01 / NEW EMPLOYEE ONBOARDING
A first day with a clear next step.
Help new colleagues handle real tasks in Salesforce. Put the instructions next to the fields and actions they need, so they can build confidence while serving customers.
A LITTLE GUIDANCE. A LOT OF CONFIDENCE.
Every next step.
Right where
you work.
Your agents have a customer to help.
Give them an assistant that knows the way.
spotlights guides customer-facing teams through Salesforce, one clear step at a time. From everyday tasks to the workflows that get a little complicated.
A Chrome extension. Guidance inside your existing apps.
RIGHT THERE WHEN YOU NEED IT01 — 03
Service ConsoleCases
Case #000142
WorkingA little help with an upgrade
DetailsRelatedActivity
Contact nameAvery Morgan
Account nameNorthstar Studio
Request typePlan upgrade
PriorityMedium
The customer's request
“We’re growing our team. Can you help us move to the right plan?”
spotlightsSTEP 1 OF 3Start with the right person.
Check the contact on this case so you can give the customer the right help.
Real work. Clear next steps.Interactive illustration · fictional Salesforce example
A helping hand.
Never a detour.
Never a detour.
SUPPORT THAT STAYS WITH YOUR TEAM
An assistant.
Not a training tool.
Your team doesn’t need another course to remember. They need a little clarity in the moment a customer is waiting.
spotlights lives alongside the work in Salesforce. It highlights the right field, explains what to do, and guides an agent through the process — even when that process crosses screens, records, and decisions.
The agent stays focused on the customer.
spotlights helps with what comes next.
spotlights helps with what comes next.
FOR THE MOMENTS THAT MATTER
A familiar hand.
In unfamiliar territory.
For the people answering questions, solving problems, and making every customer interaction count.
02 / FEATURE & PROCESS ROLLOUTS
New features. Less head-scratching.
Turn a changed process into a guided path. Show agents what’s new, where to find it, and how to use it in the workflow they already know.
03 / COMPLEX CUSTOMER JOURNEYS
Make the complicated feel doable.
Bring clarity to the multi-screen tasks and less frequent processes that are hard to remember. Keep guidance close from the first action through the final check.
SIMPLE TO SET UP. EASY TO KEEP USEFUL.
You know the process.
Show spotlights
the way.
Create guidance right inside your application. Point to the element, write the instruction, and preview the journey. No code or Salesforce package required.
Meet your team's next assistant- 01
Point to it.
Choose the button, field, or heading your agent needs. spotlights anchors the guidance right there.
Pick an element in your app - 02
Make the next step clear.
Add a short instruction and choose the action: read, click, fill in a field, or make a selection.
Your process. Your words. - 03
Preview. Share. Keep improving.
Walk through the flow, then export it for colleagues to import. Update the steps as your process evolves.
Reusable guidance, ready for real work
A FEW GOOD QUESTIONS
Fits your work.
Respects your team.
Is spotlights specifically for Salesforce?
Salesforce is a core use case. spotlights can guide agents across its record pages, forms, and multi-screen workflows, including standard and custom objects. As a Chrome extension, it also works with other web applications.
Does it do the work for the agent?
No. spotlights guides people through a process; they remain in control of the actions and customer decisions. It doesn’t submit forms on their behalf.
Do we need developers to configure it?
You build walkthroughs by selecting elements and adding instructions directly in your application. Preview the steps, adjust them, and share the walkthrough as a file. There’s no Salesforce package to install.
Can experienced employees use it too?
Absolutely. Guidance is just as useful for a new feature, a changed process, or an unusual customer request as it is for a new colleague. Pause it when you don’t need it and resume when you do.
PUT CLARITY WITHIN REACH
Less “where do I go?”
More “how can I help?”
Give your customer-facing team a little guidance.
Right inside the apps they use every day.