This article explains how to report on Org Chart History for adoption and usage, along with SOQL queries that can be run in the Salesforce Developer Console.
Object Overview
Object API Namesquivr__Org_Chart_History__c
Purpose
Captures user interactions and changes made in the Org Chart UI. This enables admins and analysts to track:
User adoption
Feature usage
Account-level engagement
Configuration adoption
Key Fields
| Label | API Name | Type | Notes |
|---|---|---|---|
| Account | squivr__Account__c | Lookup (Account) | Account context for the event |
| Contact | squivr__Contact__c | Lookup (Contact) | Contact context for the event |
| Event | squivr__Event__c | Picklist | Event type (see below) |
| Drag Field Updated | squivr__Drag_Field_Updated__c | Text (255) | Field updated via drag-and-drop |
| Create Menu Action | squivr__Create_Menu_Action__c | Text (255) | Create menu action taken |
| Original Field Value | squivr__Original_Field_Value__c | Text (255) | Pre-change value |
| New Field Value | squivr__New_Field_Value__c | Text (255) | Post-change value |
| Org Chart Configuration Id | squivr__Org_Chart_Configuration_Id__c | Text (255) | Configuration used |
| Created Date | CreatedDate | Datetime | Time-based reporting |
| Created By | CreatedById | Lookup (User) | User adoption reporting |
Event Type (squivr__Event__c)
Drag and Drop
Detail Panel Opened
Card Color Updated
Record Moved into Parking Lot
Record Moved out of Parking Lot
Independent Records Removed
5-Star Rating Entry
Sentiment Entry
Account Role Entry
Opportunity Role Entry
Custom Relationship Entry
Export
Create Menu
View Roles
View Sentiment
View Ratings
View ArcSight
Reporting (Adoption & Usage)
In Salesforce Reports, the report type appears as Org Chart History and is backed by
squivr__Org_Chart_History__c.
Core Adoption Reports
Active users by month
Group By: Created Date (Calendar Month)
Summaries: Row Count, Unique Created By (optional)
Filter: Created Date = Last 12 Months
Active accounts (last 30 / 90 days)
Report Type: Org Chart History with Accounts
Filter: Created Date = Last 30 Days or 90 Days
Group By: Account
Filter: Account is not blank
Top users (adoption leaders)
Filter: Created Date = Last 90 Days
Group By: Created By
Sort: Row Count (Descending)
Usage & Feature Adoption Reports
Feature usage mix
Filter: Created Date = Last 90 Days
Group By: Event
Drag-and-drop updates
Filter: Event = Drag and Drop
Columns:
Drag Field Updated
Original Field Value
New Field Value
Created By
Created Date
Create menu usage
Filter: Event = Create Menu
Columns:
Create Menu Action
Created By
Created Date
Account
Parking Lot movement
Filter:
Event = Record Moved into Parking Lot
Event = Record Moved out of Parking Lot
Group By: Event
Engagement with detail views
Filter:
Detail Panel Opened
View Roles
View Sentiment
View Ratings
View ArcSight
Developer Console Queries
Overall usage volume
SELECT COUNT()
FROM squivr__Org_Chart_History__c
Events by type (feature usage mix)
SELECT squivr__Event__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
GROUP BY squivr__Event__c
ORDER BY COUNT(Id) DESC
Usage trend by month
SELECT CALENDAR_YEAR(CreatedDate),
CALENDAR_MONTH(CreatedDate),
COUNT(Id)
FROM squivr__Org_Chart_History__c
GROUP BY CALENDAR_YEAR(CreatedDate),
CALENDAR_MONTH(CreatedDate)
ORDER BY CALENDAR_YEAR(CreatedDate),
CALENDAR_MONTH(CreatedDate)
Unique active users (last 90 days)
SELECT COUNT_DISTINCT(CreatedById)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:90
Top users (last 30 days)
SELECT CreatedBy.Name, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:30
GROUP BY CreatedBy.Name
ORDER BY COUNT(Id) DESC
Active accounts (last 90 days)
SELECT squivr__Account__r.Name, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:90
AND squivr__Account__c != null
GROUP BY squivr__Account__r.Name
ORDER BY COUNT(Id) DESC
Events for a single account
SELECT CreatedDate,
CreatedBy.Name,
squivr__Event__c,
squivr__Drag_Field_Updated__c,
squivr__Original_Field_Value__c,
squivr__New_Field_Value__c,
squivr__Create_Menu_Action__c
FROM squivr__Org_Chart_History__c
WHERE squivr__Account__c = '001XXXXXXXXXXXXXXX'
ORDER BY CreatedDate DESC
Create menu actions breakdown
SELECT squivr__Create_Menu_Action__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Event__c = 'Create Menu'
GROUP BY squivr__Create_Menu_Action__c
ORDER BY COUNT(Id) DESC
Drag-and-drop field updates breakdown
SELECT squivr__Drag_Field_Updated__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Event__c = 'Drag and Drop'
GROUP BY squivr__Drag_Field_Updated__c
ORDER BY COUNT(Id) DESC
Configuration adoption
SELECT squivr__Org_Chart_Configuration_Id__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Org_Chart_Configuration_Id__c != null
GROUP BY squivr__Org_Chart_Configuration_Id__c
ORDER BY COUNT(Id) DESC
Recent history (last 200 records)
SELECT CreatedDate,
CreatedBy.Name,
squivr__Event__c,
squivr__Account__r.Name,
squivr__Contact__r.Name
FROM squivr__Org_Chart_History__c
ORDER BY CreatedDate DESC
LIMIT 200