Lead Object Mapping
For each of the data security policies available for the Lead object, this topic shows the access group rules that provide equivalent data access.
Data Security Policy Business Object |
Data Security Policy Predefined Instance Set |
Data Security Policy Condition Name |
Access Group Object |
Predefined Rule Name |
Predefined Rule Number |
Predefined Condition Name |
Predefined Condition Code |
---|---|---|---|---|---|---|---|
Sales Lead |
MKLLMLEADSMKL1 |
Access the sales lead for table MKL_LM_LEADS where they are a resource in the lead sales team |
Lead |
Lead Team |
LeadPR4 |
Leads where the access group member is on the lead team |
LEADTEAM |
Sales Lead |
MKLLMLEADSMKL10 |
Access the sales lead for table MKL_LM_LEADS where they are a resource in the territory assigned to the sales lead |
Lead |
Lead Territory Team |
LeadPR8 |
Leads where the access group member is a member of a territory associated with the lead |
LEADTERR |
Sales Lead |
MKLLMLEADSMKL103 |
Access the sales lead for table MKL_LM_LEADS where they are an administrator of the resource organization in the primary assignment of the owner |
Lead |
Lead Owner Organization Administrator |
LeadPR2 |
Leads where the access group member is the administrator of the resource organization of the lead owner |
LEADOWNERORGADMIN |
Sales Lead |
MKLLMLEADSMKL104 |
Access the sales lead for table MKL_LM_LEADS where they are the owner of the sales lead |
Lead |
Lead Owner |
LeadPR1 |
Leads where the access group member is the lead owner |
LEADOWNER |
Sales Lead |
MKLLMLEADSMKL114 |
Access the sales lead for table MKL_LM_LEADS where they are a resource in the lead sales team with full access |
Lead |
Lead Team with Full Access |
LeadPR5 |
Leads where the access group member is on the lead team with full access |
LEADTEAMWITHFULL |
Sales Lead |
MKLLMLEADSMKL128 |
Access the sales lead for table MKL_LM_LEADS for all sales leads in the enterprise |
Lead |
All Leads |
LeadPR12 |
Access all leads |
GLOBAL_LEAD |
Sales Lead |
MKLLMLEADSMKL269 |
Access the sales lead for table MKL_LM_LEADS for all retired, qualified, unqualified leads in the enterprise |
Lead |
All Leads |
LeadPR12 |
Access all leads |
GLOBAL_LEAD |
Sales Lead |
MKLLMLEADSMKL129 |
Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Lead |
Lead Territory Team |
LeadPR8 |
Leads where the access group member is a member of a territory associated with the lead |
LEADTERRITORY |
Sales Lead |
MKLLMLEADSMKL129 |
Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Lead |
Lead Territory Team Hierarchy |
LeadPR9 |
Leads where the access group member is a member of a territory that is an ancestor of a territory associated with the lead |
LEADTERRITORYHIER |
Sales Lead |
MKLLMLEADSMKL138 |
Access the sales lead for table MKL_LM_LEADS for all retired leads in the enterprise |
Lead |
All Nonconverted Leads |
LeadPR10 |
Access all nonconverted leads |
ALLNONCONVERTEDLEADS |
Sales Lead |
MKLLMLEADSMKL148 |
Access the sales lead for table MKL_LM_LEADS for all partner leads in the enterprise |
Lead |
All Partner Leads |
LeadPR11 |
Access all partner leads |
ALLPARTNERLEADS |
Sales Lead |
MKLLMLEADSMKL15 |
Access the sales lead for table MKL_LM_LEADS where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Lead |
Lead Team Hierarchy with Full Access |
LeadPR7 |
Leads where the access group member is in the management chain of a resource who is on the lead team with full access |
LEADTEAMHIERWITHFULL |
Sales Lead |
MKLLMLEADSMKL16 |
Access the sales lead for table MKL_LM_LEADS where they are a manager in the management hierarchy of the owner of the sales lead |
Lead |
Lead Owner Hierarchy |
LeadPR3 |
Leads where the access group member is in the management chain of the lead owner |
LEADOWNERHIER |
Sales Lead |
MKLLMLEADSMKL22 |
Access the sales lead for table MKL_LM_LEADS where they are a manager in the management hierarchy of a resource in the lead sales team |
Lead |
Lead Team Hierarchy |
LeadPR6 |
Leads where the access group member is in the management chain of a resource who is on the lead team |
LEADTEAMHIER |
Sales Lead |
MKLLMLEADSMKL310 |
Access the sales lead for table MKL_LM_LEADS where they are in the management hierarchy of the owner of the lead |
Lead |
Lead Team Hierarchy |
LeadPR6 |
Leads where the access group member is in the management chain of a resource who is on the lead team |
LEADTEAMHIER |
Sales Lead |
MKLLMLEADSMKL313 |
Access the sales lead for table MKL_LM_LEADS where they are a member of the lead sales account team or in the management chain of an lead sales account team member |
