based on "Lead Source = Web