External Relations help articles provide step-by-step guidance on managing corporate relationships in Salesforce. These resources cover account strategy and activity management, the Corporate Index and how it is calculated, board membership and multi-sponsorship agreements, the guest speaker form, LinkedIn Navigator, and sharing or marking files private.
Account Strategy records in the C&I and External Relations apps: one strategy per account per year, the Department Strategy records under it, and generating the Account Strategy Document with Nintex.
How the Corporate Index engagement score is calculated: each engagement bucket's definition, current and future logic, field mappings, and score ranges.
Hub for the Corporate Index on Account records: links to how the index is calculated and to updating its graphs each fiscal year.
The engagement best practices Cornell units participating in the Salesforce Cross-University Data Sharing Pilot have agreed to: how to coordinate on shared accounts and contacts, keep key shared account data accurate, and govern the shared data repository (Data Lakehouse).
The Datashare Widget gives a single, consolidated view of everything Cornell knows about a company, pulled together across SC Johnson and eCornell engagements, opportunities, and contacts. This guide covers what each part of the widget shows and how the AI Summary and AI Company Matching features work.
The FormAssembly Guest Speaker form that records speaking engagements in Salesforce: form URLs, how it matches Engagement, Account and Contact records, and the 2024 enhancements.
In Salesforce, Files are by default public to anyone who has access to the record with the File attached.