Pipeline Management Access Group Dependency

Access groups are a prerequisite for Pipeline Management. You use access groups to provide sales resources with additional access to sales object data. Access groups are a way of granting data permissions to users, and they use a different access path to that provided by the predefined data security policies.

Access groups provide the territory and opportunity data security access for sales managers using Pipeline Management. Territory access groups control the territories and hierarchy shown in the Territory filter. Opportunity access groups control the opportunities shown in the pipeline management table and whether the user has view, edit or delete access to individual opportunities.

The Perform Object Sharing Rule Assignment scheduled process is automatically scheduled to run (hourly) and picks up any changes since the last run. See How do I run the Perform Object Sharing Rule Assignment Scheduled Process? for more information.

For setup of access groups, see Overview of Access Groups.

Best Practices for Access Group Setup with Pipeline Management

Note these best practices for access group setup with Pipeline Management:

• Identify the system access group defined for each custom job role
• Associate groups with appropriate Sales Territory and Opportunity rules
• Publish rules
• Submit the Perform Object Sharing Rule Assignment scheduled process with these options:
  • Objects: Opportunity, Sales Territory
  • Record Selection: All Records
• If you use custom job roles for your sales organization, you must manually associate the appropriate resource, sales territory and opportunity rules to your custom job role access groups to secure access for your salespeople, operations, and administrators.