Platform Walkthrough for Coaches, Program Managers, and Salesforce Administrators

Wednesday, April 14

3:00 PM EDT | 12:00 PM PDT

Our walkthroughs 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

 

Keep Reading