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OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce

Transform contact lists into relationship maps with OrgChartPlus.

Starting at $30   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Sales
Sales Intelligence
Data Visualization
Requires
Sales Cloud
Compatible With
Government Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Government Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
A modern web browser such as Chrome, Firefox, or Safari. Internet Explorer Classic or Edge is not supported. Salesforce Professional Edition subscribers will require Salesforce API access. Contact your Salesforce account manager for API enablement.

App Details

Version
OrgChartPlus/March R2 8.33.0
Listed On
09/13/2011
Latest Release
03/18/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 19
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
7.41.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/25/2022

Additional Details

UNDERSTAND • Identify your stakeholders and understand their hierarchy, decision-making ability, buying roles, responsibilities and experience to align your sales action plan • Quickly uncover gaps and additional insights required to give you a 360 degree view of your opportunity or account in an easy-to-build org chart or relationship map • Discover the relationships to develop and positively leverage your position SIMPLIFY • Transform contacts into org charts in a few clicks, directly from your existing Salesforce data, without need for complex reports • Visualize and map your stakeholder relationships to bring the account relationship to life with real-time data, for the whole account team • Simple installation and implementation to get up and running quickly and bring immediate benefit to your users and business GROW & WIN • Grow your accounts further with deeper stakeholder management • Help identify new opportunities faster through advanced stakeholder intelligence • Supports remote and collaborative working • Protect existing business lines through actionable relationship mapping insights • Understand gaps and risks in your relationship plans and strategies

Need help?

SalesMethods

London, UK

Support is available by email and by phone during business hours

Support PhoneUK +44 (0)20 7837 0001