Skip to main content

Hi everyone,

I need an architectural sanity check on a security requirement. I want to avoid hitting platform limits down the road and would appreciate some feedback on whether this can be safely achieved using Schedule-Triggered Flows or whether Scheduled Batch Apex would be required.

Context

  • We are changing the Organization-Wide Defaults (OWD) of the standard Quote object from Controlled by Parent to Private.
  • We receive an integration feed from an external system that creates or updates up to approximately 80 Quotes per Account per day. Quotes can also be created manually in Salesforce.
  • Quotes contain two custom Account lookups: Sold-To and Bill-To.
  • We have both Quotes with and without Opportunities.

Requirement

  • The Account Owner of the Sold-To Account and the Account Owner of the Bill-To Account must have Read-Only access to the related Quote.
  • When the Account Owner changes, access to the related Quotes must be updated accordingly, including removing the previous owner's access and granting access to the new owner.
  • The required access is managed through QuoteShare records with RowCause = Manual.

Architectural Question

Given the expected Quote volume and the need to automate the insertion and cleanup of QuoteShare records following Account ownership changes:

  • Is this approach feasible using a standard Schedule-Triggered Flow, or would Scheduled Batch Apex be required to ensure scalability and avoid governor limits?
  • What would be the cleanest architectural pattern for handling the cleanup and creation of Manual QuoteShare records when Account ownership changes?

Thanks for your guidance!

 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Flow  #Apex

2 respuestas
  1. 24 sept, 18:14

    Thank you for the explanation, @sakshi nagpal. I reviewed with my colleagues and the current information I got is that the sales reps won't impossibly generate to 80 quotes a day per account even as an approx. . So, then do you still see a risk by using a scheduled flow than APEX?. I would appreciate your guidance.

0/9000