What is the security access difference for contacts created by Customer, Prospect, and Standalone types?

This topic lists the standalone data security predicates predefined for each of the business objects supported by Adaptive Search. Data security predicates provide access to object data, the access type, and the data to be accessed.

The data to be accessed can be All, a specific record, or a subset of the data.

Note: Adaptive Search doesn't support the use of custom data security policies. Customers must use Access Groups instead as described in the Securing CX Sales and Fusion Service guide.

The instance set defines the subset of data that limits the condition part of the data resource. For more information, see the Manage Database Resources section of the Securing CX Sales and Fusion Service guide.

ACCOUNT

This table lists the instance set name and associated description for the Account business object:

Instance Set Name

Instance Set Description

Required Action Set

HZPARTIESHZ197

Access the trading community organization for table HZ_PARTIES for a trading community organization that's a partner and the user is a member of the partner organization.

  • View Sales Party
  • Read

HZPARTIESZBS100105

Access the sales party for table HZ_PARTIES where they're in the management chain of the account owner.

  • View Sales Party
  • Read

HZPARTIESZBS100106

Access the sales party for table HZ_PARTIES where they're the account owner.

  • View Sales Party
  • Read

HZPARTIESZCM1

Access the sales party for table HZ_PARTIES where user is in the sales account team.

  • View Sales Party
  • Read

HZPARTIESZCM8

Access the sales party for table HZ_PARTIES for all sales parties in the enterprise.

  • View Sales Party
  • Read

HZPARTIESZCM133

Access the sales party for table HZ_PARTIES for all prospects in the enterprise.

  • View Sales Party
  • Read

HZPARTIESZCM134

Access the sales party for table HZ_PARTIES for all customers in the enterprise.

  • View Sales Party
  • Read

HZPARTIESZCM3

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team.

  • View Sales Party
  • Read

HZPARTIESZCM39

Access the sales party for table HZ_PARTIES where user is a member of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM4

Access the sales party for table HZ_PARTIES where user is in the sales account team with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM40

Access the sales party for table HZ_PARTIES where user is a member of the territory that's an ancestor of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM44

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM45

Access the sales party for table HZ_PARTIES where user is in the sales account team with full access.

  • View Sales Party
  • Read

HZPARTIESZCM46

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team with full access.

  • View Sales Party
  • Read

HZPARTIESZCM51

Access the sales party for table HZ_PARTIES where user is the owner of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM52

Access the sales party for table HZ_PARTIES where user is the owner of the territory that's an ancestor of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCA99968

Access the accounts where they're in access groups.

  • View Sales Party
  • Read

ACTIVITY

This table lists the instance set name and associated description for the Activity business object:

Instance Set Name

Instance Set Description

Required Action Set

ZMMACTYACTIVITIESZMM1398

Access the activity for table ZMM_ACTY_ACTIVITIES where they're only an owner of an activity (1=1).

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1399

Access the activity for table ZMM_ACTY_ACTIVITIES where they're only a delegator of an activity (1=1).

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1400

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of an owner only of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1401

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of a delegator only of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1402

Access the activity for table ZMM_ACTY_ACTIVITIES where they're only a resource of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1403

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of a resource only of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1404

Access the activity for table ZMM_ACTY_ACTIVITIES where they're the owner of an account associated with an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1405

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the sales account team and the sales account activity that's in their management hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1406

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the sales account territory and the sales account activity that's in their territory hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1408

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the opportunity team and the opportunity activity that's in their management hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1409

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the opportunity territory and the opportunity activity that's in their territory hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1410

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the lead team and the lead activity that's in their management hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1411

Access the activity for table ZMM_ACTY_ACTIVITIES where they're on the lead territory and the lead activity that's in their territory hierarchy.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM47

Access the activity for table ZMM_ACTY_ACTIVITIES for all template activities in the enterprise.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM48

Access the activity for table ZMM_ACTY_ACTIVITIES where they're either a resource or a delegator of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM49

Access the activity for table ZMM_ACTY_ACTIVITIES where they're either a resource or a delegator of a task or an owner or a delegator of an appointment or an owner or a delegator of a call report activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM50

Access the activity for table ZMM_ACTY_ACTIVITIES where they're either the owner or a delegator of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM51

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of an activity resource.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM52

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain for a task activity or they're an owner for an appointment activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM53

