The Tool Box in in the COACH app gives financial coaches access to many Tools (PDFs) that can be shared with their coaching customers help support their financial coaching sessions. Tools can be printed out and/or saved and emailed.
There are two types of Tools that are available in the Tool Box:
- Tipsheets:
These tools are factsheets which provide important information, including resources, strategies, and tips on a variety of financial topics. - Worksheets:
These interactive tools offer opportunities for self-reflection, goal-setting, and action planning. These can be completed by or with your customers.
Navigating the Tool Box
- Log into Salesforce and navigate to the COACH app.
- Click on the Tool Box tab.
- Click on the title of a Tool to open any Tool.
- You can also use the Search the Toolbox field to search for any Tools or use the Filters to display any Tools that fit the Filter options you chose.
- The Tool will open in a preview window.
- You can Download or Print the selected Tool using the buttons in the preview window.
- Click the Print button at the top right to open the PDF in a separate tab/window in your browser and download or print.
- Click the Back button to return to the list of Tools.
There are also Tools in both SHARE and LEARN that can accessed after visiting each.