Org Chart Terminology & Iconology

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Terminology

Term	Reference
Org Chart Canvas	IMG 1
Action Menu	IMG 1 | Iconology
Account Card	IMG 1
Contact Card	IMG 1
Detail Panel	IMG 2
Detail Panel Tabs	IMG 2
Primary Display Field	IMG 3
Secondary Display Field	IMG 3
Card Footer	IMG 3 | Iconology
Create Menu	IMG 3

 

Iconology

Icon	Location	Term	Description
	Action Menu	Configuration Menu	The Configuration Menu allows users to easily toggle between different Org Chart Configurations relevant to the record object type they are on.
	Action Menu	Layout Toggle	The Layout Toggle allows users to change the Org Chart view to best fit the hierarchy they are working with.
	Action Menu	Template Style Toggle	The Template Style Toggle allows users to change the Card style based on their specific Org Chart use case. For example, the Condensed Card View might be the optimal style when exporting the Org Chart.
	Action Menu	List View	The Org Chart List View allows users to search and view the hierarchy in a list format.
	Action Menu	Color Legend	The Org Chart Color Legend allows users to view the legend that is setup for the object types displayed on Org Chart.
	Action Menu	Group	The Org Chart Group feature allows users to group Org Chart data by a picklist field on the object.
	Action Menu	Parking Lot	Use Parking Lot as a tool for easily maintaining an Accounts current Org Chart. See here for additional details.
	Action Menu	Export	Use the Export functionality when you need to share a given chart outside of Salesforce. See here for additional details.
	Node Card	Create Menu	The Create Menu allows users to log activity and create child records directly from Org Chart.
	Account Card & Contact Card	LinkedIn	The LinkedIn icon allows you to enter in the desired LinkedIn url. When populated, clicking the icon will navigate you to the populated url.
	Node Card	Color Palette	The Color Palette allows users to change the Card Color field from the directly on the Org Chart NOTE: If you installed before version 2.63 and want to use the Color Palette on custom configurations, you will need to add Card Color Palette to the available options. Navigate to Setup > Object Manager > Org Chart Configuration > Fields & Relationships > Selected Card Footer Items and add the value Card Color Palette.
	Contact Card	Contact Role	From a Contact Card, users can view existing and assign new Account and/or Opportunity Contact Role values.
	Contact Card	Sentiment	From a Contact Card, users can view their latest and/or add a new Sentiment value for a given Contact. See here for additional details.
	Contact Card	Five Star Rating	From a Contact Card, users can view the existing Five Star Rating value and adjust the parameters accordingly.

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IMG 2
IMG 3