FAQ's

Tips of how to use Co-Pilot

Which of the 7 content delivery types in Co-Pilot is best for us?
Co-Pilot delivers 7 different "Content Delivery" types:  The following is our list of recommendations on how to best use the various content d...
Wed, 22 Feb, 2017 at 8:40 PM
Does Co-Pilot work in LIghtning or Salesforce1?
Yes, but not all of the functionality is available.  Salesforce1 Lightning Co-Pilot Side Bar  No No Co-Pilot Broadcast Messages Y...
Fri, 17 Feb, 2017 at 5:34 PM
How to enable pop-ups for Chrome for the Co-Pilot
By default, Google Chrome blocks pop-ups from automatically showing up on your screen. When a pop-up is blocked, the address bar will be marked Pop-ups b...
Wed, 22 Feb, 2017 at 8:57 PM
How to enable Popups in Firefox for the Co-Pilot
In the location bar.   When you click either the Preferences button in the info bar or the icon in the location bar, a menu is displayed with the followi...
Wed, 22 Feb, 2017 at 8:56 PM
What is the Co-Pilot content? Does it come out of the box? Or do we have to create it?
What is content? Content can be anything comprised of text and images that you'd like to deliver to your us Tips on “How to Use Salesforce”. Can...
Tue, 12 Jun, 2018 at 12:01 PM
Is there any way for us to deliver a Co-Pilot Alerts or Popups while a Salesforce record is in “Edit” mode ?
   Not directly. In order to deliver any pop up support while a record is in Edit mode, user will have to leverage the Sidebar Component. Sidebar com...
Tue, 12 Jun, 2018 at 12:18 PM
Can we edit the "Category" picklist values on Co-Pilots
Yes, do to so, follow this path.  Go to Setup > Customize > Objects > Co-Pilot > Category > Edit > Insert/remove any values you'd...
Tue, 19 Jun, 2018 at 7:19 PM