Privileges for Digital Sales
This topic lists the Digital Sales privileges that are assigned to all sales job roles.
If you created custom versions of these roles, review this information to make sure users who are assigned the custom roles have all the Digital Sales privileges they need.
Function Security Policies
These are the function security policies for Digital Sales features and the sales job roles they're assigned to.
| Function Security Policy Name (Code) | Function Security Policy Description | Assigned to Role |
|---|---|---|
|
Access Feed View (ORA_ZCA_ACCESS_VIEW_FEEDS_PRIV) |
Allows access to view feeds. |
Sales VP Sales Administrator |
|
Access Partner Media Toolbar (SVC_ACCESS_PARTNER_MEDIA_TOOLBAR_PRIV) |
Allows access to the partner media toolbar. |
Sales VP Sales Administrator |
|
Access View Feed Configurations (ORA_ZCA_ACCESS_VIEW_FEED_CONFIGURATIONS_PRIV) |
Allows access to view feed configurations. | Sales Administrator |
|
Create Digital Sales Account (ZCM_CREATE_DIGITAL_SALES_ACCOUNT_PRIV) |
Allows creating Digital Sales account. |
Sales Administrator Sales VP |
|
Create Digital Sales Activity Appointment (ZMM_CREATE_DIGITAL_SALES_ACTIVITY_APPOINTMENT_PRIV) |
Allows creating Digital Sales activity appointment. |
Sales Administrator Sales VP |
|
Create Digital Sales Activity Task (ZMM_CREATE_DIGITAL_SALES_ACTIVITY_TASK_PRIV) |
Allows creating Digital Sales activity task. |
Sales Administrator Sales VP |
|
Create Digital Sales Contact (ZCM_CREATE_DIGITAL_SALES_CONTACT_PRIV) |
Allows creating Digital Sales contact. |
Sales Administrator Sales VP |
|
Create Digital Sales Opportunity (MOO_CREATE_DIGITAL_SALES_OPPORTUNITY_PRIV) |
Allows creating of Digital Sales opportunity. |
Sales Administrator Sales VP |
|
Create Sales Contests (ZCA_CREATE_SALES_CONTESTS_PRIV) |
Allows creating sales contests. |
Sales VP Sales Administrator |
|
Create Sales Goals (ZCA_CREATE_SALES_GOALS_PRIV) |
Allows creating sales goals. |
Sales VP Sales Administrator |
|
Create Sales Lead Digital Sales (MKL_CREATE_SALES_LEAD_DIGITAL_SALES_PRIV) |
Allows creating sales leads for Digital Sales. |
Sales Administrator Sales VP |
|
Create Sales KPI (ZCA_CREATE_SALES_KPI_PRIV) |
Allows creating sales KPI. |
Sales Administrator |
|
Create Sales Orchestration (ZCA_CREATE_SALES_ORCHESTRATION_PRIV) |
Allows creating a new Sales Orchestration. |
Sales Administrator |
|
Delete Sales Contests (ZCA_DELETE_SALES_CONTESTS_PRIV) |
Allows deleting sales contests. |
Sales VP Sales Administrator |
|
Delete Sales Goals (ZCA_DELETE_SALES_GOALS_PRIV) |
Allows deleting sales goals. |
Sales VP Sales Administrator |
|
Delete Sales KPI (ZCA_DELETE_SALES_KPI_PRIV) |
Allows deleting sales KPI. |
Sales Administrator |
| Delete Sales Orchestration (ZCA_DELETE_SALES_ORCHESTRATION_PRIV) | Allows deleting a Sales Orchestration. |
Sales Administrator |
|
Manage Application Metrics (ORA_ZCA_MANAGE_APPLICATION_METRICS_PRIV) |
Allows read, create and update of recent items information. |
Sales Administrator |
|
Manage Communication Details (ORA_ZCA_INSIDE_SALES_COMMUNICATION_MGMT_PRIV) |
Allows managing communication details such as create and manage call scripts, email templates. |
Sales Administrator |
|
Manage Data Visualization Configuration (ZCA_MANAGE_DATA_VISUALIZATION_CONFIGURATION_PRIV) |
Allows creation, modification and deletion of data visualization configurations, either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a bar chart. |
Sales Administrator |
|
Manage Data Visualization Preference (ZCA_MANAGE_DATA_VISUALIZATION_PREFERENCE_PRIV) |
Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer to view a data visualization configured initially as a horizontal bar chart to be displayed as a vertical bar chart instead. |
Sales Administrator Sales VP |
| Manage Feed Configurations (ORA_ZCA_MANAGE_FEED_CONFIGURATIONS_PRIV) | Allows create, delete and update of feed configurations. |
Sales Administrator |
|
Manage Omnichannel Presence and Availability (SVC_MANAGE_OMNICHANNEL_PRESENCE_AND_AVAILABILITY_PRIV) |
