The Org Charts and Relationship Maps can be exported as an image directly from Salesforce. To do so, click the export icon on the left-hand side of the page to download your current Org Chart view.
Best Practices for Exporting Org Charts
Before exporting your Org Chart from Salesforce as a PNG or JPEG, take a few moments to optimize the view. This will ensure the exported image is clear, readable, and includes only the most relevant data.
Recommended Steps
Navigate to the appropriate level in the hierarchy
Drill down to the lowest-level Account that still contains the Org Chart structure you want to export. This helps limit unnecessary nodes and improves readability.Use expand and collapse controls
Collapse sections of the Org Chart that are not needed to reduce visual clutter and focus on key relationships.Apply filters
Use available filters to narrow the Org Chart to only the accounts, roles, or attributes that are relevant for your export.
Known Limitations
Browser support
Org Chart export is currently not supported in Firefox. Please use a supported browser such as Chrome or Edge.