Sales Representative (Job Role)
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting.
Role Hierarchy
The Sales Representative job role directly and indirectly inherits these roles.
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Sales Representative
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Access Groups Enablement
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Contract Request Authoring
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Conversation Message Management
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Conversation Message Management
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Delete CRM documents on content server
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Incentive Compensation Transaction Analysis
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Business Intelligence Authoring
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Lead Registration Processing
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Marketing Lead Transaction Analysis
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Business Intelligence Authoring
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Opportunity Landscape Transaction Analysis
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Business Intelligence Authoring
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Opportunity Sales Representative
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Opportunity Territory Resource
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Personal Campaign Management
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Sales Campaign Transaction Analysis
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Business Intelligence Authoring
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Sales Change History Inquiry
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Sales Forecasting
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Sales Lead Follow Up
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Sales Party Management
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Sales Party Review
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Contract View Access Across All Contracts
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Item Inquiry
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Product Search
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View Item Redwood
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Supply Chain Common View Web Service
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Negotiation Viewing
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Trading Community Import Batch Management
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Use User Details Service
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Sales Party Review
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Contract View Access Across All Contracts
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Item Inquiry
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Product Search
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View Item Redwood
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Supply Chain Common View Web Service
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Negotiation Viewing
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Sales Transaction Analysis
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Business Intelligence Authoring
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Service Request Contributor
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Subscription Sales View
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Item Inquiry
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Product Search
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View Item Redwood
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Supply Chain Common View Web Service
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Upload data for Classification Code Import
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Upload data for Consumer Import
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Upload data for Customer Hierarchy Import
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Upload data for Customer Hierarchy Member Import
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Upload data for Customer Import
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Upload data for Group Customer Import
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Upload data for Sales Orders Import
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Upload data for Sales Promotions Import
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Upload data for Source System Reference Import
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Duties
This table lists the duties assigned directly and indirectly to the Sales Representative job role.
Duty Role | Description |
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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. |
Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
Delete CRM documents on content server |
Allows to delete CRM content on content server. |
Incentive Compensation Transaction Analysis |
Analyzes Incentive Compensation transactional information |
Item Inquiry |
Queries and views items in the enterprise. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Marketing Lead Transaction Analysis |
BI duty role to analyze leads generated from sales and marketing campaigns. Maps to Sales Lead Qualifier role |
Negotiation Viewing |
View the negotiation summary and details pages. |
Opportunity Landscape Transaction Analysis |
BI Duty role to be used for Opportunity Landscape analysis |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Product Search |
Manages product searches. |
Sales Campaign Transaction Analysis |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. Maps to Sales Representative and Sales Manager roles |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Transaction Analysis |
BI duty role to analyze personal performance against quota and also opportunity pipeline, customer buying patterns, to better cross sell and up sell. Maps to Sales Representative role. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
Trading Community Import Batch Management |
Manages trading community data import batches. |
Transactional Analysis |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users. |
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 Sales Orders Import |
Allows to upload data file to import Sales Orders related data. |
Upload data for Sales Promotions Import |
Allows to upload data file to import Sales Promotions related data. |
Upload data for Source System Reference Import |
Allows to upload data file to import Source System Reference related data. |
View Item Redwood |
Allows users to view item details. |
Aggregate Privileges
This table lists aggregate privileges assigned directly and indirectly to the Sales Representative job role.
Aggregate Privilege | Description |
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Use User Details Service |
Creates or updates users during person synchronizations. |
Privileges
This table lists privileges granted to duties of the Sales Representative job role.
Granted Role | Granted Role Description | Privilege | Privilege Description |
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Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Cancel Contract Request |
Allows cancellation of contract requests |
Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Create Contract Request |
Provides ability to initiate contract request creation. |
Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Delete Contract Request |
Allows the deletion of contract requests. |
Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Edit Contract Request |
Allows the editing of contract requests. |
Contract Request Authoring |
Authors contract request, uploads relevant documents and provides sufficient information to assignee to create contract. |
Search Contract Requests |
Allows search of contract requests. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Buy Intent |
Allows all actions permitted by other privileges for contracts with a buy intent. For example, granting this privilege to an individual with a view privilege permits the viewing of supplier contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of supplier contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Full Access |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Enable Sell Intent |
Allows all actions permitted by other privileges for contracts with a sell intent. For example, granting this privilege to an individual with a view privilege permits the viewing of customer contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of customer contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Generate PDF Contract for Text Search |
Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Purchase Agreement |
Allows a procurement agent to search for purchase agreements including blankets and contracts. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Contract |
Allows viewing and printing of a contract and its history, including the contract's financial summary. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Contract Terms |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account |
Allows the viewing of customer account information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Information |
Not Available |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Purchase Agreement |
Allows a user to review a blanket or contract purchase agreement. |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
View Purchase Order |
Allows a user to review a purchase order. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
Manage Outbound Message |
Allows a user to create, update, delete and view outbound messages. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
Participate in Collaboration Conversation |
Allows a user to participate in a collaboration conversation. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
Participate in Customer Conversation |
Allows a user to participate in a customer conversation. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
Use REST Service to View All Workers |
Allows the user to view all workers using REST API. |
Conversation Message Management |
Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message. |
View Conversation Message |
Allows a user to view a conversation message. |
Item Inquiry |
Queries and views items in the enterprise. |
Access Product Development Configurations Using a REST Service |
Permits access to configure data in Product Development using REST services, including master organization setup. |
Item Inquiry |
Queries and views items in the enterprise. |
GET Product Management Index REST |
Allows access to view indexed attributes. |
Item Inquiry |
Queries and views items in the enterprise. |
Get Item Index Available Attributes REST |
Allows access to view available attributes for item. |
Item Inquiry |
Queries and views items in the enterprise. |
Get Search View REST |
Allows query of search views. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Attachment |
Allows access to view and manage item attachments. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Catalog |
