Now that we have a good understanding about the rules and setting up rule hierarchies.
Let's take a quick look about some of the considerations while using rule hierarchy and some good tips
about how to succeed.
Setting up Rosen organization so the first consideration is that to simplify you some management in
organizations with large number of users enable delegated administrators.
So this concept of delegated administration will be discussing in detail in the forthcoming sessions.
So delegated administration to keep it simple.
It is basically delegating our look if the organization is very large with the large number of users
and large number of roles then we can basically provide administrative access to some specific uses.
But when I say administrative access it does not like all of the administrative access we can select
which all access we want to give to the delegated administrator.
Not very much existing organizations.
That is a very common practice.
So that in organizations with large number of users and draws it is the best practice to enable delegated
administrators and we can assign some specific roles and subordinate roles to them so they can manage
those rules then use us.
So this is our delegated administration is a powerful concept in organizations with a large number of
uses and basically they can create up to 500 rules in any organization
and every use it into all of them must be assigned a role because it only plays a major part in determining
what the level of data that could be displayed and that Opportunity report and therefore Kestrel ups
and the other displace and if anybody uses a role as a changed the sharing rules for the new rules will
be applied.
All right.
As simple as that because you know the rule determines the sharing rules so then they use it all it
and the sharing rules also gets modified
so as part of the sales force guidelines it is advisable to have the number of records owned by a single
user to be less than 10k and leave users if they need to have if they need to win more than.
And those number of records then and maybe they are not assigned to a needle.
That is one option that we handle otherwise begin to them at the top of the hierarchy and when an organization
is using territory management better data management is also a very extensive concept that we were discussing
in later sessions that an organization is using that interim management forecast out based on the territory
hierarchy and not the role of hierarchy
meaning if an organization is not using that are doing management then forecasts will be based on the
old hierarchy and if it uses it will be based on the territory hierarchy so these are some of the key
points that we need to have in mind while working with rules.