![]() If you do not have enough to cover the cost, usual arrears/debit processes will apply. When charges are being applied, they will appear on the 15th of each month. ![]() ![]() When will the charges show up on my statement? It’s also available to the private staff of these financial professionals upon request. It’s available to DD713, DD715 (Principal Securities-registered only), DD723 (Principal Securities-registered only), and financial representatives. New financial professionals who join with prior industry experience will not pay their first 3 months under contract as they work to transition their block of business and migrate from their current CRM, if applicable. What are the charges for the core technology package?įinancial representatives will not pay during their 6-month employment period, or their first 6 months under a DD713 contract. You’ll see the answers are not one word or yes/no, so please take time to read them. These are some of the more frequent questions we get, and they’re answered based on what we know today. 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. Login using the same username and password as the Principal Advisor Website.Salesforce is a web-based app, accessed through Chrome (not IE) at.Access to SalesforceĪll financial professionals* now have access to Salesforce.įinancial professionals who have private staff may request access by contacting our team. We are continually building on additional features to meet the needs of our more experienced financial professionals and mature practices, especially those who have an established CRM. The off-the-shelf version of Salesforce Financial Services has great features as it is, especially for newer financial professionals not yet accustomed to a CRM. Multiple versions of Salesforce are available - we selected Salesforce: Financial Services Cloud, an industry-leader for financial professionals, like you. We are integrating them not only with each other, but with other Principal technology platforms. Salesforce is part of our core technology package, which includes: Salesforce, MoneyGuidePro (financial planning) and Box (paperless storage). Salesforce is a powerful customer relationship management (CRM) tool to help you save time, while managing your client relationships.
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