Allows management of the omnichannel availability for new work, presence menu, and indicator. |
Sales VP |
| Run Sales Orchestration Scheduled Jobs (ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER_PRIV) | Allows running, scheduling and monitoring Sales Orchestration related scheduled jobs. |
Sales Administrator |
|
Update Sales Contests (ZCA_UPDATE_SALES_CONTESTS_PRIV) |
Allows updating sales contests. |
Sales VP Sales Administrator |
|
Update Sales Goals (ZCA_UPDATE_SALES_GOALS_PRIV) |
Allows updating sales goals. |
Sales VP Sales Administrator |
|
Update Sales KPI (ZCA_UPDATE_SALES_KPI_PRIV) |
Allows updating sales KPI. |
Sales Administrator |
| Update Sales Orchestration (ZCA_UPDATE_SALES_ORCHESTRATION_PRIV) | Allows updating an existing Sales Orchestration. |
Sales Administrator |
|
View Account from Digital Sales (ZCM_VIEW_DIGITAL_SALES_ACCOUNT_PRIV) |
Allows viewing of account from Digital Sales. |
Sales Administrator Sales VP |
|
View Activity from Digital Sales (ZMM_VIEW_DIGITAL_SALES_ACTIVITY_PRIV) |
Allows viewing of activity from Digital Sales. |
Sales Administrator Sales VP |
|
View Contact from Digital Sales (ZCM_VIEW_DIGITAL_SALES_CONTACT_PRIV) |
Allows viewing of contact from Digital Sales. |
Sales Administrator Sales VP |
|
View Communication Details (ORA_ZCA_INSIDE_SALES_COMMUNICATION_PRIV) |
Allows viewing communication details such as email status, call scripts. |
Sales Administrator |
|
View Data Visualization Configuration (ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV) |
Allows viewing of data visualization configurations. |
Sales Administrator Sales VP |
|
View Digital Sales (ZCA_VIEW_DIGITAL_SALES_PRIV) |
Allows viewing of the Digital Sales application. |
Sales VP Sales Administrator |
|
View My Day (ZBS_VIEW_MY_DAY_PRIV) |
Allows viewing of various record types within a single page. |
Sales VP Sales Administrator |
|
View Navigator Menu (ORA_ZCA_VIEW_NAVIGATOR_MENU_PRIV) |
Allows viewing navigator metadata information. |
Sales VP Sales Administrator |
|
View Opportunity from Digital Sales (MOO_VIEW_DIGITAL_SALES_OPPORTUNITY_PRIV) |
Allows viewing of opportunity from Digital Sales. |
Sales Administrator Sales VP |
|
View Quotes and Quote Lines in Digital Sales (ZCA_VIEW_DIGITAL_SALES_QUOTES_PRIV) |
Allows viewing of quotes and quote lines in Digital Sales. |
Sales Administrator Sales VP |
|
View Sales Contests (ZCA_VIEW_SALES_CONTESTS_PRIV) |
Allows viewing sales contests. |
Sales VP Sales Administrator |
|
View Sales Goals (ZCA_VIEW_SALES_GOALS_PRIV) |
Allows viewing sales goals. |
Sales VP Sales Administrator |
|
View Sales KPI (ZCA_VIEW_SALES_KPI_PRIV) |
Allows viewing sales KPI. |
Sales VP Sales Administrator |
|
View Sales Lead from Digital Sales (MKL_VIEW_DIGITAL_SALES_SALES_LEAD_PRIV) |
Allows viewing of sales lead from Digital Sales. |
Sales Administrator Sales VP |
| View Sales Orchestration (ZCA_VIEW_SALES_ORCHESTRATION_PRIV) | Allows viewing the list of Sales Orchestrations or a particular Sales Orchestration. |
Sales Administrator Sales VP |
|
View Smart Actions (ZCA_VIEW_SMART_ACTIONS_PRIV) |
Allows read and view access to Smart Actions Framework data. |
Sales VP Sales Administrator |
|
View Text Analysis Intelligence (ZCA_VIEW_INTERACTION_EVENT_TEXT_ANALYSIS_PRIV) |
Allows user to view intelligence derived from text analysis. |
Sales VP Sales Administrator |
|
View Web Activity (ZCA_VIEW_WEB_ACTIVITY_PRIV) |
Allows viewing web activities synchronized from B2B Marketing. |
Sales Administrator Sales VP |
When you're providing your users with access to Digital Sales functionality, here are a few things to be aware of:
-
If you want sales administrators to create and manages rollups, assign the Manage Rollup Metrics privilege to a custom sales administrator job role, then assign the role to relevant users. The Manage Rollup Metrics privilege isn't assigned to the predefined job roles by default. For additional information see the Rollups chapter in this guide.
