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OrgChart Help Guide

Salesforce Connector Setup

Audience

Audience: Administrators

Overview

OrgChart uses a REST API to directly connect to Salesforce, and pull employee data from Salesforce objects. The following article provides step-by-step instructions for setting up a Salesforce connector.

Setting up a Salesforce Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

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

    Salesforce_select.png

  6. Provide enter the following information into the corresponding textboxes:

    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

  7. Enter the Search Query (unique to your Salesforce instance) in the Query text box. Reference the article Salesforce Configuration for more information.

    5_2_1_Salesforce_Config.png

  8. Click Save and then Refresh.