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  2. What Data Security Policies are required to manage Sales Quotas for the Sales Administrator job role?

What Data Security Policies are required to manage Sales Quotas for the Sales Administrator job role?

You use the Manage Data Security Policies task to manage the data security policies that govern grants of entitlement to a user or role on an object or attribute group. This task opens the Roles tab of the Security Console.

You can also use the Manage Sales and Service Access task to review and configure data security. This task opens the Sales and Service Access Management work area. For more information, see How can I configure and troubleshoot data security for sales and service users?.

Quota Management Setup Granted Role

The Sales Administrator job role can manage sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. The role also enables administrators to run sales territory quota synchronization and sales quota plan activation and completion processes. Other roles and duties granted to the Sales Administrator job role include:
  • Quota Export Management: Manages bulk export of all sales territory quota related objects.
  • Quota Management Enterprise Administration: Manages sales territory quotas and territory quota formulas. Additional duties include Incentive Compensation goal management, user and roles management, and quota management setup.
  • Upload data for Quota Import: Allows users to upload data files to import quota-related data.
  • Territory Management Enterprise Administration: Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.
This table lists the Sales Quota privileges granted to duties of the Sales Administrator job role:
Privilege Privilege Description
Manage Sales Quota Plan Allows managing of the sales quota plan that tracks and records sales quotas for an annual sales cycle
Manage Sales Quota Prediction Formula Parameter Allows assigning default values for territory quota formula parameters
Manage Sales Quota Seasonality Group Allows managing of seasonality groups, which specify the factors used to split the annual quota over granular time periods
Manage Sales Quota Spread Formula Allows managing of spread formulas used to calculate the spread ratio for distributing quotas
Set Up CRM Objects for Export Grants the ability to register CRM objects for Export
Run CRM Export Process Grants the ability to schedule CRM objects and export them to a file.
Configure Quota Management UI Grants access to use Page Composer to configure task flows in Quota Management, where available
Export Sales Territory Quota Allows managing the export of sales territory quotas and sales resource quotas.

Data Security Policies

This table lists data security policies for the Sales Quota business object and their enforcement across the analytics application for the Sales Administrator job role:

Business Object Policy Description Policy Store Implementation
Sales Quota Plan A Sales Administrator can view a sales quota plan and add a member of an access group associated with the sales quota plan with read access. Role: Access Groups Enablement

Privilege: View Sales Quota Plan (Data)

Resource: Sales Quota Plan
Sales Quota Plan Export Object A Sales Administrator can view sales quota plan export objects for all sales quota plan export objects. Role: Sales Administrator

Privilege: View Sales Quota Plan Export Object (Data)

Resource: Sales Quota Plan Export Object
Sales Quota Prediction Formula Export Object A Sales Administrator can view sales quota prediction formula export objects for all sales quota prediction formula export objects. Role: Sales Administrator

Privilege: View Sales Quota PredictionFormula Export Object (Data)

Resource: Sales Quota Prediction Formula Export Object
Sales Quota Prediction Formula Parameter Export Object A Sales Administrator can view sales quota prediction formula parameter export objects for all sales quota prediction formula parameter export objects. Role: Sales Administrator

Privilege: View Sales Quota Prediction Formula Parameter Export Object (Data)

Resource: Sales Quota Prediction Formula Parameter Export Object
Sales Quota Seasonality Factor Export Object A Sales Administrator can view sales quota seasonality factor export objects for all seasonality factor export objects. Role: Sales Administrator

Privilege: View Sales Quota Seasonality Factor Export Object (Data)

Resource: Sales Quota Seasonality Factor Export Object
Sales Quota Seasonality Group Export Object A Sales Administrator can view sales quota seasonality group export objects for all seasonality group export objects. Role: Sales Administrator

Privilege: View Sales Quota Seasonality Group Export Object (Data)

Resource: Sales Quota Seasonality Group Export Object
Sales Quota Spread Formula Export Object A Sales Administrator can view sales quota spread formula export objects for all spread formula export objects. Role: Sales Administrator

Privilege: View Sales Quota Spread Formula Export Object (Data)

Resource: Sales Quota Spread Formula Export Object
Sales Quota Territory Prediction Formula Export Object A Sales Administrator can view sales quota territory prediction formula export objects for all sales quota territory prediction formula export objects. Role: Sales Administrator

Privilege: View Sales Quota Territory Prediction Formula Export Object (Data)

Resource: Sales Quota Territory Prediction Formula Export Object
Sales Quota Territory Prediction Formula Parameter Export Object A Sales Administrator can view sales quota territory prediction formula parameter export objects for all sales quota territory prediction formula parameters export objects. Role: Sales Administrator

Privilege: View Sales Quota Territory Prediction Formula Parameter Export Object (Data)

Resource: Sales Quota Territory Prediction Formula Parameter Export Object