Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Takeaway: Tuning Group Membership for Performance
Understand the performance characteristics of the various group maintenance operations
that you’re performing. Always test substantial configuration changes in a full copy sandbox
that's been recently refreshed so you know what to expect in production.
Here are some specific suggestions.
- Identify user and group updates that are complex, such as user role and customer or partner account ownership changes, or updates that involve a large amount of associated data. Allow for additional time to process these changes.
- When making changes to the hierarchy, process changes to the bottom (leaf) nodes first, then move upward to avoid duplicate processing.
- Limit the number of records of an object owned by a single user to 10,000.
- Tune your updates for maximum throughput by experimenting with batch sizes and using the bulk API, where possible.
- Remove redundant paths of access, such as sharing rules that provide access to people who already have it through the hierarchy.
- Schedule large group membership operations during off-peak hours.
- Run batch operations in serial mode.