Sales Analyst (Job Role)

Identifies interesting sales trends and customer behavior insights useful to help the overall sales organization to target customers more effectively.

Role Hierarchy

The Sales Analyst job role directly and indirectly inherits these roles.

  • Sales Analyst
    • Access Groups Enablement

    • Business Intelligence Consumer

    • Product Recommendation Analysis
      • Business Intelligence Consumer

    • Sales Lead Processing
      • Sales Lead Qualification

      • Sales Lead Qualification Supervision

      • Trading Community Import Batch Management

      • Trading Community Import Process Management

    • Sales Operational Transaction Analysis
      • Business Intelligence Authoring

    • Upload data for Classification Code Import

    • Upload data for Consumer Import

    • Upload data for Customer Hierarchy Import

    • Upload data for Customer Hierarchy Member Import

    • Upload data for Customer Import

    • Upload data for Group Customer Import

    • Upload data for Lead Import

    • Upload data for Source System Reference Import

Duties

This table lists the duties assigned directly and indirectly to the Sales Analyst job role.

Duty Role Description

Access Groups Enablement

Enables the Access Groups functionality.

Business Intelligence Authoring

An author of Business Intelligence reports as presented in the web catalog. The role allows authoring within Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Intelligence Consumer

A role required to allow reporting from Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Sales Operational Transaction Analysis

BI duty role to analyze predictive models and identify interesting sales trends and customer behavior insights useful to help overall sales organization target customers more effectively. Maps to Sales Analyst role.

Trading Community Import Batch Management

Manages trading community data import batches.

Trading Community Import Process Management

Manages trading community data import batch processes.

Upload data for Classification Code Import

Allows to upload data file to import classification code related data.

Upload data for Consumer Import

Allows to upload data file to import Consumer related data.

Upload data for Customer Hierarchy Import

Allows to upload data file to import Customer Hierarchy related data.

Upload data for Customer Hierarchy Member Import

Allows to upload data file to import Customer Hierarchy Member related data.

Upload data for Customer Import

Allows to upload data file to import Customer related data.

Upload data for Group Customer Import

Allows to upload data file to import group customer related data.

Upload data for Lead Import

Allows to upload data file to import Lead related data.

Upload data for Source System Reference Import

Allows to upload data file to import Source System Reference related data.

Privileges

This table lists privileges granted to duties of the Sales Analyst job role.

Granted Role Granted Role Description Privilege Privilege Description

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Analyze Leads Generated

Analyze leads generated based on rules and prediction models.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Analyze Product Recommendation

Analyze predictive models and identify interesting sales trends and customer behavior insights useful to help the overall sales organization target customers more effectively and sell more.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Manage Recommendations Work Area

Allows access to the Recommendation work area overview, the landing page for analyzing prediction models and identifying recommendation adoption trends with summary reports and graphs.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Manage Rule and Product for Recommendation

Manage prediction rules, recommendation eligibility conditions, and products to be used in recommendations.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Schedule Attribute Importance Model Learning

Schedule batch requests to generate attribute importance model.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Schedule Predictive Model Learning

Schedule requests to start initial, continuous, or on demand predictive models learning of sales data in data warehouse.

Product Recommendation Analysis

Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning.

Schedule Sales Lead Generation

Schedule batch requests to generate leads by finding the best sales opportunities in each territory, industry, or geography.

Sales Analyst

Identifies interesting sales trends and customer behavior insights useful to help the overall sales organization to target customers more effectively.

Manage Recommendation Configuration Parameter

Edit application setup and configuration parameters.

Sales Analyst

Identifies interesting sales trends and customer behavior insights useful to help the overall sales organization to target customers more effectively.

Select Metadata Entities and Attributes

Manage input data entities used in predictive models and business rules.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Delete Sales Lead

Allows deleting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Export Sales Lead

Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Import Sales Lead

Allows importing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Lead Processing Work Area

Allows managing and processing of sales leads including import and lead assignment from the work area. A work area is the landing page for frequent tasks and reports useful for managing relevant sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Sales Lead Processing

For internal use only. Allows web services management of sales lead assignment processing.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Run Lead Processing Scheduler

Allows submitting sales lead assignment processing activities.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Trading Community Import Batch Management

Manages trading community data import batches.

Enter Trading Community Import Batch Information

Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information.

Trading Community Import Batch Management

Manages trading community data import batches.

Enter Trading Community Import Batch Process Information

Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit.

Trading Community Import Batch Management

Manages trading community data import batches.

Purge Trading Community Import Batch

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

Run Trading Community Import Batch Error Report

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

Run Trading Community Import Batch Process

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Details and Statistics

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Errors and Details

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Information

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Enter Trading Community Import Batch Information

Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information.

Trading Community Import Process Management

Manages trading community data import batch processes.

Enter Trading Community Import Batch Process Information

Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit.

Trading Community Import Process Management

Manages trading community data import batch processes.

Modify Trading Community Import Batch Process Information

Allows editing of trading community import batch process information, such as the import process mode, the batch deduplication and registry deduplication parameters, and the address cleansing error limit, especially to perform the What-if Analysis to get the most acceptable import results.

Trading Community Import Process Management

Manages trading community data import batch processes.

