Designing Record Access for Enterprise Scale

Designing Record Access for Enterprise Scale
Preface
Introduction
Group Membership Operations and Sharing Recalculation
Object Relationships, Bulk Loading, and Sharing Recalculation
Tools for Large-Scale Realignments
Parallel Sharing Rule Recalculation
Deferred Sharing Maintenance
Takeaway: Making Realignment Smoother
Conclusion
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Tools for Large-Scale Realignments

The most demanding maintenance activity that customers perform is a large-scale realignment of sales teams, territories, and account assignments. Whether customers do realignments annually, quarterly, or more frequently, the realignments typically involve extensive changes to an organization’s structure and updates to large amounts of data, both of which result in many changes to record access.

At the same time, sales realignments are very time sensitive—failing to complete them quickly can adversely affect revenue. Optimizing the performance of sales realignments is naturally a key concern of many enterprise administrators, and the Lightning Platform includes several features to help with the planning and execution of realignments.

To enable any of the following features in your organization, contact Salesforce customer support.

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