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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.
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