Purge Trading Community Import Batch

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Run Trading Community Import Batch Error Report

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Run Trading Community Import Batch Process

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Details and Statistics

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Errors and Details

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Information

Not Available

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Sales Analyst job role.

Business Object Policy Description Policy Store Implementation

Activity

A Sales Analyst can delete activity a member of an access group associated to the activity with delete access

Role: Access Groups Enablement

Privilege: Delete Activity (Data)

Resource: Activity

Activity

A Sales Analyst can update activity a member of an access group associated to the activity with update access

Role: Access Groups Enablement

Privilege: Update Activity (Data)

Resource: Activity

Activity

A Sales Analyst can view activity a member of an access group associated to the activity

Role: Access Groups Enablement

Privilege: View Activity (Data)

Resource: Activity

Application Attachment Category

A Sales Analyst can delete application attachment category for all miscelleneous category attachments data

Role: Sales Analyst

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Analyst can delete application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Analyst can read application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Analyst can update application attachment category for all miscelleneous category attachments data

Role: Sales Analyst

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Analyst can update application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Analyst can view application attachment category for all miscelleneous category attachments data

Role: Sales Analyst

Privilege: Read Application Attachment

Resource: Application Attachment Category

CRM Asset

A Sales Analyst can delete asset a member of an access group associated to the asset with delete access

Role: Access Groups Enablement

Privilege: Delete Asset (Data)

Resource: CRM Asset

CRM Asset

A Sales Analyst can update asset a member of an access group associated to the asset with update access

Role: Access Groups Enablement

Privilege: Update Asset (Data)

Resource: CRM Asset

CRM Asset

A Sales Analyst can view asset a member of an access group associated to the asset

Role: Access Groups Enablement

Privilege: View Asset (Data)

Resource: CRM Asset

Cases

A Sales Analyst can delete case header a member of an access group associated to the case with delete access

Role: Access Groups Enablement

Privilege: Delete Case Header (Data)

Resource: Cases

Cases

A Sales Analyst can update case header a member of an access group associated to the case with update access

Role: Access Groups Enablement

Privilege: Update Case Header (Data)

Resource: Cases

Cases

A Sales Analyst can view case header a member of an access group associated to the case

Role: Access Groups Enablement

Privilege: View Case Header (Data)

Resource: Cases

Classification Code File Import Activity

A Sales Analyst can view classification code file import activity object type for all classification code file import activities of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Activity Object Type (Data)

Resource: Classification Code File Import Activity

Classification Code File Import Mapping

A Sales Analyst can view classification code file import mapping object type for all classification code file import mappings of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Mapping Object Type (Data)

Resource: Classification Code File Import Mapping

Classification Code File Import Object

A Sales Analyst can view classification code file import object type for all classification code file import objects of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Object Type (Data)

Resource: Classification Code File Import Object

Consumer File Import Activity

A Sales Analyst can view consumer file import activity object type for all consumer file import activities of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Activity Object Type (Data)

Resource: Consumer File Import Activity

Consumer File Import Mapping

A Sales Analyst can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Mapping Object Type (Data)

Resource: Consumer File Import Mapping

Consumer File Import Object

A Sales Analyst can view consumer file import object type for all consumer file import objects of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Object Type (Data)

Resource: Consumer File Import Object

Contact File Import Activity

A Sales Analyst can view contact file import activity object type for all contact file import activities of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Activity Object Type (Data)

Resource: Contact File Import Activity

Contact File Import Mapping

A Sales Analyst can view contact file import mapping object type for all contact file import mappings of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Mapping Object Type (Data)

Resource: Contact File Import Mapping

Contact File Import Object

A Sales Analyst can view contact file import object type for all contact file import objects of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Object Type (Data)

Resource: Contact File Import Object

Conversation

A Sales Analyst can delete conversation a member of an access group associated to the conversation with delete access

Role: Access Groups Enablement

Privilege: Delete Conversation (Data)

Resource: Conversation

Conversation

A Sales Analyst can update conversation a member of an access group associated to the conversation with update access

Role: Access Groups Enablement

Privilege: Update Conversation (Data)

Resource: Conversation

Conversation

A Sales Analyst can view conversation a member of an access group associated to the conversation

Role: Access Groups Enablement

Privilege: View Conversation (Data)

Resource: Conversation

Conversation Message

A Sales Analyst can delete conversation message a member of an access group associated to the conversation message with delete access

Role: Access Groups Enablement

Privilege: Delete Conversation Message (Data)

Resource: Conversation Message

Conversation Message

A Sales Analyst can update conversation message a member of an access group associated to the conversation message with update access

Role: Access Groups Enablement

Privilege: Update Conversation Message (Data)

Resource: Conversation Message

Conversation Message

A Sales Analyst can view conversation message a member of an access group associated to the conversation message

Role: Access Groups Enablement

Privilege: View Conversation Message (Data)

Resource: Conversation Message

Customer File Import Activity

A Sales Analyst can view customer file import activity object type for all customer file import activities of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Activity Object Type (Data)

Resource: Customer File Import Activity

Customer File Import Mapping

A Sales Analyst can view customer file import mapping object type for all customer file import mappings of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Mapping Object Type (Data)

