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Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find y...
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Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is fre...
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Capacity for Loss questions are found in the first steps of the Illustration Journey. This includes a question around what your client can afford to lose, based on their attitude to risk. Completing this questionnaire will populate the Suitability S...
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Last Updated: 18/11/2021
in Pathways Trials A 30-day trial is available on the Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application. R esearch entered ...
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Last Updated: 18/11/2021
in Pathways Trials The application starts at £50 per user per month (discounts available for non-profits ) . You can access the application on the Salesforce App Store . Fo r more ...
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Your email provider may be blocking the emails coming from Salesforce. Please see the article for further information - https://help.salesforce.com/articleView?id=000325381&type=1&mode= ...
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If you have had your password reset and cannot bypass the security question, we will need to resolve this for you. Contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk ...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
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Last Updated: 18/11/2021
in Pathways Configuration Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to ap...
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Last Updated: 18/11/2021
in Pathways Configuration Yes - the risk categories can be found within Configuration> Central Investment Strategy> Risk Categories . ...