Opportunity Object Mapping
For each of the data security policies available for the Opportunity 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 |
|---|---|---|---|---|---|---|---|
|
Opportunity |
MOOOPTYMOO119 |
Access the opportunity for table MOO_OPTY where they selected records where I am on the team on the sales UI |
Opportunity |
Opportunity Team |
OpportunityPR3 |
Opportunities where the access group member is on the opportunity team |
OPTYTEAM |
|
Opportunity |
MOOOPTYMOO120 |
Access the opportunity for table MOO_OPTY where they selected records I own on the sales UI |
Opportunity |
Opportunity Owner |
OpportunityPR1 |
Opportunities where the access group member is the opportunity owner |
OPTYOWNER |
|
Opportunity |
MOOOPTYMOO121 |
Access the opportunity for table MOO_OPTY where they selected records my subordinates own on the sales UI |
Opportunity |
Opportunity Owner Hierarchy |
OpportunityPR2 |
Opportunities where the access group member is in the management chain of the opportunity owner |
OPTYOWNERHIER |
|
Opportunity |
MOOOPTYMOO122 |
Access the opportunity for table MOO_OPTY where they selected records where my subordinates are on the team on the sales UI_1 |
Opportunity |
Opportunity Team Hierarchy |
OpportunityPR6 |
Opportunities where the access group member is in the management chain of a resource who is on the opportunity team |
OPTYTEAMHIER |
|
Opportunity |
MOOOPTYMOO123 |
Access the opportunity for table MOO_OPTY where they selected records in my territory on the sales UI |
Opportunity |
Opportunity Territory Owner |
OpportunityPR9 |
Opportunities where the access group member is the owner of a territory associated with the opportunity |
OPTYTERRITORYOWNER |
|
Opportunity |
MOOOPTYMOO124 |
Access the opportunity for table MOO_OPTY where they selected records in my territory hierarchy on the sales UI |
Opportunity |
Opportunity Territory Owner Hierarchy |
OpportunityPR10 |
Opportunities where the access group member is the owner of a territory that is an ancestor of a territory associated with the opportunity |
OPTYTERRITORYOWNERHIER |
|
Opportunity |
MOOOPTYMOO88 |
Access the opportunity for table MOO_OPTY for all opportunities in the enterprise |
Opportunity |
All Opportunities |
OpportunityPR14 |
Access all opportunities |
GLOBAL_OPPORTUNITY |
|
Opportunity |
MOO_OPTYACCTERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Opportunity |
Account Territory Team |
AccountPR9 |
Accounts where the access group member is a member of the territory associated with the account |
ACCOUNTTERRITORY |
|
Opportunity |
MOO_OPTYACCTERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Opportunity |
Account Territory Team 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 |
|
Opportunity |
MOO_OPTY_ADMIN_SALES_ADMIN |
Access the opportunity for table MOO_OPTY for all opportunities in the business units that they are authorized within |
Opportunity |
Business Unit Opportunities |
OpportunityPR15 |
Opportunities in the business units that the access group member is associated with |
BUOPPORTUNITIES |
|
Opportunity |
MOO_OPTY_EDIT_OPTYTEAM_MGR |
Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with edit or full access |
Opportunity |
Opportunity Team Hierarchy with Edit or Full Access |
OpportunityPR7 |
Accounts where the access group member is in the management chain of a resource who is on the opportunity team with edit or full access |
OPTYTEAMHIERWITHEDITORFULL |
|
Opportunity |
MOO_OPTY_EDIT_OPTYTEAM_REPS |
Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with edit or full access |
Opportunity |
Opportunity Team with Edit Or Full Access |
OpportunityPR4 |
Opportunities where the access group member is on the opportunity team with edit or full access |
OPTYTEAMWITHEDITORFULL |
|
Opportunity |
MOO_OPTY_FOR_ANY_PRTORG |
Access the opportunity for table MOO_OPTY for all opportunities having a partner organization |
Opportunity |
Opportunity Partner |
OpportunityPR13 |
Opportunities associated with a partner organization |
OPTYANYPARTNERORG |
|
Opportunity |
MOO_OPTY_FOR_MYPRTACNT_PRTORG |
Access the opportunity for table MOO_OPTY where they are a member of the account team of a partner organization on the opportunity |
Opportunity |
Partner Team |
PartnerPR4 |
Partners where the access group member is a resource on the partner team |
PARTNERTEAM |
|
Opportunity |
MOO_OPTY_FOR_MY_PRTORG |
Access the opportunity for table MOO_OPTY where they are a member of a partner resource organization whose partner organization is on the opportunity |
Opportunity |
Opportunity Partner Company |
OpportunityPR16 |
Opportunities where the access group member is a member of the partner company associated with the opportunity |
OPTYPARTNERCOMP |
|
NA |
NA |
NA |
Opportunity |
Opportunity Partner Company Hierarchy |
OpportunityPR17 |
Opportunities where the access group member is a member of the child partner company associated with the opportunity |
OPTYPARTNERHIER |
|
Opportunity |
MOO_OPTY_FULL_OPTYTEAM_MGR |
Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with full access |
Opportunity |
Opportunity Team Hierarchy with Full Access |
OpportunityPR8 |
Opportunities where the access group member is in the management chain of a resource who is on the opportunity team with full access |
OPTYTEAMHIERWITHFULL |
|
Opportunity |
MOO_OPTY_FULL_OPTYTEAM_REPS |
Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with full access |
Opportunity |
Opportunity Team with Full Access |
OpportunityPR5 |
Opportunities where the access group member is on the opportunity team with full access |
OPTYTEAMWITHFULL |
|
Opportunity |
MOO_OPTY_TERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Opportunity |
Opportunity Territory Team |
OpportunityPR11 |
Opportunities where the access group member is a member of a territory associated with the opportunity |
OPTYTERRITORY |
|
Opportunity |
MOO_OPTY_TERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Opportunity |
Opportunity Territory Team Hierarchy |
OpportunityPR12 |
