Salesforce Defer Sharing Tipsheet
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UNDERSTANDING DEFER SHARING
CALCULATIONS
What is Defer Sharing Calculation
Defer Sharing Calculation lets an administrator suspend and resume sharing calculations This permission affects group membership
calculation and sharing rule calculation Performing a large number of configuration changes can lead to very long sharing rule evaluations
or time outs To avoid these issues an administrator can suspend these calculations and resume calculations during an organizations
maintenance period
How can I enable Defer Sharing Calculation
The Defer Sharing Calculation permission is not enabled by default To enable Defer Sharing Calculation please contact Salesforce
When should I use Defer Sharing Calculation
Administrators should plan to suspendresume sharing calculations during maintenance windows to have minimal impact on users
For example you make large number of changes to criteriabased sharing rules to allow access to specific groups and territories Since
sharing rule calculation is enabled by default those sharing rule changes are evaluated immediately and can take a very long time to
process and cause your organization to time out
With Defer Sharing Calculation you can avoid this by suspending sharing rule calculations from evaluating immediately after you make
sharing rule changes You can resume sharing rule calculations during maintenance windows to have minimal impact on users
What is Group Membership Calculation
Group membership calculates access any time you make changes to
Roles
Territories
Groups
Users
Portal Account Ownership
Group membership calculation is enabled by default
To suspend or resume group membership calculation
From Setup in the Quick Find box enter Defer Sharing Calculations and then select Defer Sharing Calculations
In the Group Membership Calculations related list click Suspend
Note If sharing rule calculations are enabled suspending group membership calculations also suspends sharing rule
calculations Resuming group membership calculations also requires full sharing rule recalculation
Make your changes to roles territories groups users or portal account ownership
To enable group membership calculation again click Resume Group membership recalculation begins automatically
Note This release is in preview Features described in this document dont 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 cant 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
Last updated April
Understanding Defer Sharing Calculations
What is Sharing Rule Calculation
To recalculate sharing rules select Yes when asked if you want to automatically recalculate sharing rules Or in the Sharing Rule
Calculations related list click Recalculate
Important After you resume group membership calculations you must do a full sharing rule recalculation Otherwise
changes that you made while calculations were suspended arent reflected in your sharing rules
What is Sharing Rule Calculation
Sharing rule calculates access any time you
Change an organizations default sharing model
Create edit or delete sharing rules
Create or transfer any records
Update public group members
Create or activate a user
Change or reparent roles
Add or remove users from territories
Reparent territories
Make changes to roles territories or public groups participating in sharing rules
Sharing rule calculation is enabled by default
To suspend resume or recalculate sharing rule calculation
From Setup in the Quick Find box enter Defer Sharing Calculations and then select Defer Sharing Calculations
In the Sharing Rule Calculations related list click Suspend
Make changes to sharing rules roles territories or public groups participating in sharing rules
Note Any changes to sharing rules require a full recalculation
To enable sharing rule calculation again click Resume
To manually recalculate sharing rules click Recalculate
Important After you resume sharing rule calculations you must click Recalculate to do a full sharing rule recalculation
Otherwise changes that you made while calculations were suspended arent reflected in your sharing rules
The sharing rule recalculation process may take a very long time depending on the size of the organization and the number of changes
performed
To improve performance we recommend that you enable faster account sharing recalculation via the release update Instead of storing
implicit share records between accounts and their child case and contact records the system dynamically determines whether users
can access these case and contact records when they try to access them For more information see the Faster Account Sharing Recalculation
knowledge article
When do I have to recalculate my sharing rules
Recalculate only if your sharing rule updates have failed or arent working as expected or if you have deferred suspended and resumed
sharing rule calculations
Understanding Defer Sharing Calculations
What happens when I suspend Group Membership or
Sharing Rule Calculations
What happens when I suspend Group Membership or Sharing Rule
Calculations
When you suspend group membership or sharing rule calculations sharing evaluations are disabled Any configuration changes made
to groups or sharing rules will not take effect until you resume and recalculate group membership and sharing rules
Notification emails are sent to the administrator ONLY when group membership calculation and sharing rule recalculation is complete
respectively
How can I view the current Sharing status
All sharing related changes are logged in the audit trail including when an administrator suspends resumes or recalculates sharing
calculations
To view setup audit trail
From Setup enter View Setup Audit Trail in the Quick Find box then select View Setup Audit Trail
To download your organizations full setup history for the past days click the Download link
