Body
Audience: Anyone using the Datashare Widget on a Salesforce Account record page.
What this guide covers: What each part of the widget shows, what the numbers and labels mean, and how the AI features (the AI Summary and AI Company Matching) work.
Table of Contents
The Datashare Widget gives you a single, consolidated view of everything Cornell knows about a company — pulled together across SC Johnson and eCornell engagements, opportunities, and contacts. You will see it on Account record pages in Salesforce.
It answers questions like:
- Which of our people are working with this company right now?
- What has the overall relationship looked like recently?
- How much business have we completed with them, and what is still in flight?
- Which related accounts (subsidiaries, brands, divisions) should I know about?
The widget has two views:
- Group Overview — data aggregated across every related account in the company group. This is what you see first.
- Account Detail — focused on a single account you pick from the drill-down list. It shows profile info, key engagement owners, and KPI cards.
You can move back and forth between the two views without leaving the page.
The Group Overview
This is the default view whenever you open the widget.
At the top of the widget, you will see:
- Global Filter for <Company Name> — the company group you are currently viewing.
- Aggregating Data From — a short note that the filter applies to summary metrics and the account details below.
- Source organization buttons — one button per organization contributing data (typically SC Johnson and eCornell). These are multi-select filters — click a button to turn that organization off, click again to turn it back on. At least one source must stay active.
Changing the filter refreshes the Recent Group Engagements list and the Account Drill-Down list on the fly. (The AI Summary describes the whole company group, so it stays the same when you toggle sources.)
On the right side of the header are two quick links:
- Submit a Request — for asking questions or flagging issues to the team that maintains the widget.
- Open User Guide — opens this document.
Recent Group Engagements
A table of the people most recently engaged with the company group. It shows the five most recent engagements by default and is paginated if there are more.
| Column |
What it shows |
| Account Owner |
The Cornell person who owns the related account. Click the name to open a pre-addressed email. |
| Engagement Owner |
The Cornell person who led the engagement. Click to email. |
| Key Contact |
The primary contact at the company for that engagement. |
| Engagement Name |
The name of the engagement or opportunity. |
| End/Close Date |
The engagement’s end or close date. |
| Account Name |
Which related account the engagement is tied to. |
| Source Org |
Which organization the engagement came from (for example, SC Johnson or eCornell). |
Pagination controls underneath let you step forward and back, and a label shows where you are (for example, 1–5 of 23). If there are no engagements for the current filter, the table shows "No engagements found."
AI Summary
A short, AI-generated paragraph about the relationship with the company. It only appears if a summary is available for this company group.
It sits in a highlighted box with an Einstein icon and this disclaimer:
This Summary is AI-generated and may contain incorrect content. Please validate as appropriate.
Treat it as a fast orientation, not a source of truth. If something in it doesn't match what you know, use the Submit a Request link to flag it. See "How the AI Works" later in this guide for what the summary will and won't include.
Account Drill-Down
A collapsible table listing every related account in the company group. Click the chevron next to the section title to collapse or expand it. The number badge next to the title shows how many related accounts there are in total.
| Column |
What it shows |
| Account Name |
The name of the related account. Click it to open the Account Detail view inside the widget. |
| Unit |
Which organization (source org) the account belongs to. |
| Unit Contact |
The owner of the account. Click to email. |
| Key Contacts |
A count button — click to open a pop-up listing that account's key contacts with titles, alumni status, engagement owner, and most recent engagement. |
| Confidence |
How sure the matching process is that this account belongs in the group. Shown as a colored badge: High, Medium, or Low. See "How the AI Works" for what these mean. |
| Match Feedback |
A View button that opens a pop-up explaining why the account was included in this group, with a Report Issue link. |
Pagination at the bottom of the table works the same way as the Recent Group Engagements table (five per page by default). The currently selected account — if you have clicked into the Account Detail view — is visually highlighted, so you always know where you are.
The Account Detail View
You get here by clicking any Account Name in the Account Drill-Down. The widget stays on the same Salesforce page, only its content changes.
The header updates to show which individual account you are now looking at. A Return to Group Overview button (with a back arrow) takes you back to the group-wide view. The Account Drill-Down list at the bottom still appears, and the row you came from is highlighted, so you can jump between accounts without returning to the overview.
