Product Documentation

Installation & Setup

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

See all 10 articles

Squivr ArcSight (Org Charts, Relationship Maps)

• Squivr ArcSight (Org Chart and Relationship Maps) - Initial Implementation Guide
• Org Chart Terminology & Iconology
• Org Chart Configurations
• Card Color Legend
• Available Org Chart Configurations
• Defining an Org Chart Configuration Filter

See all 25 articles

Squivr ArcGroups

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

Squivr Playbook & Action Plans

• Squivr Playbook & Action Plans - Initial Implementation Guide
• Playbook
• Action Plan Component
• Gantt Chart Component
• Timeline Component
• Milestone Template Creation

See all 17 articles

Squivr Whitespace Analysis (WSA)

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

See all 8 articles

Squivr AI

• Squivr AI - Initial Implementation Guide
• Evaluate Object Rules Manually
• Evaluate Object Rules using a Trigger
• Define Object Rule Configurations