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.
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. |
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HZPARTIESZBS100105 |
Access the sales party for table HZ_PARTIES where they're in the management chain of the account owner. |
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HZPARTIESZBS100106 |
Access the sales party for table HZ_PARTIES where they're the account owner. |
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HZPARTIESZCM1 |
Access the sales party for table HZ_PARTIES where user is in the sales account team. |
|
HZPARTIESZCM8 |
Access the sales party for table HZ_PARTIES for all sales parties in the enterprise. |
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HZPARTIESZCM133 |
Access the sales party for table HZ_PARTIES for all prospects in the enterprise. |
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HZPARTIESZCM134 |
Access the sales party for table HZ_PARTIES for all customers in the enterprise. |
|
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. |
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HZPARTIESZCM39 |
Access the sales party for table HZ_PARTIES where user is a member of the territory associated with the sales account. |
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HZPARTIESZCM4 |
Access the sales party for table HZ_PARTIES where user is in the sales account team with edit access. |
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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. |
|
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. |
|
HZPARTIESZCM45 |
Access the sales party for table HZ_PARTIES where user is in the sales account team with full access. |
|
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. |
|
HZPARTIESZCM51 |
Access the sales party for table HZ_PARTIES where user is the owner of the territory associated with the sales account. |
|
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. |
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HZPARTIESZCA99968 |
Access the accounts where they're in access groups. |
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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). |
|
ZMMACTYACTIVITIESZMM1399 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're only a delegator of an activity (1=1). |
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ZMMACTYACTIVITIESZMM1400 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of an owner only of an activity. |
|
ZMMACTYACTIVITIESZMM1401 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of a delegator only of an activity. |
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ZMMACTYACTIVITIESZMM1402 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're only a resource of an activity. |
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ZMMACTYACTIVITIESZMM1403 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of a resource only of an activity. |
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ZMMACTYACTIVITIESZMM1404 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're the owner of an account associated with an activity. |
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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. |
|
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. |
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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. |
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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. |
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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. |
|
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. |
|
ZMMACTYACTIVITIESZMM47 |
Access the activity for table ZMM_ACTY_ACTIVITIES for all template activities in the enterprise. |
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ZMMACTYACTIVITIESZMM48 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're either a resource or a delegator of an activity. |
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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. |
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ZMMACTYACTIVITIESZMM50 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're either the owner or a delegator of an activity. |
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ZMMACTYACTIVITIESZMM51 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of an activity resource. |
|
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. |
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ZMMACTYACTIVITIESZMM53 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're in the management chain of the activity owner. |
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ZMMACTYACTIVITIESZMM54 |
Access the activity for table ZMM_ACTY_ACTIVITIES for all activities in the enterprise. |
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ZMMACTYACTIVITIESZMM74 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're a participant on the activity. |
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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. |
|
ZMMACTYACTIVITIESZMM76 |
Access the activity for table ZMM_ACTY_ACTIVITIES where partner users are resources in the activity. |
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ZMMACTYACTIVITIESZMM77 |
Access the activity for table ZMM_ACTY_ACTIVITIES can edit all activities where users from their partner company are participating. |
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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. |
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ZMMACTYACTIVITIESZMM1414 |
Access the activity for table ZMM_ACTY_ACTIVITIES where they're member of a partner territory. |
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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. |
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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. |
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ZCAASSETZCM215 |
Access the Asset for table ZCA_ASSET where user is a member of the territory associated with the asset owner party. |
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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. |
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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. |
|
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. |
|
ZCAASSETZCM252 |
Access the Asset for table ZCA_ASSET where user is owner of the territory associated with the asset owner party. |
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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. |
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ZCAASSETZCM254 |
Access the Asset for table ZCA_ASSET where user is a sales party team member of the asset owner party with edit access. |
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ZCAASSETZCM255 |
Access the Asset for table ZCA_ASSET where user is a sales party team member of the asset owner party with full access. |
|
ZCAASSETZCM266 |
Access the Asset for table ZCA_ASSET all assets in the enterprise where asset owner party is a prospect. |
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ZCAASSETZCM268 |
Access the Asset for table ZCA_ASSET all assets in the enterprise where asset owner party is a customer. |
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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. |
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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. |
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SVCCASEMESSAGESSVC322 |
Access the case messages for table SVC_CASE_MESSAGES where they're the creator of a message. |
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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. |
|
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. |
|
HZPARTIESHZ198 |
Access the trading community person for table HZ_PARTIES for their trading community person record. |
|
HZPARTIESHZ199 |
