Wednesday, August 9
12:00 PM ET | 9:00 AM PT
NOTE: This webinar is for organizations that have COACH app access in Salesforce.
As Coaches collect customer data using the COACH App in Salesforce, your organization can use that data to showcase successes for your organization and your customers. The Salesforce Reports and Dashboard features allow you to put your data together in organized ways that you can use to impress your stakeholders or keep track of specific metrics. You can also upload, update, export, and delete (with caution) data to and from Salesforce using various Data Tools. We will take a deep dive into the important data for you, your organization, and your customers!
Join Tamia Taylor-Bader, the Change Machine Tech Support Manager, in this live session to learn about creating and editing Reports, Dashboards and using Salesforce Data Tools in Salesforce using information from COACH.