Resource: Customer File Import Mapping

Customer File Import Object

A Sales Analyst can view customer file import object type for all customer file import objects of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Object Type (Data)

Resource: Customer File Import Object

Deal Registration Product

A Sales Analyst can manage deal registration product a member of an access group associated to the deal registration with update access

Role: Access Groups Enablement

Privilege: Manage Deal Registration Product (Data)

Resource: Deal Registration Product

Deal Registration Product

A Sales Analyst can view deal registration product a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration Product (Data)

Resource: Deal Registration Product

Deal Registration Summary

A Sales Analyst can update deal registration approval details a member of an access group associated to the deal registration with update or full access and deal is in pending approval status

Role: Access Groups Enablement

Privilege: Update Deal Registration Approval Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can update deal registration deal details a member of an access group associated to the deal registration with full access

Role: Access Groups Enablement

Privilege: Update Deal Registration Deal Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can update deal registration deal details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status

Role: Access Groups Enablement

Privilege: Update Deal Registration Deal Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can update deal registration opportunity details a member of an access group associated to the deal registration with full access

Role: Access Groups Enablement

Privilege: Update Deal Registration Opportunity Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can update deal registration opportunity details a member of an access group associated to the deal registration with update access and deal is in pending approval or approved status

Role: Access Groups Enablement

Privilege: Update Deal Registration Opportunity Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can update deal registration partner details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status and the deal is created by an internal user

Role: Access Groups Enablement

Privilege: Update Deal Registration Partner Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Analyst can view deal registration a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration (Data)

Resource: Deal Registration Summary

Deal Registration Team

A Sales Analyst can manage deal registration team a member of an access group associated to the deal registration with update access

Role: Access Groups Enablement

Privilege: Manage Deal Registration Team (Data)

Resource: Deal Registration Team

Deal Registration Team

A Sales Analyst can view deal registration team a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration Team (Data)

Resource: Deal Registration Team

Express Report Definitions

A Sales Analyst can delete express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with delete access

Role: Access Groups Enablement

Privilege: Delete Express Report (Data)

Resource: Express Report Definitions

Express Report Definitions

A Sales Analyst can update express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with update access

Role: Access Groups Enablement

Privilege: Update Express Report (Data)

Resource: Express Report Definitions

Express Report Definitions

A Sales Analyst can view express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting

Role: Access Groups Enablement

Privilege: View Express Report (Data)

Resource: Express Report Definitions

Field Service Work Order

A Sales Analyst can delete field service work order a member of an access group associated to the field service work order with delete access

Role: Access Groups Enablement

Privilege: Delete Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Sales Analyst can update field service work order a member of an access group associated to the field service work order with update access

Role: Access Groups Enablement

Privilege: Update Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Sales Analyst can view field service work order a member of an access group associated to the field service work order

Role: Access Groups Enablement

Privilege: View Field Service Work Order (Data)

Resource: Field Service Work Order

File Import Activity

A Sales Analyst can view file import activity for all standard file import activities that are accessible for sales analyst

Role: Sales Analyst

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Analyst can view standard file import activity object type for all standard file import activities that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Analyst can view standard file import activity object type for all standard file import activities that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Mapping

A Sales Analyst can view file import mapping for all standard file import maps that are accessible for sales analyst

Role: Sales Analyst

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Analyst can view standard file import mapping object type for all standard file import maps that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Analyst can view standard file import mapping object type for all standard file import maps that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

Group Customer File Import Activity

A Sales Analyst can view group customer file import activity object type for all group customer file import activities of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Activity Object Type (Data)

Resource: Group Customer File Import Activity

Group Customer File Import Mapping

A Sales Analyst can view group customer file import mapping object type for all group customer file import mappings of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Mapping Object Type (Data)

Resource: Group Customer File Import Mapping

Group Customer File Import Object

A Sales Analyst can view group customer file import object type for all group customer file import objects of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Object Type (Data)

Resource: Group Customer File Import Object

Hierarchy File Import Activity

A Sales Analyst can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Activity Object Type (Data)

Resource: Hierarchy File Import Activity

Hierarchy File Import Activity

A Sales Analyst can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: Hierarchy File Import Activity

Hierarchy File Import Mapping

A Sales Analyst can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Mapping Object Type (Data)

Resource: Hierarchy File Import Mapping

Hierarchy File Import Mapping

A Sales Analyst can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: Hierarchy File Import Mapping

Hierarchy File Import Object

A Sales Analyst can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Object Type (Data)

Resource: Hierarchy File Import Object

Hierarchy Node File Import Activity

A Sales Analyst can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Activity Object Type (Data)

Resource: Hierarchy Node File Import Activity

Hierarchy Node File Import Activity

A Sales Analyst can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: Hierarchy Node File Import Activity

Hierarchy Node File Import Mapping

A Sales Analyst can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Mapping Object Type (Data)

Resource: Hierarchy Node File Import Mapping

Hierarchy Node File Import Mapping

A Sales Analyst can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: Hierarchy Node File Import Mapping

Hierarchy Node File Import Object

A Sales Analyst can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Object Type (Data)