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of the activity owner.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM54

Access the activity for table ZMM_ACTY_ACTIVITIES for all activities in the enterprise.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM74

Access the activity for table ZMM_ACTY_ACTIVITIES where they're a participant on the activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM75

Access the activity for table ZMM_ACTY_ACTIVITIES where they're either a resource or a delegator of a task or an owner or a delegator of an appointment or a call report activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM76

Access the activity for table ZMM_ACTY_ACTIVITIES where partner users are resources in the activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM77

Access the activity for table ZMM_ACTY_ACTIVITIES can edit all activities where users from their partner company are participating.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1413

Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of a resource for the primary contact of an activity.

  • View Activity
  • Read

ZMMACTYACTIVITIESZMM1414

Access the activity for table ZMM_ACTY_ACTIVITIES where they're member of a partner territory.

  • View Activity
  • Read

ASSET

This table lists the instance set name and associated description for the Asset business object:

Instance Set Name

Instance Set Description

Required Action Set

ZCAASSETZCM213

Access the Asset for table ZCA_ASSET where user is a sales party team member of the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM214

Access the Asset for table ZCA_ASSET where user is in the management chain of a resource who's a sales party team member of the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM215

Access the Asset for table ZCA_ASSET where user is a member of the territory associated with the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM216

Access the Asset for table ZCA_ASSET where user is a member of the territory that's an ancestor of the territory associated with the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM224

Access the Asset for table ZCA_ASSET where user is in the management chain of a resource who's a sales party team member of the asset owner party with edit access.

  • View Asset
  • Read

ZCAASSETZCM228

Access the Asset for table ZCA_ASSET where user is in the management chain of a resource who's a sales party team member of the asset owner party with full access.

  • View Asset
  • Read

ZCAASSETZCM252

Access the Asset for table ZCA_ASSET where user is owner of the territory associated with the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM253

Access the Asset for table ZCA_ASSET where user is a owner of the territory that's an ancestor of the territory associated with the asset owner party.

  • View Asset
  • Read

ZCAASSETZCM254

Access the Asset for table ZCA_ASSET where user is a sales party team member of the asset owner party with edit access.

  • View Asset
  • Read

ZCAASSETZCM255

Access the Asset for table ZCA_ASSET where user is a sales party team member of the asset owner party with full access.

  • View Asset
  • Read

ZCAASSETZCM266

Access the Asset for table ZCA_ASSET all assets in the enterprise where asset owner party is a prospect.

  • View Asset
  • Read

ZCAASSETZCM268

Access the Asset for table ZCA_ASSET all assets in the enterprise where asset owner party is a customer.

  • View Asset
  • Read

CAMPAIGN

This table lists the instance set name and associated description for the Campaign business object:

Instance Set Name

Instance Set Description

Required Instance Name

MKTCAMPAIGNSZCA100054

Access groups can view marketing integration campaigns as a member of an access group associated to the marketing integration campaign.

  • View Marketing Integration Campaign
  • Read

CASE

This table lists the instance set name and associated description for the Case business object:

Instance Set Name

Instance Set Description

Required Instance Name

SVCCASESSVC330

Access the cases for table SVC_CASES where the case is assigned to them or their subordinate.

  • View Case Header
  • Read

SVCCASEMESSAGESSVC322

Access the case messages for table SVC_CASE_MESSAGES where they're the creator of a message.

  • View Case Header
  • Read

COMPETITOR

This table lists the instance set name and associated description for the Competitor business object:

Instance Set Name

Instance Set Description

Required Instance Name

HZPARTIESZCA100184

Access the trading community party for table HZ_PARTIES a member of an access group associated to the sales competitor.

  • View Sales Party

  • Read

CONTACT

This table lists the instance set name and associated description for the Contact business object:

Instance Set Name

Instance Set Description

Required Instance Name

HZPARTIESHZ196

Access the trading community person for table HZ_PARTIES for all people in the enterprise (1=1). Ensure that View Sales Party action is enabled.

  • View Sales Party
  • Read

HZPARTIESHZ198

Access the trading community person for table HZ_PARTIES for their trading community person record.

  • View Sales Party
  • Read

HZPARTIESHZ199

Access the trading community person for table HZ_PARTIES for all persons who are a member of their partner organization.

