How it works
You do the work. Milita learns what matters.
Teaching Milita isn’t a project. You show her the process once, as the person who normally does it. She watches quietly, asks only what she needs to know, and then proves it on her own.
Preview. The teaching experience on this page is still being built.
Product preview
Nothing in the window tells you where to click. Milita hasn’t seen your org yet — that’s why she’s watching.
Say what must never break
Start with one sentence, in your own words. Milita doesn’t need a spec or a test plan — just the rule that matters. Not sure how to put it? She offers a few drafts, or you can say it your own way.
Product preview
What must never break in Salesforce?
Discounts above 20% must need Finance approval before the quote is sent.
A rep must never see another region’s pipeline.
or say it your own way
Discounts above 20% must require Finance approval before the quote can be sent.
Connect the Bridge Preview — being built
The Bridge is a small helper on your computer. It lets Milita watch a Salesforce browser window that you control — and nothing else on your machine. Pairing happens right inside the conversation, so there’s no settings page to hunt for.
Before the window opens, you confirm:
- The Salesforce environment (a sandbox by default)
- Who you’re showing her as — for example, Dana · Sales Rep
- Which test data she may use
- Which actions are held, such as anything that would leave Salesforce
Product preview
Show it, the way you always do Preview — being built
A browser window opens, signed in as Dana. Do the work normally. The window grows out of the conversation and folds back into it when you’re done.
At the top of the window, Milita’s strip shows:
- that she’s watching, as whom, and where
- what she asked to see, in her own words
- how many things she’s noticed for later
- the button that ends the demonstration
Product preview
Nothing in the window tells you where to click. Milita hasn’t seen your org yet — that’s why she’s watching.
She stays quiet, and asks only what matters Preview — being built
Most of what she notices waits until the end. She interrupts only when carrying on could cause a misunderstanding:
- two controls could both be the one you meant
- the business meaning isn’t clear
- a value looks like an important boundary
- an action could leave Salesforce or have a real-world consequence
- it isn’t clear which result proves it worked
- the person you’re showing her as can’t do what you just did
Product preview
The signals don’t agree well enough on that one — I can read a label but nothing else confirms it, and I won’t guess.
Does “Submit for Finance Review” begin the approval, or only save the quote?
It begins the approval
It only saves it
Handoffs: each person shows their part Preview — being built
If a process crosses people, each person shows their own part once. When Dana submits a quote for approval, Maria shows how she approves that exact quote. Her part is usually short.
Product preview
Dana submits Q-1042. Maria approves Q-1042. The exact quote crosses the handoff.
Confirm what she understood Preview — being built
When you’re done, Milita says back what she saw, and separates what she already has from the short list she needs from you. She may propose the rule. She never decides what your business meant.
Product preview
At 20% the quote became Ready to Send. At 25% it went to Finance Review and couldn’t be sent until it was approved.
Already have it
- ✓Both sides of the line — the pass and the block.
- ✓Sending refused before approval.
- ✓Eleven of thirteen controls recognized clearly.
Need you for these
- ?Who approves the 25% quote. I haven’t been shown that half.
- ?A name for the unlabeled ⋯ on the quote header.
Let’s take the first one. Who approves it?
She proves it, on her own
Milita writes it up as a draft Promise and asks before running it. Then a fresh cloud session performs the whole process by itself — every person’s part, fresh test data, no help. Nothing from your demonstration counts toward the result. If every required result holds, the draft becomes a kept Promise.
Product preview
I’ll run the whole thing end to end — Dana’s part and Maria’s part together, in fresh browsers, with my own test data and no help from either of you. Shall I go ahead?
She keeps it
Once a Promise is kept, Milita checks it again when something meaningful changes, and stays quiet while it holds.
| When Milita checks | Availability |
|---|---|
| When you ask | Available now |
| On a schedule you choose | Available now |
| When your release pipeline asks | Preview — being built |
| After a managed-package upgrade | Preview — being built |
| In each Salesforce release preview | Preview — being built |
| After a sandbox refresh | Preview — being built |
Recognizing controls
She recognizes a button the way you do. Preview — being built
Milita doesn’t store a click position or a fragile code reference. For each control, she records several independent clues and checks them against the live page while you work:
- its role and name
- its visible label, and the field’s underlying API name
- a stable identifier, where the page has one
- the section or dialog it sits in
- the controls around it
Because she knows the field’s API name, renaming “Discount %” to “Discount Percent” doesn’t confuse her.
When the clues disagree, she asks.
She never guesses. She asks you once which control you meant, and remembers your answer as an anchor. If that screen later changes too much, the anchor expires and she asks again.
When she isn’t sure, the result says so.
If she had to act on a control she wasn’t sure of and a result then fails, the run is reported as inconclusive, not as a business failure.
Product preview
What I’m taking · 4 captured
Repair
When one control changes, she asks about that one control. Preview — being built
I can no longer identify the Finance submission action. Show me that control again.
You show her that one control, in the same conversation. She updates a draft, tells you what business meaning she kept, and proves the revised Promise on her own. Until it passes, the last proven version stays in place.
When you finish
When you’re done, she stops watching. Preview — being built
- The Salesforce session is revoked.
- No reusable login stays on your computer.
- What she learned is saved under your data policy.
- The Bridge stops observing.
- Closing the window brings you straight back to the conversation.
- Anything weak or incomplete is clearly marked for you.
FAQ
Questions about teaching her
Why not just upload a video?
Do I have to install anything?
Can Milita see the rest of my computer?
Can I teach her in production?
Does she need admin access?
What if I click something that isn’t part of the process?
Does she replay my demonstration?
Show Milita the process you worry about most.
Free for one Promise, forever. Sandbox-first, with access you control.