{"id":11270,"date":"2026-02-21T20:00:22","date_gmt":"2026-02-21T12:00:22","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=11270"},"modified":"2026-03-11T13:23:28","modified_gmt":"2026-03-11T05:23:28","slug":"how-to-build-an-organizational-chart","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/","title":{"rendered":"How to Build an Organisational Chart For Your Business"},"content":{"rendered":"\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewBox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientUnits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t<\/button>\n\n\t\t\t\t\t<div id=\"wp-block-salesforce-blog-key-takeaways-content\" class=\"wp-block-salesforce-blog-key-takeaways__content\" aria-hidden=\"true\">\n\t\t\t\t\n\n<ul class=\"wp-block-list\">\n<li>An organisational chart is your company\u2019s snapshot. It shows who does what, who leads whom, and how teams work together.<\/li>\n\n\n\n<li>To get started, keep it simple. Add names, titles, and reporting lines, then organise by team or project. Update it regularly to reflect how your business runs.<\/li>\n\n\n\n<li>Connect your org chart to your CRM so it\u2019s not just a static diagram but a living tool that helps teams stay aligned, informed, and ready to act.<\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<p>Organisational charts have been around forever, but they\u2019re no longer the dull wall posters they once were. The old boxes and lines have evolved into digital, online tools that show how your team works \u2014 anywhere in the world. Modern org charts are showing <a href=\"https:\/\/www.salesforce.com\/ap\/slack\/work-orchestration\/\">how teams collaborate<\/a> and share responsibility across the business. Technology has transformed them from simple reporting maps into tools that reflect how work actually happens.<\/p>\n\n\n\n<p>Building an org chart today may mean something entirely different than it did years ago.&nbsp; In this guide, we\u2019ll walk you through how to create one organisational chart that\u2019s simple, functional, and built to grow with your business. Let\u2019s jump in.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-an-organisational-chart\">What is an organisational chart?<\/h2>\n\n\n\n<p>An organisational chart is a visual map of your business showing people, teams, and roles connected to get work done. It includes team names, titles, departments, and reporting relationships laid out in a way that makes sense for growth. The layout of the org chart will show workflows and where collaboration happens across the business.<\/p>\n\n\n\n<p>Here\u2019s what a typical org chart shows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Teams and titles that define ownership.<\/li>\n\n\n\n<li>Reporting lines that show who leads whom.<\/li>\n\n\n\n<li>Departments grouped by role or function.<\/li>\n\n\n\n<li>Decision makers visible at a glance.<\/li>\n\n\n\n<li>Cross-team links that reveal collaboration paths.<\/li>\n<\/ul>\n\n\n\n<p>Together, these elements paint a clear picture of how your organisation operates. When built thoughtfully, an org chart becomes a shared reference point that helps people see how your business truly works.<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer\">\n\t<div>\n\t\t\n\n<div class=\"alignfull wp-block-salesforce-blog-section-heading\">\n\t<h2 class=\"wp-block-salesforce-blog-section-heading__title\">\n\t\t\t\tStart with SMB Basics\t<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__featured-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/dreamforce-insights-for-small-business\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=300&amp;h=225 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=768&amp;h=576 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=1024&amp;h=768 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=1536&amp;h=1152 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/10\/unnamed_f3f162.jpg?w=150&amp;h=113 150w\" alt=\"Four presenters on Salesforce Live pose for a shot during Dreamforce &#039;25.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tFrom Dreamforce To Your Door: 3 AI Takeaways For SMBs\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__supporting-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/interview-with-svp-boon-lai\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=768&amp;h=429 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=1024&amp;h=572 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=150&amp;h=84 150w\" alt=\"Bon Lai SVP interview headshot and Astro for SMB\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tAI CRM and the Future of Small Business: An Exclusive Interview with SVP Boon Lai\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/predictions-asean-businesses-2026\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg 1200w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg?w=300&amp;h=164 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg?w=768&amp;h=419 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg?w=1024&amp;h=559 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/2026-predictions-six-trends-shaping-the-future-of-asean-businesses.jpg?w=150&amp;h=82 150w\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\t2026 Predictions: Six Trends Shaping the Future of ASEAN Businesses\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/we-asked-ai-about-the-future-of-smbs\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg?w=768&amp;h=431 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg?w=1024&amp;h=574 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/07\/We-Asked-AI-SMB.jpg?w=150&amp;h=84 150w\" alt=\"A handheld globe showing a reflection of a cityscape showcasing the future of SMB by asking AI.