Salesforce Customer Context for Product Demos
MaybeUndo now supports Salesforce context in demo briefs, helping teams plan customer-specific product demos from accessible lead or opportunity records.
Customer Context in Demo Briefs
- Choose an accessible Salesforce lead or opportunity inside a MaybeUndo demo brief
- Review suggested customer context before adding it to the brief
- Keep customer descriptions optional and preserve existing brief text
Approved Notes and Share Links
- After publishing a demo, add the demo share link and a note for Salesforce
- Review the exact destination and content before approving the save
- Demo links keep their existing MaybeUndo access restrictions
Private Content Stays in MaybeUndo
- MaybeUndo does not automatically send brief text, internal prompts, scripts, or recordings to Salesforce
- People who can open a shared demo link can see the content made available by that link
- Salesforce is optional; teams that have not connected Salesforce do not see record selection inside demo briefs