Overview

Organigram automatically displays contact hierarchy from the Account or from the Parent Account based on the "Reports to" field.  

Organigram allows Users to build the Account or Parent Account hierarchies from available Contacts or from newly created Contacts. 

Differences between Organigram and Relationships Map:

Organigram:

• Exists on the Account only

• Works directly with Contacts from the Account.

• Only Contacts from the Account hierarchy are used (ie, Account or Parent Accounts).

• Organigrams visualize your Salesforce Account contact hierarchy based on the "Reports to" field.

• Changing the heirarchy on the map will change the 'Reports to' field in the Contact

• Because Organigrams are created based on the "Reports to" field, they cannot be exported or saved. 

Relationships Map (Account / Opportunity):

• Capable of working with any Contact, regardless of the account, such as Customers, Partners,Consultants and more

• These Stakeholders (contacts) are linked with the given opportunity (or map for account level)

• Maps are created and organized according to each Opportunity or Account

• Maps can be saved, exported and imported

To Access an Organigram

• Open the Account you wish to access and go the ClosePlan tab (Relationships Map, Account Map,...)

• Click Organigram button

Open

Organigram Layout & Navigation

Open

1. Account Name

2. Shows if there is a Parent Account

3. Search contacts - enter the contact name and search

4. Browse contacts - will open side panel with Account or parent Account contacts to browse your desired contact

5. Add contact - enable to add a new contact

6. Fit to screen - Sizes entire map to fit screen

7. Zoom In & Zoom Out - Zoom in or out on the map

8. Options - allows to hide relationship lines 

9. Close - closes the Organigram

10. Contact node - shows basic contact details and allows to edit the contact

11. Relationships lines:

    1. Dotted Line - Indicates informal / other relationship

    2. Influence Line - Indicates influence.

    3. Conflict Line - Indicates conflict

12. Notes Icon - Relationship line will display an icon if there is an added note.

13. Contact Node Pallete Menu - Opens and closes the palette menu. Contains additional functions for Contact settings.

Contact Node Layout & Navigation

Shows the basic Contact information and contains the Contact palette. Clicking on the Node opens the Contact detail tab.

1. Email - Indicates email is present. Click on this icon to send an email.

2. Facebook - Indicates that a Facebook profile link is present. Click on this icon to open their Facebook profile.

3. LinkedIn - Indicates that the LinkedIn profile is present. Click on this icon to open their LinkedIn profile. 

4. Twitter - Indicates that the Twitter profile is present. Click on this icon to open their Twitter profile.

5. Name - Contact´s name. 

6. Account name - Indicates ....

7. Title - Contact´s position 

8. Contact Node Pallete Menu - Opens and closes the palette menu. Contains additional functions for Contact settings. 

Contact Node Pallet Menu

Sets relationship lines between Contacts, adds importance, moves the node to the left or right, and can remove the Contact back to Account contacts.

• Clickto open the pallet, clickto close it.

1. Dotted Line - Adds a dotted line to establish an informal relationship, includes the ability to comment in-line to explain the relationship. 

2. Influence Line - Adds a positive influence relationship line to another Contact - click on the icon and drag it to the desired Contact.

3. Conflict Line - Add a conflict relationship line to another Contact - click on the icon and drag it to the desired Contact.

4. Move Right - Shifts Contact and the map tree to the right.

5. Move Left - Shifts Contact and the map tree to the left.

6. Remove - Removes Contact from the Organigram back to the Account contacts. To delete Contact entirely, go to Contact Overview.

7. Power - Indicates Contact importance - click on the icon to add the power shield.

Adding and Creating Contacts 

Contact can be moved onto the canvas:

• Automatically when you create a new Contact - Add Contact icon 

• Automatically from available contacts  - Browse Contacts icon or Search Contacts ....

Adding existing Contact:

• Click the  icon and find your contact

• Click on the  by hover over the Contact node to add the Contact onto the canvas

• Or drag the contact over an existing stakeholder to build a tree
  
  

  • By dragging a Stakeholder, and releasing over an existing stakeholder, a subordinate 'reports to' relationship is created.

Creating a new Contact:

• Click Add Contact icon 

• Fill information and Save. 

  • The newly created Contact will automatically be added onto the canvas based on "related to"

Locate the Contact in the canvas

• Click  by hovering over the Contact node in the available Contacts panel

View, edit or delete the Contact

View Contact:

• Click on the Contact node via browse contact panel or directly in the canvas. 

Edit Contact:

• To edit the Contact details click the edit button, make your changes and Save

Edit or add Contact profile picture:

• To edit or add Contact profile picture hover over the picture and click the Change Photo icon.

• To upload picture from your device: Click Upload Files button > select your picture and click Use Uploaded File button to save it.

• To upload picture from the picture URL address: Paste the picture Url into the field and click Use Custom Url button to save it. 

Delete Contact:

• To delete the Contact from Salesforce Contacts click the Delete button and Confirm.

• To delete the Contact from the canvas back to the Contacts, open the contact node palette menu and click remove. 

Relationship Lines

Connects Contacts with lines showing the relationship between them. There are 3 Relationship Line options: Conflict, Influence and Dotted.

Notes can be added to Relationship Lines to add insight to the relationship.  

Adding Lines

• Click the Pallet menu icon on the Contact node

• Click on desired relationship line icon > drag and drop line to the Contact. 
  
   
  
  

Adding and Deleting Relationship Comments

• Click the desired line > add your comments and Save.               

• Delete Relationship Comment

  • To edit or delete the Relationship Comment, click on the desired line or notes icon

  • A modal will open with the existing comments.

  • Edit or delete text as needed

• Delete Relationship Lines

• Click the desired line.

• A modal will appear, click theicon and Confirm. 

Hiding existing Lines 

• Users can hide and again show existing lines in the Organigram.

• Click theicon

• In the View Options section select or deselect lines 

Hide the Organigram Button on the Account Map Layout

Clients can hide the Organigram Button on the Account Plan Layout if they choose. A Sys Admin must make this change.

Go to any Account > Gear Icon > Edit Page > Click on the Account Map Tab > Click on the Account Map Component > in the top right, untick the 'Show Organigram' tick box.

Click Save > Click the white Back Arrow in the top left of the page.