Org Chart Global Settings

Org Chart Global Settings allows administrators to customize key behaviors of Squivr’s Org Chart components to better align with their organization's existing data structure and user experience preferences.

This guide outlines the configurable functionality available through this custom setting and how to implement changes using the squivr__org_chart_global_settings__c Custom Setting.

How to Create a Custom Setting Record

To modify Org Chart behavior using Org Chart Global Settings:

1. Navigate to Org Chart Configurations

2. Click the gear icon (Settings) in the top-right of the Org Chart interface

3. Select Manage Org Chart Global Settings

4. Choose the Object you want to configure (e.g., Contact or Account)

5. Populate the relevant fields based on the settings you'd like to apply:

   • For LinkedIn or Avatar overrides, provide the API Name of the custom field

   • For star rating or sentiment, check the corresponding boxes to enable the features

6. Save the configuration

Once configured, Org Chart will respect your overrides and enhanced behaviors immediately within the Lightning interface.

*Note: If your LinkedIn URL field has the same API Name as the Squivr LinkedIn field (minus the namespace, LinkedIn__c) please continue reading. Due to a Salesforce shadow issue related to dynamic SOQL in our queries, a namespace always gets added to packaged fields as well as fields that are native to your org. To continue using a different LinkedIn field, you have two options:

Option 1

If possible, update the API name of the field you want to use to be something different than the Squivr field API name. This is the simplest approach but we understand these updates are not always easy or possible.

Option 2: 

1. Do a bulk data load to populate the Squivr LinkedIn field with the data from your LinkedIn field
2. If your LinkedIn field will be updated outside of the Squivr App, you'll also need automation to update our field anytime your field is changed (when updated from the Squivr App, we will write to both fields)

What Can Be Customized?

1. LinkedIn Profile URL and Avatar Fields

Squivr's Org Chart includes default fields at both the Contact and Account levels for storing:

• LinkedIn Profile URL

• Avatar image location (used on Org Chart cards)

If your organization already stores this information in different fields, you can override Squivr's defaults by creating a custom setting record. This instructs Squivr to read from and write to your specified fields instead of the ones provided in the managed package.

Example:
If your custom LinkedIn field is Custom_LinkedIn_URL__c, you can configure the Org Chart to use this field instead of the Squivr default.

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2. 5-Star Rating Functionality

Squivr offers both standard and enhanced 5-star rating capabilities for Contact records.

• To enable the Enhanced Star Rating Menu, set the field Enhanced Star Rating Menu to true in the custom setting.

Note: This setting applies only when the custom setting is created for the Contact object (Object API Name: Contact).

For more information on the differences between standard and enhanced behavior, see the related article:
5-Star Rating Functionality (Link to relevant article)

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3. Sentiment Functionality

To activate advanced sentiment aggregation features for Contacts:

• Set Enable Sentiment Average to true in the custom setting record.

This enables Org Chart to calculate and display an average sentiment value across Contacts.

Note: Like the star rating, this setting applies only to the Contact object.

For details on how sentiment is calculated and used, refer to:
Org Chart Contact Sentiment (Link to relevant article)