Allows access to view and manage item catalogs including categories and category hierarchies. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Global Search |
Allows access to search for items using secure enterprise search. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Product Management Search |
Allows access to view and edit Product Management Search. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Search View REST |
Allows access to view and manage search views. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Trading Partner Item Reference |
Allows access to manage trading partner item references for items. |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Unit of Measure |
Allows configuration of UOMs, UOM classes, and definition of standard, interclass, and intraclass UOM conversions. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item |
Allows access to product dashboard. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Organization Association |
Allows access to view item organization assignments. |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Relationship |
Allows access to view item relationships. |
Item Inquiry |
Queries and views items in the enterprise. |
View Product Management Search |
Allows access to view Product Management Search. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Allows accepting ownership of sales leads. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Delete Sales Lead Internal Attributes |
Allows deleting sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Reject Sales Lead |
Allows rejecting sales lead registrations submitted by partners. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Select Sales Lead Internal Attributes |
Allows entering sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Update Sales Lead Internal Attributes |
Allows updating sales lead attributes with the exception of partner related information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
View Sales Lead Contextual Bin |
Allows viewing sales lead contextual bin information including customer, supporting product collateral, comparable customers, and lead source information. |
Lead Registration Processing |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
View Sales Lead Internal Tabs |
Allows viewing sales lead information with the exception of partner related information. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Create Supplier Negotiation Online Message |
Allows users to create an online message. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Reply Supplier Negotiation Online Message |
Allows users to reply to an online message received. |
Negotiation Viewing |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
Allows users to search supplier negotiations. |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Contract Terms |
Not Available |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Supplier Negotiation |
Allows users to review a supplier negotiation. |
Negotiation Viewing |
View the negotiation summary and details pages. |
View Supplier Negotiation Online Message |
Allows users to view and print online messages. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Allows manual assignment of opportunities. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Close Opportunity |
Allows closing of opportunities and entering the related close information for the opportunities. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Create Opportunity |
Allows creating of opportunities. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Delete Opportunity |
Allows deleting of opportunities. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Delete Opportunity Revenue |
Allows deletion of revenue items on the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Assessments |
Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Competitors |
Allows adding or removing of competitors from the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Forecast |
Allows manual checking of Forecast Setting on opportunity |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Group Space |
Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Leads |
Allows adding or removing of leads from the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Nonrevenue Credits |
Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity References |
Allows adding or removing of reference customers on the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Reports |
Allows modification of opportunity reports. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Revenue |
Allows management of revenue items on the opportunity, including mass updating. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Revenue Credits |
Allows assigning revenue credit to team members. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Revenue Recommendations |
Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Revenue Recurrences |
Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Sales Account |
Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Sales Method |
Allows updating of sales method and sales stage on an opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Sources |
Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Manage Opportunity Work Area |
Allows basic access to the work area. Other privileges secure what can be done with the work area. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
Mass Update Opportunity |
Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Appointments |
Allows viewing of their own appointments associated with the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Competitors |
Allows viewing of competitor information on an opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Contacts |
Allows viewing of contact information on an opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Group Space |
Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Interactions |
Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Leads |
Allows viewing of lead information on an opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Nonrevenue Credits |
Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Notes |
Allows viewing of opportunity notes. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity References |
Allows viewing of opportunity reference customer data. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Revenue Credits |
Allows viewing of revenue credit assignments. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Revenue Recurrences |
Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Sales Coach |
Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Similar Opportunities |
Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Sources |
Allows viewing of opportunity source. A sources is the marketing source code for the opportunity. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Tasks |
Allows viewing of opportunity tasks. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Opportunity Team |
Allows viewing of opportunity sales team information. |
Opportunity Sales Representative |
Manages or views all aspects of the application. This role is for salespersons. |
View Reports and Analytics Accordion |
Allows viewing of reports and analytics accordion. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Allows manual assignment of opportunities. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Close Opportunity |
Allows closing of opportunities and entering the related close information for the opportunities. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Create Opportunity |
Allows creating of opportunities. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Delete Opportunity |
Allows deleting of opportunities. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Delete Opportunity Revenue |
Allows deletion of revenue items on the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Assessments |
Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Competitors |
Allows adding or removing of competitors from the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Forecast |
Allows manual checking of Forecast Setting on opportunity |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Group Space |
Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Leads |
Allows adding or removing of leads from the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Nonrevenue Credits |
Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity References |
Allows adding or removing of reference customers on the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Reports |
Allows modification of opportunity reports. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Revenue |
Allows management of revenue items on the opportunity, including mass updating. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Revenue Credits |
Allows assigning revenue credit to team members. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Revenue Recommendations |
Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Revenue Recurrences |
Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Sales Account |
Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Sales Method |
Allows updating of sales method and sales stage on an opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Sources |
Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Manage Opportunity Work Area |
Allows basic access to the work area. Other privileges secure what can be done with the work area. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Mass Update Opportunity |
Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Appointments |
Allows viewing of their own appointments associated with the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Competitors |
Allows viewing of competitor information on an opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Contacts |
Allows viewing of contact information on an opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Group Space |
Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Interactions |
Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Leads |
Allows viewing of lead information on an opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Nonrevenue Credits |
Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Notes |
Allows viewing of opportunity notes. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity References |
Allows viewing of opportunity reference customer data. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Revenue Credits |
Allows viewing of revenue credit assignments. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Revenue Recurrences |
Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Sales Coach |
Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Similar Opportunities |
Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Sources |
Allows viewing of opportunity source. A sources is the marketing source code for the opportunity. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Tasks |
Allows viewing of opportunity tasks. |
Opportunity Territory Resource |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
View Opportunity Team |
Allows viewing of opportunity sales team information. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Allows creating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Delete Sales Campaign |
Allows deleting sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Manage Sales Campaign |
