Squivr Initial Implementation Guide

• Install Squivr
• Assign Licenses
• Squivr ArcSight (Org Chart and Relationship Maps) - Initial Implementation Guide
• Squivr ArcGroups - Initial Implementation Guide
• Squivr Playbook & Action Plans - Initial Implementation Guide
• Squivr Whitespace Analysis- Initial Implementation Guide

This guide walks you through the initial implementation of Squivr within your Salesforce environment. It covers package installation, configuration steps, user access setup, and component placement. Whether you're rolling out Org Chart, Timeline, or Action Plan, this guide will help ensure a successful start.

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1. Prerequisites

Before installing Squivr, confirm the following:

• You are using Salesforce Enterprise Edition or higher

• Your org is using Salesforce Lightning Experience

• My Domain is enabled in your Salesforce instance
  (Required to use custom Lightning Components such as Org Chart and Timeline)

If My Domain is not yet configured, refer to Salesforce documentation on setting up My Domain.

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2. Install the Squivr Package

Follow these steps to install Squivr from AppExchange:

1. Log out of any Salesforce org that is not your intended installation environment

2. Navigate to the Squivr listing on the Salesforce AppExchange

3. Click Get It Now

4. Log in using Admin credentials for the Salesforce org where you want to install

5. Choose whether the installation is for a Production or Sandbox org

6. Accept the Terms and Conditions and click Confirm and Install

7. Select Install for Admins Only

8. Click Install

9. Wait for the confirmation email from Salesforce indicating installation is complete

After installation, proceed to configure user access.

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3. Assign User Permissions

Squivr uses a managed Permission Set to control access. To assign access:

1. Navigate to Setup in Salesforce

2. Search for Permission Sets

3. Find and open the Squivr Permission Set

4. Click Manage Assignments

5. Add users who should have access to Squivr functionality

Only users with the assigned permission set will be able to view and interact with Squivr components.

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4. Add Squivr Components to Lightning Pages

Depending on your use case, you can add one or more Squivr components to Lightning Record Pages.

ArcSight

1. Navigate to any Account record

2. Click the gear icon and select Edit Page

3. In the Lightning App Builder, find Org Chart in the Custom - Managed section

4. Drag it to your preferred section of the page

5. Save and activate the page

ArcSuite = ArcSight + ArcGroups

1. Navigate to any record page that supports Salesforce Activities (such as Opportunities, Cases, or custom objects)

2. Edit the page in Lightning App Builder

3. Locate the Timeline component under Custom - Managed

4. Drag it to the layout

5. Save and activate the page

Action Plans & Whitespace Analysis (Revenue Summary)

1. Open a Standard or Custom Object record

2. Enter Edit Page mode via Lightning App Builder

3. Locate the ActionPlan component in the component list

4. Drag it into the desired location on the page

5. Save and activate

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5. Configure Org Chart Global Settings (Optional)

Admins may override default field mappings for LinkedIn URLs, avatar images, and enable additional functionality such as sentiment and enhanced star ratings. This is done through the Org Chart Global Settings custom setting.

For full details, refer to the Org Chart Global Settings support article.

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6. Test the Setup

Once all components are placed and users are assigned:

• Navigate to a record and verify that Squivr components display correctly

• Confirm that users can interact with Org Chart, Timeline, and Action Plan as expected

• Test adding, editing, and visualizing data in each component

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Need Help?

If you encounter issues during installation or setup, contact the Squivr Support Team at [e-mail]. We are happy to assist with configuration, troubleshooting, and best practices.