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tWe Asked AI: What Does the Future of Business Look Like For Startups?\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-an-organisational-chart-matters-for-your-team\">Why an organisational chart matters for your team<\/h2>\n\n\n\n<p>Having an organisational chart helps to see where teams sit and who is designated for certain roles and responsibilities. When everyone understands that picture, business can flow in the right direction.&nbsp;<\/p>\n\n\n\n<p><strong>Hiring benefits<\/strong>: Teams can onboard faster because new hires know the flow of the organisation by the chart.&nbsp;<\/p>\n\n\n\n<p><strong>Better forecasting<\/strong>: As a leader, you can see capacity and spot gaps before they become problems, allowing you to plan appropriately. You can collaborate with more confidence because roles and responsibilities are clear. Clarity saves time and builds trust with your team.<\/p>\n\n\n\n<p><strong>Accountability improvement<\/strong>: A clear chart brings accountability into focus. When people can see how their work connects to others, they take ownership naturally. Managers delegate with confidence. Team members know where to go for support. The org chart becomes a quiet form of structure that keeps the team steady while you grow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">When a chart can be harmful<\/h3>\n\n\n\n<p>An org chart can backfire when it stops reflecting how your team truly works. Maybe roles changed, but the chart didn\u2019t. Maybe your structure became too layered, too rigid. That\u2019s when confusion creeps in. People hesitate to act and collaboration slows down. The fix isn\u2019t to scrap the chart, it\u2019s to keep it alive by reviewing it \u2014 often. Treat it as a living document that adapts with your <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/what-is-an-smb\/\">small and medium-sized business (SMB)<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-to-include-in-an-organisational-chart\">What to include in an organisational chart<\/h2>\n\n\n\n<p>When it comes time to build your own organisational chart, you can choose whichever format suits you best.&nbsp; Here are a few things to include and why it matters:<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69da3ed6d7513&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69da3ed6d7513\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1288\" height=\"552\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/12\/image_5ba6a4.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-11268\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/image_5ba6a4.png 1288w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/image_5ba6a4.png?w=300&amp;h=129 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/image_5ba6a4.png?w=768&amp;h=329 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/image_5ba6a4.png?w=1024&amp;h=439 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/image_5ba6a4.png?w=150&amp;h=64 150w\" sizes=\"auto, (max-width: 1288px) 100vw, 1288px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-types-of-organisational-charts\">Types of organisational charts<\/h2>\n\n\n\n<p>Before you start building your org chart, it helps to know what structure actually fits your team. The right chart depends on how your people collaborate and plan growth. Most organisations use one of a few common types that balance clarity with flexibility. These include:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Hierarchical charts<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/www.ebsco.com\/research-starters\/business-and-management\/hierarchical-organizational-structure\" target=\"_blank\" rel=\"noreferrer noopener\">hierarchical chart<\/a> shows a clear top-down structure where each employee reports to one manager. You\u2019ll see executives at the top, managers in the middle and individual contributors at the base. For small teams, this setup keeps decision-making simple and responsibilities clear.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Divisional charts<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/www.aihr.com\/hr-glossary\/divisional-structure\/\" target=\"_blank\" rel=\"noreferrer noopener\">divisional chart<\/a> organises people based on products, regions, or <a href=\"https:\/\/www.salesforce.com\/ap\/sales\/sales-planning\/customer-segmentation\/\">customer segments<\/a>. This model helps growing teams manage multiple product lines or markets independently. It gives each group autonomy to move fast while still aligning with overall company goals. Small businesses often adopt this once they expand into new markets or service categories.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Matrix charts<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/matrix-organizational-structure\" target=\"_blank\" rel=\"noreferrer noopener\">matrix chart<\/a> allows employees to report to more than one manager, often a functional lead and a project lead. This setup works well for teams that handle cross-functional projects or collaborate across departments. For smaller teams planning to scale, the matrix model can introduce flexibility early while keeping collaboration at the centre.