Walkthrough for Coaches, Program Managers & Salesforce Admins

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

Coaches:

• Embed financial coaching activities into daily service delivery
• Manage data to track impact

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