Walkthrough for Coaches, Program Managers & Salesforce Admins

Wednesday, April 14

3:00 PM ET | 12:00 PM PT

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


  • 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


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