Map. Understand.
Win Relationships.
Squivr ArcSuite brings powerful org charts, stakeholder mapping, and rule-based contact intelligence natively inside Salesforce so your team never misses a key connection.
Two powerful modules.
One relationship platform.
ArcSuite = ArcSight + ArcGroups. Together they give your entire revenue team a complete, living picture of every account from org hierarchies to automated contact grouping.
Org Charts & Relationship Maps
ArcSight renders your Salesforce Contacts into dynamic, visual org charts and relationship maps. Track hierarchies, sentiment, and influence paths updated in real time by your team, directly inside Salesforce.
- Visual org chart builder with drag-and-drop hierarchy management
- Contact sentiment tracking (positive, neutral, negative) with timeline history
- Indirect relationship mapping beyond the formal reporting chain
- Role and influence classification for each stakeholder
- Custom org chart configurations per Salesforce object type
- Best-view overlays for Accounts and Opportunities
- Seamless context handoff: Sales to Implementation to Customer Success
Rule-Based Contact Grouping
ArcGroups automatically segments your Contacts into meaningful groups using configurable rules and criteria, surfacing the right people at the right time without manual list-building.
- Define Group Configurations with flexible field-based criteria
- Initiate group membership via Apex Triggers or manual evaluation
- Rule-based engine assigns Contacts automatically on record changes
- Re-evaluate group membership on-demand or via automation
- Embeddable ArcGroups Lightning component on any page layout
- Admin and standard user permission tiers for governance
- Supports multi-group membership for complex account structures
Get up and running
in four steps
The ArcGroups setup path walks your Salesforce admin through a proven configuration process from permission sets to your first Apex trigger.
Assign Permissions
Assign Squivr Full Admin to admins, and Squivr Org Chart Base or View All to standard users via Salesforce Permission Sets.
Define Group Configurations
Create Group Configurations in the Squivr admin panel. Set the target object, matching criteria, and field mappings for your contact segments.
Initiate via Apex Trigger
Deploy an Apex trigger on the relevant Salesforce object to fire ArcGroups creation logic whenever records are inserted or updated.
Validate & Go Live
Review group memberships in the ArcGroups component, verify rule evaluations, and optionally add the Lightning component to page layouts.
Three permission sets.
One for every role.
Go further with
advanced configuration
Define Rules & Rule Criteria
Build multi-condition rules with AND/OR logic across any Salesforce field to auto-assign Contacts to the right groups at scale.
Custom Org Chart Configurations
Tailor ArcSight's visual rendering per Salesforce object. Define fields for card headers, tooltips, and relationship lines for each chart type.
Evaluate ArcGroups via Apex Trigger
Re-evaluate group membership whenever a related record changes. Keep assignments accurate without manual intervention.
Add the ArcGroups Lightning Component
Embed ArcGroups on Account, Contact, or Opportunity pages so reps see group memberships in context without navigating away.
Built for every stage
of the customer lifecycle
Know how every stakeholder really feels.
Track and analyze customer and prospect sentiment directly inside the org chart. Reps update sentiment in seconds; managers see trends over time so you know what drives positive outcomes before the deal is at risk.
No more getting lost in the transition.
Sales-to-CSM handoffs lose critical context. ArcSight captures stakeholder hierarchy, sentiment, roles, and informal relationships during the sales cycle so when a deal closes, your CS team walks in knowing everyone. Continuity, not catch-up.
Make good data a habit, not a chore.
Squivr's visual interface makes updating Salesforce records faster and more satisfying so reps actually do it. Real-time completeness scores surface gaps, driving accountability and clean, actionable data across the organization.
It's a rare treat to install a solution and see 100% user adoption and internal value add within the first two months.
Everything your revenue
team needs
ArcSuite delivers a complete set of relationship intelligence capabilities, all living natively inside Salesforce Lightning.
Visual Org Charts
Render living, interactive org charts from your Salesforce Contacts. Drag to reorganize, click to update. No separate tool required.
Relationship Mapping
Go beyond formal hierarchies. Map informal relationships, executive sponsors, and influence paths that don't appear on any org chart.
Sentiment Intelligence
Color-coded sentiment indicators with historical tracking. Spot account health trends and intervene before relationships sour.
ArcGroups Automation
Auto-segment Contacts into groups using rule-based logic triggered by Salesforce data changes. No manual list maintenance needed.
Rule-Based AI Engine
Define criteria once. The engine continuously evaluates contacts and adjusts group membership as your Salesforce data evolves.
Native Salesforce UX
Every feature lives inside Salesforce Lightning. No tabs to switch, no data sync to manage. Just a better Salesforce experience.
Common questions
about ArcSuite
What is the difference between ArcSight and ArcGroups?
ArcSight is the visual layer. It renders Salesforce Contacts as interactive org charts and relationship maps, tracking hierarchy, roles, and sentiment. ArcGroups is the automation layer. It segments Contacts into rule-defined groups based on field criteria, using Apex triggers to keep memberships current automatically.
How do you set up ArcGroups in Salesforce?
Four steps: (1) assign Squivr permission sets to your users, (2) define Group Configurations with target objects and matching criteria, (3) deploy an Apex trigger to initiate group creation on record changes, and (4) optionally embed the ArcGroups Lightning component on relevant page layouts.
Does Squivr ArcSuite require a separate login or tool?
No. ArcSuite is entirely native to Salesforce Lightning. Your team accesses org charts, relationship maps, and contact groups directly within Salesforce. There is no external application, browser extension, or separate login required.
What Salesforce permission sets does Squivr use?
Three permission sets: Squivr Full Admin for configuration access, Squivr Org Chart Base for standard users managing their own records, and Squivr Org Chart View All for users who need read access across all records.
Can ArcGroups automatically re-evaluate contact membership?
Yes. An optional evaluation Apex trigger re-evaluates ArcGroups membership whenever related records change, keeping contact segments accurate without any manual intervention from your team.
How does Squivr improve Sales-to-CSM handoffs?
ArcSight captures stakeholder hierarchy, sentiment, roles, and informal relationships throughout the sales cycle. When a deal closes, this context travels with the account so customer success teams understand the full relationship map from day one.
Ready to see ArcSuite in action?
Find out how Squivr helps your revenue team identify, build, and nurture your most important relationships, all inside Salesforce.
General: info@squivr.com · Support: support@squivr.com
ArcSight (Org Chart) 101
Align to Success
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Track your Customers' Sentiment
Track and analyze your customer and prospect sentiment. Using Squivr Salesforce Org chart, teams can quickly update Contacts sentiment. Understand how Contacts’ opinion changes over time and what interactions drive the positive and negative reactions.
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Improve Customer Onboarding
Transitions from Sales to Implementation to Customer Success can be difficult, and people can get lost in the shuffle. Squivr Salesforce Org Chart collects value information such as hierarchy, sentiment, roles, and indirect relationships during the sales cycle. The increased visibility of your Contacts through the Customer Lifecycle for any department.
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Improve Data Hygiene
Good data hygiene drives actionable reports, successful customer outreach, and repeatable sales processes. Every Salesforce user needs to focus on data hygiene. Squivr Salesforce Org’s easy-to-use interface and visual representations increase the frequency and willingness to update the Salesforce data.