For internal use only. Allows web services management of sales campaigns. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Run Marketing Campaign Scheduler |
Allows scheduling and monitoring the process that schedules marketing campaign execution activities. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
Update Sales Campaign |
Allows updating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Personal Campaign Management |
Manages secured personal campaigns used to promote products or events to specific customers. |
View Sales Campaign |
Allows viewing sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond. |
Product Search |
Manages product searches. |
Access HCM Common Components |
Allows access to HCM common components. |
Product Search |
Manages product searches. |
Access Product Development Configurations Using a REST Service |
Permits access to configure data in Product Development using REST services, including master organization setup. |
Product Search |
Manages product searches. |
GET Product Management Index REST |
Allows access to view indexed attributes. |
Product Search |
Manages product searches. |
Get Item Index Available Attributes REST |
Allows access to view available attributes for item. |
Product Search |
Manages product searches. |
Get Search View REST |
Allows query of search views. |
Product Search |
Manages product searches. |
Manage Search Consumer Applications Rest |
Allows access to view and manage Search Consumer Applications for application sets that required for picker applications. |
Product Search |
Manages product searches. |
Manage Search View REST |
Allows access to view and manage search views. |
Product Search |
Manages product searches. |
Manage System Searches |
Allows users to manage HCM system searches. |
Product Search |
Manages product searches. |
Use REST Service - Saved Searches |
Allows the user to call all methods associated with the Saved Searches REST Service. |
Product Search |
Manages product searches. |
View Product Management Search |
Allows access to view Product Management Search. |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Account Change History |
Allows viewing of account change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Activity Change History |
Allows viewing of activity change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Business Plan Change History |
Allows viewing of business plan change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Contact Change History |
Allows viewing of contact change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Deal Registration Change History |
Allows viewing of deal registration change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Household Change History |
Allows viewing of household change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Lead Change History |
Allows viewing of lead change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Opportunity Change History |
Allows viewing of opportunity change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Sales Objective Change History |
Allows viewing of sales objective change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Service Request Change History |
Allows viewing of service request change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Territory Change History |
Allows viewing of territory change history |
Sales Change History Inquiry |
Views change history of sales business objects for members within the sales organization. |
View Work Order Change History |
Allows viewing of work order change history |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Edit Sales Forecast Items |
Allows editing of sales forecast items |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Export Sales Forecast Participant |
Allows the export of any summary level forecast information that is viewable from the normal forecasting application. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Manage Sales Forecast Adjustments |
Allows viewing, creating, editing, and deleting of sales forecast adjustments. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Manage Sales Forecast Item Adjustments |
Allows viewing, creating, editing, and deleting of sales forecast item adjustments. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Manage Sales Forecast Participant |
Allows viewing and submitting of all sales forecasts. Also includes the ability to submit and reject all child territories. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Run Reject or Withdraw Process |
Allows running of the process to refresh forecast items after the initial submission is either rejected or withdrawn. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
View Sales Forecast Adjustments |
Allows viewing of sales forecast adjustments. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
View Sales Forecast Item Adjustments |
Allows viewing of sales forecast item adjustments. |
Sales Forecasting |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
View Sales Forecast Participant For Self |
Allows quick access to summary sales forecast information for territories they own. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Marketing Response |
Allows converting marketing campaign responses to sales leads and opportunities. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Allows converting sales leads to opportunities. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Qualify Sales Lead |
Allows qualifying sales lead information to determine the sales readiness of a lead. |
Sales Lead Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Follow Up |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
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 Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Add Trading Community Resource to My Social Network |
Allows the addition of a resource to their social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Contact Trading Community Resource |
Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Asset |
Allows create new assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Allows creating a consumer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Incident |
Allow creating incident including adding attachment and message |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account |
Allows creating a sales account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Appointment |
Allows creating a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Assessments |
Allows creating a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Contact |
Allows creating a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Interaction |
Allows creating a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Note |
Allows creating a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Account Task |
Allows creating a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Group |
Allows creating a sales group |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Group Members |
Allows creating a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Organization |
Allows creating a sales organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Appointment |
Allows creating a sales party appointment. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Assessment |
Allows creating a sales party assessment. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Contact |
Allows creating a sales party contact. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Interaction |
Allows creating sales party interactions. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Note |
Allows creating sales party notes. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Relationship |
Allows creating sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Sales Party Task |
Allows creating sales party tasks. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Asset |
Allows delete assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Appointment |
Allows deleting a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Assessments |
Allows deleting a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Contact |
Allows deleting a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Interaction |
Allows deleting a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Note |
Allows deleting a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Account Task |
Allows deleting a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Group Members |
Allows deleting a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Appointment |
Allows deleting sales party appointments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Assessment |
Allows deleting sales party assessments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Contact |
Allows deleting sales party contacts. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Interaction |
Allows deleting sales party interaction records. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Note |
Allows deleting sales party notes. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Relationship |
Allows deleting sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Delete Sales Party Task |
Allows deleting sales party tasks. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Edit Asset |
Allows edit existing assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Edit Trading Community Resource Profile |
Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Enter Trading Community Location |
Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Enter Trading Community Merge Request |
Allows the creation of a manual merge request by searching and selecting the duplicate person or organization records to merge. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Assets |
Allow exporting assets in Asset List View in Fuse |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Customer Account |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Account Enrichment |
Allows enrichment of accounts using social data and insight service. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Address |
Allows managing the primary or multiple addresses of an account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Contact Enrichment |
Allows enrichment of contacts using social data and insight service. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Customer Tree Options |
Allow the configuration of Customer Tree nodes specifically the availability of "Hide" , "Set as Default" actions |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Installed Base Assets |
Allows creation and editing of installed Base assets. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Original System References |
Allows OSR create/update/delete capability |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Person Talent Profile |
Allows management of talent profile for a person. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Reference Customer Profile |
Allows managing reference customer profiles. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Account Contact Hierarchy |
Allows update to the organization chart for the sales account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Account Team |
Allows managing and maintaining the sales account teams. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Organization Hierarchy |
Allows update to Organization Hierarchy (Account Hierarchy) |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Contact Hierarchy |
