Working with Large Hierarchies

The purpose of this article is to outline expected behavior and best practices when working with large hierarchies. Org Chart has functionality (configuration, search, layout options and template styles) to help you navigate complex hierarchies efficiently but, as a native application, we are beholden to Salesforce's governors and limits. Platform limits aside, our experience is that at a certain point, presenting a user with the full data set impacts usability. 

Squivr Terminology

The phrases we use in reference to Org Chart, it's functionality and expected behavior. 

Phrase	Squivr Definition
Top Level Contact	A Contact that has one or more subordinates and does not report to another Contact
Independent Contact	A Contact that does not have any subordinates and does not report to another Contact
Org Chart Canvas	The main area of the Org Chart component/page where the Account and Contact cards are displayed
Detail Panel	The panel that opens when an Account or Contact card is double clicked
Control Bar	The list of icons in the upper left of the Org Chart component/page

Org Chart Behavior for Possible Hierarchy Shapes & Sizes

Applies To	Shape & Size	Initial Load Behavior
Account View	<=200 total records <=5 Account relationship levels	Org Chart will render with the full hierarchy expanded Using the Org Chart canvas search bar will focus on the Account or Contact card
Account View	<=500 total records <=200 independent contacts <=5 Account relationship levels	Org Chart will render with the full hierarchy expanded Using the Org Chart canvas search bar will either focus on the Contact card or, if not yet loaded onto the Org Chart canvas, pop the detail panel for that Contact
Account View	>200 independent contacts	Parking Lot prompt If user decides to view subset of data: Using the Org Chart canvas search bar will either focus on the Contact card or, if not included in subset, pop the detail panel for that Contact The list view accessed from the control bar will contain all Contacts regardless if included in subset Note: the independent contact check happens first when navigating to Org Chart
Account & Contact View	>500 total Org Chart Canvas records  <=5 Account relationship levels	Each level in the hierarchy will be collapsed An initial 200 Contact records will be loaded with the remainder loaded as the user scrolls Using the Org Chart canvas search bar will either focus on the Contact card or, if not yet loaded onto the Org Chart canvas, pop the detail panel for that Contact The list view accessed from the control bar will contain all Contacts regardless loaded onto the Org Chart canvas
Account View	>1,000 top level Account Contacts* <=10,000 top level Account Contacts*  *regardless of Parking Lot status	Each level in the hierarchy will be collapsed An initial 200 Contact records will be loaded with the remainder loaded as the user scrolls Using the Org Chart canvas search bar will either focus on the Contact card or, if not yet loaded onto the Org Chart canvas, pop the detail panel for that Contact The list view accessed from the control bar will contain all Contacts regardless loaded onto the Org Chart canvas
Account View	>5 Account relationship levels	The 6th level in the Account relationship hierarchy will be collapsed If user expands that level, the next 5 levels will be returned Searching for an Account or Contact nested below the 6th level Account will not return any results until it has been expanded
Account View	>10,000 top level Account Contacts*  *regardless of Parking Lot status	Each level in the hierarchy will be collapsed The user can click to expand the Contact relationship branch they want to view Searching for a Contact nested below a collapsed branch will not return any results Note: the "Remove Independent Contacts" Will not be available for use. It will be visible but grayed out to indicate that it can not be clicked.
Contact View	>10,000 top level Account Contacts*  <=500 subordinate Contacts *regardless of Parking Lot status	The 6th level in the Contact ReportsTo relationship hierarchy will be collapsed If user expands that level, the next 5 levels will be returned Searching for a Contact nested below the 6th level Contact will not return any results until it has been expanded Note: the "Remove Independent Contacts" Will not be available for use. It will be visible but grayed out to indicate that it can not be clicked