Org Chart Best Practices

• Org Chart General Recommendations: Since Org Chart is a visual tool, the more real-estate you have then the more of the Org Chart is visible. When placing the component on the page, ideally you would like two-thirds or more of the page available for the component. If that is not possible, you can surface the Org Chart by invoking a screen flow using things such as a button.
  • Customers put our Org Chart on a new Squivr tab on their page layout. 
  • Customers utilize the App view for global views

• Optimize Account and Contact views: Salesforce account and contact data tend to be busy, out of date, and in need of updates. With Squivr ArcSight you can manage your optimal views and the relevant data with our Parking Lot feature -
• Getting to my best point of view: Driving the best view of your Salesforce Data is near and dear to us at Squivr. We strive for the optimal user experience. You can build custom views with Org Chart Configurations. Here is a video highlighting this capability -   
• Opportunity Contact Roles: If using this configuration for Org Chart, the best practice should be to require the role to be selected on the page layout. This will ensure when adding a new OCR, a role is always present which then allows the user to remove a person as a role by deselecting the one or many roles they are associated with

• Account Contact Relationships: Add a lookup filter to the Contact field on the ACR object to not show Contacts that are in the Parking Lot