Allows creation and maintenance of the sales party contact hierarchy. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Forums |
Allows creation and maintenance of the sales party discussion forums. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Sales Party Team |
Allows managing the sales party team |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Address |
Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Contact Information |
Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Note |
Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Skills |
Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Manage Trading Community Resource Social Network |
Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Remove Trading Community Location |
Allows the removal of locations. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Restore Trading Community Location |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Run File Import Scheduler |
Allows scheduling and monitoring the process that schedules file import activities. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Location |
Allows the search of locations. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Search Trading Community Resource |
Allows the search of resources. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
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 Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
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 Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Submit Trading Community Merge Request |
Allows the submission of a manual merge request either to the application for immediate processing or to a data steward for processing later. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Consumer |
Allows reviewing and updating the consumer information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Incident |
Allow update incident including adding attachment and message attachment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Appointment |
Allows updating a sales account appointment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Assessments |
Allows updating a sales account assessment |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Contact |
Allows updating a sales account contact |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Interaction |
Allows updating a sales account interaction |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Note |
Allows updating a sales account note |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Account Task |
Allows updating a sales account task |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Group |
Allows updating a sales group |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Group Members |
Allows updating a sales group members |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Organization |
Allows updating the sales organization. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Appointment |
Allows updating the sales party appointments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Assessment |
Allows updating the sales party assessments. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Contact |
Allows updating the sales party contacts. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Interaction |
Allows updating of sales party interaction data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Note |
Allows updating of sales party notes data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Relationship |
Allows updating a sales party relationships to other parties. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Sales Party Task |
Allows updating of sales party task data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Update Trading Community Location |
Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Upload Trading Community Resource Picture |
Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Address |
Allows viewing the primary or multiple addresses of an account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Customers |
Allows viewing of the All Customers tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Parties |
Allows viewing of the All Parties tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View All Sales Accounts |
Allows viewing of the All Sales Accounts tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Assets |
Allows view assets |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account |
Allows the viewing of customer account information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Information |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Asset |
View assets owned by a customer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Geography Information |
Not Available |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Marketing Response |
Allows viewing responses to marketing campaigns. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Product Recommendation |
View product recommendations for a customer. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
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 Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Sales Organization Hierarchy |
Allows viewing Organization Hierarchy (Account Hierarchy) |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Team and Territory Accounts |
Allows viewing of the Team and Territory Account tab in customer picker |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Location |
Allows the invocation of location web services. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Address |
Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Collaboration Information |
Allows viewing of resource social network information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Contact Information |
Allows viewing of resource contact information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Details |
Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Note |
Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Organization Memberships |
Allows viewing of sales, marketing, and partner organization information. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Profile |
Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Role Assignments |
Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Sales Representative Information |
Allows viewing of salesperson setup information, such as sales credits. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Skills |
Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Social Network |
Allows viewing of a resource's social network. |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
View Trading Community Resource Team Memberships |
Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Assets |
Allow exporting assets in Asset List View in Fuse |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Customer Account |
Not Available |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
Allows navigating to the customers work area. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Original System References |
Allows OSR create/update/delete capability |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Run CRM Export Process |
This privilege would grant a user the ability to schedule CRM object to export to a file |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Set Up CRM Objects for Export |
This privilege would grant a user the ability to register CRM objects for Export |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Address |
Allows viewing the primary or multiple addresses of an account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Customers |
Allows viewing of the All Customers tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Parties |
Allows viewing of the All Parties tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View All Sales Accounts |
Allows viewing of the All Sales Accounts tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Assets |
Allows view assets |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Billing Account |
Allows viewing of the sales party billing accounts. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Consumer |
Allows viewing of consumers. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account |
Allows the viewing of customer account information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Information |
Not Available |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Asset |
View assets owned by a customer. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Incident |
Allow viewing incidents panel in overview and incidents tab |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Marketing Response |
Allows viewing responses to marketing campaigns. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View One Source Market Place Information |
Allows viewing of the market place information from one source. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Product Recommendation |
View product recommendations for a customer. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Revenue by Organization Hierarchy |
Allows viewing of the revenue by organization hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account |
Allows viewing of the sales account profile node |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Appointment |
Allows viewing a sales account appointment |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Assessments |
Allows viewing a sales account assessment |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Contact |
Allows viewing a sales account contact |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Contact Hierarchy |
Allows viewing the organization chart for a sales account |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Interaction |
Allows viewing a sales account interaction |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Note |
Allows viewing a sales account note |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Snapshot |
Allows viewing of the sales account snapshot data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account Team |
Allows viewing of the sales account team information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Account task |
Allows viewing a sales account task |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Competitor |
Allows viewing of pages displaying sales competitor information, such as the competitor profile. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Competitor Opportunities |
Allows viewing of sales competitor opportunity information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Group |
Allows viewing a sales group |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Group Members |
Allows viewing a sales group members |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
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 Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Organization |
Allows viewing of the sales organization. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Organization Hierarchy |
Allows viewing Organization Hierarchy (Account Hierarchy) |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party |
Allows viewing of sales party information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Analytics |
Allows viewing of sales party analytics. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Appointment |
Allows viewing of sales party appointments. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Assessment |
