Skip to main content
Community
Submit a request
Sign in
Advisor Software Support
goalgamiPro for Salesforce App
goalgamiPro for Salesforce App
Support portal for users of goalgamiPro for Salesforce App.
What's New
What's New In Version 1.4?
What's New in Version 1.3?
What's New In Version 1.5?
If we already collect financial account information in our Salesforce org, how can we make use of this information in the goalgamiPro app?
What is the goalgamiPro Salesforce App?
Tips & Tricks
Why are there no articles available in this forum?
Installation, Configuration, and Administration
Adding Disclaimer Text Field to your goalgamiPro App
How do I use goalgamiPro with Person Accounts?
How do I modify my existing Account and Contact page layouts to work with goalgamiPro?
How do I uninstall goalgamiPro from my Salesforce org?
How do I install the goalgamiPro Salesforce app?
General
How do I cancel my subscription?
How do I subscribe to goalgamiPro for Salesforce?
Financial Accounts
Why are there no articles available in this forum?
Income/Savings
Why are there no articles available in this forum?
Plans
Why are there no articles available in this forum?
Goals/Expenses
Why are there no articles available in this forum?
Household Balance Sheets
Why are there no articles available in this forum?
Reports
Why are there no articles available in this forum?