Resource: Hierarchy Node File Import Object

Legal Entity File Import Activity

A Sales Analyst can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Activity Object Type (Data)

Resource: Legal Entity File Import Activity

Legal Entity File Import Mapping

A Sales Analyst can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Mapping Object Type (Data)

Resource: Legal Entity File Import Mapping

Legal Entity File Import Object

A Sales Analyst can view legal entity file import object type for all legal entity file import objects of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Object Type (Data)

Resource: Legal Entity File Import Object

MDF Budget

A Sales Analyst can delete marketing budget a member of an access group associated to the mdf budget with delete access and budget status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Budget (Data)

Resource: MDF Budget

MDF Budget

A Sales Analyst can update marketing budget a member of an access group associated to the mdf budget with update access

Role: Access Groups Enablement

Privilege: Update Marketing Budget (Data)

Resource: MDF Budget

MDF Budget

A Sales Analyst can view marketing budget a member of an access group associated to the mdf budget

Role: Access Groups Enablement

Privilege: View Marketing Budget (Data)

Resource: MDF Budget

MDF Budget Team

A Sales Analyst can delete marketing budget team a member of an access group associated to the mdf budget with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Budget Team

A Sales Analyst can update marketing budget team a member of an access group associated to the mdf budget with update access

Role: Access Groups Enablement

Privilege: Update Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Budget Team

A Sales Analyst can view marketing budget team a member of an access group associated to the mdf budget

Role: Access Groups Enablement

Privilege: View Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Claim

A Sales Analyst can delete marketing claim a member of an access group associated to the mdf claim with delete or full access and the claim status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Claim (Data)

Resource: MDF Claim

MDF Claim

A Sales Analyst can update marketing claim approval details a member of an access group associated to the mdf claim with update or full access and the claim status is pending approval

Role: Access Groups Enablement

Privilege: Update Marketing Claim Approval Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Analyst can update marketing claim details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Claim Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Analyst can update marketing claim partner details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Claim Partner Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Analyst can view marketing claim a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim (Data)

Resource: MDF Claim

MDF Claim Settlement

A Sales Analyst can delete marketing claim settlement a member of an access group associated to the mdf claim with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Analyst can update marketing claim settlement a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Analyst can update marketing claim settlement details a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Settlement Details (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Analyst can view marketing claim settlement a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Team

A Sales Analyst can delete marketing claim team a member of an access group associated to the mdf claim with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Claim Team

A Sales Analyst can update marketing claim team a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Claim Team

A Sales Analyst can view marketing claim team a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Request

A Sales Analyst can delete marketing fund request a member of an access group associated to the mdf request with delete access and the request status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Fund Request (Data)

Resource: MDF Request

MDF Request

A Sales Analyst can update marketing fund request approval details a member of an access group associated to the mdf request with update or full access and the request status is pending approval

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Approval Details (Data)

Resource: MDF Request

MDF Request

A Sales Analyst can update marketing fund request details a member of an access group associated to the mdf request with update or full access and the request status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Details (Data)

Resource: MDF Request

MDF Request

A Sales Analyst can update marketing fund request partner details a member of an access group associated to the mdf request with update or full access and request is in draft, returned, failed or withdrawn status and the request is created by an internal user

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Partner Details (Data)

Resource: MDF Request

MDF Request

A Sales Analyst can view marketing fund request a member of an access group associated to the mdf request

Role: Access Groups Enablement

Privilege: View Marketing Fund Request (Data)

Resource: MDF Request

MDF Request Team

A Sales Analyst can delete marketing fund request team a member of an access group associated to the mdf request with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Fund Request Team (Data)

Resource: MDF Request Team

MDF Request Team

A Sales Analyst can update marketing fund request team a member of an access group associated to the mdf request with update access

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Team (Data)

Resource: MDF Request Team

MDF Request Team

A Sales Analyst can view marketing fund request team a member of an access group associated to the mdf request

Role: Access Groups Enablement

Privilege: View Marketing Fund Request Team (Data)

Resource: MDF Request Team

Marketing Integration Campaign

A Sales Analyst can delete marketing integration campaign a member of an access group associated to the marketing integration campaign with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Marketing Integration Campaign

A Sales Analyst can update marketing integration campaign a member of an access group associated to the marketing integration campaign with update access

Role: Access Groups Enablement

Privilege: Update Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Marketing Integration Campaign

A Sales Analyst can view marketing integration campaign a member of an access group associated to the marketing integration campaign

Role: Access Groups Enablement

Privilege: View Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Note

A Sales Analyst can delete note a member of an access group associated to the note with delete access

Role: Access Groups Enablement

Privilege: Delete Note (Data)

Resource: Note

Note

A Sales Analyst can update note a member of an access group associated to the note with update access

Role: Access Groups Enablement

Privilege: Update Note (Data)

Resource: Note

Note

A Sales Analyst can view note a member of an access group associated to the note

Role: Access Groups Enablement

Privilege: View Note (Data)

Resource: Note

Opportunity

A Sales Analyst can manage opportunity general profile a member of an access group associated to the opportunity with update access

Role: Access Groups Enablement

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

Opportunity

A Sales Analyst can manage opportunity restricted profile a member of an access group associated to the opportunity with delete access

