Co-Pilot has 7 different "Content Delivery" types that you can choose from when creating content. In your first go around, I suggest you tryout each of the different content types to see what works best for you. your users and the various different types of guidance you plan to provide. We offer a few suggestions below when explaining your delivery options.
- Co-Pilot Sidebar: This is the sidebar component where you can provide links to pop up content (Not useful in Salesforce Lightning): Things like: How to Search in Salesforce; How to Schedule a Report
- Co-Pilot Feed: Create filters against on any standard or custom object to display content on your home page layout; i.e. Top Closed Deals for $100k by Rep; 1 Call Closes on Cases
- Co-Pilot Broadcast Messaging: Use this type to distribute corporate wide or group specific messaging like "Quote of day", Company reminders, Emergency messages, etc.
- Co-Pilot Alert - Use this type of Alert for urgent info/guidelines. Salesforce user can not get past this type of message without click on/acknowledging the alert
- Co-Pilot Pop-up - Semi aggressive guide. Your user cannot avoid seeing the pop-up initially. Great for providing step-by-step instructions to your users
- Co-Pilot Inline - Passive guide. Great for reference material, given that these guidelines are in a collapsible visualforce inline page.
- Co-Pilot Button - Passive guide. User must actually click on the button to see if there is any support material here. Ideal for "reference material" only.
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: (shown below in Salesforce Classic)
Suggested Use Case: We believe this delivery method can best be leveraged when deploying "How to ... " type tips and instructions for Salesforce. 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.
Example of a completed "Side Bar Co Pilot Record
2. Co-Pilot Feeds (shown below in Salesforce Classic)
Suggested Use Case: 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 stuff like 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.
Notice the "Thumbs up/Thumbs down" - this appears on all Co Pilot records, in the upper left part of the content. Users can vote on and share feedback on the quality of the content you're publishing
4. Co-Pilot Alerts:
Suggested Use Case: This is an aggressive message that requires the recipient to interact with the Alert before proceeding to the Salesforce Record. Your user cannot proceed to the Salesforce record until he/she clicks on "OK".
Take a look at the image just below. The record is open, but it's greyed out in the backgroud. Think of using this sort of message when you have "Red Flags" that need to be highlighted on a record. Think of these as ideal for serious customer issues that require immediate attention. i.e. Healthcare details, this is a "White glove Account .. handle with care .. or invite to our use conference", or this Customer has Late payments (or bad credit), "This 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 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 on their page such that they can view the Salesforce record and this Co-Pilot content concurrently ... perfect for content with lots of steps that are serving as a guide.
Use Cases: Customer Support step-by-step resolutions to specific customer issues; Sales Scripts, screen shots and or names of fields that you want the user to update and the values you want them to add, etc.
Notice in the image below .. The Co-Pilot pop-up appears to sit on top of the Salesforce record. The user just needs to "x" out if he/she wishes to get rid of this content. If a particular record has generated the interest of multiple Co-Pilot Pop-ups, the user can scroll up/down the page to see all/the additional Co Pilot content. A line separator in the body of the pop-up is the indicator that multiple pop-ups have been generated for this record.