  • View Sales Party
  • Read

HZPARTIESZBS100105

Access the sales party for table HZ_PARTIES where they're in the management chain of the account owner.

  • View Sales Party
  • Read

HZPARTIESZBS100106

Access the sales party for table HZ_PARTIES where they're the account owner.

  • View Sales Party
  • Read

HZPARTIESZBS100108

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the management chain of a resource who's on the account team of at least one related account.

  • View Sales Party
  • Read

HZPARTIESZBS100116

Access the sales party for table HZ_PARTIES for all customer contacts where they're a member of a territory associated with at least one related account.

  • View Sales Party
  • Read

HZPARTIESZBS100118

Access the sales party for table HZ_PARTIES for all customer contacts where they're a member of an ancestor territory to a territory associated with at least one related account.

  • View Sales Party
  • Read

HZPARTIESZBS100119

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the management chain of a resource who's on the account team of at least one related account with full access.

  • View Sales Party
  • Read

HZPARTIESZBS100120

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the management chain of a resource who's on the account team of at least one related account with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM1

Access the sales party for table HZ_PARTIES where user is in the sales account team.

  • View Sales Party
  • Read

HZPARTIESZCM133

Access the sales party for table HZ_PARTIES for all prospects in the enterprise.

  • View Sales Party
  • Read

HZPARTIESZCM134

Access the sales party for table HZ_PARTIES for all customers in the enterprise.

  • View Sales Party
  • Read

HZPARTIESZCM169

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the account team of at least one related account with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM170

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the account team of at least one related account with full access.

  • View Sales Party
  • Read

HZPARTIESZCM173

Access the sales party for table HZ_PARTIES for all customer contacts where they're in the account team of at least one related account.

  • View Sales Party
  • Read

HZPARTIESZCM3

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team.

  • View Sales Party
  • Read

HZPARTIESZCM39

Access the sales party for table HZ_PARTIES where user is a member of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM4

Access the sales party for table HZ_PARTIES where user is in the sales account team with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM40

Access the sales party for table HZ_PARTIES where user is a member of the territory that's an ancestor of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM44

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team with edit access.

  • View Sales Party
  • Read

HZPARTIESZCM45

Access the sales party for table HZ_PARTIES where user is in the sales account team with full access.

  • View Sales Party
  • Read

HZPARTIESZCM46

Access the sales party for table HZ_PARTIES where user is in the management chain of a resource who's on the sales account team with full access.

  • View Sales Party
  • Read

HZPARTIESZCM51

Access the sales party for table HZ_PARTIES where user is the owner of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM52

Access the sales party for table HZ_PARTIES where user is the owner of the territory that's an ancestor of the territory associated with the sales account.

  • View Sales Party
  • Read

HZPARTIESZCM158

Access the Contacts with one party usage.

  • View Sales Party
  • Read

HZPARTIESZCM415

Access the Contacts which aren't created by Partner User.

  • View Sales Party
  • Read

HZPARTIESZCA99972

Access the Contacts where they're in access groups.

  • View Sales Party
  • Read

CUSTOM

This table lists the instance set name and associated description for the Custom object business object:

Instance Set Name

Instance Set Description

Required Instance Set

ZCX_OWNER_[OBJECT_NAME]

Access the Custom Object where the user is Owner of the Custom Object.

Read

ZCX_MGR_HIER_[OBJECT_NAME]

Access the Custom Object where the user is in management chain of the Owner of the Custom Object

Read

DEAL REGISTRATION

This table lists the instance set name and associated description for the Deal Registration business object:

Instance Set Name

Instance Set Description

Required Instance Set

MKLDMDEALSMKL1500

Access the deal registration summary for table MKL_DM_DEALS for all deal registrations in the enterprise.

  • View Deal Registration
  • Read

MKLDMDEALSMKL4021

Access the deal registration summary for table MKL_DM_DEALS where they're a resource on the deal team with view, edit or full access.

  • View Deal Registration
  • Read

MKLDMDEALSMKL5049

Access the deal registration summary for table MKL_DM_DEALS where they're in the partner organization.

  • View Deal Registration
  • Read

MKLDMDEALSZCA100002

Access the deal registration summary for table MKL_DM_DEALS a member of an access group associated with the deal registration.

