Squivr ArcSight - Org Charts and Relationship Map User Guide – Squivr

Welcome to the Squivr ArcSight. This powerful visualization tool helps Salesforce users easily view, understand, and manage organizational relationships across Accounts and Contacts. Whether you're identifying key stakeholders or mapping internal teams, Squivr Org Chart makes complex org structures easy to navigate and update.

What Is Squivr Org Chart?

Squivr Org Chart is a Lightning Component that provides a dynamic, interactive view of contact hierarchies within an account. It enables teams to:

Identify decision-makers and influencers
Enrich contact profiles with LinkedIn and avatar images
Track roles, relationships, and sentiment indicators
Add and edit contacts directly from the chart interface

Where to Find It

The Org Chart component is typically placed on the Account Lightning Page in Salesforce. If you do not see it on your account records, contact your Salesforce administrator to ensure it is added to the page layout.

Key Features

Visual Hierarchies

View contact reporting relationships in a structured layout
Toggle between direct reports or full hierarchy
Identify reporting lines and management levels

Editable Contact Cards

Display contact details including name, title, email, phone, and role
Click to navigate to the contact’s Salesforce record
Edit LinkedIn profile links or avatars if enabled

Relationship Roles

Visual indicators highlight roles such as Decision Maker, Influencer, or Blocker
Hover over a card to see additional information

Add and Edit Contacts

Add new contacts from within the chart
Assign manager relationships and positions directly
Edit role or title using the pencil icon on the card

Multi-Account Mapping

If a contact is linked to multiple accounts, the chart reflects this structure accordingly

Search and Zoom

Use the search bar to locate specific contacts
Use zoom controls to navigate large org structures

How to Use Org Chart

Viewing the Org Chart

Go to an Account record in Salesforce
Locate the Org Chart component
Expand or collapse sections as needed
Click on contact cards to view or access more details

Adding a Contact

Select the Add Contact or plus icon
Choose an existing contact or create a new one
Assign a manager and position
Click Save

Editing a Contact

Hover over the contact card
Click the pencil icon
Update title, role, or additional fields as needed
Click Save

Custom Features (If Enabled)

Your Salesforce administrator may have enabled additional customizations such as:

Custom LinkedIn or avatar fields
Sentiment tracking
Enhanced star ratings
Color-coded cards for personas or contact types

Check with your admin for a list of active features in your configuration.

Frequently Asked Questions

I do not see the Org Chart on my Account page. What should I do?
Contact your Salesforce administrator to confirm the Org Chart component is added to the Lightning Page layout.

Can I edit the reporting structure within the chart?
Yes. You can assign or change reporting relationships directly using the built-in tools.

Can the Org Chart be exported?
Exporting is available by default.