Onboarding FOC Salesforce Access Request Form

Instructions: Complete this access request form with the new Financial Opportunity Center information (contact and user info) along with the required training dates. Salesforce access wil be granted once the FFT Salesforce training is completed via the FOC FOUndation online plataform.

Salesforce Account Information

LISC Market:

LISC Local Contact

Organization Name

FOC Network Start Date

FOC Primary Contact Name

Person responsible for signing the FOC Service Agreement with LISC.

FOC Primary Contact Email

Person responsible for signing the FOC Service Agreement with LISC.

FOC Primary Contact Title

Person responsible for signing the FOC Service Agreement with LISC.

FOC Primary Contact Phone Number

Person responsible for signing the FOC Service Agreement with LISC.

Executive Director/Chief Executive Officer Race/Ethnicity:

Address Line 1

Address Line 2

City

State

Postal Code

Training Information

LISC asks that Financial Opportunity Centers have all their staff in place (either new hires or staff being newly assigned to the FOC) for 3-6 weeks prior to the Service Integration Planning Retreat and the Salesforce training to boost the effectiveness of the onboarding trainings.

Service Integration Planning Retreat Date

FFT in Salesforce Training Date

Financial Coaching Information

Does your organization currently have access to pull FICO credit scores?

FIWB Contact

User Information

User First Name

User Last Name

User Title

User Email

User Phone Number (optional)

Submitting this form will create a new Salesforce account for your organization.

This form should only be submitted once and by new FOCs.

For questions regarding this form please contact the support desk at fftfocsupport@lisc.org.

Preffered Email

Preffered Phone

Primary Address Type

Contact Information