ArcSight: Initial Implementation Guide

This article outlines the steps and configuration options for setting up ArcSight (Org Charts and Relationship Maps) in Salesforce. It covers required user permissions, how to add ArcSight to Lightning Pages, and optional settings that enhance visibility, insights, and user experience. Use this guide to ensure ArcSight is properly configured and ready for use across your organization.

ArcSight (Org Charts and Relationship Maps):

• Assign User Permissions:
  • Admin Users:
    • Squivr Full Admin
  • Standard Users:
    • Squivr Org Chart Base
    • Squivr Org Chart View All
• Add ArcSight to the Lightning Page
• Optional:
  • Custom Org Chart Configuration
  • Org Chart Global Settings
    • LinkedIn Reference Updates
    • Sentiment Average
    • Enhanced 5 Star Ratings
    • Card Color Legend
• Other Useful Links:
  • Terminology & Iconology
  • Default Configurations
  • Best Practices

Once ArcSight is configured, users can begin visualizing relationships, capturing insights, and navigating account and contact hierarchies more effectively. By applying the recommended settings and reviewing the additional resources linked above, you can tailor ArcSight to your organization’s needs and ensure users get the most value from Org Charts and Relationship Maps.