When working with large customers, it’s important to have an understanding of the account and contact hierarchies. You want to know who reports to who and whether or not a company is a subsidiary of a larger entity.

As many of you may well know this is standard functionality in Salesforce.com, but thanks to a free plug-in from Dream Factory, updating these hierarchies is easier than ever. 

In a matter of minutes, you can create a custom link on the account and contact page. All you have to do is cut and paste the code below. 

Once your org chart links are in place, your reps will have the ability to launch the org chart and make changes on the fly in a simple drag and drop interface.

https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_60}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!Account_ID}&
userid={!User_ID}