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Takeaway: Making Realignment Smoother

Understand the pros and cons of the performance tools, and make sure they fit well with the process and timing of your realignment. Always test these tools and new realignment processes in a sandbox environment so you know what to expect.

Here are some specific suggestions.

  • To improve performance, contact Salesforce to enable faster account sharing recalculation for your org.
  • Consider whether it’s more efficient to:
    • Set aside specific maintenance windows
    • Defer organizational or sharing rule maintenance while processing your updates

      While making your decision, remember that deferring organizational maintenance will require recalculating sharing rules for all objects.

      Note