Business Development Organization (BDO) Salesforce Access Request Form

Instructions: To request access to Salesforce for the BDO Network, complete this request form with your organization information and user(s) information. For questions regarding this form please contact your local LISC office.

Organization Profile

BDO Partner Name

BDO Partner

TrueFalse

LISC Local Office

Organization Website

Address

City

State

Postal Code

Organization Phone Number

User Information:

	User #1	User #2
First Name
Last Name
Email Address
Title/Position
Phone Number

Would you like to add a new user (Max 5 active users)?

New User Information

User First Name

User Last Name

User Title/Position

User Email

User Phone Number (optional)

Training Information:

The Salesforce training is intended for all new Salesforce users and those who will be supporting business owners. This is a great opportunity to become familiar with the user interface, review the data tracking process, and explore reporting.

WebEx Registration Link

Date/Time: March 30, 2021 at 2:00 pm EST | 90 min.

Contact Information