OrgChart Now Help Guide

Table of Contents

Salesforce Connector Setup (Viewer)

Audience

Audience: Administrators Edition: Enterprise

Overview

OrgChart Now directly connects to Salesforce. The following article provides step-by-step instructions for setting up a Salesforce connector in OrgChart Viewer. Reference the Salesforce Connector Setup (Workbench) article to set up a Salesforce connector in OrgChart Workbench.

Setting up a Salesforce Connector in Viewer

  1. Log into OrgChart Now.

  2. Select More > Chart Settings.

  3. Select the Excel icon under the Main Data Source heading. The Main Data Source connector panel appears.

  4. Click on the Salesforce icon, and then click Select.

    2020-12-07_14-38-41.png
  5. Provide the following information:

    1. User ID - Username of the administrator account used to reset the Security Token

    2. Password - Password of the administrator account used to reset the Security Token

    3. Security Token - Provided in email after resetting Security Token in Salesforce

    4. Sandbox checkbox - Check if you are using Salesforce as a sandbox environment

    2020-12-07_14-40-35.png
  6. Enter the Search Query (unique to your Salesforce instance) in the Query text box. Reference the article Salesforce Configuration for more information.

    Salesforce_Query_Viewer.png
  7. Click Save and then Refresh.