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
Northstar Health
Current Project: Select project / Current Environment: Scratch Org
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
Avery Patel
Director of Service Transformation / Primary Contact
avery.patel@northstar.example.com / +1 720 555 0172 / 0035f00000AVER01
Projects
Customer delivery work
Service Modernization
Planning
Plan a service workspace with scoped customer evidence.