Opportunities where the access group member is a member of a territory that is an ancestor of a territory associated with the opportunity |
OPTYTERRITORYHIER |
|
Opportunity |
MOO_OPTY_VIEW_ACCTTEAM_MGR |
Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales account team member |
Opportunity |
Account Team |
AccountPR3 |
Accounts where the access group member is on the account team |
ACCOUNTTEAM |
|
Opportunity |
MOO_OPTY_VIEW_OPTYTEAM_MGR |
Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Opportunity |
Opportunity Owner Hierarchy |
OpportunityPR2 |
Opportunities where the access group member is in the management chain of the opportunity owner |
OPTYOWNERHIER |
|
Opportunity |
MOO_OPTY_VIEW_OPTYTEAM_REPS |
Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with view, edit, or full access |
Opportunity |
Opportunity Team |
OpportunityPR3 |
Opportunities where the access group member is on the opportunity team |
OPTYTEAM |
|
Opportunity |
MOOOPTYZBS99903 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy |
Opportunity |
Opportunity Team |
OpportunityPR3 |
Opportunities where the access group member is on the opportunity team |
OPTYTEAM |
|
Opportunity |
MOOOPTYZBS99903 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy |
Opportunity |
Opportunity Team Hierarchy |
OpportunityPR6 |
Opportunities where the access group member is in the management chain of a resource who is on the opportunity team |
OPTYTEAMHIER |
|
Opportunity |
MOOOPTYZBS99903 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy |
Opportunity |
Opportunity Territory Team |
OpportunityPR11 |
Opportunities where the access group member is a member of a territory associated with the opportunity |
OPTYTERRITORY |
|
Opportunity |
MOOOPTYZBS99903 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy |
Opportunity |
Opportunity Territory Team Hierarchy |
OpportunityPR12 |
Opportunities where the access group member is a member of a territory that is an ancestor of a territory associated with the opportunity |
OPTYTERRITORYHIER |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Account Team |
AccountPR3 |
Accounts where the access group member is on the account team |
ACCOUNTTEAM |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
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 |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Account Territory Team |
AccountPR9 |
Accounts where the access group member is a member of the territory associated with the account |
ACCOUNTTERRITORY |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Account Territory Team 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 |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Contact Team |
ContactPR3 |
Contacts where the access group member is on the contact team |
CONTACTTEAM |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Contact Team Hierarchy |
ContactPR4 |
Contacts where the access group member is in the management chain of a resource who is on the contact team |
CONTACTTEAMHIER |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Contact Territory |
ContactPR9 |
Contacts where the access group member is a member of the territory associated with the contact |
CONTACTTERRITORY |
|
Opportunity |
MOOOPTYZBS99904 |
Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Opportunity |
Contact Territory Hierarchy |
ContactPR10 |
Contacts where the access group member is a member of the territory that is an ancestor of the territory associated with the contact |
CONTACTTERRITORYHIER |
Advanced permissions are defined for some of the Opportunity 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 Opportunity 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 |
|---|---|---|---|---|
|
Opportunity |
Manage Opportunity General Profile |
Opportunity |
Any predefined rule |
Update, Full |
|
Opportunity |
Manage Opportunity Restricted Profile |
Opportunity |
Any predefined rule |
Delete, Full |
|
Opportunity |
Manage Opportunity Revenue |
Opportunity |
Any predefined rule |
Full |
|
Opportunity |
Manage Opportunity Team |
Opportunity |
Any predefined rule |
Full |
|
Opportunity |
View Opportunity |
Opportunity |
Any predefined rule |
Read, Update, Delete, Full |
Access Extension Rules for Opportunity
For each of the data security policies available for the Opportunity object, this table shows the access extension 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 Access Extension Rule Name |
Predefined Access Extension Rule Number |
Predefined Access Extension Rule Description |
Relationship Name |
|---|---|---|---|---|---|---|---|
|
Opportunity |
MOO_OPTY_VIEW_ACCTTEAM_REPS |
Access the opportunity for table MOO_OPTY where they are a member of the opportunity sales account team |
Opportunity |
Opportunities of Related Household of Type Account (Consumer) Team |
AccountOpportunityRule9 |
Predefined rule for opportunities of related household of type account (consumer) team. |
HouseholdToOpportunity |
|
Opportunity |
MOO_OPTY_VIEW_ACCTTEAM_MGR |
Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales account team member |
Opportunity |
Opportunities of Related Household of Type Account (Consumer) Team Hierarchy |
AccountOpportunityRule10 |
Predefined rule for opportunities of related household of type account (consumer) team hierarchy. |
HouseholdToOpportunity |
|
Opportunity |
MOO_OPTYACCTERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Opportunity |
Opportunities of Related Household of Type Account (Consumer) Territory |
AccountOpportunityRule11 |
Predefined rule for opportunities of related household of type account (consumer) territory. |
HouseholdToOpportunity |
|
Opportunity |
MOO_OPTYACCTERR_HIER_RES |
Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Opportunity |
Opportunities of Related Household of Type Account (Consumer) Territory Hierarchy |
AccountOpportunityRule12 |
Predefined rule for opportunities of related household of type account (consumer) territory hierarchy. |
HouseholdToOpportunity |