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Org Chart Explorer
Instantly visualize and navigate hierarchies in Salesforce
Overview
Instantly visualize and navigate org charts in Salesforce. Configure any hierarchical object in minutes with simple setup—no code or complex integrations required.
See How Org Chart Explorer Works
Instantly visualize any hierarchy in Salesforce
Get started in under 10 minutes with a built-in CSV template
Works with any standard or custom Salesforce object
Search and navigate hierarchy structures in real time
No code or complex configuration required
Fully native to Salesforce with built-in security controls
Supports flexible display options such as preferred names and titles
Org Chart Explorer makes it easy to visualize and navigate hierarchical data directly within Salesforce. Transform your data into an interactive hierarchy view without complex setup, external tools, or custom development. Key Features: • Dynamic Org Charts Visualize hierarchical relationships from standard or custom Salesforce objects • Fast Search Quickly find records and explore relationships with ease • Flexible Setup Define your hierarchy object, parent relationship, and display fields without code • Built-In CSV Template Get started quickly with sample data and a guided setup experience • Native Salesforce Experience Built on Salesforce with Lightning support and standard security Quick Setup: • Install • Open Setup • Import CSV • Configure • Explore Use Cases: • Employee org charts • Account hierarchies • Team and department structures • Contact or constituent relationship views • Custom hierarchical record structures Org Chart Explorer is built for admins and business users who need a fast, flexible way to visualize relationships.
Categories
- Business Needs
- CollaborationData VisualizationHuman Resources
- Industries
- EducationFinancial ServicesNonprofit
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- Lightning ReadyEditable CodeLightning App Builder