Allows viewing of sales party assessments. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Classifications |
Allows viewing of sales party classifications. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Contact |
Allows viewing of sales party contact information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Contact Hierarchy |
Allows viewing of the sales party contact hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Forums |
Allows viewing of the sales party discussion forum. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Hierarchy |
Allows viewing of the sales party hierarchy. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Interaction |
Allows viewing of the sales party interaction. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Note |
Allows viewing of the sales party notes. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Relationship |
Allows viewing a sales party relationships to other parties. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Snapshot |
Allows viewing of the sales party snapshot data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Subsidiaries |
Allows viewing of the sales party subsidiaries data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Task |
Allows viewing of the sales party task data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Party Team |
Allows viewing the sales party team |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Sales Reference Customer Opportunities |
Allows viewing of sales reference opportunity information. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Siebel Service Requests |
Allows viewing of the Siebel service requests data. |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
View Team and Territory Accounts |
Allows viewing of the Team and Territory Account tab in customer picker |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Accept Incentive Compensation Participant Compensation Plan |
Allows participant to accept an incentive compensation plan, which ties that participant's earnings to actual production on an individual or group basis. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Accept Incentive Compensation Plan Document |
Allows participants to accept their incentive compensation plan document which is then used to calculating commission and bonus payments. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access BI Mobile Application Designer |
Allows access to BI Mobile Application Designer from the Navigator Menu. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access Feed View |
Allows access to view feeds. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access Intelligent Agent Chat |
Allows access to the intelligent agent chat component. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access Mobile CRM |
Functional privilege providing access to CRM data using mobile applications |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access Partner Media Toolbar |
Allows access to the partner media toolbar |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access Sales Catalog |
Controls access to view sales catalog in the runtime. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Access View Feed Configurations |
Allows access to view feed configurations. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Document to Cart |
Allows a Sales Lightbox user to add a document to the cart. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Address Use |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Contact Preference |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Email |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Instant Messenger |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Phone |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Relationship |
Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Add Trading Community Person Web Page |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Correct Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Activity |
Allows creating activities. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Digital Sales Account |
Allow creating Digital Sales Account |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Digital Sales Activity Appointment |
Allows creating Digital Sales Activity Appointment |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Digital Sales Activity Task |
Allows creating Digital Sales Activity Task |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Digital Sales Contact |
Allow creating Digital Sales Contact |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Digital Sales Opportunity |
Allows creating of Digital Sales Opportunity |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Incentive Compensation Dispute |
Allows creation of dispute over incentive compensation credits, earnings, payments, and goals for participant. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Interviews |
Allows creating a new interview |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Lightbox Feedback |
Ability to create Feedback for Lightbox Document |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Sales Business Plan |
Allows creating sales business plans. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Sales Lead Digital Sales |
Allows creating sales leads for Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Create Sales Objective |
Allows creating sales objectives. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Delete Activity |
Allows deleting activities. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Delete Manually Processed Conversation Message |
Allows the user to delete conversation messages that are processed manually. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Delete Sales Business Plan |
Allows deleting sales business plans. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Delete Sales Objective |
Allows deleting sales objectives. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Delete User Document |
Allows a Sales Lightbox user to delete a document that they own. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Dispute Incentive Compensation Transaction |
Allows dispute over incentive compensation transaction. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Download Outlook Installer |
Allows access to page that allows download of the CRM for Microsoft Outlook client installer. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Download User Document |
Allows a Sales Lightbox user to download a document. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Enter Trading Community Location |
Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Enter Trading Community Person |
Allows the specification of person information. If assigning, also assign the ability to view the trading community person. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Enter Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Location |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Addresses |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Contact Points |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Contact Preferences |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Trading Community Person Relationship |
Allows the export of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Export Workspace Data |
Allows users to export data in Workspace |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
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 Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Log a Web Conference |
Allows the user to Log a Web Conference, i.e. from the Query Assistant |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Application Metrics |
Allow read, create and update of recent items information |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Calendar Preferences |
Allows creation and maintenance of calendar preferences, such a the default calendar view. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Data Visualization Preference |
Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer to view a data visualization configured initially as a horizontal Bar chart, to be displayed as a vertical Bar chart instead. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Express Report Definitions |
Allows creation, modification and deletion of Express Report Definitions |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Omnichannel Presence and Availability |
Allows management of the omnichannel availability for new work, presence menu and indicator. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Opportunity Work Area |
Allows basic access to the work area. Other privileges secure what can be done with the work area. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Person Attachments |
Allows the specification of how attachments like pictures can be associated with a person. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Person Interactions |
Allows the specification of interactions for a person. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Person Notes |
Allows the entry of person notes. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Real Time Communication |
This allows the user to manage voice communication. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Sales Forecast Quotas from Digital Sales |
Allows viewing and editing sales forecast quotas from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Sales Interactions |
Allows manual creation of sales interactions. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Addresses |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Attachments |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Classifications |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Contact Points |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Contact Preferences |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Details |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Identifiers |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Interactions |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Names |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Notes |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Relationships |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Source System Mappings |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Group Tasks |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Person Source System Mapping |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Trading Community Person Usage Assignment |
Allows the specification of party usage assignment to a person. If assigning, also assign the ability to view the trading community person usage assignment. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage Users Page Personalization |
Allows creation, modification, and deletion of the User Pages through UI pages or REST service calls |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Manage default Account Details from DaaS |
Allows Account auto suggestion list from DaaS |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Move Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Project Incentive Compensation Commission Line |
Allows projection of incentive compensation earning. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Location |
