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Defer Sharing Calculations
Performing a large number of configuration changes can lead to very long sharing rule evaluations or timeouts. To avoid these issues, a Salesforce admin can suspend sharing calculations, specifically for sharing rules and group membership, then resume calculations during an organization's maintenance period.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
By default, sharing rules and group membership are recalculated after certain updates to related features, such as sharing settings, roles, territories, groups, and users.
| Type of Sharing Calculation | Occurs When You |
|---|---|
| Sharing Rule |
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| Group Membership |
|
When you defer sharing rule or group membership calculations, most sharing evaluations are disabled. Access configuration changes don’t take effect until you resume sharing rule or group membership recalculations and recalculate sharing rules. You can defer sharing calculations if you make a large number of changes that trigger sharing recalculation, and want to suspend the automatic sharing calculations to a later time to prevent timeouts or performance issues.
Keep in mind that sharing updates aren’t evaluated while sharing calculations are deferred. You must also remember to restart sharing calculations and complete a full recalculation to avoid record access inconsistencies. To ensure that your changes are successful and the impact to your users is minimal, review Considerations for Making Sharing Updates before deferring group membership or sharing rule calculations.
- Defer Sharing Rule Calculations
If you’re making a large number of changes that affect sharing rules, including changes to sharing rules, roles, territories, or public groups, you can temporarily suspend automatic sharing rule calculations and resume them after you finish your updates. You must resume calculations and do a full sharing rule recalculation, or you can experience sharing inconsistencies in your records. - Defer Group Membership Calculations
If you’re making changes to groups or related features that affect many records, you can temporarily suspend automatic group membership calculations and resume them after you finish your updates. You must resume calculations and do a full sharing rule recalculation, or you can experience sharing inconsistencies in your records.
