Digital Intake via Arc Tool
The Arc Tool is a client-facing digital intake combined with a financial health assessment and integrated with Salesforce. The tool’s primary goal is to connect clients and coaches using a digital approach to compliment financial counseling services. To learn more about this tool check out the webinar in the webinar archive and read through the guide below.
COVID Data Tracking
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
Texting via Mogli
To gain access to LISC's instance of Salesforce you must complete the digital request form below. Each organization is given access to 5 users to start. The cost of the first 5 users is covered by LISC, if any site requires additional users licenses this will need to be purchased in groups of 5. Reach out to your local program officer for a different link to request additional users.
Note: Submitting this form will create a new Salesforce account for your organization. This form should only be submitted by newly onboarding FOCs.
This guide provides step-by-step instructions and screenshots to learn how to use FFT in Salesforce. This guide is best for training new staff. The login information is updated regularly. If have an issue logging in with the credentials in this document please reach out to FFTFOCsupport@lisc.org as soon as possible.
(Last updated Sept 27 2021)
FFT Salesforce General Guidelines
This one-page guide gives an overview of the steps to entering data in FFT. PDF
FFT Salesforce Quick Reference Guide
This reference guide provides step-by-step
instructions for entering data in FFT in Salesforce. Keep this close to your desk when entering data to ensure you are following the proper steps PDF
In this section you will find the paper forms for each section and record in LISC Family Financial Tracking™ database. You these to collect data to enter into Salesforce at a later time or just as a handy reference sheet by your desk. The documents in the blue highlight boxes are other helpful or important documents to help you with data entry.
- SF Degree Certificate License Record PDF
- SF Education Program Training Record PDF
- SF Employment Counseling Service Entry PDF
- SF Employment Record PDF
Income Supports Counseling
- Financial Counseling Status Codes PDF
- SF Financial Counseling Service Entry PDF
- SF Credit Report PDF
- FFT SF Housing Assessment PDF
- FFT Business Pro Forma PDF
This guide provides in depth explanation on the research behind the FH assessment and detailed steps for how to score individuals’ responses and compare their scores.
Subsequent Assessments Checklist PDF
Keep this close to make sure you follow up on all subsequent assessments
Credit Release Authorization - Fillable
This document must be signed by client before pulling their credit report
FOCs use data to record successes and setbacks of clients and to evaluate & improve performance. On a monthly basis, LISC will pull and share the FFT performance report. It is also expected that FOC program manager will manage site level data by running and reviewing the FFT performance report at minimum once a month. The resources below will help manager understand how to harness the power of data to drive a successful FOC.
Quarterly Monitoring Tool | Excel
This tool can be used on a quarterly basis to evaluate FOC performance and identify areas for improvement. Managers will run the FFT performance report and plug in the data points for each line in the spreadsheet.