Role: Access Groups Enablement

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

Opportunity

A Sales Analyst can manage opportunity revenue a member of an access group associated to the opportunity with full access

Role: Access Groups Enablement

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

Opportunity

A Sales Analyst can manage opportunity team a member of an access group associated to the opportunity with full access

Role: Access Groups Enablement

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

Opportunity

A Sales Analyst can view opportunity a member of an access group associated to the opportunity

Role: Access Groups Enablement

Privilege: View Opportunity (Data)

Resource: Opportunity

Partner Profile

A Sales Analyst can manage partner account a member of an access group associated to the partner with update access

Role: Access Groups Enablement

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

Partner Profile

A Sales Analyst can update partner account a member of an access group associated to the partner with update access

Role: Access Groups Enablement

Privilege: Update Partner Account (Data)

Resource: Partner Profile

Partner Program Enrollment

A Sales Analyst can manage partner program enrollment a member of an access group associated to the partner program enrollment with delete access

Role: Access Groups Enablement

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Partner Program Enrollment

A Sales Analyst can manage partner program enrollment a member of an access group associated to the partner program enrollment with update access

Role: Access Groups Enablement

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Partner Program Enrollment

A Sales Analyst can view partner program enrollment a member of an access group associated to the partner program enrollment

Role: Access Groups Enablement

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Price Book

A Sales Analyst can delete price book a member of an access group associated to the price book with delete access

Role: Access Groups Enablement

Privilege: Delete Price Book (Data)

Resource: Price Book

Price Book

A Sales Analyst can update price book a member of an access group associated to the price book with update access

Role: Access Groups Enablement

Privilege: Update Price Book (Data)

Resource: Price Book

Price Book

A Sales Analyst can view price book a member of an access group associated to the price book

Role: Access Groups Enablement

Privilege: View Price Book (Data)

Resource: Price Book

Product Group

A Sales Analyst can delete product group a member of an access group associated to the product group with delete access

Role: Access Groups Enablement

Privilege: Delete Product Group (Data)

Resource: Product Group

Product Group

A Sales Analyst can update product group a member of an access group associated to the product group with update access

Role: Access Groups Enablement

Privilege: Update Product Group (Data)

Resource: Product Group

Product Group

A Sales Analyst can view product group a member of an access group associated to the product group

Role: Access Groups Enablement

Privilege: View Product Group (Data)

Resource: Product Group

Products

A Sales Analyst can delete product a member of an access group associated to the product with delete access

Role: Access Groups Enablement

Privilege: Delete Product (Data)

Resource: Products

Products

A Sales Analyst can update product a member of an access group associated to the product with update access

Role: Access Groups Enablement

Privilege: Update Product (Data)

Resource: Products

Products

A Sales Analyst can view product a member of an access group associated to the product

Role: Access Groups Enablement

Privilege: View Product (Data)

Resource: Products

Sales Business Plan

A Sales Analyst can delete sales business plan a member of an access group associated to the business plan with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Business Plan (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Analyst can update sales business plan general a member of an access group associated to the business plan with update access

Role: Access Groups Enablement

Privilege: Update Sales Business Plan General (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Analyst can update sales business plan status a member of an access group associated to the business plan with full access

Role: Access Groups Enablement

Privilege: Update Sales Business Plan Status (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Analyst can view sales business plan a member of an access group associated to the business plan

Role: Access Groups Enablement

Privilege: View Sales Business Plan (Data)

Resource: Sales Business Plan

Sales Business Plan Team

A Sales Analyst can manage sales business plan team a member of an access group associated to the business plan with full access

Role: Access Groups Enablement

Privilege: Manage Sales Business Plan Team (Data)

Resource: Sales Business Plan Team

Sales Competitor

A Sales Analyst can manage sales competitor a member of an access group associated to the sales competitor with update access

Role: Access Groups Enablement

Privilege: Manage Sales Competitor (Data)

Resource: Sales Competitor

Sales Competitor

A Sales Analyst can view sales competitor a member of an access group associated to the sales competitor

Role: Access Groups Enablement

Privilege: View Sales Competitor (Data)

Resource: Sales Competitor

Sales Contests

A Sales Analyst can delete sales contest a member of an access group associated to the contest with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Contest (Data)

Resource: Sales Contests

Sales Contests

A Sales Analyst can update sales contest a member of an access group associated to the contest with update access

Role: Access Groups Enablement

Privilege: Update Sales Contest (Data)

Resource: Sales Contests

Sales Contests

A Sales Analyst can view sales contest a member of an access group associated to the contest

Role: Access Groups Enablement

Privilege: View Sales Contest (Data)

Resource: Sales Contests

Sales Forecast

A Sales Analyst can delete sales forecast participants a member of an access group associated to the sales forecast with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast

A Sales Analyst can update sales forecast participants a member of an access group associated to the sales forecast with update access

Role: Access Groups Enablement

Privilege: Update Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast

A Sales Analyst can view sales forecast participants a member of an access group associated to the sales forecast with read access

Role: Access Groups Enablement

Privilege: View Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast Item

A Sales Analyst can manage sales forecast item a member of an access group associated to the territory forecast with full access

