Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Org Chart - Lightning Ready

To view user hierarchy of the organization.

Free  

Never requires payment

Try It
Business Need
Human Resources
Requires
Sales Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.23
Lifetime average
Showing 10 of 13 Reviews
Sort by

Useful for a free app

This isn't bad for a free app. But I agree with Maro regarding a wider tree view without having to go up to come back down another branch. Also the typo of Hierarchy would be good to fix & the removal of being able to search for users who do not have a reporting line like Customer Portal Users.

Decent Free Org Chart App

A useful free app for creating basic organizational charts, but it needs more customization options and fixes for errors like "Hierarcy."

BUGGY - downgraded my review

updated review: the app has gotten buggy since our initial download. some users don't show up in the hierarchy with their cohorts of the same team/supervisor. they just show up on their own. no updates have been made to this app, which i know isn't required for labs but is generally appreciated. prior review: it's a fine tool and obviously free is a nice price. I'd love to see a wider org overview of the "tree", rather than just one set of branches at a time. the typo and broken functionality should be fixed for a professional-looking app. the app also seems to stretch people's profile pics on wider screens, which is strange and disconcerting.

Works well - wish list items

Works well. There is a typo - the box on the right of the hierarchy listing management hierarchy members says "Reportee Hierarcy". Missing an H. It should be "Reportee Hierarchy" or "Management Hierarchy".

Maro Sevastopoulos
03/10/2021

this.

Navigation bugs on Winter 21

The org chart component breaks in some points in the winter 21 release, for example: - left arrow navigation not clickable at first, need to click first on the right arrow and then the left one starts to work - when clicking on the "more" button to see all the team, the left/right arrows break with this error message: TypeError: Action failed: org_chart:Orgchart$controller$nextPeer [component.find(...) is undefined] Can the managed package be updated in compliance with the Winter '21 release? Thanks

Works for your own org chart, not the ACCOUNT org chart

Unfortunately this is NOT for an org chart to show contacts within an account, it is to show your own salesforce users org chart. 5 stars if this is upgraded to include contact hierarchy on the account page

Nice and simple out of the box

The app works well out of the box and we have it setup as a Utility on our lightning pages so users can click on it whenever needed. I agree with Patrick McNeal would be a nice feature to do the same thing with Contacts and the reported to. My users always need a way to see the customers reporting structure. Thank you for providing the tool. -Mike

Problem with component in dev environment

The has been an issue that the code breaks when the component is used in bigger space or whole page or when the component occupies larger space. When the component is a part of page occupying smaller space , its works completely fine. This has been found in developer sandboxes, in test and production it works fine.

Nice out of the box tool

If you're looking for a simple app to show you the user related connections between users without much setup. This is perfect. Easily added to page layouts.

Good idea, not great if you want customization

It uses data from the user object and you cannot add a group of users in several teams. It only has the manager option. Not applicable to our organisation.

Patrick McNeal
Double Star Ranger
08/25/2020

Would be nice if it supported Contacts via the Reports To field.