Installation & Setup
- System Requirements & Install Guide
- Assigning Squivr Users and Permissions
- Squivr User Permissions
- Custom Permissions & Component Visibility
- Grant Subscriber Access
- Customization to Lightning Page
Squivr Org Chart
- Org Chart Terminology & Iconology
- Org Chart Configurations
- Available Org Chart Configurations
- Defining an Org Chart Configuration Filter
- Org Chart Lightning App Tab
- Add Org Chart to a Standard or Custom Object
Squivr Playbook
- Adding the Timeline Component to a LX Page
- Initiating Milestone Creation Using an Apex Trigger
- Initiating Milestone Creation Using Salesforce Flow
- Triggering Milestone Creation on a Salesforce Object
- Milestone Template Creation
- Milestone Template Selection Criteria