Platform Walkthrough for Coaches, Program Managers, and Salesforce Administrators

Tuesday, June 1

2:00 PM ET | 11:00 AM PT

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


  • 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¬†

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