Optimize Account Roles to Improve Performance and Scale Your Org (Generally Available)
Minimizing the number of roles you use for customer and partner
community accounts can improve performance. Consider using account role optimization if you
anticipate having a large volume of business accounts with a single community user. In this
scenario, all accounts with one community user owned by the same employee use a single shared
person role. This optimization could replace the need for possibly thousands of account roles.
This feature was a pilot in Spring ’18 and is now generally available.
Where: This change applies to all communities.
How:
- From Setup, enter Sharing Settings in the Quick Find box, and select Sharing Settings.
- In the Other Settings section, enable Use person role for first user in community account.