Designing Record Access for Enterprise Scale
jTools 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.