Salesforce Management

These LISC materials provide detailed information for how to use FFT in Salesforce, including step-by-step guides to entering data into the system. The page also includes FFT Salesforce forms that staff can use for client administration.

In efforts to capture the impacts of the current pandemic on the communities we serve, a number of data entry points have been added to Salesforce. Please refer to this COVID-19 data tracking document for guidance - PDF



Salesforce FFT Paper Forms


- FFT SF Intake Form PDF | Fillable

- Intake checklist PDF

-Consent to Research DOC | Fillable


Employment Counseling

- SF Degree Certificate License Record PDF

- SF Education Program Training Record PDF

- SF Employment Counseling Service Entry PDF

- SF Employment Record PDF

FFT SF Accuplacer Test PDF
FFT SF Other Test PDF

- TABE Grade Range PDF
FFT SF WorkKeys Test PDF


Financial Counseling

- Financial Health Baseline Profile PDF | Fillable

- Financial Well-being Questionnaire PDF | Fillable

- Financial Well-being Worksheet PDF 

- Financial Capability Scale Questions PDF

- Financial Counseling Status Codes PDF

- SF Financial Counseling Service Entry PDF

- SF Balance Sheet PDF | with Auto-Calculation Excel

- SF Budget PDF | with Auto- Calculation  Excel

- Credit Release Authorization - Fillable

- SF Credit Report PDF

- SF Action Plan (Vision) PDF | Fillable

- FFT Business Pro Forma PDF

- Subsequent Assessments Checklist PDF


Income Supports Counseling

- Income Supports Counseling Service Entry PDF

- Income Supports Counseling Status Codes PDF



- FFT Work/Education Supports PDF


Resource Room

- SF Resource Room PDF


Tax Preperation

- SF Tax Return PDF



- SF Workshops PDF


New User Fundamentals for ECM



This video by Exponent Partners gives a basic foundation for data organization and system management for Salesforce. This was part of the LISC webinar “Salesforce Training for New Users, Part I” on January 11, 2017. Video

Financial Well-being Scale


This guide provides detailed steps for how to score individuals’ responses and compare their scores. This site was discussed in the presentation for the December 9, 2016 webinar "Salesforce System Overview and Functionality." Link

Financial Capability Scale



The Center for Financial Security (CFS) and Annie E. Casey Foundation developed this short set of standardized client outcome measures. This site was discussed in the presentation for the December 9, 2016 webinar "Salesforce System Overview and Functionality." Link


360 SMS App via Salesforce

360 SMS is a text messaging feature via Salesforce. With this feature staff are able to send individual messages directly from a client's case record  or bulk messages to a group of clients. Licenses to use this feature are extremely limited. If you have questions, reach out to your local program officer. 

360 SMS User Guide - PDF 

FFT Performance Report

FFT Performance Report Guide- PDF | Video

FFT Performance Report_V2 Definitions

FFT Salesforce Glossary


This document includes definitions of terms used in FFT and Salesforce. PDF

Sample Performance Report 

This sample was introduced in the webinar "Understanding the FFT Performance Report" held 11/14/2019. It is color coded to highlight critical FOC outcomes and areas to look for concerns PDF

FFT Salesforce General Guidelines


This one-page guide gives an overview of the steps to entering data in FFT. PDF

Which Benefit Approvals Trigger a Subsequent Assessment


This one-page table shows which benefits usually trigger updates to which parts of the CFA. PDF

FFT Salesforce New User Exercise Guide


This guide provides step-by-step instructions and screenshots to learn how to use FFT in Salesforce. PDF

FFT Salesforce Quick Reference Guide


This reference guide provides step-by-step instructions for entering data in FFT in Salesforce. PDF

FFT Salesforce Frequently Asked Questions


This document includes answers to frequently asked questions about how to use FFT in Salesforce. PDF