10/5/2023 0 Comments Money guide pro login![]() If your question is technical in nature and your local development contact is unable to answer, please reach out to Distribution Tech Services at 80 and they can escalate your issue to the Salesforce Team. *Note: If you're a Cirrus calendar sync user, you'll need to disable calendar sync in order to maximize this new solution. Have questions? Contact your local Salesforce development contact below. ![]() We're working on on-demand training so you can learn the basics at your convenience. In addition, anyone you're looking to share records with will also need to attend training so you can share records with each other. Training is required before we turn on your sharing access. (Note: We have a separate solution coming soon if you are looking to merge your full book of business with other FPs.)Ĭheck out this video to see an overview of this solutionĪttend one of our upcoming live training sessions to learn the steps and options available for you to share and merge records (schedule below). This solution is a great fit if you share a handful of clients with other financial professionals but you don't want to share your full book of business in Salesforce. New sharing solution in Salesforce that allows you to manually share individual lead and account records (opt-in required)īased on your feedback, we've built the ability for you to manually share lead and account records with other financial professionals that you work with. Learn how the core technology package can support your day-to-day practice.(CD1105) Salesforce Features: Capabilities to Support Real Life *724 Fin Reps, 713 contracted financial professionals, Principal Securities registered 715 brokers & Principal Securities registered 723 retired agents. Once you have access, be sure to check out our training schedule so you can learn more about how to get started. ![]() As always, don't share your login credentials with anyone else your Salesforce account was built for you.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |