Customer Actions
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.
Current Customer
Acme Corp
Current Project: Training Refresh / Current Environment: Training Sandbox
Lead Intake
Optional lead before customer
Lead conversion creates an Organization node and preserves the delivery ontology history.
Customer
Demo CustomerAcme Corp
- Salesforce Account ID
- 0015f00000ACME01
- Account Type
- Customer
- Industry
- Manufacturing
- Website
- https://acme.example.com
- Primary Salesforce Org
- Salesforce Production
- Primary Contact
- Morgan Lee
- Customer Status
- Demo Customer
- Tags
- Strategic, Salesforce, Demo
Enterprise delivery workspace for CRM modernization, CPQ rollout, and training refresh work.
Customer
Demo CustomerNorthstar Health
- Salesforce Account ID
- 0015f00000NORTH1
- Account Type
- Customer
- Industry
- Healthcare
- Website
- https://northstar.example.com
- Primary Salesforce Org
- Scratch Org
- Primary Contact
- Avery Patel
- Customer Status
- Demo Customer
- Tags
- Healthcare, Service, Demo
Service modernization workspace with regulated evidence and platform governance needs.
Contacts
Customer contacts
Morgan Lee
VP Sales Operations / Primary Contact
morgan.lee@acme.example.com / +1 303 555 0124 / 0035f00000MORG01
Jamie Chen
Release Manager
jamie.chen@acme.example.com / +1 303 555 0148 / 0035f00000JAMI01
Projects
Customer delivery work
CRM Modernization
Active
Modernize the core sales and service delivery system.
CPQ Rollout
Build
Implement product, pricing, quote, contract, and order capabilities.
Revenue Cloud Upgrade
Testing
Upgrade revenue operations without losing deployment evidence.
Training Refresh
Recommended
Refresh enablement environments before the demo program.