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.

Deferred Sharing Calculations

Performing a large number of configuration changes can lead to long sharing rule evaluations or timeouts. To avoid these issues, you can suspend sharing calculations, specifically for sharing rules and group membership, then resume calculations during an organization’s maintenance period.
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 full copy sandbox that’s been recently refreshed so you know what to expect.