Customers

Who are you working with?

Customers are the delivery ontology root. Internally they can map to Salesforce Accounts, but Forge Studio keeps the product focused on customer outcomes, contacts, projects, environments, evidence, and decisions.

Add Customer

Customer Context Required

Who are you working with?

Start by creating a customer, importing a Salesforce Account, or searching existing customers. Projects, environments, releases, and evidence attach from there.

Add Customer Import Salesforce Account Search Existing Customers Enable Demo Workspace

Customer Profile

Customer Name Salesforce Account ID Account Type Industry Website Primary Salesforce Org Primary Contact Customer Status Notes Tags

V1 keeps CRM scope intentionally small: Lead, Customer, Contact, Project, Environment, Blueprint, Deployment, Release, and Evidence.