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  1. Advisor Software Support
  2. 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?
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