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Flat charts<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/www.aihr.com\/hr-glossary\/flat-organizational-structure\/\" target=\"_blank\" rel=\"noreferrer noopener\">flat chart<\/a> reduces hierarchy altogether. Everyone sits on nearly the same level, and collaboration happens directly without layers of management. This type suits startups and small teams that thrive on agility and open communication. Decisions happen fast. Roles shift as the business evolves.<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong><strong><strong>Salesforce Startup Program<\/strong><\/strong><\/strong><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Gain access to the dynamic Salesforce ecosystem, including AI-powered products, mentorship programs, joint go-to-market opportunities, and a strong founder community to build, grow, and scale with confidence.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/startups.my.site.com\/s\/?d=7KXtneWpgGexkBeKh10Iw\">Get more info<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-step guide to build an org chart<\/h2>\n\n\n\n<p>An org chart looks simple from the outside, but creating one that actually works takes a bit of thought. Here are six simple steps to get started:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Choose the structure type<\/h3>\n\n\n\n<p>Decide what you want the chart to show and how people will use it. Do you need a simple top-down view to show reporting? A matrix to reflect project teams? Or a flat map for a small, nimble crew? Pick the structure that answers those questions.<br><br>Quick test: if someone asks, \u201cwho do I go to for approvals,\u201d it should reflect easily in your org chart.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Decide on your data source<\/h3>\n\n\n\n<p>Figure out where the people and role data live. For many teams, a single source of truth makes updates less stressful. That might be an HR system or your <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/what-is-crm\/\">customer relationship management (CRM)<\/a>. For example, if your team already tracks people and roles in <a href=\"https:\/\/www.salesforce.com\/ap\/crm\">Salesforce CRM<\/a>, you can easily pull details such as names, titles, and reporting relationships from there. That keeps the chart current and tied to the systems your teams already use.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Use a template or start from scratch<\/h3>\n\n\n\n<p>Templatising your org chart gives you a scalable way to move forward with team growth. Include columns to fill: name, title, manager, team, responsibilities, location, status (full-time or part-time). Templates work well for small teams that need a clean first version fast. Start from scratch when your org has unusual reporting or you want custom role fields. Either way, export a <a href=\"https:\/\/en.wikipedia.org\/wiki\/Comma-separated_values\" target=\"_blank\" rel=\"noreferrer noopener\">comma separated values (CSV)<\/a> sheet so you can update the chart programmatically later if needed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Create the chart<\/h3>\n\n\n\n<p>Depending on the size of your team, the business industry and the volume in which you work, here are a few ways to create a chart. Choose a creation method based on how often you\u2019ll update the chart.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manual:<\/strong> Use drag-and-drop editors like <a href=\"https:\/\/workspace.google.com\/products\/slides\/\" target=\"_blank\" rel=\"noreferrer noopener\">Google Slides<\/a> when changes are occasional. This helps you quickly edit and have visual control. This is good for small teams with low churn.<\/li>\n\n\n\n<li><strong>Automated:<\/strong> Import a CSV or connect directly to your data source when changes happen frequently. Automated methods reduce errors and save time. For teams on Salesforce, <a href=\"https:\/\/appexchange.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">AppExchange<\/a> apps make this seamless. You can build visual maps and update the chart without re-exporting files. Pick automation when you want the chart to reflect live data, not a snapshot.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Review with stakeholders and adjust<\/h3>\n\n\n\n<p>Managers, HR, and team leads should scan the chart for accuracy. Look for overlapping responsibilities, missing roles, and ambiguous titles. Resolve those quickly. Make small edits now rather than debating them forever. Lock in a single owner for updates so changes don\u2019t slip through the cracks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6: Publish and update regularly<\/h3>\n\n\n\n<p>Decide where the chart lives so people actually use it. Embed it in your collaboration tools (like <a href=\"https:\/\/www.salesforce.com\/ap\/slack\/\">Slack<\/a>) or your intranet. Attach it to the CRM account or a shared drive. Export a PDF for board meetings. Then set a review cadence. Try monthly for high-change teams and quarterly for steadier teams.&nbsp;<\/p>\n\n\n\n<p>Be sure to assign a team member to own the org chart maintenance. If you use automation, set the sync frequency and check logs when fields change. And finally, <a href=\"https:\/\/slack.com\/resources\/using-slack\/slack-for-internal-communications-adoption-guide\" target=\"_blank\" rel=\"noreferrer noopener\">communicate updates to the company<\/a> so people treat the chart as the live reference it should be.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Wherever you are \u2014 just get started.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">No matter where you are on your journey as a business owner, you can get started with Starter Suite for free \u2014 the CRM made for growth.