Universal1 Containers (UC) is a non-profit organization with more than 20,000,000 members (donors). UC decided to assign those accounts to donations reps based on their regions. Donations reps ended up owning more than 50,000donors each. The donation reps started to see significant degradation of the system performance.
What is the reason for this problem?
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
Besides their own team accounts, sales managers at Universal Containers (UC) need Read access to all accounts of the same segment in other countries. Role Hierarchy was implemented accordingly (based on countries), but a sales manager inthe U.S. is complaining that he cannot view account records of the same segment in Canada.
What should UC do to grant access properly?
Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual usersince there will be more than 50list views?