Account Profile (left panel)
A quick reference card for the selected account.
- Account Name — the account's name.
- Unit — which organization the account sits under.
- Account Owner — the Cornell owner, shown as a clickable email link.
- Industry — the industry value from the account record.
- Total Contacts — a count of key contacts, with a View More link that opens the same pop-up used from the Account Drill-Down (contact name, title, alumni status, engagement owner, and most recent engagement).
- Parent Account — only appears if the account has a parent.
- UFRCP Manager — only appears if the account has a University Faculty Relationship Coordinator Program manager. Shown as a clickable email link.
Engagement Summary (right panel)
A three-column table summarizing this account’s engagements, grouped by the Cornell owner who led them (one row per owner, most recent activity first):
- Key Engagement Owners — the Cornell person who led engagements for this account; click the name to open a pre-addressed email.
- Most Recent Engagement — the name of that owner’s most recent engagement.
- End/Close Date — the end or close date of that engagement.
Same pagination controls and empty-state message ("No engagements found for this account.") as elsewhere.
KPI Cards — Row 1
Three equal-sized cards summarizing engagement activity.
Total Value of Completed Engagements
Shows the last three fiscal years (for example, FY26, FY25, FY24), each with a qualitative rating instead of a dollar amount. The key is printed under the card. The fiscal year starts July 1, so an engagement ending in August 2025 counts toward FY26.
Total Count of Completed Engagements
Shows a total count, followed by a breakdown by engagement type and subtype (for example, Curriculum Planning (Engagement), Guest Speaker (Engagement), Closed Won (Opportunity)). If there are no completed engagements for the account, the card shows “No completed engagements.”
Number of Open Engagements
Same structure as the completed count, but for open engagements and opportunities. Shows "No open engagements" if the account has none in flight.
KPI Cards — Row 2
Three more cards below the first row.
Last Won Engagement (1/4 width)
Shows the most recent engagement with a "Won" status — the engagement name, its subtype, and the date it was won. If the account has no completed engagements, this card shows an em-dash.
Industry (1/4 width)
Just the industry value from the account record, pulled out for quick scanning.
Org-Specific Data (1/2 width)
The contents change depending on which organization the account belongs to:
- eCornell accounts — show Unique Products Sold (the number of distinct product names) and Enrollment Seats (total enrollments from transaction data).
- SC Johnson and other accounts — show Alumni Contacts and Guest Speaker Contacts.
If a metric is missing in the source data, the card shows an em-dash for that row.
Account Drill-Down (still available)
The same drill-down list from the Group Overview remains visible, so you can jump from one account to another without going back. The currently selected row is highlighted.
Pop-Ups You Might See
Opens when you click the count button in the Key Contacts column of the Account Drill-Down, or the View More link next to Total Contacts in the Account Profile.
Shows the account name at the top, the Account Owner (as a clickable email), and a table of contacts:
- Contact Name — the contact's full name.
- Title — their job title at the company.
- Alumni — shows Yes if the contact is marked alumni, blank otherwise.
- Engagement Owner — the Cornell person who owned the contact's most recent engagement. Click to email.
- Most Recent Engagement — the name of the latest engagement for that contact.
Close the pop-up with the × in the top-right corner, by clicking outside it, or with the Close button in the footer.
Match Feedback
Opens when you click the View button in the Match Feedback column of the Account Drill-Down. The pop-up is titled with the related account’s name and shows a Match Details section with two items: the Confidence rating along with its score (for example, High (87%)), and a plain-language Match Reason explaining why the matching process grouped that account with the current company. A Report Issue link sits in the footer next to a Close button — use Report Issue if the match looks wrong. You can also close the pop-up with the × in the top-right corner or by clicking outside it.
How the AI Works
Two parts of the widget are powered by AI: the AI Summary at the top of the Group Overview, and AI Company Matching, which is what groups related accounts together.
The AI Summary
What it is
A short paragraph at the top of the Group Overview that gives you a quick orientation to the company relationship — relationship length, recent activity trends, and notable patterns. Think of it as a 15-second executive summary.
What it's based on
Only the engagement data Cornell already has on file for this company group — opportunities, activities, contacts, and dates. The AI does NOT pull in anything outside of the repository data.
What it will include
- One opening sentence describing the company (name, industry, brief description).
