Change Machine Help Center

The Change Machine Platform

Important information about each component (SHARE, LEARN, and COACH) in the Change Machine Platform.

12 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.

3 articles in this collection
Written by Tamia Taylor-Bader

The COACH App in Salesforce

How to use the COACH App in your Salesforce Instance.

33 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, Tamia Taylor-Bader, and Megan Bolado

Help & FAQs

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

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