Adding Squivr Lightning Components to Salesforce Pages

Squivr Lightning Components can be seamlessly added to your Salesforce Lightning Record Pages using the Lightning App Builder. The Org Chart is most commonly placed on Account pages, while other components such as Timeline and Action Plan can be used across standard and custom objects.

This article explains how to add the Squivr Org Chart to an Account page and how to add other Squivr components to any Lightning-enabled object.

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Step 1: Open the Lightning App Builder

• From Salesforce Setup, search for and open Lightning App Builder

• Or, navigate to any Account record, click the gear icon in the top-right corner, and select Edit Page

Step 2: Locate the Squivr Org Chart Component

• In the component panel (left-hand side), scroll to the Custom - Managed section

• Find Squivr Org Chart

Step 3: Add the Component to the Page

• Drag and drop the Squivr Org Chart component into a central section of the layout

• Ensure the section has sufficient height to support full visibility and usability of the Org Chart

Step 4: Configure Component Attributes (Optional)

• With the Org Chart selected, use the right-hand configuration panel to adjust display preferences

• You may choose to show Accounts only, Contacts only, or both

Step 5: Save and Activate the Page

• Click Save, then click Activate

• Choose to activate the page as:

  • Org Default

  • App Default

  • Record Type Default

  • Profile Default

Step 6: Verify the Setup

• Navigate to any Account record to ensure the Org Chart appears and functions as expected

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Adding Other Squivr Lightning Components

Follow these steps to add components like Timeline or Action Plan to other record pages.

Step 1: Open the Lightning App Builder

• From Salesforce Setup, open Lightning App Builder

• Or click the gear icon on any record page and select Edit Page

Step 2: Locate the Component

• In the component list, scroll to Custom - Managed

• Find the Squivr component you want to add (e.g., Timeline, ActionPlan)

Step 3: Add the Component to the Page

• Drag the component into a suitable drop zone within the page layout

Step 4: Configure Design Attributes (Optional)

• Select the component and adjust settings in the right-hand panel

• Some components may allow filtering or display preferences

Step 5: Save and Activate the Page

• Click Save, then Activate

• Choose your preferred activation method (Org Default, App, Record Type, or Profile)

Step 6: Verify the Setup

• Open a record of the object where the component was added

• Confirm the component displays and operates as intended

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Summary

Squivr Lightning Components can be added to any Lightning-enabled Salesforce page using the standard drag-and-drop tools in the Lightning App Builder. For best results:

• Place components in well-sized sections

• Configure design attributes as needed

• Always activate and test the layout before rollout

This ensures a smooth and integrated user experience across Squivr features like Org Chart, Timeline, and Action Plan.

For questions or setup assistance, contact [e-mail].