  • View Deal Registration
  • Read

HR HELP DESK REQUEST

This table lists the instance set name and associated description for the HR Help Desk Request business object:

Instance Set Name

Instance Set Description

Required Instance Set

SVCSERVICEREQUESTSSVC460

Access the service request header for table SVC_SERVICE_REQUESTS for all HRHD service requests(1=1).

Read

SVCSERVICEREQUESTSSVC489

Access the service request header for table SVC_SERVICE_REQUESTS where they're the primary contact of the HRHD service request.

Read

SVCSERVICEREQUESTSSVC514

Access the service request header for table SVC_SERVICE_REQUESTS where the HRHD service request is assigned to them.

Read

SVCSERVICEREQUESTSSVC486

Access the service request header for table SVC_SERVICE_REQUESTS where they created the HRHD service request.

Read

SVCSERVICEREQUESTSSVC515

Access the service request header for table SVC_SERVICE_REQUESTS where they're a member of HRHD service request team.

Read

SVCSERVICEREQUESTSSVC519

Access the service request header for table SVC_SERVICE_REQUESTS where the HRHD service request is assigned to them or their subordinate.

Read

SVCSERVICEREQUESTSSVC520

Access the service request header for table SVC_SERVICE_REQUESTS where they or their subordinate is a member of HRHD service request team.

Read

SVCSERVICEREQUESTSSVC516

Access the service request header for table SVC_SERVICE_REQUESTS where the HRHD service request is assigned to a queue that they're a member.

Read

SVCSERVICEREQUESTSSVC476

Access the service request header for table SVC_SERVICE_REQUESTS where the HRHD service request is assigned to a queue that they or their subordinate is a member.

Read

INSTALLED BASED ASSET

This table lists the instance set name and associated description for the Installed Based Asset business object:

Instance Set Name

Instance Set Description

Required Instance Set

CSEASSETSBSVC605

Access the installed base asset for table CSE_ASSETS_B for all enterprise assets.

  • Manage Installed Base Asset
  • Read

CSEASSETSBSVC437

Access the installed base asset for table CSE_ASSETS_B for all installed base assets where they're listed as the contact on the asset account team that owns the asset.

  • Manage Installed Base Asset
  • Read

CSEASSETSBSVC438

Access the installed base asset for table CSE_ASSETS_B for all installed base assets where they're listed as the primary contact on the asset.

  • Manage Installed Base Asset
  • Read

CSEASSETSBSVC439

Access the installed base asset for table CSE_ASSETS_B for all installed base assets where they're a manager for the account listed on the asset.

  • Manage Installed Base Asset
  • Read

CSEASSETSBSVC434

Access the installed base asset for table CSE_ASSETS_B for all customer assets.

  • Manage Installed Base Asset
  • Read

INTERNAL SERVICE REQUEST

This table lists the instance set name and associated description for the Internal Service Request business object:

Instance Set Name

Instance Set Description

Required Instance Set

SVCSERVICEREQUESTSSVC273

Access the service request header for table SVC_SERVICE_REQUESTS for all internal help desk service requests (1=1).

Read

SVCSERVICEREQUESTSSVC289

Access the service request header for table SVC_SERVICE_REQUESTS where the internal help desk service request is assigned to them or their subordinate.

Read

SVCSERVICEREQUESTSSVC290

Access the service request header for table SVC_SERVICE_REQUESTS where they're the primary contact of the internal help desk service request.

Read

SVCSERVICEREQUESTSSVC311

Access the service request header for table SVC_SERVICE_REQUESTS where the internal help desk service request is assigned to them.

Read

SVCSERVICEREQUESTSSVC291

Access the service request header for table SVC_SERVICE_REQUESTS where they created the internal help desk service request.

Read

SVCSERVICEREQUESTSSVC312

Access the service request header for table SVC_SERVICE_REQUESTS where they're a member of internal help desk service request team.

Read

SVCSERVICEREQUESTSSVC292

Access the service request header for table SVC_SERVICE_REQUESTS where they or their subordinate is a member of internal help desk service request team.

Read

SVCSERVICEREQUESTSSVC310

Access the service request header for table SVC_SERVICE_REQUESTS where the internal help desk service request is assigned to a queue that they're a member.

Read

SVCSERVICEREQUESTSSVC288

Access the service request header for table SVC_SERVICE_REQUESTS where the internal help desk service request is assigned to a queue that they or their subordinate is a member of HRHD Service Request.

