OrgView Administrative Reference

Salesforce.com Integration

OrgView can be installed with just a Custom Link, no Custom Objects or Custom Tabs are required. You can add the OrgView link to the Account, Contact, and/or User page layouts. When you "Get It Now" from the AppExchange, three Custom Links are added to your account: OrgView Account Chart, OrgView Contact Chart, and OrgView User Chart. Simply add these links to the appropriate page layouts in your Org. Alternatively, you can just use the link information documented below, and create the links yourself.

Here is an example URL for the Account Custom Link:

https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_70}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!Account_ID}&
userid={!User_ID}

The only trick is that the linkid paramater should be set equal to {!Account_ID} for an Account page layout, or {!Contact_ID} for a Contact page layout, or {!User_ID} for a User page layout.

Just copy and paste the URL above into an Account Custom Link, add the new link to an Account page layout, and you are ready to go! For your convenience, we have assembled the URL for the Contacts page layout below:

https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_70}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!Contact_ID}&
userid={!User_ID}

And for the User page layout:

https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_70}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!User_ID}&
userid={!User_ID}