COACH, one-third of the Change Machine platform, is where financial coaching practitioners go to keep track of customer financial data to assist them in achieving their financial goals. COACH is a customer relationship management (CRM) system that tracks financial security data and outcomes, and integrates seamlessly with your existing Salesforce instance.
Our Tech Support Team will install the COACH App for your in your organization's Salesforce instance when you have a Change Machine License that includes this product.
NOTE: Only users with an active Premium Change Machine license and active Salesforce License have access to SHARE and LEARN. Salesforce offers a free ten (10) license subscription for eligible nonprofits as well as several paid license options.
All Premium Change Machine license holders have access to the COACH Onboarding modules that are in LEARN.
To access COACH:
- After logging into SHARE:
- After logging into LEARN:
- Using your direct custom URL:
After your Organization has signed up and activated a Salesforce License, a custom Salesforce link will be created for you. It will look similar to this:
https://[Your Org's Name].lightning.force.com/lightning