Allows the removal of locations. If assigning, also assign the ability to view the trading community location. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Address Use |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Contact Preference |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Email |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Instant Messenger |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Phone |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Relationship |
Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Remove Trading Community Person Web Page |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Location |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Address Use |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Contact Preference |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Email |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Instant Messenger |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Phone |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Relationship |
Allows the restoration of inactive person relationships. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Restore Trading Community Person Web Page |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Review Incentive Compensation Dispute |
Allows review and closure of incentive compensation disputes. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Review Incentive Compensation Transaction |
Allows review of transactions for which the application collects, or imports, the individual line items and uses them when calculating incentive compensation commissions, bonuses, and nonmonetary incentives. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Run Sync Handler Process |
Allows users to schedule and run the sync process for CX Consumer Goods mobile users. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Location |
Allows the search of locations. If assigning, also assign the ability to view the trading community location. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Classification |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Contact Point |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Search Trading Community Person Relationship |
Allows the search of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Select Trading Community Person Address as Primary for a Purpose |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Share User Document |
Allows a Sales Lightbox user to share any document. The user is not necessarily owner of the document. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Start Web Conference |
Allows the user to start an Instant Web Conference, i.e. from the Query Assistant |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Submit Person Merge Request |
Allows the submission of person merge requests. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Activity |
Allows editing activities. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Customer Competitor Purchase |
Allows update access to pages displaying competitor products the customer has purchased. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Interviews |
Allows updating an existing interview |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Sales Business Plan |
Allows updating sales business plans. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Sales Objective |
Allows updating sales objectives. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Location |
Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person |
Allows the update of person information. If assigning, also assign the ability to view the trading community person. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Address Use |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Contact Preference |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Email |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Instant Messenger |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Phone |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Relationship |
Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Update Trading Community Person Web Page |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Upload User Document |
Allows a Sales Lightbox user to upload a document. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Use Generative AI Features in Sales |
Allows users to use generative ai features |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Use REST Services to Manage Survey Results |
Allows users to initiate the create and update actions on the surveyResults REST API. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Use REST Services to View Survey Results |
Allows users to initiate the view action on the surveyResults REST API. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Verify Incentive Compensation Transaction |
Allows verification of earning transaction detail for which the application calculated incentive compensation commission, bonus, or nonmonetary incentive. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
Verify Participant Earnings and Attainment Report |
Allows review of participant earnings and attainment report. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Account from Digital Sales |
Allow viewing of account from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Activity |
Allows viewing activities. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Activity from Digital Sales |
Allow viewing of Activity from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Contact from Digital Sales |
Allow viewing of contact from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Contracted Products |
Controls access to view contracted product selection tool in the runtime. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Customer Asset |
View assets owned by a customer. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Customer Competitor Purchase |
Allows viewing of pages displaying competitor products the customer has purchased, and related data. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Data Visualization Configuration |
Allows viewing of data visualization configurations. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Digital Sales |
Allow viewing of the Digital Sales application |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Express Report Definitions |
Allows viewing of Express Report Definitions |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Express Report Types |
Allows viewing of Express Report Types |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Geography Information |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Interviews |
Allows viewing of interviews |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Lightbox Feedback |
Ability to view Feedback for Lightbox Document |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View LinkedIn Sales Navigator Data |
Allows viewing Sales Navigator Widget through integration with LinkedIn |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Marketing Integration Campaign |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View My Day |
Allows viewing of various record types within a single page. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Named Routes |
Allows viewing and grouping all functional navigation flows across channels into a single name |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Navigator Menu |
Allows viewing navigator metadata information |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity |
Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Appointments |
Allows viewing of their own appointments associated with the opportunity. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Competitors |
Allows viewing of competitor information on an opportunity. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Contacts |
Allows viewing of contact information on an opportunity. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Group Space |
Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Interactions |
Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Leads |
Allows viewing of lead information on an opportunity. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Nonrevenue Credits |
Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Notes |
Allows viewing of opportunity notes. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity References |
Allows viewing of opportunity reference customer data. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Revenue |
Allows viewing of opportunity revenue information. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Revenue Credits |
Allows viewing of revenue credit assignments. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Revenue Recurrences |
Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Sales Coach |
Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Sources |
Allows viewing of opportunity source. A sources is the marketing source code for the opportunity. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Tasks |
Allows viewing of opportunity tasks. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity Team |
Allows viewing of opportunity sales team information. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Opportunity from Digital Sales |
Allows viewing of opportunity from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Page Personalization Layouts |
Allows the view of Page Personalization Layouts through UI pages or REST service calls |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Product Group Picker |
Controls access to view product group picker in the runtime. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Product Picker |
Controls access to view product picker in the runtime. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Quotes and Quote Lines in Digital Sales |
Allow viewing of quotes and quote lines in Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Recommended Products |
Allows viewing of recommended products |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Reports and Analytics Accordion |
Allows viewing of reports and analytics accordion. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Rollup Metrics |
Allows users to drill-down to the rollup value and view what the rollup is made up of. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Business Plan |
Allows viewing sales business plans. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Competitor |
Allows viewing of pages displaying sales competitor information, such as the competitor profile. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Competitor Opportunities |
Allows viewing of sales competitor opportunity information. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Contests |
Allows viewing sales contests. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Dashboard |
Allows viewing of various lists, visualizations and other relevant information on a single page. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Forecast from Digital Sales |
Allows viewing sales forecast items from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Goals |
Allows viewing sales goals. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Homepage pagination dot five |
Allows viewing of the sales representative dashboard embedded in pagination dot five. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Homepage pagination dot four |
Allows viewing of the sales representative dashboard embedded in pagination dot four. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Homepage pagination dot one |
