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.
What changed
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
Why it matters
MaybeUndo now lets teams use Salesforce context when planning a customer-specific product demo. After Salesforce is connected in Settings, lead and opportunity selection can appear in demo briefs using records that the connected Salesforce account can access.
The workflow keeps the creator in control. You can review the suggested customer context before adding it to the brief, preserve existing brief text, and approve the exact note and demo share link before saving anything back to Salesforce.
