Salesforce
This is an internal name for Gusto Wallet and should not be shared with customers
What is Modern Bank?
This “pill” on the employee profile tells you if Cash Accounts are active, ineligible, or eligible.
What is the "Cash Accounts" pill
This is where I'll find a customer's declined transactions
This is what CPI is used for
What are card orders?
A customer emails in, do I use Q2 or Salesforce to respond?
What is Salesforce?
This view lets you pretend you are the employee and see exactly what they see.
What is "Become Employee"
Helix is the system Gusto shares with this banking partner?
What is nbkc?
This is where I would go to find if a card was ordered?
What is CPI?
This lets you fix any weird issues with a customer's debit card?
What is "debit card desync"?
This Helix tool lets you help a customer who can’t activate their card successfully.
What is reset activation attempts?
If a card hasn’t shipped yet, CPI lets you do this to speed things up.
What is expedite shipping?