Familiarize yourself with Squivr ArcSight
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 | Global Search | The Global Search allows users to view all records associated with the hierarchy. If enabled, users are able to search for records outside of the hierarchy. Records within the global search are draggable and on double click, the detail panel will be displayed. | |
| 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 | 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. |
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| 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. |
IMG 1 |
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IMG 2 |
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IMG 3 |