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Live group demos

Your first step with AI: Discover before you automate

Jan 29, 2026 @ 10 AM PST / 1 PM EST

Jumping straight into AI in Salesforce can backfire. In this demo, we show how to test AI safely in spreadsheets first, validate outputs, and make smarter decisions before automating – so your data stays accurate and your team stays confident.

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Intro to Complete Hierarchies

See how to automate your account hierarchies in Salesforce.

Intro to Complete Leads

See how to create workflows that route leads, or any object, automatically.

Intro to Complete Clean

See how to detect and remove any number of duplicates at once.

Intro to Complete Influence

See how to identify stakeholders with influence to sell more in Salesforce.

Use Case: Mass Territory Reassignment

See how you can execute mass territory assignment easily within Salesforce.

Use Case: Improving the Marketing to Sales Handoff

See how you can update your lead management processes to remove friction between teams.

Take an interactive tour

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Complete Leads

Lead-to-Account Matching & Routing

Complete Clean

Mass Deduplication

Complete Hierarchies

Automated Account Hierarchies

Complete Influence

Relationship Mapping

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