-
Administrators must be assigned the Manage Signal Definitions privilege as well as the KPI privileges to create and manage custom KPIs. The Sales Administrator job role is assigned all these privileges by default.
Data Security Policies
These are the data security policies for Digital Sales objects and the job roles they're assigned to.
| Data Security Policy Name | Data Resource | Condition | Permission | Assigned to Role |
|---|---|---|---|---|
|
Grant on Sales Contests |
Sales Contests |
Access the sales contests for table ZCA_CONTESTS where user is participant of contest |
Read; View Sales Contest |
Sales VP |
|
Grant on Sales Contests |
Sales Contests |
Access the sales contests for table ZCA_CONTESTS where user is owner or creator of contest |
Read; View Sales Contest Update Sales Contest Delete Sales Contest |
Sales VP |
|
Grant on Sales Contests |
Sales Contests |
Access the sales contests for table ZCA_CONTESTS where their subordinate is a participant of contest |
Read; View Sales Contest |
Sales VP |
|
Grant on Sales Contests |
Sales Contests |
All values |
Read; View Sales Contest Update Sales Contest Delete Sales Contest |
Sales Administrator |
|
Grant on Sales Goals |
Sales Goals |
Access the sales goals for table ZCA_GOALS where user is participant of goal |
Read; View Sales Goal |
Sales VP |
|
Grant on Sales Goals |
Sales Goals |
Access the sales goals for table ZCA_GOALS where user is owner or creator of goal |
Read; View Sales Goal Update Sales Goal Delete Sales Goal |
Sales VP |
|
Grant on Sales Goals |
Sales Goals |
Access the sales goals for table ZCA_GOALS where their subordinate is a participant of goal |
Read; View Sales Goal Update Sales Goal |
Sales VP |
|
Grant on Sales Goals |
Sales Goals |
All values |
Read; View Sales Goal Update Sales Goal Delete Sales Goal |
Sales Administrator |
|
Grant on Sales Goal Participants |
Sales Goal Participants |
Access the sales goal participants for table ZCA_GOAL_PARTICIPANTS where user is participant of goal |
Read; View Sales Goal Participants |
Sales VP |
|
Grant on Sales Goal Participants |
Sales Goal Participants |
Access the sales goal participants for table ZCA_GOAL_PARTICIPANTS where user is owner or creator of goal |
Read; View Sales Goal Participants Update Sales Goal Participants Delete Sales Goal Participants |
Sales VP |
|
Grant on Sales Goal Participants |
Sales Goal Participants |
Access the sales goal participants for table ZCA_GOAL_PARTICIPANTS where their subordinate is a participant of goal |
Read; View Sales Goal Participants Update Sales Goal Participants Delete Sales Goal Participants |
Sales VP |
|
Grant on Sales Goal Participants |
Sales Goal Participants |
All values |
View Sales Goal Participants Update Sales Goal Participants Delete Sales Goal Participants |
Sales Administrator |
|
Grant on Sales KPI |
Sales KPI |
All values |
View Sales KPI |
Sales Administrator Sales VP |
|
Grant on Sales KPI |
Sales KPI |
All values |
Delete Sales KPI Update Sales KPI Update Sales KPI Restricted |
Sales Administrator |