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">Try it for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Why connecting your org chart to your CRM matters<\/h2>\n\n\n\n<p>When your org chart connects to your <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/startup-crm\/\">CRM<\/a>, your team finally works from one source of truth. No more guessing who reports to whom or chasing down role updates in old files. Every title and reporting line stays accurate because it updates in real time. When someone joins, changes roles, or moves teams, the chart reflects it instantly. That saves hours of manual edits and keeps your internal systems clean.<\/p>\n\n\n\n<p>A connected chart also <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">helps teams collaborate better<\/a>. You can quickly find the right person for a project, see who\u2019s managing a customer relationship, or check which department owns a process. Work stops getting lost in silos. People can make faster decisions and stay aligned without long threads or extra meetings.<\/p>\n\n\n\n<p>It also supports stronger planning and onboarding. Here\u2019s how:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>For managers:<\/strong> It clarifies capacity, structure, and reporting so they can balance workloads and plan headcount.<\/li>\n\n\n\n<li><strong>For new hires:<\/strong> Shortens the ramp-up time by showing who does what and how teams connect.<\/li>\n\n\n\n<li><strong>For leadership and HR:<\/strong> It makes reviews, reorganisations, and approvals more transparent.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Three AppExchange tools to build org charts<\/h2>\n\n\n\n<p>You need a tool that helps you keep org charts accurate, visible, and useful. Using a native app that plugs into your CRM means updates, structure and roles stay in sync. Below are a few options worth exploring.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N3A00000FP2ZYUA1\"><strong>Org Chart &#8211; Lightning Ready<\/strong><\/a>: A simple, lightweight component that shows reporting lines directly inside Salesforce. It works seamlessly in <a href=\"https:\/\/www.salesforce.com\/ap\/campaign\/lightning\/\">Lightning<\/a> on both desktop and mobile. Perfect for small teams that need a clear, reliable view of their hierarchy.<\/li>\n\n\n\n<li><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000004fjGWEAY\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>OrgChartPlus<\/strong><\/a>: A flexible tool that lets you build charts from contacts, accounts, or custom objects. You can drag, drop, and customise layouts to match your structure. Great for teams with layered roles or cross-functional collaboration.<\/li>\n\n\n\n<li><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N3A00000EcrDBUAZtool\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>DemandFarm<\/strong><\/a>: An advanced tool that uses <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/\">artificial intelligence (AI)<\/a> to create org charts and relationship maps from <a href=\"https:\/\/www.salesforce.com\/ap\/data\/\">Data 360<\/a>. It identifies decision makers, champions, and influencers across your org. It\u2019s best suited for growing businesses managing complex internal relationships.<\/li>\n<\/ul>\n\n\n\n<p><strong>Bonus: <\/strong><a href=\"https:\/\/slack.com\/atlas\" target=\"_blank\" rel=\"noreferrer noopener\">Slack Atlas<\/a> is a handy tool that brings your org chart right into Slack. You can view roles, teams, and reporting lines without leaving your workspace. It\u2019s ideal for distributed or Slack-first teams that want quick access to people info.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Boost team productivity with Slack<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Bring together your team, your customers, and your tools to help take your business to the next level with Slack \u2014 it\u2019s where business gets done.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">Try for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp 500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp?w=150&amp;h=150 150w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp?w=300&amp;h=300 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Making your org chart work for you<\/h2>\n\n\n\n<p>An org chart only creates value when people actually use it. Its real strength isn\u2019t in how polished it looks but in how clearly it helps you understand your business. The best org charts grow with your team, adapting as roles shift and new connections form. When you connect your chart to your CRM, that evolution happens naturally. Keep your org chart current and reliable so it always supports your business in the background.<\/p>\n\n\n\n<p>Start your journey with the <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/free-crm\/\">Free<\/a> or <a href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\" target=\"_blank\" rel=\"noreferrer noopener\">Starter Suite<\/a> today. Looking for more customisation? Explore <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite<\/a>. Already a Salesforce customer? Activate <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Foundations<\/a> to try out <a href=\"https:\/\/www.salesforce.com\/ap\/platform\/agentforce-platform\/\">Agentforce 360<\/a> today.<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\">Frequently Asked Questions (FAQs)<\/h2>\n\n\n<div class=\"accordion \">\n\t\n\n<button class=\"accordion-header\" type=\"button\">What is an organisational chart?