Change Machine Help Center

The Change Machine Platform

Important information about each service in the Change Machine Platform.

11 articles in this collection
Written by David Bautista and Tamia Taylor-Bader

The SHARE Community

The Change Machine community practitioner discussion and sharing space.

4 articles in this collection
Written by Tamia Taylor-Bader

SHARE (Kaiser Permanente)

Help Articles for KP SHARE Users.

4 articles in this collection
Written by Megan Kursik and Tamia Taylor-Bader

LEARN about Financial Coaching

Financial coaching modules with tips, tricks, and resources.

1 article in this collection
Written by Tamia Taylor-Bader

The COACH App in Salesforce

How to use the COACH App in your Salesforce Instance.

30 articles in this collection
Written by Tamia Taylor-Bader, Robert Zarate-Morales, David Bautista and 1 other

Fintech

Information about Financial Technology (Fintech) products.

5 articles in this collection
Written by Megan Bolado and Stephanie Landry

Recommended Salesforce Trainings to use the COACH App

A list of trainings recommended for navigating and using the COACH App in Salesforce.

3 articles in this collection
Written by Tamia Taylor-Bader

Recorded Training

A collection of past recorded training sessions and webinars.

6 articles in this collection
Written by David Bautista

Community Training Resources

A collection of resources to help practitioners and their customers navigate the current pandemic

21 articles in this collection
Written by David Bautista, Amanda Espinosa, Patricia Sullivan and 1 other

Help & FAQs

A regularly curated list of the most commonly asked questions by Change Machine users.

17 articles in this collection
Written by David Bautista, Tamia Taylor-Bader, and Robert Zarate-Morales