- Three to four bullet points covering things like: how long the relationship has lasted, whether activity is growing or slowing, which Cornell units are engaged, and any notable recent moments.
What it will NOT include
- Dollar amounts. Those live on the KPI cards, not in the summary.
- Made-up dates or trends. If the data does not show it, the AI will not claim it.
- Outside information. No web searches, no news headlines, no industry reports — just your data.
- More than four bullet points.
How to use it
Read it as a fast orientation before a meeting or a call. Always validate against the actual KPI cards and Recent Group Engagements before quoting it externally. The disclaimer in the highlighted box says it best — AI-generated content can contain errors. If something in the summary doesn’t match what you know, use Submit a Request to flag it.
When you won't see one
AI Summaries only appear when there is enough engagement data to summarize. New accounts, very small accounts, or sparsely-engaged groups may not have one yet — that's expected, not an error.
AI Company Matching
What it is
Behind the scenes, the widget uses AI to figure out which Salesforce accounts belong to the same real-world company. This is how subsidiaries, divisions, brands, and regional entities get grouped together so you see one consolidated view instead of many fragmented duplicates.
Why it's needed
A company like Hilton might appear in Salesforce under several names — Hilton Worldwide, Hilton Worldwide Holdings, Hilton Hotels & Resorts, Hilton Grand Vacations — and across multiple business units (eCornell, SC Johnson). AI Company Matching pulls them together so you can see the full Cornell relationship in one place.
What the AI looks at
- Account names, after cleaning up things like "LLC", "Inc.", and punctuation so "Hilton, Inc." and "Hilton Inc" are treated the same.
- Country.
- Website domain.
- Industry.
- Existing parent and subsidiary relationships in Salesforce.
How sure does it have to be?
Every match comes with a Confidence badge in the Account Drill-Down so you can see at a glance how reliable each grouping is:
- High (green) — very strong evidence the account belongs in this group. Trust it.
- Medium (yellow) — likely related, worth a quick look. Use Match Feedback if you want to see the reasoning.
- Low (red) — possible match, but worth scrutinizing. Open Match Feedback to see why it was included and use Report Issue if it looks wrong.
What the AI will NOT do
- It will not merge a foundation with a commercial company that has a similar name (for example, the "Smith Foundation" stays separate from "Smith Industries").
- It will not merge an educational institution with a person who is affiliated with it.
- It will not merge companies in different countries — even if the names match exactly, they stay as separate records for each country.
- When in doubt, it keeps records separate. A wrong split is easy to fix later; a wrong merge corrupts the whole group.
How to flag a problem
Click View in the Match Feedback column to see why the AI grouped that account in, then click Report Issue if it looks wrong. Your feedback is how the matching gets better over time.
Tips and Things to Know
How fresh is the data?
The widget is read-only. Numbers update when the underlying data in the data repository refreshes. Expect a nightly refresh — if you made a change in Salesforce today, expect to see it in the widget tomorrow.
Understanding the Confidence column
The Confidence badge shows how sure the matching process is that a related account actually belongs in this company group. The full explanation is in the AI Company Matching section above. The short version:
- High (green) — trust it.
- Medium (yellow) — likely related, glance at the reasoning.
- Low (red) — check the Match Feedback pop-up and use Report Issue if it looks wrong.
Understanding the Value buckets
To avoid exposing raw dollar figures, completed engagement value is shown as qualitative buckets per fiscal year:
- Very High — more than $2M
- High — $1M up to $2M
- Medium — $100K up to $1M
- Low — $1K up to $100K
- None — under $1K, or no completed engagements that year
Empty states and dashes
An em-dash (—) or "None" in a field means the data isn't available for that account in the current filter, not that something is broken. If you expect data to be there, use Submit a Request to flag it.
Multi-select filter behavior
The source-org buttons at the top are multi-select. Clicking on the only active button does not turn everything off — at least one source must stay active. When every available source is active the filter is equivalent to "no filter applied."
Navigation tips
- Clicking an Account Name in the Drill-Down opens the Account Detail view inside the widget. It does not navigate you away from the current Salesforce page.
- Return to Group Overview jumps back to the aggregate view.
- Account Owner, Engagement Owner, Unit Contact, and UFRCP Manager links all open your default email client, pre-addressed to that person; a brief on-screen confirmation appears when you click.