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>An organisational chart is a visual map that shows how your company is structured. It highlights roles, reporting lines, and relationships between teams. It helps everyone understand who does what and how work flows across the business.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">Why do businesses need an organisation chart?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>An org chart brings clarity to your team structure. It makes it easier to manage roles, track changes, and onboard new employees. It also helps leaders plan growth and make smarter staffing decisions.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">How do I create an organisational chart for my business?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>Start by listing every role in your company, along with reporting lines. Then choose a tool or template to visualise the structure. You can use CRM-connected tools from Salesforce AppExchange to keep it updated automatically.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">What should be included in an organisational chart?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>Include people data such as names, titles, and teams. Add role details like responsibilities, scope, and location. The goal is to make the chart both accurate and useful for day-to-day collaboration.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header\" type=\"button\">How often should I update my organisational chart?<\/button>\n<div class=\"accordion-content\">\n\t\n\n<p>You should update your org chart whenever there\u2019s a new hire, role change, or team restructure. If it\u2019s connected to your CRM, updates happen automatically so the chart always stays current.<\/p>\n\n<\/div>\n\n<\/div> <!-- \/.accordion -->\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If your team feels a little scattered, an organisational chart can fix that. Here\u2019s a practical way to build one.<\/p>\n","protected":false},"author":695,"featured_media":11269,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"69090a7419c6a415c9da5d8eAP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[77,214,26],"sf_content_type":[707],"coauthors":[307],"class_list":["post-11270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-best-practices","sf_topic-startups","sf_topic-small-business","sf_content_type-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Build An Organisational Chart: A Simple Guide - Salesforce<\/title>\n<meta name=\"description\" content=\"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build an Organisational Chart For Your Business\" \/>\n<meta property=\"og:description\" content=\"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-21T12:00:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-11T05:23:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"841\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Salesforce Staff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Salesforce Staff\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/06fa0bccdbf9a256843c9bf5d694c153\"}],\"headline\":\"How to Build an Organisational Chart For Your Business\",\"datePublished\":\"2026-02-21T12:00:22+00:00\",\"dateModified\":\"2026-03-11T05:23:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\"},\"wordCount\":2089,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg\",\"inLanguage\":\"en-SG\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\",\"name\":\"How To Build An Organisational Chart: A Simple Guide - Salesforce\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg\",\"datePublished\":\"2026-02-21T12:00:22+00:00\",\"dateModified\":\"2026-03-11T05:23:28+00:00\",\"author\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/ad89451cdc1693dbffa97f9033889d02\"},\"description\":\"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#breadcrumb\"},\"inLanguage\":\"en-SG\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-SG\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg\",\"contentUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg\",\"width\":1500,\"height\":841,\"caption\":\"These structural tips will help any org chart flourish. [Image: Adobe | Prasanth]\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.salesforce.com\/ap\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Build an Organisational Chart For Your Business\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#website\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/\",\"name\":\"Salesforce\",\"description\":\"News, tips, and insights from the global cloud leader\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.salesforce.com\/ap\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-SG\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/06fa0bccdbf9a256843c9bf5d694c153\",\"name\":\"Salesforce Staff\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-SG\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/87753ffcc5acd9c82a76d2a240acf2a2\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/09\/salesforce-avatar-e1666571807979.webp?w=150&h=150&crop=1\",\"contentUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/09\/salesforce-avatar-e1666571807979.webp?w=150&h=150&crop=1\",\"width\":\"150\",\"height\":\"150\",\"caption\":\"Salesforce Staff\"},\"description\":\"Salesforce is the #1 AI CRM. We're immersed in the world of customer relationship management, helping businesses unlock the full potential of their data and connect with their customers in more meaningful ways. Whether it\u2019s using AI to improve service or streamlining sales processes, we're passionate about the tools and strategies that help our customers succeed in the digital age.