Get more out of
Organimi with
Salesforce
Salesforce works with Organimi to create beautiful org charts,
in minutes.
What is Salesforce?
Salesforce is an online solution for customer relationship management, or CRM. It gives all your departments — including marketing, sales, commerce, and service — a shared view of your customers with one integrated CRM platform.
Learn how Salesforce and Organimi work together.
With Organimi’s Salesforce integration, you can create, update, and share your org charts in a matter of minutes.
After connecting Organimi with your Salesforce account, we import your data from your domain to gather all the information needed to build your org charts.
Information that Organimi collects and imports includes your organization members’ names, titles departments, pictures, and email addresses stored in Salesforce. Once this information has been imported, Organimi will create an organizational chart automatically that you can then pick and choose from or edit further where necessary using Organimi’s intuitive chart building infrastructure with drag-and-drop functionality.
With Salesforce and Organimi:
- Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
- Save your Organimi org charts to pdf formats so you can track changes over time
- Share your org charts with other power users who can help you edit and update them
- Share your org charts around the team with simple, easy to use sharing features, or better yet, share via your intranet