Access the trading community person for table HZ_PARTIES for all persons who are a member of their partner organization. |
|
HZPARTIESZBS100105 |
Access the sales party for table HZ_PARTIES where they're in the management chain of the account owner. |
|
HZPARTIESZBS100106 |
Access the sales party for table HZ_PARTIES where they're the account owner. |
|
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. |
|
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. |
|
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. |
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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. |
|
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. |
|
HZPARTIESZCM1 |
Access the sales party for table HZ_PARTIES where user is in the sales account team. |
|
HZPARTIESZCM133 |
Access the sales party for table HZ_PARTIES for all prospects in the enterprise. |
|
HZPARTIESZCM134 |
Access the sales party for table HZ_PARTIES for all customers in the enterprise. |
|
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. |
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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. |
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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. |
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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. |
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HZPARTIESZCM39 |
Access the sales party for table HZ_PARTIES where user is a member of the territory associated with the sales account. |
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HZPARTIESZCM4 |
Access the sales party for table HZ_PARTIES where user is in the sales account team with edit access. |
|
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. |
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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. |
|
HZPARTIESZCM45 |
Access the sales party for table HZ_PARTIES where user is in the sales account team with full access. |
|
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. |
|
HZPARTIESZCM51 |
Access the sales party for table HZ_PARTIES where user is the owner of the territory associated with the sales account. |
|
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. |
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HZPARTIESZCM158 |
Access the Contacts with one party usage. |
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HZPARTIESZCM415 |
Access the Contacts which aren't created by Partner User. |
|
HZPARTIESZCA99972 |
Access the Contacts where they're in access groups. |
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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. |
|
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. |
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MKLDMDEALSMKL5049 |
Access the deal registration summary for table MKL_DM_DEALS where they're in the partner organization. |
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MKLDMDEALSZCA100002 |
Access the deal registration summary for table MKL_DM_DEALS a member of an access group associated with the deal registration. |
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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. |
|
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. |
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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. |
|
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. |
|
CSEASSETSBSVC434 |
Access the installed base asset for table CSE_ASSETS_B for all customer assets. |
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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. |
|
MKLLMLEADSMKL10 |
Access the sales lead for table MKL_LM_LEADS where they're a resource in the territory assigned to the sales lead. |
|
MKLLMLEADSMKL104 |
Access the sales lead for table MKL_LM_LEADS where they're the owner of the sales lead. |
|
MKLLMLEADSMKL114 |
Access the sales lead for table MKL_LM_LEADS where they're a resource in the lead sales team with full access. |
|
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. |
|
MKLLMLEADSMKL138 |
Access the sales lead for table MKL_LM_LEADS for all retired leads in the enterprise. |
|
MKLLMLEADSMKL148 |
Access the sales lead for table MKL_LM_LEADS for all partner leads in the enterprise. |
|
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. |
|
MKLLMLEADSMKL152 |
Access the sales lead for table MKL_LM_LEADS for all sales leads in the business units that they're authorized. |
|
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. |
|
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. |
|
MKLLMLEADSMKL310 |
Access the sales lead for table MKL_LM_LEADS where they're in the management hierarchy of the owner of the lead. |
|
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. |
|
MKLLMLEADSZCA99964 |
User can view lead for their access groups. |
|
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. |
|
MOOOPTYMOO120 |
Access the opportunity for table MOO_OPTY for the selected records I own on the sales UI. |
|
MOOOPTYMOO121 |
Access the opportunity for table MOO_OPTY for the selected records my subordinates own on the sales UI. |
|
MOOOPTYMOO122 |
Access the opportunity for table MOO_OPTY for the selected records where my subordinates are on the team on the sales U1. |
|
MOOOPTYMOO123 |
Access the opportunity for table MOO_OPTY for the selected records in my territory on the sales UI. |
|
MOOOPTYMOO124 |
Access the opportunity for table MOO_OPTY for the selected records in my territory hierarchy on the sales UI. |
|
MOOOPTYMOO88 |
Access the opportunity for table MOO_OPTY for all opportunities in the enterprise (1=1). |
|
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. |
|
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. |
|
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. |
|
MOO_OPTY_ADMIN_SALES_ADMIN |
Access the opportunity for table MOO_OPTY for all opportunities in the business units that they're authorized within. |
|
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. |
|
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. |
|
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. |
|
MOO_OPTY_FULL_OPTYTEAM_REPS |
Access the opportunity for table MOO_OPTY where they're an opportunity sales team member with full access. |
|
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. |
|
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. |
|
MOO_OPTY_VIEW_ACCTTEAM_REPS |
Access the opportunity for table MOO_OPTY where they're a member of the opportunity sales account team. |
|
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. |
|
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. |
|
MOOOPTYZCA99962 |
User can view Opportunities where they're in access groups. |
|
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. |
|
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. |
|
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. |
|
ZCASALESORDERHEADERSZPM5322 |
Access the sales order for table ZCA_SALES_ORDER_HEADERS for all associated opportunities having a partner organization. |
|
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. |
|
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. |
|
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. |
|
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. |
|
MOTTERRITORIESMOT2 |
Access the sales territory for table MOT_TERRITORIES where they're the owner of a parent territory in the territory hierarchy. |
|
MOTTERRITORIESMOT4 |
Access the sales territory for table MOT_TERRITORIES where they're an administrator of the territory. |
|
MOTTERRITORIESMOT5 |
Access the sales territory for table MOT_TERRITORIES where they're an administrator of a parent territory in the territory hierarchy. |
|
MOTTERRITORIESMOT26 |
Access the sales territory for table MOT_TERRITORIES where they're a member of the territory team. |
|
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. |
|
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 |