Read

LEAD

This table lists the instance set name and associated description for the Lead business object:

Instance Set Name

Instance Set Description

Required Set Instance

MKLLMLEADSMKL1

Access the sales lead for table MKL_LM_LEADS where they're a resource in the lead sales team.

  • View Sales Lead
  • Read

MKLLMLEADSMKL10

Access the sales lead for table MKL_LM_LEADS where they're a resource in the territory assigned to the sales lead.

  • View Sales Lead
  • Read

MKLLMLEADSMKL104

Access the sales lead for table MKL_LM_LEADS where they're the owner of the sales lead.

  • View Sales Lead
  • Read

MKLLMLEADSMKL114

Access the sales lead for table MKL_LM_LEADS where they're a resource in the lead sales team with full access.

  • View Sales Lead
  • Read

MKLLMLEADSMKL129

Access the sales lead for table MKL_LM_LEADS where they're a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team.

  • View Sales Lead
  • Read

MKLLMLEADSMKL138

Access the sales lead for table MKL_LM_LEADS for all retired leads in the enterprise.

  • View Sales Lead
  • Read

MKLLMLEADSMKL148

Access the sales lead for table MKL_LM_LEADS for all partner leads in the enterprise.

  • View Sales Lead
  • Read

MKLLMLEADSMKL15

Access the sales lead for table MKL_LM_LEADS where they're a manager in the management hierarchy of a resource in the lead sales team with full access.

  • View Sales Lead
  • Read

MKLLMLEADSMKL152

Access the sales lead for table MKL_LM_LEADS for all sales leads in the business units that they're authorized.

  • View Sales Lead
  • Read

MKLLMLEADSMKL16

Access the sales lead for table MKL_LM_LEADS where they're a manager in the management hierarchy of the owner of the sales lead.

  • View Sales Lead
  • Read

MKLLMLEADSMKL22

Access the sales lead for table MKL_LM_LEADS where they're a manager in the management hierarchy of a resource in the lead sales team.

  • View Sales Lead
  • Read

MKLLMLEADSMKL310

Access the sales lead for table MKL_LM_LEADS where they're in the management hierarchy of the owner of the lead.

  • View Sales Lead
  • Read

MKLLMLEADSZBS902

Access the sales lead for table MKL_LM_LEADS where they're member or in management chain of lead sales team, member of territory team or upward territory hierarchy.

  • View Sales Lead
  • Read

MKLLMLEADSZCA99964

User can view lead for their access groups.

  • View Sales Lead
  • Read

OPPORTUNITY

This table lists the instance set name and associated description for the Opportunity business object:

Instance Set Name

Instance Set Description

Required Instance Set

MOOOPTYMOO119

Access the opportunity for table MOO_OPTY for the selected records where I am on the team on the sales UI.

  • View Opportunity
  • Read

MOOOPTYMOO120

Access the opportunity for table MOO_OPTY for the selected records I own on the sales UI.

  • View Opportunity
  • Read

MOOOPTYMOO121

Access the opportunity for table MOO_OPTY for the selected records my subordinates own on the sales UI.

  • View Opportunity
  • Read

MOOOPTYMOO122

Access the opportunity for table MOO_OPTY for the selected records where my subordinates are on the team on the sales U1.

  • View Opportunity
  • Read

MOOOPTYMOO123

Access the opportunity for table MOO_OPTY for the selected records in my territory on the sales UI.

  • View Opportunity
  • Read

MOOOPTYMOO124

Access the opportunity for table MOO_OPTY for the selected records in my territory hierarchy on the sales UI.

  • View Opportunity
  • Read

MOOOPTYMOO88

Access the opportunity for table MOO_OPTY for all opportunities in the enterprise (1=1).

  • View Opportunity
  • Read

MOOOPTYZBS99903

Access the opportunity for table MOO_OPTY where they're a member or in a management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy.

  • View Opportunity
  • Read

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they're a member or in management chain of opportunity account team, account territory team or upward territory hierarchy.

  • View Opportunity
  • Read

MOO_OPTYACCTERR_HIER_RES

Access the opportunity for table MOO_OPTY where they're 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.

  • View Opportunity
  • Read

MOO_OPTY_ADMIN_SALES_ADMIN

Access the opportunity for table MOO_OPTY for all opportunities in the business units that they're authorized within.

