Can I export the org charts from the backend in Salesforce?
Hi--I have a user that would like to print or export org charts from the People tab. Is there a way to export the data and show hierarchies from the Salesforce end? I know it wouldn't be pretty but it might work well enough for him.
Thanks!
Shannon
Comments
Hi Shannon. this isn't a recommended practice, and Simpplr does not support it, but you are able to run a query in Salesforce Data Loader to pull a report that shows company hierarchies. You can then build an offline org chart with that data. This article teaches you the query and has instructions on creating the org chart.
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