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How can I create an organization chart that shows everyone in the company?

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Matthew Rawls
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Simpplr does not have a function to show an entire company org chart. However, you can export the employee and manager information using Salesforce data loader, then create an org chart with Visio.

To export data needed to create the offline org chart, you can use the query below:

select id, Name, Simpplr__title__c, SImpplr__Manager__c,
SImpplr__Manager__r.Name, SImpplr__Manager__r.Simpplr__title__c
from Simpplr__people__c

Once you have the employee and manager information, you can follow instructions in this article to create an org chart:


https://support.office.com/en-us/article/Create-an-organization-chart-automatically-from-employee-data-8f2e693e-25fc-410e-8264-9084eb0b9360
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  • Avatar
    Shannon McGinnis

    Thanks, Matthew. I'll let the user who was asking about this know.

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