This article reviews the features included in the Lucidchart Salesforce integration that are available for all users. Advanced integration features listed in the feature comparison table below require both a Lucidchart Enterprise plan and Lucidchart/Salesforce admin setup.

Contact your Lucidchart admin to determine if these advanced features are available for your account. If so, check out our article about the Salesforce integration with advanced features.

Free	Individual	Team	Enterprise	FedRAMP

Integration overview

Visualize your path to sale by leveraging the Salesforce integration with Lucidchart. You’ll be able to visualize key influencers, roadblocks, and internal relationships by building account maps using the data imported from your Salesforce instance. Leverage the Salesforce integration with Lucidchart and make the most of your Salesforce data to close bigger deals faster.

Learn more: For information about the technical requirements and specifications of the Salesforce integration, check out our article about Customizing the Lucidchart Salesforce integration (for Enterprise admins).

Basic and advanced feature comparison

Certain Salesforce integration features require a Lucidchart enterprise license and must be enabled by your Lucidchart and Salesforce admins. Review the chart below to understand which features require a Lucidchart enterprise license and admin setup.

FEATURE	BASIC INTEGRATION FEATURES (for all users)	ADVANCED INTEGRATION FEATURES (Enterprise only, admin setup required)
Bi-directional sync Push changes back to Salesforce from Lucidchart (requires valid Salesforce credentials and permissions).	X
Contacts from Salesforce Bring contacts from Salesforce into Lucidchart, with a set of default fields (Name, Title, Email, etc.).	X
Assign Opportunities and Contact Roles Assign opportunities and contact roles to your Salesforce contacts within Lucidchart (requires valid Salesforce credentials and permissions).	X
Creating new Salesforce Contacts Create contacts within Lucidchart that are synced back to Salesforce.		X
Contact Kanban Automatically group contacts by department, status, etc.		X
Additional Salesforce Data (Account, Opportunity, Leads, Custom Objects, etc.) Pull in extra Salesforce data beyond Contacts. Field customization dependent on admin setup.		X
Custom Contact Fields Pull in contact fields beyond the default options. Field customization dependent on admin setup.		X
Activity Metrics View metrics for Salesforce documents from the Lucidchart docs list.		X
Access to Lucidchart Directly from Salesforce Direct access from Salesforce to the Lucidchart folder associated with this Salesforce account.		X
Document Management Creation of a Salesforce section in the Lucidchart docs list with folders for accounts. Documents within these folders are automatically shared with all other users in the Salesforce User Group.		X

Create Salesforce-linked documents in Lucidchart

Salesforce-linked documents automatically keep data in sync between Lucidchart and your Salesforce account. This allows you to create accurate account maps that always have the most up-to-date information without having to copy and paste between Salesforce and Lucidchart.

In Lucidchart, click + New to create a new Lucidchart document.
Open the File menu.
Click Import Data.
Select Sales Account Map.
Click Import Your Data.
- If you aren’t already authenticated with Salesforce, a dialog box will appear prompting you to sign into Salesforce.
Search for and select the account you’d like to import.
Click Import.

The contacts for your Salesforce account are now displayed in the Shapes menu on the left-hand side of the canvas.

location

Any and all changes you make on the document will automatically be saved. You can make changes to Salesforce data within Lucidchart as long as you have edit permissions for this data in Salesforce and the changes abide by your instance’s rules and restrictions.

Add Salesforce contacts to your account map

Once you’ve opened a Lucidchart document, you can begin adding contacts to the canvas.

Click Contacts from the top of the Shapes menu on the left-hand side.
- If you have an account with a lot of contacts, you can use our search feature to find them. In the search bar at the top of the contacts list, you can search according to any information that appears on the contact cards in the list
Click and drag contacts onto the canvas.

View and change contact details

Viewing contact details while building or viewing an account map in Lucidchart provides better insight into your key contacts and can help you save time as you’re working to close the deal.

Select a contact.
- The Contact Details panel will open. You’ll see various fields like department, email, and phone number.
Click any field to begin editing.
- These changes made in Lucidchart will sync right back to Salesforce.
To add a photo to your contact, click the image placeholder on the Contact Details panel. When you hover over the image placeholder, an upload dialog will appear.
Upload a saved image or an image URL.
Click Save Photo.
- Your image will appear in both the Contact card and the Contact Details panel.
Click the Salesforce icon to be routed to the contact within Salesforce.
- If you make any changes in Salesforce, those changes will be displayed in the Lucidchart document after refreshing the page.

How to assign a contact to an opportunity and a role

Assigning contacts to opportunities will allow you stay on top of complex deals and understand each individual’s role throughout different opportunities within the account.

To assign a contact to an opportunity, select any contact and navigate to the “Opportunity Details” section of the Contact Details panel.
Select the “Opportunity” dropdown menu.
- This dropdown will show all the opportunities this contact is already assigned to in Salesforce.
Click one of the opportunities to change which opportunity (and associated contact role) the contact card is displaying on the canvas.
To assign the contact to a new opportunity, click the Assign to Opportunity.
- A dialogue box will appear, and you can search for any opportunity related to this Salesforce account.
Select an opportunity.
Click Assign.
- The contact will now be assigned to the chosen opportunity in Salesforce. Now you can assign the contact a role that will be associated with this new opportunity.