Role: Access Groups Enablement

Privilege: Manage Sales Forecast Item (Data)

Resource: Sales Forecast Item

Sales Forecast Participant

A Sales Analyst can manage sales forecast participant a member of an access group associated to the territory forecast with full access

Role: Access Groups Enablement

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

Sales Goal Participants

A Sales Analyst can delete sales goal participants a member of an access group associated to the goal participant with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goal Participants

A Sales Analyst can update sales goal participants a member of an access group associated to the goal participant with update access

Role: Access Groups Enablement

Privilege: Update Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goal Participants

A Sales Analyst can view sales goal participants a member of an access group associated to the goal participant

Role: Access Groups Enablement

Privilege: View Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goals

A Sales Analyst can delete sales goal a member of an access group associated to the goal with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Goal (Data)

Resource: Sales Goals

Sales Goals

A Sales Analyst can update sales goal a member of an access group associated to the goal with update access

Role: Access Groups Enablement

Privilege: Update Sales Goal (Data)

Resource: Sales Goals

Sales Goals

A Sales Analyst can view sales goal a member of an access group associated to the goal

Role: Access Groups Enablement

Privilege: View Sales Goal (Data)

Resource: Sales Goals

Sales KPI

A Sales Analyst can delete sales kpi a member of an access group associated to the kpi with delete access

Role: Access Groups Enablement

Privilege: Delete Sales KPI (Data)

Resource: Sales KPI

Sales KPI

A Sales Analyst can update sales kpi a member of an access group associated to the kpi with update access

Role: Access Groups Enablement

Privilege: Update Sales KPI (Data)

Resource: Sales KPI

Sales KPI

A Sales Analyst can view sales kpi a member of an access group associated to the kpi

Role: Access Groups Enablement

Privilege: View Sales KPI (Data)

Resource: Sales KPI

Sales Lead

A Sales Analyst can convert sales lead a member of an access group associated to the sales lead with full access

Role: Access Groups Enablement

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can delete sales lead a member of an access group associated to the sales lead with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can delete sales lead for all retired leads in the enterprise

Role: Sales Analyst

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can delete sales lead for all retired, qualified, unqualified leads in the enterprise

Role: Sales Lead Processing

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can update sales lead a member of an access group associated to the sales lead with update access

Role: Access Groups Enablement

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view descendant territory leads where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Qualification

Privilege: View Descendant Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view my sales leads where they are the owner of the sales lead

Role: Sales Lead Qualification

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead a member of an access group associated to the sales lead

Role: Access Groups Enablement

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead for all sales leads in the business units that they are authorized within

Role: Sales Analyst

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead for all sales leads in the business units that they are authorized within

Role: Sales Lead Processing

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Analyst

Privilege: View Subordinate Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Lead Qualification Supervision

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead

Role: Sales Lead Qualification Supervision

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a resource in the lead sales team

Role: Sales Analyst

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a resource in the lead sales team

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Analyst

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Analyst

Privilege: View Descendant Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales lead where they are the owner of the sales lead

Role: Sales Analyst

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view sales team leads where they are a resource in the lead sales team

Role: Sales Lead Qualification

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view subordinate team leads where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Lead Qualification Supervision

Privilege: View Subordinate Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Analyst can view territory leads where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Qualification

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Sales Lead File Import Activity

A Sales Analyst can view sales lead file import activity for all file import activities of type lead in the enterprise

Role: Sales Analyst

Privilege: View Sales Lead File Import Activity Object Type (Data)

Resource: Sales Lead File Import Activity

Sales Lead File Import Activity

A Sales Analyst can view sales lead file import activity object type for all file import activities of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Activity Object Type (Data)

Resource: Sales Lead File Import Activity

Sales Lead File Import Mapping

A Sales Analyst can view sales lead file import mapping for all file import mappings of type lead in the enterprise

Role: Sales Analyst

Privilege: View Sales Lead File Import Mapping Object Type (Data)

Resource: Sales Lead File Import Mapping

Sales Lead File Import Mapping

A Sales Analyst can view sales lead file import mapping object type for all file import mappings of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Mapping Object Type (Data)

Resource: Sales Lead File Import Mapping

Sales Lead File Import Object

A Sales Analyst can view sales lead file import object for all file import objects of type lead in the enterprise

Role: Sales Analyst

Privilege: View Sales Lead File Import Object Type (Data)

Resource: Sales Lead File Import Object

Sales Lead File Import Object

A Sales Analyst can view sales lead file import object type for all file import objects of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Object Type (Data)

Resource: Sales Lead File Import Object

Sales Lead Note

A Sales Analyst can delete sales lead note where they are the author of the sales lead note

Role: Sales Analyst

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Lead Note

A Sales Analyst can update sales lead note where they are the author of the sales lead note

Role: Sales Analyst

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Lead Note

A Sales Analyst can view sales lead note for all internal sales lead notes in the enterprise

Role: Sales Analyst

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Lead Note

A Sales Analyst can view sales lead note where they are the author of the private sales lead note

Role: Sales Analyst

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Objective

A Sales Analyst can delete sales objective a member of an access group associated to the sales business plan with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Objective (Data)

