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転載⇒周六分享:移行实战

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https://www.notion.so/18a6771830f84d5bb2e8a2a72cb23bc0

1.Project説明

当公司的组织结构发生很大变化的时候(比如说集团公司的下属分公司的建立,合并,注销,或者收购,公司内部部门的合并,撤销),这样的变化会影响到salesforce系统的role,现有的salesforce系统role就会随着公司的部门的变化一起变化,与之相关的sharing rule,public group等等也会相应变化,还有user和role的关联

实际状况:User:7000,role:800,sharing rule:300

解决方案:将Role、sharing rule全部删除,然后将整理过后的Role,sharing rule重新导入

(DataLoad・Ant)然后重新做user和role的匹配

不同的项目有不同的解决方案,在掌握知识的基础上,提出最佳解决方案

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