Jemstep will integrate your Advisor Pro instance with your firm's instance of Salesforce, by creating an API that pushes the user lead data to your Salesforce’s API. When a user logs back into your Advisor Pro instance and makes any changes then those changes (both profile and account information) are updated in your Salesforce instance immediately.
You can set an alert in Salesforce that sends an email whenever a field changes. This alert may be set on any field of your choosing. The following walk-through describes the required steps to set an alert in Salesforce that sends you an email whenever a field changes: https://help.salesforce.com/HTViewHelpDoc?id=customize_wfalerts.htm&language=en_US
Please note, Jemstep is not a certified Salesforce administrator. Many firms contract a third-party, certified Salesforce administrator (implementation specialist) or they will send their team members for in-depth Salesforce training (offered by TD Ameritrade).