Resource: Sales Objective

Sales Objective

A Sales Analyst can update sales objective attainment a member of an access group associated to the sales business plan with full access

Role: Access Groups Enablement

Privilege: Update Sales Objective Attainment (Data)

Resource: Sales Objective

Sales Objective

A Sales Analyst can update sales objective general a member of an access group associated to the sales business plan with update access

Role: Access Groups Enablement

Privilege: Update Sales Objective General (Data)

Resource: Sales Objective

Sales Objective

A Sales Analyst can view sales objective a member of an access group associated to the sales business plan

Role: Access Groups Enablement

Privilege: View Sales Objective (Data)

Resource: Sales Objective

Sales Objects

A Sales Analyst can view sales objects for all standard file import export objects that are accessible for sales analyst

Role: Sales Analyst

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Analyst can view standard file import export object type for all standard file import export objects that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Analyst can view standard file import export object type for all standard file import export objects that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Order

A Sales Analyst can view sales order a member of an access group associated to the sales order

Role: Access Groups Enablement

Privilege: View Sales Order (Data)

Resource: Sales Order

Sales Quota Plan

A Sales Analyst can view sales quota plan a member of an access group associated to the sales quota plan with read access

Role: Access Groups Enablement

Privilege: View Sales Quota Plan (Data)

Resource: Sales Quota Plan

Sales Resource Quota

A Sales Analyst can manage sales resource quota a member of an access group associated to the sales resource quota with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Resource Quota

A Sales Analyst can manage sales resource quota a member of an access group associated to the sales resource quota with update access

Role: Access Groups Enablement

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Resource Quota

A Sales Analyst can view sales resource quota a member of an access group associated to the sales resource quota with read access

Role: Access Groups Enablement

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Territory

A Sales Analyst can manage sales territory a member of an access group associated to the sales territory with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

Sales Territory

A Sales Analyst can manage sales territory a member of an access group associated to the sales territory with update access

Role: Access Groups Enablement

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

Sales Territory

A Sales Analyst can view sales territory a member of an access group associated to the sales territory with read access

Role: Access Groups Enablement

Privilege: View Sales Territory (Data)

Resource: Sales Territory

Sales Territory Proposal

A Sales Analyst can manage sales territory proposal a member of an access group associated to the sales territory proposal with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Sales Territory Proposal

A Sales Analyst can manage sales territory proposal a member of an access group associated to the sales territory proposal with update access

Role: Access Groups Enablement

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Sales Territory Proposal

A Sales Analyst can view sales territory proposal a member of an access group associated to the sales territory proposal with read access

Role: Access Groups Enablement

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Service Category

A Sales Analyst can delete service category a member of an access group associated to the service category with delete access

Role: Access Groups Enablement

Privilege: Delete Service Category (Data)

Resource: Service Category

Service Category

A Sales Analyst can update service category a member of an access group associated to the service category with update access

Role: Access Groups Enablement

Privilege: Update Service Category (Data)

Resource: Service Category

Service Category

A Sales Analyst can view service category a member of an access group associated to the service category

Role: Access Groups Enablement

Privilege: View Service Category (Data)

Resource: Service Category

Service Profile

A Sales Analyst can delete service profile a member of an access group associated to the service profile with delete access

Role: Access Groups Enablement

Privilege: Delete Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Analyst can update service profile a member of an access group associated to the service profile with update access

Role: Access Groups Enablement

Privilege: Update Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Analyst can view service profile a member of an access group associated to the service profile

Role: Access Groups Enablement

Privilege: View Service Profile (Data)

Resource: Service Profile

Service Request Header

A Sales Analyst can delete service request header a member of an access group associated to the service request with delete access

Role: Access Groups Enablement

Privilege: Delete Service Request Header (Data)

Resource: Service Request Header

Service Request Header

A Sales Analyst can update service request header a member of an access group associated to the service request with update access

Role: Access Groups Enablement

Privilege: Update Service Request Header (Data)

Resource: Service Request Header

Service Request Header

A Sales Analyst can view service request header a member of an access group associated to the service request

Role: Access Groups Enablement

Privilege: View Service Request Header (Data)

Resource: Service Request Header

Service Request Message

A Sales Analyst can delete service request message a member of an access group associated to the sr message with delete access

Role: Access Groups Enablement

Privilege: Delete Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Sales Analyst can update service request message a member of an access group associated to the sr message with update access

Role: Access Groups Enablement

Privilege: Update Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Sales Analyst can view service request message a member of an access group associated to the sr message

Role: Access Groups Enablement

Privilege: View Service Request Message (Data)

Resource: Service Request Message

Simplified Account File Import Activity

A Sales Analyst can view simplified account file import activity object type for all simplified account file import activities of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Activity Object Type (Data)

Resource: Simplified Account File Import Activity

Simplified Account File Import Mapping

A Sales Analyst can view simplified account file import mapping object type for all simplified account file import mappings of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Mapping Object Type (Data)

Resource: Simplified Account File Import Mapping

Simplified Account File Import Object

A Sales Analyst can view simplified account file import object type for all simplified account file import objects of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Object Type (Data)

