Salesforce Cloud Consultant CRT-251 Book

Running the updated assignment rules in Planning State and viewing the accounts on the territory detail page is the best way to show sales operations what the data will look like after changing the territories. Assignment rules are rules that determine how accounts are assigned to territories based on criteria such as account fields, address fields, etc. Planning State is a mode of Territory Management that allows users to preview how changes to territories or assignment rules will affect account assignments before activating them. The territory detail page is a page that shows information about a specific territory, such as name, description, users, accounts, etc.

By running the updated assignment rules in Planning State, sales operations can see how accounts will be reassigned to new territories based on the ZIP codes. By viewing the accounts on the territory detail page, sales operations can verify the accuracy of the account assignments and make any adjustments if needed.

The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately. Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.

By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.

Inbox is a suite of email productivity tools that integrates Salesforce with Outlook or Gmail. With Inbox, sales reps can sync their calender events between Salesforce and their email application, and log emails with related records in Salesforce without leaving their inbox. This way, they can easily track their customer interactions and report on them in Salesforce.