Squivr provides several Org Chart Configurations as part of the package. This means that upon installation, you can quickly add the Org Chart component to your Account, Opportunity, and Contact Lightning Pages without first creating custom configurations.
- Note that these default configurations are protected so you will not see them as Org_Chart_Configuration__c records
- Custom Org_Chart_Configuration__c records can still be created and used instead of the default configurations (as more customization options become available, creating your configurations will offer many ways to fine-tune the Org Chart experience - stay tuned for updates!)
Squivr Default Org Chart Configurations
The Org Chart Configurations outlined below are now included in the Squivr managed package. These configurations align with what we hear from customers about the most common Org Chart use cases.
| Configuration Name | Common Usage | Description |
| Squivr: Accounts & Contacts | Account Pages & Org Chart Lightning App Tab |
Default Configuration selected when you add Org Chart to a page. Displays the Account hierarchy and the hierarchy of all directly related Contacts. Setting an Account Role value will write to the AccountContactRole object. |
| Squivr: Accounts & Contact Relationships* | Account Pages & Org Chart Lightning App Tab |
Displays the Account hierarchy, the hierarchy of all directly related Contacts as well as Contacts that have an indirect relationship with the primary (top level) Account. The create menu on the primary Account includes additional option, 'Add Relationship', for adding new indirect relationships. Setting an Account Role value will write to the AccountContactRelationship object. |
| Squivr: Contact Reporting Tree | Contact Pages & Org Chart Lightning App Tab |
Displays the reporting tree (all subordinate Contacts) for a given Contact. Setting an Account Role value will write to the AccountContactRole object. |
| Squivr: Contact Reporting Tree(ACR)* | Contact Pages & Org Chart Lightning App Tab |
Displays the reporting tree (all subordinate Contacts) for a given Contact. Setting an Account Role value will write to the AccountContactRelationship object. |
| Squivr: Opportunity & Contact Roles | Opportunity Pages & Org Chart Lightning App Tab |
Displays the assigned Contact Roles for a given Opportunity. Setting an Account Role value will write to the AccountContactRole object. |
| Squivr: Opportunity & Contact Roles(ACR)* | Opportunity Pages & Org Chart Lightning App Tab |
Displays the assigned Contact Roles for a given Opportunity. Setting an Account Role value will write to the AccountContactRelationship object. |
| Squivr: Organization & Users | Only available via the Org Chart Lightning App Tab | Displays the User hierarchy, based on Manager, for your organization. |
* These Configurations can only be used if your org has Contacts to Multiple Accounts enabled.