Successfully navigating a deal requires you to understand the political landscape and how individuals are related to each other. This can be difficult when solely working in a CRM. Account maps in Lucidchart make it easy to understand and visualize relationships and roles of key stakeholders in the deal—ultimately helping you close the deal faster. Visualizing roles can be done by utilizing Salesforce contact roles within your Lucidchart account map.

To assign a role to a contact, select a contact and navigate to the “contact role” field on the Contact Details panel.
- If this field is disabled, it could be because you don’t have edit permissions to the Salesforce data or there is no opportunity currently selected for this contact.
Select the "Contact Role” dropdown.
- You’ll be given a list of different contact roles. These come from your Salesforce instance and may have been customized by your sales manager or Salesforce admin.

Once you assign a role to the contact, the coordinating color and label will appear on the contact shape.

example

Keep in mind that when you assign a role to a contact in Lucidchart, the appropriate field is automatically updated in Salesforce—there’s no need to go back into Salesforce and update it.

Build a hierarchical structure

Depicting hierarchical structure is crucial as you’re building an account map. It’s easy in Lucidchart.

Once you have several contacts on the page, you can add solid lines to show the reporting structure amongst different contacts.

Select a contact shape.
- A red dot (called a node) should appear.
Click the node.
Drag the line to another contact shape (or any object on the canvas) and let go.
- Notice that as you move shapes after you’ve connected them together with a line, these shapes will stay connected.
To delete a connection, select the line and hit the delete or backspace key on your keyboard.

We recommend using the standard, solid lines to depict hierarchical structure. If you want to experiment with different line types, like elbow, straight, or curved, you can explore those options here in the properties bar. Line thickness and other line properties can be found here as well.

To change the style of a single line, select it and then select the property you want to change.
change

To change the style for multiple lines, click and drag to select a group (or hold command/shift and select individual lines), then select the property you want to change.
change

To change the default for all lines or shapes moving forward, ensure you have nothing selected on the canvas and then change the appropriate setting. Now any new lines you draw will be created with your new formatting settings.
change

Visualize relationships

In order to strategically approach a deal, it’s crucial you understand the political and interpersonal relationships in an organization. These are hard to understand and envision when information is kept in a CRM. Showing these relationships in Lucidchart is easy.

We recommend using a combination of line types and line colors to depict the various relationships between individuals. It can be helpful to use different line types to make reporting and non-reporting relationships easier to understand and visualize.

Solid lines will typically denote a reporting or hierarchical relationship. These can be elbow, straight, or curved lines.

Dotted lines typically indicate an unofficial or indirect relationship. Additionally, visualizing the sentiment for these internal relationships can help you define and understand the political landscape. Use different line colors, such as green and red, to indicate the sentiment of a relationship.

On this diagram, you can see we just have the reporting structure displayed now with solid, curved lines. If you want to show the sentiment for each of these reporting relationships, you can color code them red or green. Red typically indicates a strained relationship while green is a healthy relationship. You can leave the line black if you’re unsure of the sentiment or if the sentiment is neutral. You can manually change these by clicking on the line, navigating to the line color menu in the properties bar, and selecting a color. If you want to use a shortcut, you can navigate to and right-click the type of line you want to use, select copy style, and paste that style to any other line (or lines) throughout your account map.
change

You can do the same thing with non reporting relationships. Once you’ve visualized the reporting relationships, you can add influential relationships that are critical to understand, and in some cases, stronger than reporting relationships. Show these relationships by making a dotted line between the contacts.

First, select a line.
Navigate to the properties bar and click the line type menu.
Select the dotted line option.
You will now notice that the line you have drawn has changed to a dotted line.

create

Again, as a shortcut, you can draw these lines and then copy the style of an existing line and then paste that style onto any line within your document.

As you continue navigating the account, visualizing and understanding these relationships will be critical to creating consensus amongst your buyers and closing the deal.

Organize account maps with Containers

As you work complex deals, you’ll most likely be working with individuals that sit across many different teams, geographies, and project groups. Organizing these groupings makes it easy to understand how those individuals relate to each other, which is critical to winning the deal—especially when managers and other team members are viewing these account maps.

To create groupings, click More shapes at the bottom of the Shapes menu on the left-hand side.
Locate the Containers library.
Check the box next to the library.
Click Use Selected Shapes.
- The Containers library will appear in your Shapes menu.
Drag a Container onto the canvas.

By default, everyone within the container will follow when you move the container. If you want to move the container without moving everything inside, just click the “magnet” icon on the right side of the properties bar. This will toggle the “magnetic” element of the container. example

As a tip, there are lots of different things you can do with these containers. We recommend adding text boxes to each container to label the group. You can find text boxes in the shape library called “standard”. Drag and drop a text box anywhere on the canvas, edit the text, and you’re good to go. Color coding these containers can also help you better visually distinguish groups from one another and gain better understanding of the deal. Select the container, click the paint can in the properties bar, and select the color you want to fill the container.

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