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.
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