Salesforce (https://www.salesforce.com) is a Salesforce.com system, separate from Jemstep Setting up and maintaining Salesforce is a shared responsibility between you (the advisor), Salesforce and in certain cases TD Ameritrade. You may use a custom version of Salesforce, provided by TD Ameritrade. Jemstep will integrate your Advisor Pro instance with your Salesforce instance, by creating an API. That will enable the direct feed of data from investor signups to your Salesforce. Costs associated with maintaining the appropriate Salesforce license are not covered in Jemstep’s fees and are for your account.
Jemstep is not a certified Salesforce administrator. Many firms engage a third-party, certified Salesforce administrator (implementation specialists) or they will send their team members for in-depth Salesforce training (offered by TD Ameritrade).