Multi-Join Report Performance

Situation

The customer created a report that used four related objects: Accounts (314,000), Sales Orders (769,000), Sales Details (2.3 million), and Account Ownership (1.2 million). The report had very little filtering and needed to be optimized.

Solution

To optimize the report, the customer:

Added additional filters to make the query more selective and ensured that as many filters as possible were indexable
Reduced the amount of data in each object, whenever possible
Kept the Recycle Bin empty. Data in the Recycle Bin affects query performance.
Ensured that no complex sharing rules existed for the four related objects. Complex sharing rules can have a noticeable impact on performance.