Articles on: PipeLaunch Salesforce App

Integrating PipeLaunch and Squivr

Creating a Custom Setting Record

Open Salesforce Setup

Salesforce Setup

Search Custom Settings
Find Org Chart Global Settings and click Manage

Org Chart Global Settings

Click New to create a new Custom Setting Record and populate the following fields

First Create one for Account

Org Chart Global Settings Detail Account

LinkedIn URL Field API Name: plaunch__LinkedIn__c
Avatar Location Field API Name: plaunch__avatar_url__c

Then Contact

LinkedIn URL Field API Name: plaunch__LinkedIn__c
Avatar Location Field API Name: plaunch__avatar_url__c


Result

Squivr Org Chart

Now when you create contacts using PipeLaunch the LinkedIn URL and Image will be displayed on the Squivr Org Chart.

Updated on: 22/04/2024