Glossary
This glossary defines the engagement types and status values that appear throughout the widget. The Engagement Definitions section explains each engagement type and subtype reported by SC Johnson and eCornell, while the Engagement Status Mappings section shows how each source organization's engagement stages roll up into the Open, Won, and Lost categories used by the widget's KPI cards and summaries. Use this section as a reference when interpreting the engagement counts, values, and statuses shown in the Group Overview and Account Detail views.
Only won or currently open engagements are included in the widget for the current and previous two fiscal years, based on user-entered engagement dates. Engagements without defined engagement dates are excluded.
Engagement Definitions
Cornell SC Johnson College of Business
College Engagement
| Subtype |
Definition |
| Alumni Event |
Formal program where alumni represent the school and engage with current students, serving as career mentors, recruiting liaisons, or event participants. |
| Career Conversations |
One-on-one or small group career coaching sessions with industry professionals. Examples include industry-specific Prep sessions where professionals provide targeted career advice and industry insights to students. |
| Case Competition |
Competitive events where student teams solve business cases with industry professionals serving as judges or sponsors. Examples include student club meetings where students present investment theses to industry judges. |
| Center/Institute Boards |
Governance and advisory board participation for school centers or institutes. Examples include Center and Institute board membership meetings where industry leaders provide oversight and strategic direction. |
| Conference |
Large-scale academic or industry conferences hosted or co-sponsored by the school. Examples include conferences where industry professionals participate as speakers, sponsors, or attendees. |
| Corporate Briefing |
Company presentations to students providing insights into organizational culture, career paths, and opportunities. Examples include company briefs to students on their recruitment timeline and expectations. |
| Event Panel |
Panel discussions featuring multiple industry professionals sharing perspectives on industry trends, career paths, or specific topics. Examples include industry-specific tech panels with professionals from multiple companies. |
| Full Time interview |
On-campus or virtual interview sessions where employers meet with students for full-time job positions post-graduation. Examples include technical role interviews conducted by corporate recruiters. |
| Guest Speaker |
Individual speaker presentations in classes or special lecture series. Examples include named lecture series where senior executives share industry insights and career experiences with students. |
| Hackathon |
Intensive problem-solving events where student teams develop solutions to company challenges. Examples include Hilton Hackathon where students create innovative hospitality solutions over 24-48 hours. |
| Immersion Trip |
Faculty-led international or domestic trips where students gain immersive industry and cultural experience. Examples include class trips where students visit hospitality operations and meet with alumni abroad. |
| Information Session |
Informational events where companies present opportunities and answer questions. Examples include diversity-focused lunch events and program-specific information sessions for prospective applicants. |
| Internship interview |
Interview sessions for summer or term-time internship positions. Examples include industry-specific interviews where MBA students interview for competitive summer internship roles. |
| Interview Forum |
Structured interview events where multiple employers conduct interviews in a centralized format. Examples include interviewers from various companies meet candidates in a single-day event. |
| Networking Night |
Evening networking events facilitating connections between students, alumni, and industry professionals. Examples include program and industry-specific roundtables. |
| Office Hours |
Drop-in sessions where company recruiters make themselves available to answer student questions about applications, roles, and company culture. Examples include company-specific Office Hours during recruiting season. |
| Recruiting |
General recruiting activities including breakfast sessions, coffee chats, and informal meetings where employers build relationships with students. Examples include company-specific events during campus recruiting season. |
| Speaking Engagement |
General speaking opportunities including class visits, webinars, and presentations on specialized topics. Examples include industry professionals presenting on specific topics like hotel recovery strategies. |
| Student Workshop |
Skill-building workshops led by industry professionals. Examples include resume review sessions, technical preparation workshops, and invite-only office hours for specialized roles like investment banking. |
| Trek |
Organized trips where student groups visit company offices and meet with professionals in their work environment. Examples include student club treks to NYC/Boston where students tour multiple financial institutions. |
Opportunity
| Subtype |
Definition |
| Board Membership |
Formal board membership positions on Center and Institute governing boards, involving fiduciary responsibility, strategic oversight, and yearly or multi-year commitments. |
| Corporate Gift |
Philanthropic contributions from corporations including unrestricted gifts, endowment contributions, scholarship funding, or gifts supporting specific programs, facilities, or initiatives. |
| Project/Program Opportunity |
Contractual engagements for specific projects or programs, including custom executive education programs, consulting projects, research collaborations, or curriculum development partnerships. |
eCornell
Opportunity
| Subtype |
Definition |
| B2B |
Engagements for enterprise customers providing access to expert‑led courses enroll, on‑demand libraries subscriptions, dedicated sections, or online Workshops for enterprise clients |
| eLPS |
Ad hoc services for programs eCornell has developed |
| Executive Education |
Customized executive education programs delivered by Cornell faculty for a specific client |
| Social Impact |
Opportunities that are mission aligned |
| Open-Live Programs |
Executive education programs delivered by Cornell faculty open to public enrollment |
Engagement Status Mappings
Each source organization uses its own set of engagement stages. The tables below show how those stages map to the Open, Won, and Lost categories the widget uses, along with the probability and stage type associated with each value.
