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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Understanding ownership skew

When a single user owns more than 10,000 records of an object, it is called data skew. This is sometimes done when organizations want to park unused data somewhere, or want to assign a dummy user to own many records for a particular object. This practice may cause performance issues if those users are moved around the role hierarchy or if they are moved into or out of a role or group that is the source group for a sharing rule. The reason this is an issue is if a change is made to the sharing of a record, Salesforce must move a large number of entries into the sharing tables, which can take a long time and lock the records in that object. Locking the records would give other users trying to edit these affected records an error if they attempt to work with one of the records during the calculation.

There are a few ways to help remedy this issue:

  • Distribute ownership of records access to a greater number of users. This will reduce the number...
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