As a new Change Machine Platform User with COACH app access, the COACH app may not appear when you first log into Salesforce. Follow these instructions to navigate to the app:
NOTE: Only organizations that have a Premium Change Machine license will have access to the COACH app.
- Log into your organization's Salesforce instance.
- The Change Machine COACH app is an app that is installed in Salesforce. This is similar to the app that are installed on a mobile phone or tablet.
- The Change Machine COACH app is an app that is installed in Salesforce. This is similar to the app that are installed on a mobile phone or tablet.
- Locate and click on the App Launcher on the top left corner of your screen. The App Launcher is a square icon made up of nine (9) dots.
- In the search bar, type in and click on the option that is titled Change Machine.
- If no results show after searching for "Change Machine," you may not have the correct permissions to access the COACH app.
- A User with a System Administrator Profile will need to follow these instructions to grant you access: Salesforce and COACH App Access: Adding and Removing Your Staff.