  • View Opportunity
  • Read

MOO_OPTY_EDIT_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they're in the management chain of an opportunity sales team member with edit or full access.

  • View Opportunity
  • Read

MOO_OPTY_EDIT_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they're an opportunity sales team member with edit or full access.

  • View Opportunity
  • Read

MOO_OPTY_FULL_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they're in the management chain of an opportunity sales team member with full access.

  • View Opportunity
  • Read

MOO_OPTY_FULL_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they're an opportunity sales team member with full access.

  • View Opportunity
  • Read

MOO_OPTY_TERR_HIER_RES

Access the opportunity for table MOO_OPTY where they're a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team.

  • View Opportunity
  • Read

MOO_OPTY_VIEW_ACCTTEAM_MGR

Access the opportunity for table MOO_OPTY where they're in the management chain of an opportunity sales account team member.

  • View Opportunity
  • Read

MOO_OPTY_VIEW_ACCTTEAM_REPS

Access the opportunity for table MOO_OPTY where they're a member of the opportunity sales account team.

  • View Opportunity
  • Read

MOO_OPTY_VIEW_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they're in the management chain of an opportunity sales team member with view, edit, or full access.

  • View Opportunity
  • Read

MOO_OPTY_VIEW_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they're an opportunity sales team member with view, edit, or full access.

  • View Opportunity
  • Read

MOOOPTYZCA99962

User can view Opportunities where they're in access groups.

  • View Opportunity
  • Read

PARTNER

This table lists the instance set name and associated description for the Partner business object:

Instance Set Name

Instance Set Description

Required Action Set

HZPARTIESHZ521

Access the Partner where the user is the owner of the Partner Account.

Read

HZPARTIESHZ522

Access the Partner where the user is in management chain of the owner of the Partner Account.

Read

HZPARTIESHZ523

Access the Partner where the user is a member of the Partner Account team.

Read

HZPARTIESHZ524

Access the Partner where the user is in management chain of the member of the Partner Account team.

Read

HZPARTIESHZ525

Access the Partner where the user is an owner or member of the Territory assigned to the Partner Account.

Read

HZPARTIESHZ526

Access the Partner where the user is a member of the territory and a descendant territory is assigned to the Partner Account.

Read

HZPARTIESHZ197

Access the Partner where user is a member of partner organization.

Read

HZPARTIESZCA99978

User can view Partner where they're in access groups.

Read

PARTNER CONTACT

This table lists the instance set name and associated description for the Partner Contact business object:

Instance Set Name

Instance Set Description

Required Instance Set

HZPARTIESHZ530

Access the Partner Contact where the user is a member of the Partner Account team.

Read

HZPARTIESHZ531

Access the Partner Contact where the user is in management chain of the member of the Partner Account team.

Read

HZPARTIESHZ532

Access the Partner Contact where the user is Owner of the Partner Account.

Read

HZPARTIESHZ533

Access the Partner Contact where the user is in management chain of the Owner of Partner Account.

Read

HZPARTIESHZ534

Access the Partner Contact where the user is a member of the Territory assigned to the Partner Account.

Read

HZPARTIESHZ535

Access the Partner Contact where the user is a member of the territory and a descendant territory is assigned to the Partner Account.

Read

QUOTES AND ORDERS

This table lists the instance set name and associated description for the Quotes and Orders business object:

Instance Set Name

Instance Set Description

Required Instance Set

ZCASALESORDERHEADERSZBS999939

Access the sales order for table ZCA_SALES_ORDER_HEADERS where they're a member or in management chain of associated opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZBS999941

Access the sales order for table ZCA_SALES_ORDER_HEADERS where they're member or in management chain of associated opportunity account team, account territory team or upward territory hierarchy.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZBS999948

Access the sales order for table ZCA_SALES_ORDER_HEADERS for all associated opportunities in the business units that they're authorized within 1=1.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZPM5322

Access the sales order for table ZCA_SALES_ORDER_HEADERS for all associated opportunities having a partner organization.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZPM5325

Access the sales order for table ZCA_SALES_ORDER_HEADERS where they're in the management chain of an associated opportunity sales team member with view, edit, or full access.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZPM5326

Access the sales order for table ZCA_SALES_ORDER_HEADERS where they're an associated opportunity sales team member with view, edit, or full access.

