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iTools Employment Change Management

By Insitu Software, LLC

Maximize your network of business relationships

$3.25   USD/user/month

Discounts available for nonprofits

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Business Need
Productivity
Requires
None

Automatically create employment history, alert opportunity owners, keep tasks and events from being lost, and more when contacts are added, deleted, or change employers. Another valuable tool in the iTools for Salesforce collection.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
All iTools for Salesforce CRM products require the iTools Configuration Manager application be installed prior to installing the individual iTool.

App Details

Version
iTools Employment Change Management/3.9 3.9.0
Listed On
11/16/2009
Latest Release
01/08/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/30/2020

Additional Details

iTools Employment Change Management lets you change a contact's account information without fear of losing valuable data. With the iTool, not only is critical task and event information retained in the right context, but valuable employment history is automatically generated. See who has previously worked for an account as well as for what accounts a contact has worked – this is must have information when cultivating business relationships. An easy to use Change Account Wizard makes updating a Contact's associated account a lot faster and easier for your users. The iTool also keeps contact and associated information from disappearing when the person is no longer associated with an account – because they have retired, they are on extended leave or you simply don't know where they went. Want to stay on top of your key opportunities? Configure the iTool to instantly notify you when a contact joins or leaves the account. Best of all, there is no complicated process to follow - just update the contact’s associated account wherever it is most convenient and let the iTool take care of the rest.

Need help?

Insitu Software, LLC

Aurora, IL

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