Define Access Group-Based Data Security for Service Profiles

You can define access group-based data security on Service Profiles. Access groups are the recommended way of granting data permissions to users rather than SQL-based data security policies. Instead of creating security policies using SQL, you can use object-sharing rules in the Sales and Service Access Management UI to define your visibility criteria.

You can create custom security policies on service profiles by using a user-friendly administration UI. You don’t need to know SQL to create these policies.

Steps to Enable

In the Sales and Service Access Management UI. you now have the option to create object sharing rules for new or existing access groups to grant access to service profiles. 

Key Resources

See the "Access Groups" chapter in the Securing Sales and Fusion Service guide.