Sharing Recalculation
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 | Change an organization's 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 | |
| Group Membership | 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 |
About defer sharing recalculation
- 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.
Admin can do the defer sharing recalculation?
- Yes
- The defer sharing calculation feature isn't enabled by default. To enable it for your organization, contact Salesforce Customer Support.
What permission needed for this
To defer (suspend and resume) and recalculate sharing rules:
Manage Users AND Manage Sharing Calculation Deferral
Note: Salesforce Customer Support will enable this permission for the admin via support case
