Salesforce Enrichment
The Org Enrichment managed package adds an Org Chart tab to Salesforce Account and Contact records. Open the chart in Lightning, see which people are already contacts, and import new ones with Create Contact.
Install from CRM Enrichment on The Org, or use the package URL below.
Prerequisites
- Salesforce Lightning Experience
- Permission to install packages (typically a Salesforce admin)
- Install for All Users is recommended so everyone in the org can open the tab
- A The Org account, used when you click Connect the first time
Install
Current package version: 1.6.0.1 (Summer 2026.3). Subscriber package version ID: 04tak000000YISLAA4.
| Environment | Install URL |
|---|---|
| Production | Install in production |
| Sandbox | Install in sandbox |
Open the package installer
Sign in with your Salesforce credentials when prompted. Use the production or sandbox link above, or Install Salesforce app on CRM Enrichment .
Choose who can use the app
Select Install for All Users (recommended), confirm, and wait until installation finishes.
Open The Org Enrichment
In the App Launcher, search for The Org Enrichment and launch it.
Open the Org Chart tab
Go to an Account or Contact. Click the Org Chart tab.
Connect The Org
The first time you use the tab, click Connect and sign in to The Org. That links this Salesforce org to your The Org account so you can view charts and create contacts.
You can also connect later from Settings in the iframe, or from CRM Enrichment settings on The Org.
If you see a prompt to connect, complete OAuth at https://theorg.com/api/auth/crm/salesforce-app. That is SalesforceApp (enrichment), not Vision CRM sync (SalesforceCrm).
Once connected, the Org Chart tab works on both Account and Contact.
Use the tab
- Open an Account or Contact in The Org Enrichment app (or any app that includes the packaged record pages).
- Open the Org Chart tab.
- People who already exist as Salesforce contacts are highlighted.
- Click Create Contact to add someone from The Org to Salesforce.
You are charged one contact credit for each new contact you import.
If Salesforce cannot match the record to a company on The Org, search from the iframe and pick a company.
Package reference
| Detail | Value |
|---|---|
| Package name | Enrichment (listed as Org Enrichment under Installed Packages) |
| Namespace | theorg |
| Lightning app | The Org Enrichment (theorg__TheOrg) |
| Version | 1.6.0.1 (Summer 2026.3) |
| Package version ID | 04tak000000YISLAA4 |
| Record pages | Account Record Page, Contact Record Page |
| CSP trusted site | https://theorg.com |
The tab loads The Org in an iframe at https://theorg.com/salesforce/iframe. Salesforce signs the request; The Org verifies it before showing the chart.
Older support copy may mention package ID 04tDn000000fBXK (version 1.4). Use 04tak000000YISLAA4 — that is the version linked from CRM Enrichment .
Uninstall
Open Setup
Log in as a Salesforce admin. Click the gear icon and open Setup.
Find the package
Search for Installed Packages. Locate Org Enrichment.
Uninstall
Click Uninstall and follow the prompts. Contacts you already imported stay in Salesforce.
Customer article: How do I uninstall the Salesforce Enrichment App?