Welcome to the Squivr ArcSight (org charts and relationship maps). 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:
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Identify decision-makers and influencers
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Enrich contact profiles with LinkedIn and avatar images
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Track roles, relationships, and sentiment indicators
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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
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View contact reporting relationships in a structured layout
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Toggle between direct reports or full hierarchy
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Identify reporting lines and management levels
Editable Contact Cards
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Display contact details including name, title, email, phone, and role
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Click to navigate to the contact’s Salesforce record
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Edit LinkedIn profile links or avatars if enabled
Relationship Roles
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Visual indicators highlight roles such as Decision Maker, Influencer, or Blocker
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Hover over a card to see additional information
Add and Edit Contacts
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Add new contacts from within the chart
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Assign manager relationships and positions directly
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Edit role or title using the pencil icon on the card
Multi-Account Mapping
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If a contact is linked to multiple accounts, the chart reflects this structure accordingly
Search and Zoom
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Use the search bar to locate specific contacts
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Use zoom controls to navigate large org structures
How to Use Org Chart
Viewing the Org Chart
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Go to an Account record in Salesforce
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Locate the Org Chart component
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Expand or collapse sections as needed
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Click on contact cards to view or access more details
Adding a Contact
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Select the Add Contact or plus icon
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Choose an existing contact or create a new one
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Assign a manager and position
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Click Save
Editing a Contact
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Hover over the contact card
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Click the pencil icon
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Update title, role, or additional fields as needed
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Click Save
Custom Features (If Enabled)
Your Salesforce administrator may have enabled additional customizations such as:
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Custom LinkedIn or avatar fields
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Sentiment tracking
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Enhanced star ratings
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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.