Integrate with Salesforce.

Import and automatically build traditional org charts from your Salesforce accounts and contacts.  

Please note: If people are removed from the HR system or Directory system that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.

You must be an Administrator on Organimi to use the integration feature.

1. From your dashboard, select Integrations.
2. Select Salesforce tile.
3. Click Get Started.    
4. Type your Username and Password to log in to Salesforce.
5. Select the radio button next to the account you wish to import.
6. Click Select Account. 
7. Select Next.
8. Review the information and click Finish.

Your generated chart

          

Selective Sync

The synced integrated charts are in sync with the source data which keeps the charts up-to-date.

• The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
• All the other fields can be edited

Having trouble? Contact us at [e-mail].