Import and automatically build traditional org charts from your Salesforce accounts and contacts.
Note: You must be an Administrator on Organimi to use the integration feature.
- From your dashboard, select Integrations.
2. Select Salesforce.
3. Select your organization.
4. Click Get Started.
5. Type your Username and Password to log in to Salesforce.
6. Select the radio button next to the account that you wish to import.
7. Click Select Account.
8. Select Next.
9. Review the information and click Finish.
Salesforce contacts appear in the form of an org chart.
Having trouble? Contact us at email@example.com.