  • View Sales Order
  • Read

ZCASALESORDERHEADERSZPM5329

Access the sales order for table ZCA_SALES_ORDER_HEADERS where they're a member of a partner resource organization whose partner organization is on the associated opportunity.

  • View Sales Order
  • Read

QUOTE AND ORDER LINE

The Quote and Order Line object follows the same security requirements as the Quote and Order Line business object.

SERVICE REQUEST

This table lists the instance set name and associated description for the Service Request business object:

Instance Set Name

Instance Set Description

Required Instance Set

SVCSERVICEREQUESTSSVC1

Access the service request header for table SVC_SERVICE_REQUESTS for all customer relationship management service requests (1=1).

Read

SVCSERVICEREQUESTSSVC12

Access the service request header for table SVC_SERVICE_REQUESTS where the customer relationship management service request is assigned to them or their subordinate.

Read

SVCSERVICEREQUESTSSVC13

Access the service request header for table SVC_SERVICE_REQUESTS where they or their subordinate is a member of customer relationship management service request team.

Read

SVCSERVICEREQUESTSSVC14

Access the service request header for table SVC_SERVICE_REQUESTS where they or their subordinate is a member of customer relationship management service request account team.

Read

SVCSERVICEREQUESTSSVC242

Access the service request header for table SVC_SERVICE_REQUESTS where the customer relationship management service request is assigned to a queue that they're a member.

Read

SVCSERVICEREQUESTSSVC32

Access the service request header for table SVC_SERVICE_REQUESTS where the customer relationship management service request is for a partner.

Read

SVCSERVICEREQUESTSSVC35

Access the service request header for table SVC_SERVICE_REQUESTS where their partner account is on the customer relationship management service request.

Read

SVCSERVICEREQUESTSSVC70

Access the service request header for table SVC_SERVICE_REQUESTS where they created the customer relationship management service request or are a member of customer relationship management service request contact list.

Read

TERRITORY

This table lists the instance set name and associated description for the Territory business object:

Instance Set Name

Instance Set Description

Required Instance Set

MOTTERRITORIESMOT1

Access the sales territory for table MOT_TERRITORIES where they're the territory owner.

  • View Sales Territory
  • Read

MOTTERRITORIESMOT2

Access the sales territory for table MOT_TERRITORIES where they're the owner of a parent territory in the territory hierarchy.

  • View Sales Territory
  • Read

MOTTERRITORIESMOT4

Access the sales territory for table MOT_TERRITORIES where they're an administrator of the territory.

  • View Sales Territory
  • Read

MOTTERRITORIESMOT5

Access the sales territory for table MOT_TERRITORIES where they're an administrator of a parent territory in the territory hierarchy.

  • View Sales Territory
  • Read

MOTTERRITORIESMOT26

Access the sales territory for table MOT_TERRITORIES where they're a member of the territory team.

  • View Sales Territory
  • Read

MOTTERRITORIESZCA100084

Access the sales territory for table MOT_TERRITORIES where they're a member of an access group associated to the sales territory with read access.

  • View Sales Territory
  • Read

WORK ORDER

This table lists the instance set name and associated description for the Work Order business object:

Instance Set Name

Instance Set Description

Required Instance Set

SVCWORKORDERSSVC214

Access the field service work order for table SVC_WORK_ORDERS where the field service work order is standalone or associated with a service request.

Read

SVCWORKORDERSSVC216

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is a member of the field service work order account team.

Read

SVCWORKORDERSSVC217

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is a member of the field service work order contact team.

Read

SVCWORKORDERSSVC219

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is a member of the service request team associated with the field.

Read

SVCWORKORDERSSVC220

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate created the service request associated with the field service work order.

Read

SVCWORKORDERSSVC221

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate created the field service work order.

Read

SVCWORKORDERSSVC222

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is assigned to a field service work order.

Read

SVCWORKORDERSSVC223

Access the field service work order for table SVC_WORK_ORDERS where their partner account is on the field service work order.

Read

SVCWORKORDERSSVC224

Access the field service work order for table SVC_WORK_ORDERS where the field service work order is for a partner account.

Read

SVCWORKORDERSSVC246

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is the technician assigned to a field service work order.

Read

SVCWORKORDERSSVC455

Access the field service work order for table SVC_WORK_ORDERS where they or their subordinate is the technician assigned to a field service work order.

Read