Data Sharing and Visibility

Review the information in this section to learn how users gain visibility to data for various objects used in the sales application.

The conditions specified in access group rules or data security policies control visibility to record-level data associated with a schema object, such as an opportunity. Conditions can use the following components as mechanisms for sharing data, provided that the sharing mechanism is applicable for the object:

• Team membership

• Territory assignment

• Resource and territory hierarchy

• Business unit assignment

For example, for the Opportunity object, data can be shared through team membership, through the resource hierarchy, or through territory membership.

Note: Users assigned the Sales Administrator job role get full access to all object data. This access is based on their privileges, regardless of where the administrators are in the management hierarchy or their team membership.