Change Machine is committed to creating an equitable economy for all and your organization’s data is part of the first step to creating lasting economic and policy change.
If your organization has agreed to share COACH data as a part of your Premium Change Machine Platform contract, here is information about what data sharing is and what data is shared.
What is Data Sharing?
All Premium License users of the Change Machine Platform can share their financial coaching data as part of a national data set uniting data from all Change Machine partners, to allow analysis of aggregate level data by Change Machine to understand best practices and opportunities for improving financial coaching practice and economic and social policy in the future.
The Change Machine Salesforce App allows our team to pull de-identified data from your Salesforce environment into a secure data hosting platform in order to build and maintain our national data set. We will need to maintain access to your Salesforce org through a user license with a login credential in order to do so. We would keep this license active unless you choose not to renew at any time, and then this user license can be deactivated.
What Type of Data is Collected?
Only financial coaching data will be collected such as: customer actions & goals, customer expenses and income data, savings goals, etc.)
The Change Machine platform will NOT collect any personally identifiable information. Examples of fields NOT INCLUDED: Name (first & last), birthdate, addresses, phone numbers, etc.
Sample Data Set:
Creating a User with Data Sharing in Salesforce
To create a User with Data Sharing Permissions:
- Follow the instructions in our our Article: How to Create a User with Data Sharing Permissions.
- Use the Chat icon on this page to contact our Tech Support Team and we are always happy to assist you!