Articles on: PipeLaunch Salesforce App

Integrating PipeLaunch and Squivr

Creating a Custom Setting Record


  1. Open Salesforce Setup


Salesforce Setup


  1. Search Custom Settings
  2. Find Org Chart Global Settings and click Manage


Org Chart Global Settings


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


  1. First Create one for Account


Org Chart Global Settings Detail Account


LinkedIn URL Field API Name: plaunchLinkedInc
Avatar Location Field API Name: plaunchavatar_urlc


  1. Then Contact


LinkedIn URL Field API Name: plaunchLinkedInc
Avatar Location Field API Name: plaunchavatar_urlc



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