NOTE: Only won or currently open engagements are included in the widget.
Cornell SC Johnson College of Business
| Engagement Stage |
Probability |
Stage Type |
Engagement Type |
Category |
| Contract Started |
10 |
Pipeline |
Opportunity |
Open |
| Prospect |
10 |
Pipeline |
Opportunity |
Open |
| Initial Proposal |
30 |
Pipeline |
Opportunity |
Open |
| Payments Started |
90 |
Pipeline |
Opportunity |
Open |
| Written Commitment |
90 |
Pipeline |
Opportunity |
Open |
| Payments Complete |
95 |
Pipeline |
Opportunity |
Open |
| Closed - Won |
100 |
Closed |
Opportunity |
Won |
| Closed - Won |
100 |
|
Opportunity |
Won |
| Contract Fulfilled |
100 |
Closed |
Opportunity |
Won |
| Payment Received |
100 |
Closed |
Opportunity |
Won |
| Selected |
100 |
Closed |
Opportunity |
Won |
| |
|
|
College Engagement |
Won/Open on Dates instead of Status |
eCornell
| Engagement Stage |
Probability |
Stage Type |
Engagement Type |
Category |
| C-Identified |
10 |
|
Opportunity |
Open |
| Identified |
10 |
|
Opportunity |
Open |
| S-Identified |
10 |
|
Opportunity |
Open |
| C-Working |
25 |
|
Opportunity |
Open |
| Incomplete App |
25 |
|
Opportunity |
Open |
| C-Determining Solution |
35 |
|
Opportunity |
Open |
| C-Proposing Solution |
45 |
|
Opportunity |
Open |
| C-Decision Due |
50 |
|
Opportunity |
Open |
| C-Proposing Solution |
50 |
|
Opportunity |
Open |
| C-Warm |
50 |
|
Opportunity |
Open |
| Warm (default stage) |
50 |
|
Opportunity |
Open |
| C-Decision Finalized |
60 |
|
Opportunity |
Open |
| C-Pending |
60 |
|
Opportunity |
Open |
| C-Forecasted |
70 |
|
Opportunity |
Open |
| C-Hot |
70 |
|
Opportunity |
Open |
| C-Pending |
70 |
|
Opportunity |
Open |
| C-Forecasted |
80 |
|
Opportunity |
Open |
| Admitted |
89 |
|
Opportunity |
Open |
| Written Commitment |
90 |
|
Opportunity |
Open |
| C-Committed Renewal |
99 |
|
Opportunity |
Open |
| C-Billed and Fulfilled |
100 |
|
Opportunity |
Won |
| C-Enrollment |
100 |
|
Opportunity |
Won |
| Closed - Won |
100 |
|
Opportunity |
Won |
| Closed Won |
100 |
|
Opportunity |
Won |
| Deposit Paid |
100 |
|
Opportunity |
Won |
| Matriculated |
100 |
|
Opportunity |
Won |
| Selected |
100 |
|
Opportunity |
Won |
| Won |
100 |
|
Opportunity |
Won |
Getting Help
- Something looks wrong in the widget? Use Submit a Request in the top-right of the widget header.
- A matched related account doesn't look right? Click View in the Match Feedback column, then Report Issue in the pop-up.
- Your question is about Salesforce itself, not the widget? Contact your Salesforce administrator.