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
Deferred Sharing Calculations
Takeaway: Making Realignment Smoother
PDF

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.

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 you 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 Salesforce provides features to help with the planning and execution of realignments.