Allows viewing of the sales representative dashboard embedded in pagination dot one. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Homepage pagination dot three |
Allows viewing of the sales representative dashboard embedded in pagination dot three. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Homepage pagination dot two |
Allows viewing of the sales representative dashboard embedded in pagination dot two. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Insights |
Allows viewing of Sales insights generated by Sales Intelligence features |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales KPI |
Allows viewing sales KPI. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
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 Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Lead from Digital Sales |
Allows viewing of sales lead from Digital Sales. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Notifications |
View Sales Notifications |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Objective |
Allows viewing sales objectives. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Orchestration |
Allows viewing the list of Sales Orchestrations or a particular Sales Orchestration. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Order |
Allows viewing sales orders. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Recommendations |
Allows viewing of Sales recommendations generated by Sales Intelligence feature |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Reference Customer |
Allows viewing of pages displaying information about sales reference customers, such as their names and reference status. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Reference Customer Opportunities |
Allows viewing of sales reference opportunity information. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sales Representative Dashboard |
Allows viewing of the sales representative dashboard. The dashboard contains analytical reports about sales objects. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Sensing Agent |
Allows access to the sensingAgent REST service for the Oracle Assistant component embedded in Oracle Inside Sales application |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Similar Accounts |
Allows viewing of similar accounts |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Similar Records |
Allows viewing of similar records identified by Sales Intelligence feature |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Smart Actions |
Allows read and view access to Smart Actions Framework data. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Text Analysis Intelligence |
Allows user to view intelligence derived from text analysis |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Location |
Allows the invocation of location web services. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person |
Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Additional Identifier |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Additional Name |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Address |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Address Use |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Classification Code Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Contact Points |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Contact Preference |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Relationship |
Allows viewing of person relationship information. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Source System Mapping |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Trading Community Person Usage Assignment |
Not Available |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View User Context |
Allows viewing of relevant contextual information for a given user. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View User Document |
Allows a Sales Lightbox user to view documents that they own. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View Web Activity |
Allows viewing web activities synchronized from B2B Marketing. |
Sales Representative |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting. |
View communication details |
Allows viewing communication details such as email status, call scripts |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Access Feed View |
Allows access to view feeds. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Add Attachment |
Allows adding an attachment to a SR or SR Message. This privilege will also allow the user to delete an attachment from the SR. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Cancel Service Work Order |
Allows canceling of a service work order. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Compose Customer Message |
Allows composing a customer message for a SR |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Compose Internal Note |
Allows composing an internal note for a SR |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create Activity |
Allows creating activities. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create Knowledge Tasks |
Allows users to suggest improvements to knowledge articles. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create Object Link |
Allows the user to create an object link. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create Service Request |
Allows creation of a service request |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create Tag |
Allows the user to create tags. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Create or Update Service Link |
Allows the user to create and update a service link. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Delete Activity |
Allows deleting activities. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Delete Service Request Attachment |
Allows deleting an attachment from an SR or SR message. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Download Attachment of an SR or SR Message |
Allows downloading an attachment of an SR or SR Message. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Edit Service Request |
Allows editing of a service request |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Edit Service Work Order |
Allows editing of a service work order. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Edit Work Order Technician Access Schedule |
Allows editing of a technician access schedule on the work order. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Forward Service Request |
Allows forwarding a SR |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Get Customer Assets by Service |
Allows query of customer assets using a service. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Get Service Request Follow Notifications |
Allows the user to get notifications when they follow a service request. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage Depot Repair Order Details |
Allows the user to manage depot repair order details. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage Inventory Reservation and Picks |
Allows management of inventory reservations and picks. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage Part Orders |
Allows creating and managing part orders for a work order and service request. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage SR Contacts |
Allows adding/removing a contact from a service request. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage SR Team Member |
Allows adding/removing a team member to a SR |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage Signature |
Allows the user to create or update a personal signature. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Manage Work Order Debrief and Estimates |
Allows the user to manage work order debrief and estimates. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Override Part Order Pricing |
Allows the user to manually override the part order price. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Receive Browser Notifications |
Allows users to receive browser notifications from the notification framework. If notifications have links to objects, you will need appropriate privilege to view the object. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Reschedule Service Work Order |
Allows rescheduling of a service work order. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Update Activity |
Allows editing activities. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Update Primary Contact |
Allows manual update of Primary Contact field. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Update Service Request Business Unit |
Allows updating the business unit on the service request. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
Use Location Service |
Allows use of the location service |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Activity |
Allows viewing activities. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Attachment |
Allows viewing attachments on a SR or SR Message |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Interactions |
Allows viewing of interactions history. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Knowledge within Service Request |
Allows viewing of knowledge base components within the service request UI. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Object Link |
Allows the user to view an object link. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Center |
Allows viewing of Service Center. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Link |
Allows the user to view a service link. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Profile |
Allows viewing of service profiles. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Request |
Allows viewing of service request(s). |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Request Activities |
Allows viewing of service request activities tab and its contents. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Request Team |
Allows viewing of service request team tab and its contents. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Work Order |
Allows viewing of service work order(s). |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Service Work Order Audit History |
Allows viewing of service work order audit history. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Subscription Entitlements |
Change the subscription user status |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Survey Integration Framework Template |
Allows the user to view the survey integration framework template and its details. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Survey Requests |
Allows the user to view survey requests. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Technician Access Schedules |
Allows viewing of a technician access schedules. |
Service Request Contributor |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR. |
View Technician Preferences |
Allows viewing of a technician preference. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account |
Not Available |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Manage Subscription Work Area |
Manage subscription work area |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Preview Receivables Invoice |
Print Preview a Receivables invoice. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Subscriptions |
Search subscriptions |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Adaptive Search Workspace |
