Great Valley Advisor Group (GVA) is dedicated to helping you understand our customized Salesforce environment. Our focus with this platform is to provide a centralized location for all your CRM needs, and we will continue to build out the most flexible user interface possible.
The section below contains “How To” videos and PDF documentation on key areas of the platform. As a reminder, the salesforce@greatvalleyadvisors.com mailbox is set up to receive inbound requests for any suggestions. You may also use this email to contact us about creating a new “How To” video on different areas of the platform.
Salesforce “How to” Videos
Log a Check & View the Check Receipt Log
Send a Client Fact Finder
Locate CEA Version and Run CEA Report
Creating Views to Send List Emails
Creating a Client Review
Link Accounts to Clients
Asset Management Requests
Secure File Storage Overview
RIA Only Marketing Requests: Create a MRR and Upload Files
Recordings of GVA Trainings
The following trainings were conducted by GVA to help with Advisors transitioning into the firm.
GVA Training: Account Openings with Salesforce & ClientWorks
GVA Training: Navigating Salesforce
Technology & Salesforce
Need a user license?
Did someone new join your firm? Please send us an email at salesforce@greatvalleyadvisors.com requesting a new user license.
New phone, lost phone, or new installation of Salesforce Authenticator
- If you previously backed up your connected accounts, you can restore your configuration. See Restore Connected Accounts in the Salesforce Authenticator Mobile Appto learn how.
- If necessary, remove the account from Salesforce Authenticator, re-configure Salesforce Authenticator, and then (optionally) turn on backup. Information to configure Salesforce Authenticator to your mobile device is available in Connect your Salesforce Account to Salesforce Authenticator.
- If your phone is lost or stolen or have a new phone where the previous phone is not available, please follow the steps in the Immediate Assistance section. Your Salesforce Administrator can remove the connection from the inaccessible phone. Please contact Salesforce Support if the Salesforce Administrator is not able to assist.
Note: Authenticators are not paired with phone numbers, but devices. When a device is changed, the new authenticator/device doesn’t know about any connections, so you are presented with a two-word phrase to set up a new connection. Since there is already a connection within Salesforce (remember that the old phone or device still has a connection with us), we ask for that connection. We request a two-word phrase when there is no connection and that is why the Salesforce Admin should remove the old connection.
On the reverse scenario, when Salesforce is asking for a two-word phrase, there is some connection on the Authenticator to an old account, a sandbox account, or a different account. The account being signed in to does have not the Authenticator connection. The connection needs to be added.
Please note that this information is property of Great Valley Advisor Group. It contains information and materials that are considered to be confidential and privileged. It is intended only for the review and use of the identified individual(s). Any reproduction, copying, or forwarding of this information shall result in legal action.
Last Update: September 2024
