OrganizationNorthstar Health
Acme Corp Northstar Health Add Organization
ProjectService Modernization
Service Modernization Create Project
FoundryScratch Org
Scratch Org Connect Existing Sandbox
ReleaseNot selected
Summer Release Bug Fix 14 Revenue Cloud Upgrade Training Refresh Open Release Station
Sprintrelease-hardening
Current Sprint Next Sprint Release Hardening Define Sprint

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

Current Customer

Northstar Health

Current Project: Service Modernization / Current Environment: Scratch Org

Lead Intake

Optional lead before customer

Lead conversion creates an Organization node and preserves the delivery ontology history.

Customer

Demo Customer

Acme 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.

Select Customer Open Projects

Customer

Demo Customer

Northstar 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.

Select Customer Open Projects

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

Open Projects
Service Modernization Planning Plan a service workspace with scoped customer evidence.