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Configuring UserGems

Deep dive in how to set up UserGems the way you want

Configuring Contact Tracking

Why was a specific Job Change not found?

Creating Formula Fields on the UserGems Object

UserGems Tracking - Salesforce Report Guide

Moving from Sandbox to Production

Salesforce Package Release Notes

How to see which Salesforce package version you are on

UserGems Managed Package Components

Salesforce Dashboards - Considerations and Setup

Configuring DRIs in UserGems (Directly Responsible Individuals)

Utilizing LeanData with UserGems

Lead & Contact Matching for Contact Tracking

UserGems Required Salesforce Permissions - End Users

Dynamic Contact Lists on Accounts

Setting Up a ‘UserGems Job Departure Alert’ in LeanData

Lead Conversion Field Mappings in Salesforce

Salesforce Page Layout Considerations

Salesforce Field Mappings for Job Changes

Configuring Your Key Persona(s)

Salesforce Lightning Dynamic Layouts on Leads and Contacts (Version 2.26+)

Automatically Importing your Contact Lists for Job Change Tracking

UserGems Contact Tracking Job Change Input Reports

Configuring New Hires & Promotions

Setting Up Workflows

UserGems Tracking - Salesforce Report Guide

Salesforce Package Release Notes

Utilizing LeanData with UserGems

Dynamic Contact Lists on Accounts

Account Tracking iFrame in Salesforce

Configuring Your Key Persona(s)

Configuring Meeting Assistant

Meeting Assistant - Technical Deep Dive

About UserGems

Product Overview Contact Tracking Account Tracking Meeting Assistant Data Quality Data Security & Compliance UserGems API

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