Resource: Simplified Account File Import Object

Simplified Contact File Import Activity

A Sales Analyst can view simplified contact file import activity object type for all simplified contact file import activities of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Activity Object Type (Data)

Resource: Simplified Contact File Import Activity

Simplified Contact File Import Mapping

A Sales Analyst can view simplified contact file import mapping object type for all simplified contact file import mappings of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Mapping Object Type (Data)

Resource: Simplified Contact File Import Mapping

Simplified Contact File Import Object

A Sales Analyst can view simplified contact file import object type for all simplified contact file import objects of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Object Type (Data)

Resource: Simplified Contact File Import Object

Simplified Household File Import Activity

A Sales Analyst can view simplified household file import activity object type for all simplified household file import activities of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Activity Object Type (Data)

Resource: Simplified Household File Import Activity

Simplified Household File Import Mapping

A Sales Analyst can view simplified household file import mapping object type for all simplified household file import mappings of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Mapping Object Type (Data)

Resource: Simplified Household File Import Mapping

Simplified Household File Import Object

A Sales Analyst can view simplified household file import object type for all simplified household file import objects of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Object Type (Data)

Resource: Simplified Household File Import Object

Source System Reference File Import Activity

A Sales Analyst can view source system reference file import activity object type for all source system reference file import activities of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Activity Object Type (Data)

Resource: Source System Reference File Import Activity

Source System Reference File Import Mapping

A Sales Analyst can view source system reference file import mapping object type for all source system reference file import mapping of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Mapping Object Type (Data)

Resource: Source System Reference File Import Mapping

Source System Reference File Import Object

A Sales Analyst can view source system reference file import object type for all source system reference file import objects of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Object Type (Data)

Resource: Source System Reference File Import Object

Subscription

A Sales Analyst can manage subscription a member of an access group associated to the subscription with delete access

Role: Access Groups Enablement

Privilege: Manage Subscription (Data)

Resource: Subscription

Subscription

A Sales Analyst can update subscription a member of an access group associated to the subscription with update access

Role: Access Groups Enablement

Privilege: Update Subscription (Data)

Resource: Subscription

Subscription

A Sales Analyst can view subscription a member of an access group associated to the subscription

Role: Access Groups Enablement

Privilege: View Subscription (Data)

Resource: Subscription

Trading Community Contact Preference

A Sales Analyst can manage trading community legal contact preference a member of an access group associated to contact preferences.

Role: Access Groups Enablement

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Contact Preference

Trading Community Duplicate Identification Batch

A Sales Analyst can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with delete access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Identification Batch

A Sales Analyst can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Identification Batch

A Sales Analyst can view trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with view access

Role: Access Groups Enablement

Privilege: View Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Resolution Request

A Sales Analyst can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with delete access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Duplicate Resolution Request

A Sales Analyst can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Duplicate Resolution Request

A Sales Analyst can view trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with view access

Role: Access Groups Enablement

Privilege: View Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Organization Party

A Sales Analyst can view trading community organization party for all organizations in the enterprise

Role: Sales Analyst

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Trading Community Party

A Sales Analyst can manage sales party a member of an access group associated to the account with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can manage sales party a member of an access group associated to the contact with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can manage sales party a member of an access group associated to the household with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can manage sales party a member of an access group associated to the partner contact with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can manage sales party a member of an access group associated to the partner contact with update access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the account with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the account with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the contact with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the contact with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the household with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can update sales party a member of an access group associated to the household with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the account

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the household

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the partner

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view sales party a member of an access group associated to the sales competitor

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community contact a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community contact a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community party for all people in the enterprise

Role: Sales Analyst

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community party for all people in the enterprise other than sales accounts and sales prospects.

Role: Sales Analyst

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community party for all resources in the enterprise

Role: Sales Analyst

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Analyst can view trading community resource a member of an access group associated to the resource

Role: Access Groups Enablement

Privilege: View Trading Community Resource (Data)

Resource: Trading Community Party

Trading Community Relationship

A Sales Analyst can view trading community relationship a member of an access group associated to the account

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Analyst can view trading community relationship a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Analyst can view trading community relationship a member of an access group associated to the household

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Analyst can view trading community relationship a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Resource Profile

A Sales Analyst can manage trading community resource address a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Address (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Analyst can manage trading community resource contact point information a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Analyst can manage trading community resource skill a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Analyst can remove trading community resource a member of an access group associated to the resource with delete access

Role: Access Groups Enablement

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Analyst can update trading community resource a member of an access group associated to the resource with full access

Role: Access Groups Enablement

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Privacy

This table lists data security policies for privacy for the Sales Analyst job role.

Business Object Policy Description Policy Store Implementation

Trading Community Person Phone

A Sales Analyst can manage trading community person phone for all trading community person mobile phone numbers

Role: Sales Analyst

Privilege: Manage Trading Community Person Mobile Phone Number

Resource: Trading Community Person Phone

Trading Community Person Phone

A Sales Analyst can view trading community person phone for all trading community person mobile phone numbers

Role: Sales Analyst

Privilege: View Trading Community Person Mobile Phone Number

Resource: Trading Community Person Phone