Hello.
We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?
It seems that the native Salesforce Account plans is limited regarding customization.
Please let me know if further information is needed.
Is there another account plans tool that is recommended that offers more flexibility to make customizations?
Thank you,
Nancy
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Eric Burté (DEVOTEAM) Forum Ambassador
Hello @Nancy Magalhaes
all components I know focus on displaying the concerned account org hierarchy. I am not aware of any component displaying both in the same page. Maybe you would need a custom lightning page and 2 components (one for the current record organization), one displaying your company organization, but in this case how to link both trees, or make one scroll if I scroll in the other one... I think that the solution would be to enrich contact records with proper contact owner (or another user lookup field) to display on your component. That works on 1..1 case ; for 1..N links that will not be enough...
Eric