\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/author\/salesforce-staff\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How To Build An Organisational Chart: A Simple Guide - Salesforce","description":"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/","og_type":"article","og_title":"How to Build an Organisational Chart For Your Business","og_description":"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.","og_url":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/","og_site_name":"Salesforce","article_published_time":"2026-02-21T12:00:22+00:00","article_modified_time":"2026-03-11T05:23:28+00:00","og_image":[{"width":1500,"height":841,"url":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","type":"image\/jpeg"}],"author":"Salesforce Staff","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Salesforce Staff","Est. reading time":"10 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#article","isPartOf":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/"},"author":[{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/06fa0bccdbf9a256843c9bf5d694c153"}],"headline":"How to Build an Organisational Chart For Your Business","datePublished":"2026-02-21T12:00:22+00:00","dateModified":"2026-03-11T05:23:28+00:00","mainEntityOfPage":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/"},"wordCount":2089,"commentCount":0,"image":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","inLanguage":"en-SG","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/","url":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/","name":"How To Build An Organisational Chart: A Simple Guide - Salesforce","isPartOf":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage"},"image":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","datePublished":"2026-02-21T12:00:22+00:00","dateModified":"2026-03-11T05:23:28+00:00","author":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/ad89451cdc1693dbffa97f9033889d02"},"description":"This guide shows how to bring clarity to your team and set up an organisational structure that grows with you.","breadcrumb":{"@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#breadcrumb"},"inLanguage":"en-SG","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/"]}]},{"@type":"ImageObject","inLanguage":"en-SG","@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#primaryimage","url":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","contentUrl":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","width":1500,"height":841,"caption":"These structural tips will help any org chart flourish. [Image: Adobe | Prasanth]"},{"@type":"BreadcrumbList","@id":"https:\/\/www.salesforce.com\/ap\/blog\/how-to-build-an-organizational-chart\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.salesforce.com\/ap\/blog\/"},{"@type":"ListItem","position":2,"name":"How to Build an Organisational Chart For Your Business"}]},{"@type":"WebSite","@id":"https:\/\/www.salesforce.com\/ap\/blog\/#website","url":"https:\/\/www.salesforce.com\/ap\/blog\/","name":"Salesforce","description":"News, tips, and insights from the global cloud leader","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.salesforce.com\/ap\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-SG"},{"@type":"Person","@id":"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/06fa0bccdbf9a256843c9bf5d694c153","name":"Salesforce Staff","image":{"@type":"ImageObject","inLanguage":"en-SG","@id":"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/87753ffcc5acd9c82a76d2a240acf2a2","url":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/09\/salesforce-avatar-e1666571807979.webp?w=150&h=150&crop=1","contentUrl":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/09\/salesforce-avatar-e1666571807979.webp?w=150&h=150&crop=1","width":"150","height":"150","caption":"Salesforce Staff"},"description":"Salesforce is the #1 AI CRM. We're immersed in the world of customer relationship management, helping businesses unlock the full potential of their data and connect with their customers in more meaningful ways. Whether it\u2019s using AI to improve service or streamlining sales processes, we're passionate about the tools and strategies that help our customers succeed in the digital age.","url":"https:\/\/www.salesforce.com\/ap\/blog\/author\/salesforce-staff\/"}]}},"jetpack_featured_media_url":"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/Org-Chart-SMB.jpg","jetpack_sharing_enabled":true,"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Salesforce","distributor_original_site_url":"https:\/\/www.salesforce.com\/ap\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/posts\/11270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/users\/695"}],"replies":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/comments?post=11270"}],"version-history":[{"count":4,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/posts\/11270\/revisions"}],"predecessor-version":[{"id":11537,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/posts\/11270\/revisions\/11537"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/media\/11269"}],"wp:attachment":[{"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/media?parent=11270"}],"wp:term":[{"taxonomy":"sf_topic","embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/sf_topic?post=11270"},{"taxonomy":"sf_content_type","embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/sf_content_type?post=11270"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.salesforce.com\/ap\/blog\/wp-json\/wp\/v2\/coauthors?post=11270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}