Background:

For every job change that we deliver to your Salesforce, we will generate a new record on our UserGems object. This record very simply represents the actual job change event and…

• Houses all data that UserGems provides about the job change, whether you choose to utilize your leads/contacts or not. 
• Acts as a junction between related records (i.e. past contact, past account, new account, new lead/contact, etc)
• Controls what information is seen on the Dynamic Lightning Components (job change context on your page layout) viewed from Leads and/or Contacts

Use Cases for Formula Fields:

Pulling in data to the UG record from EITHER the Past/Current Lead or Past/Current Contact. 

• Example Situation: you have a report of all job changes and want to show a Lifecycle Stage whether the job changer exists as a Lead or a Contact

Adding additional context about the job change to the dynamic lightning components

• Example Situation: You want to pull a custom “NPS Score” from the Past Contact record and display it on the lightning component so a sales rep can see this great context from the new lead/contact 

Get creative! 

• As a Salesforce admin, you can create powerful formula fields for a ton of different use cases. Feel free to ping your CSM if you need help!