This article documents the 5 Star Rating functionality available as part of Squivr Org Chart. On install, you will see the standard 5 Star Rating functionality. If the default behavior does not meet your requirements, you can enable enhanced 5 Star Rating functionality and configure Org Chart to meet your needs.
If the answer to any of the below questions is yes, enabling enhanced 5 Star rating is the recommended approach.
- Do you wish to customize the 5 Star Rating menu input parameters (by removing one or more of the standard four input parameters or defining your own input parameters)?
- Is trend analysis regarding how a Contact's rating has changed over time important?
- Do you anticipate scenarios where a Contact's rating may differ based on the Opportunity they have a role on?
**Currently using standard 5 Star Rating functionality? See Migrating from Standard to Enhanced 5 Star Rating before proceeding.**
Standard 5 Star Rating Functionality
The 5 Star Rating menu consists of four input parameters - Influence, Relationship, Power and Cadence. There are four corresponding fields on the Contact where these values are stored. When a user selects or updates one of these values, the corresponding field on the Contact is updated.
With our standard functionality, the rating for a given Contact will always reflect the most recent input. Said another way, changes to one or more of the inputs is not tracked over time.
Migration Notice
Already using the standard 5-Star Rating functionality?
Review Migrating from Standard to Enhanced 5-Star Rating before enabling this feature.
Enable Enhanced 5-Star Rating
Enhanced 5-Star Rating functionality is controlled through the Org Chart Global Settings custom setting.
Steps to Enable
Navigate to Org Chart Configuration
Select Manage Global Settings
Choose Contact
Enable Enhanced 5-Star Rating
When enabled, the 5 Star Rating menu behavior changes immediately for all standard configurations.
- The overall 5 Star Rating is an average based on all entries for the available input parameters
- The rating menu displays the number of current entries
Customize Input Parameters
To modify the available input parameters that appear in the 5 Star Rating menu, create a new or modify an existing Org Chart Configuration. When the Hierarchy Object is set to Contact, you are able to select from a list of Star Rating Configuration values. As an example, if capturing a rating value for Cadence is not important you would just select Influence, Power and Relationship. The below screenshot shows the resulting end user experience.
Define Custom Input Parameters
You are not limited to using the default input parameters we provide as part of the installation. If you wish to define your own input parameters, you can do so by following the below steps.
- From Salesforce Setup | Object Manager, search for Relationship (squivr__Relationship__c) and navigate to Fields and Relationships
- Create a custom field of data type number
- Enter Field Label and Name
- Set Length=1
- Set Decimal=0
- Continue through and Save new field
- Following the instructions for customizing input parameters, you'll now see your custom field is available for selection
Migrating from Standard to Enhanced 5 Star Rating
Migrating Existing Rating Data from Contact to Relationship Object
If you are currently using the standard functionality you may want to migrate existing rating data so that users see their prior entries within Org Chart. To assist with this, we've attached a script at the bottom of this article. Simply open the Developer Console and select Open Execute Anonymous Window from the Debug menu. Copy and paste the content of the attached script and execute. As always, please contact us for assistance or if you have any questions.
Updating Existing Custom Org Chart Configurations
If you are not using custom Org Chart Configurations, this does not apply. For customers who are using custom Org Chart Configurations, you will need to update your configurations after enabling Enhanced 5 Star Rating.
- Navigate to each Org Chart Configuration/Child Tree Object where the Hierarchy Object is Contact to edit
- Notice that with the setting enabled, there is a new Card Configuration item for Star Rating Configuration
- Select the menu items you want to have available as part of this configuration and save
After completing this step, the Star Rating Menu will again be available when viewing Org Chart.