Salesforce Defer Sharing Tipsheet
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UNDERSTANDING DEFER SHARING
CALCULATIONS
Review information and considerations about the defer sharing calculation feature before using it in your org
What is Defer Sharing Calculation
The Defer Sharing Calculation feature lets an administrator suspend and resume sharing calculations specifically for group membership
and sharing rules 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 while they make updates during a period of low activity and resume
calculations after theyre done
How can I enable Defer Sharing Calculation
The Defer Sharing Calculation feature isnt enabled by default To enable Defer Sharing Calculation contact Salesforce Customer Support
When should I use Defer Sharing Calculation
Defer sharing calculations before you make major updates that trigger largescale group membership or sharing rule calculations that
can time out or affect performance This feature is intended for operations such as significant maintenance updates or org realignments
For example you must make large number of changes to criteriabased sharing rules to allow access to specific groups and territories
as part of an org realignment Since sharing rule calculations are enabled by default those sharing rule changes are evaluated immediately
and can take a long time to process and cause your organization to time out
With Defer Sharing Calculation you avoid these issues by first suspending sharing rule calculations from evaluating immediately after
you make sharing rule changes You make your updates during a low traffic time for your org You then resume sharing rule calculations
and do a full sharing rule recalculation so that your updates take effect
We recommend that you resume sharing calculations immediately after making your changes and then start the full sharing rule
recalculation as soon as possible during a period of low activity By resuming sharing calculations immediately new updates are processed
immediately meaning there are fewer changes that must be recalculated Completing the full sharing recalculation in a timely manner
then ensures that record access behaves as expected without significant lag time
How should I plan my changes if I defer sharing calculations
Administrators should plan to suspend sharing calculations make the required changes and then resume sharing calculations during
maintenance windows to have minimal impact on users Plan for a maintenance window thats sufficiently long to complete your
changes and for the sharing recalculation to complete Schedule the maintenance window for a period of low activity in your org such
as a weekend
Test making your updates including resuming sharing calculations in a full copy sandbox before making these changes in production
This test allows you to both identify any potential issues that can take time and get an estimate of how long the whole process will take
in production The full copy sandbox should mimic your current product environment as closely as possible We recommend using a
sandbox refreshed within the last days In addition all major changes must be reflected in the sandbox
Last updated December
Understanding Defer Sharing Calculations
What is group membership calculation
What is group membership calculation
Group membership calculates access anytime you
Change or reparent roles
Add or remove users from territories
Update public group members
Update portal account ownership if the new owner has a different role
Group membership calculations are enabled by default For information on how to suspend and resume group membership calculations
see Salesforce Help
What is sharing rule calculation
Sharing rules calculate access anytime 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 users roles or update the role hierarchy
Add or remove users from territories
Reparent territories
Make changes to roles territories or public groups involved in sharing rules
Sharing rule calculations are enabled by default For information on how to suspend and resume sharing rule calculations see Salesforce
Help
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 dont take effect until you resume and recalculate group membership and sharing rules
If you defer sharing rule calculations only updates that involve sharing rules whether directly or indirectly are deferred while other
sharingrelated changes are still processed immediately To give a few examples if you create sharing rules or update roles that are
referenced in sharing rules the resulting recalculations are paused However if you create manual shares update teams or queues or
update roles that arent referenced in any sharing rules those changes are still evaluated immediately
If you defer group membership calculations membership changes involving individual users are still reflected immediately However
membership changes related to nested groups or due to role hierarchy changes arent reflected until after group membership calculations
are resumed and you complete a full recalculation Any change in record access resulting from membership changes also isnt processed
until calculation is resumed and you complete a full recalculation
Notification emails are sent to the administrator when group membership and sharing rule recalculation is complete
Understanding Defer Sharing Calculations
When do I need to manually recalculate my sharing rules
When do I need to manually recalculate my sharing rules
If youve deferred and resumed sharing rule or group membership calculations you must recalculate your sharing rules Failure to do
so causes inconsistent sharing behavior
You can also recalculate your sharing rules directly without first deferring sharing calculations if sharing rule updates have failed or arent
working as expected
How can I view the status of my sharing changes
All sharing related changes are logged in the Setup Audit Trail including when an administrator suspends resumes or recalculates
sharing calculations
To view the setup audit trail
From Setup in the Quick Find box enter View Setup Audit Trail and then select View Setup Audit Trail
To download your organizations full setup history for the past days click the Download link
You can also monitor the progress of a sharing rule or orgwide default recalculation on the Background Jobs page
From Setup in the Quick Find box enter Background Jobs and then select Background Jobs
Only sharing updates that run asynchronously and in parallel are recorded on the Background Jobs page
