Learn how to optimize case reporting performance in Salesforce orgs with large case record volumes. Discover the best solution recommended by a Salesforce Certified Data Architect.
Table of Contents
Question
Universal Containers has 30 million case records. The Case object has 80 fields. Agents are reporting performance Issues and time-outs while running case reports in the Salesforce org.
Which solution should a data architect recommend to improve reporting performance?
A. Contact Salesforce support to enable skinny table for cases.
B. Build reports using custom Lightning components.
C. Create a custom object to store aggregate data and run reports.
D. Move data off of the platform and run reporting outside Salesforce, and give access to reports.
Answer
C. Create a custom object to store aggregate data and run reports.
Explanation
With 30 million case records and 80 fields, running reports directly on the Case object can lead to performance issues and timeouts. The most effective solution is to create a custom object specifically designed to store aggregate data for reporting purposes. This approach offloads the reporting burden from the Case object, allowing for faster and more efficient report generation.
By summarizing and aggregating relevant case data into a custom object, reports can be run against this optimized dataset, significantly improving performance. The custom object should be carefully designed to include only the necessary fields and aggregations required for reporting, minimizing data volume and complexity.
This solution leverages the power of Salesforce’s platform while ensuring that reporting remains within the Salesforce ecosystem, maintaining data security and access controls. It eliminates the need for external reporting tools or moving data off-platform, which can introduce additional complexities and risks.
Regularly refreshing the aggregate data in the custom object keeps reports up to date without impacting the performance of the live Case object. This approach strikes a balance between reporting efficiency and data accuracy, enabling agents to generate timely insights without encountering performance bottlenecks.
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