Coaching on the Platform; Customizing and Administering on Salesforce

Have you attended our Walkthrough Training and need additional support? Our Office Hours offers assistance to practitioners, coaches, program managers, and Salesforce administrators to address specific challenges. Consult our Manager of Client Success about coaching on the platform and get support with customizations and reporting? Office Hours are perfect for addressing your unique needs!

Social service practitioners and financial coaches receive support with:

• Data entry
• Specific coaching challenges
• Support for specific coaching action programmatic concerns

Support program managers and Salesforce administrators with:

• Customizations on the platform’s Salesforce app
• Executing administrative functions like user management