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Org Chart Explorer

Instantly visualize and navigate hierarchies in Salesforce

Overview

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
Collaboration
Data Visualization
Human Resources
Industries
Education
Financial Services
Nonprofit
Personas
Administrator
Business Operations Manager
Business User
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Lightning App Builder