In Lab $3$b$,$ the most important thing Max got Salesforce to do was:

send in lead info using APIs so the leads themselves don't need to have their own Salesforce accounts and Riley can expand the field of potential investors.

use the built$-$in Al to convince leads they are chatting live with real people in Chatter sessions to get more info.

reduce the number of incoming leads to a manageable level by applying rules about the minimum investment potential and location.

$$ automatically delete leads that are too risky, based on their personal info found on Twitter, etc.

automatically execute all the initial follow up activities itself whenever a potential investor submitted their info.