Lead |
Account Team |
AccountPR3 |
Accounts where the access group member is on the account team |
ACCOUNTTEAM |
Sales Lead |
MKLLMLEADSMKL313 |
Access the sales lead for table MKL_LM_LEADS where they are a member of the lead sales account team or in the management chain of an lead sales account team member |
Lead |
Account Team Hierarchy |
AccountPR4 |
Accounts where the access group member is in the management chain of a resource who is on the account team |
ACCOUNTTEAMHIER |
Sales Lead |
MKLLMLEADSMKL314 |
Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the lead sales account territory team or a territory resource with a descendant territory in the lead sales account territory team |
Lead |
Account Territory |
AccountPR9 |
Accounts where the access group member is a member of the territory associated with the account |
ACCOUNTTERRITORY |
Sales Lead |
MKLLMLEADSMKL314 |
Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the lead sales account territory team or a territory resource with a descendant territory in the lead sales account territory team |
Lead |
Account Territory Hierarchy |
AccountPR10 |
Accounts where the access group member is a member of the territory that is an ancestor of the territory associated with the account |
ACCOUNTTERRITORYHIER |
Sales Lead |
MKLLMLEADSMKL152 |
Access the sales lead for table MKL_LM_LEADS for all sales leads in the business units that they are authorized within |
Lead |
Business Unit Leads |
LeadPR13 |
Leads in the business units that the access group member is associated with |
BULEADS |
Sales Lead |
MKLLMLEADSMKL312 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales account team, account territory team or upward territory hierarchy |
Lead |
Account Team |
AccountPR3 |
Accounts where the access group member is on the account team |
ACCOUNTTEAM |
Sales Lead |
MKLLMLEADSMKL312 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales account team, account territory team or upward territory hierarchy |
Lead |
Account Team Hierarchy |
AccountPR4 |
Accounts where the access group member is in the management chain of a resource who is on the account team |
ACCOUNTTEAMHIER |
Sales Lead |
MKLLMLEADSMKL312 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales account team, account territory team or upward territory hierarchy |
Lead |
Account Territory |
AccountPR9 |
Accounts where the access group member is a member of the territory associated with the account |
ACCOUNTTERRITORY |
Sales Lead |
MKLLMLEADSMKL312 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales account team, account territory team or upward territory hierarchy |
Lead |
Account Territory Hierarchy |
AccountPR10 |
Accounts where the access group member is a member of the territory that is an ancestor of the territory associated with the account |
ACCOUNTTERRITORYHIER |
Sales Lead |
MKLLMLEADSZBS902 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy |
Lead |
Lead Team |
LeadPR4 |
Leads where the access group member is on the lead team |
LEADTEAM |
Sales Lead |
MKLLMLEADSZBS902 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy |
Lead |
Lead Team Hierarchy |
LeadPR6 |
Leads where the access group member is in the management chain of a resource who is on the lead team |
LEADTEAMHIER |
Sales Lead |
MKLLMLEADSZBS902 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy |
Lead |
Lead Territory Team |
LeadPR8 |
Leads where the access group member is a member of a territory associated with the lead |
LEADTERRITORY |
Sales Lead |
MKLLMLEADSZBS902 |
Access the sales lead for table MKL_LM_LEADS where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy |
Lead |
Lead Territory Team Hierarchy |
LeadPR9 |
Leads where the access group member is a member of a territory that is an ancestor of a territory associated with the lead |
LEADTERRITORYHIER |
Advanced permissions are defined for some of the Lead data security policies. Advanced permissions let you refine the access provided by a data security policy. This table shows how the advanced permissions available with Lead data security policies map to predefined access group rules.
Data Security Policy Business Object |
Data Security Policy Advanced Permission Name |
Access Group Object |
Predefined Rule Name |
Access Level |
---|---|---|---|---|
Sales Lead |
View Sales Lead |
Lead |
Any predefined rule |
Read, Update, Delete, Full |
Sales Lead |
Update Sales Lead |
Lead |
Any predefined rule |
Update, Full |
Sales Lead |
Delete Sales Lead |
Lead |
Any predefined rule |
Delete, Full |
Sales Lead |
Convert Sales Lead |
Lead |
Any predefined rule |
Full |