Build an org chart with Salesforce accounts and contacts.

 

This article shows you how to use Organimi's integration feature to automatically build traditional org charts from your Salesforce accounts and contacts.  

Note: You must be an Administrator on Organimi and Salesforce to use the integration feature.

  1. From your Organimi dashboard, select Integrations. mceclip6.png
  2. Navigate to the Salesforce logo and select Get Started.
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     3. Type your Username and Password to log in to Salesforce.

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    4. Select the radio button next to the account that you wish to import.

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 5. Click Select Account.   

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6. Select Next.

7. Review the information.

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8. Click Finish.

 

Salesforce contacts appear in the form of an org chart.

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Having trouble? Contact us at support@organimi.com or ask us about the concierge service.  

 

 
 
 
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