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 |