Training & Resources

Salesforce Advisor Link went live Monday, September 14. A series of trainings were held to prepare for the launch conducted over three weeks from August 24 to September 10. This includes 18 online workshops, which were limited to 20 seats per session. 

Advisor Resources

View downloadable job aids and videos to assist advisors with navigating through the Advisor Link platform. 

Student Resources

View downloadable how-to guides and videos to assist students with navigating through the Advisor Link platform.