Platform Walkthrough for Coaches, Program Managers, and Salesforce Administrators

Our walkthroughs are designed for users who are new to the platform or those who want a refresher.

Coaches:

• Embedding financial coaching activities into daily service delivery
• Managing data to track input

Program managers and Salesforce administrators:

• Review basic platform customizations that you can make independently
• Walk through report elements
• Learn to use standard reports and create your own reports