Squivr: Initial Installation & Setup

• Squivr Initial Implementation Guide
• System Requirements & Install Guide
• Squivr: Assigning Users and Permission Sets
• Squivr: User Permissions Sets
• Custom Permissions & Component Visibility
• Squivr: Grant Subscriber Access

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Squivr: ArcSight - Org Charts, Relationship Maps

• Org Chart History Reporting & Queries
• ArcSight: Managing Account/Contact Roles
• ArcSight: Initial Implementation Guide
• ArcSight: Terminology & Iconology
• ArcSight: Configuring Org Chart Configurations
• Card Color Legend

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Squivr: ArcSuite = ArcGroups + ArcSight

• Squivr ArcGroups - Initial Implementation Guide
• ArcGroups: Defining Group Configurations
• Initiating ArcGroups Creation Using an Apex Trigger
• Evaluating ArcGroups Records Using an Apex Trigger
• ArcGroups: Group Configurations Overview
• Updating Lightning Pages with the ArcGroups Component

Squivr: Action Plans and Playbooks

• AP Suite: Deleting Action Plans and Playbooks
• Squivr Playbook & Action Plans - Initial Implementation Guide
• Playbook
• AP Suite: Action Plan Component
• Gantt Chart Component
• Timeline Component

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Squivr: Whitespace Analysis and Revenue Summary

• Squivr Whitespace Analysis / Revenue Summary - Initial Implementation Guide
• Squivr Whitespace Analysis
• Defining a Whitespace Template
• Whitespace and Revenue Summary: Example Templates & Resulting Output
• Updating Account Pages with Whitespace Analysis Components
• Whitespace and Revenue Summary: Terminology and Schema

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Squivr: AI and Agentforce

• Squivr AI – Enabling Object Rule Configurations for Auto-Building Org Charts
• AI: Activating Object Rules
• AI: Evaluate Object Rules using a Trigger
• AI: Object Rule Configurations Overview