Designing Record Access for Enterprise Scale

Designing Record Access for Enterprise Scale
Introduction
Group Membership Operations and Sharing Recalculation
Object Relationships, Bulk Loading, and Sharing Recalculation
Tools for Large-Scale Realignments
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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.

Introduction

This guide introduces advanced topics in user record access, and provides recommendations on how to configure your organization to optimize access control performance.

In particular, this guide focuses on the effects of group maintenance on sharing performance and the built-in sharing behaviors that support Salesforce applications. It also:

  • Addresses how to avoid common configuration traps that can drag down the performance of your record-level access system
  • Introduces some key platform features that can help you speed up large-scale sharing realignments

This guide is intended for expert architects working on Salesforce implementations with complex record access requirements or large-scale sales organization realignments. However, the sharing best practices covered can be applied to orgs of any size.

This guide assumes expertise in Salesforce administration and security, and knowledge of SQL and relational database concepts. It also assumes a familiarity with the content in Record-Level Access: Under the Hood, which explains the inner workings of the flexible and powerful Salesforce record access infrastructure.