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iTools Employment Change Management
Maximize your network of business relationships
Overview
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.
Generate and display Former Employer / Former Employee information for contacts and accounts.
Keep activity information from disappearing on an employment change.
Must install iTools Configuration Manager prior to iTools Employment Change Management. See configuration guide for 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.
Categories
- Business Needs
- Productivity
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package