Allows users to view and access workspace powered by adaptive search |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account |
Allows the viewing of customer account information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Information |
Not Available |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Customer Assets |
Allows query and view of customer assets, related configurations and structures. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Meter Reading History |
Allow the query and view of meter reading history. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Meters |
Allow the query and view of meters. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Receivables Credit Memo |
View a Receivables credit memo. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Receivables Invoice |
View a Receivables invoice. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription |
View a subscription |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription Approval Details |
View the subscription approval notification details. |
Subscription Sales View |
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles. |
View Subscription Entitlements |
Change the subscription user status |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Carriers List of Values by Web Service |
Allow viewing carriers list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Default Expenditure Types by Web Service |
Allow viewing Default Expenditure Types by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Inventory Organization Parameters List of Values by Web Service |
Allow viewing inventory organization parameters list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Inventory Organizations List of Values by Web Service |
Allow viewing inventory organizations list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Plant Organizations List of Values by Web Service |
Allow viewing plant organizations list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Plant Parameters List of Values by Web Service |
Allow viewing plant parameters list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Project Attribute Defaults by Web Service |
Allow viewing Project Attribute Defaults by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Project Type Cost Exclusions by Web Service |
Allow viewing Project Type Cost Exclusions by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Schedules by Web Service |
Allow viewing schedules by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Transit Times by Web Service |
Allow viewing Transit Times by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Unit Of Measure Conversion List of Values by Web Service |
Allow viewing unit of measure conversion list of values by web service. |
Supply Chain Common View Web Service |
Provides view only web service access to supply chain common to perform activities such as viewing inventory organizations, plant parameters, carriers and units of measure list of values. |
View Units Of Measure List of Values by Web Service |
Allow viewing units of measure list of values by web service. |
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 |
View Item Redwood |
Allows users to view item details. |
Manage Subscription Setup |
Manage subscription setup |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Associations |
Allow access to view the item associations tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Attachments |
Allow access to view the attachment tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Changes |
Allow access to view the item changes tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Item Categories |
Allow access to view the item category tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Items |
Allow access to view the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Quality |
Allow access to view the quality tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Relationships |
Allow access to view the relationships tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Item Redwood Structures |
Allow access to view the item structures tab in the View Item Redwood page. |
View Item Redwood |
Allows users to view item details. |
View Trading Community Organization |
Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names. |
View Item Redwood |
Allows users to view item details. |
View Trading Community Person |
Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names. |
Data Security Policies
This table lists data security policies and their enforcement across analytics application for the Sales Representative job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Activity |
A Sales Representative 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 Representative 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 Representative 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 |
A Sales Representative can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Contract View Access Across All Contracts Privilege: Read Application Attachment Resource: Application Attachment |
Application Attachment |
A Sales Representative can view application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Sales Representative Privilege: Read Application Attachment Resource: Application Attachment |
Application Attachment Category |
A Sales Representative can delete application attachment category for all miscelleneous category attachments data |
Role: Sales Representative Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Representative can delete application attachment for all service categories that are visible to internal users |
Role: Service Request Contributor Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Representative can read application attachment for all service categories that are visible to internal users |
Role: Service Request Contributor Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Representative can update application attachment category for all miscelleneous category attachments data |
Role: Sales Representative Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Representative can update application attachment for all service categories that are visible to internal users |
Role: Service Request Contributor Privilege: Update Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Sales Representative can view application attachment category for all miscelleneous category attachments data |
Role: Sales Representative Privilege: Read Application Attachment Resource: Application Attachment Category |
Asset Export Object |
A Sales Representative can view asset export object for all asset export objects in the enterprise |
Role: Sales Party Management Privilege: View Asset Export Object (Data) Resource: Asset Export Object |
Asset Export Object |
A Sales Representative can view asset export object for all asset export objects in the enterprise |
Role: Sales Party Review Privilege: View Asset Export Object (Data) Resource: Asset Export Object |
CRM Asset |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 |
Contract |
A Sales Representative can view contract for all business units |
Role: Contract View Access Across All Contracts Privilege: View Contract (Data) Resource: Contract |
Contract |
A Sales Representative can view contract for all business units |
Role: Sales Representative Privilege: View Contract (Data) Resource: Contract |
Contract Note |
A Sales Representative can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Contracts Privilege: View Contract Note (Data) Resource: Contract Note |
Contract Request |
A Sales Representative can manage contract request for which they are a creator or managers of such a creator. |
Role: Contract Request Authoring Privilege: Manage Contract Request (Data) Resource: Contract Request |
Contract Request |
A Sales Representative can manage contract request for which they are an owner or managers of such an owner. |
Role: Contract Request Authoring Privilege: Manage Contract Request (Data) Resource: Contract Request |
Conversation |
A Sales Representative 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 Representative can manage conversation for all crm conversations |
Role: Contract Request Authoring Privilege: Manage Conversation (Data) Resource: Conversation |
Conversation |
A Sales Representative can manage conversation for all crm conversations |
Role: Sales Representative Privilege: Manage Conversation (Data) Resource: Conversation |
Conversation |
A Sales Representative 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 Representative 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 Representative 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 Representative can manage conversation message for all crm collaboration messages |
Role: Contract Request Authoring Privilege: Manage Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Sales Representative can manage conversation message for all customer conversation messages associated with a sales channel |
Role: Sales Representative Privilege: Manage Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can manage field service work order where they or their subordinate created the field service work order |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative can manage field service work order where they or their subordinate created the service request associated with the field service work order |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative can manage field service work order where they or their subordinate is a member of the field service work order account team |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative can manage field service work order where they or their subordinate is a member of the field service work order contact team |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative can manage field service work order where they or their subordinate is a member of the service request team associated with the field service work order |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative can manage field service work order where they or their subordinate is assigned to a field service work order |
Role: Service Request Contributor Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Sales Representative 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 Representative 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 Export Batch |
A Sales Representative can view file export batch for all export batches |
Role: Sales Party Management Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Export Batch |
A Sales Representative can view file export batch for all export batches |
Role: Sales Party Review Privilege: View File Export Batch (Data) Resource: File Export Batch |
File Import Activity |
A Sales Representative can view file import activity for all standard file import activities that are accessible for sales representator. |
Role: Sales Representative Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Sales Representative 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 Representative can view file import mapping for all standard file import maps that are accessible for sales representative. |
Role: Sales Representative Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
File Import Mapping |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 |
Incentive Compensation Measure |
A Sales Representative can review incentive compensation measure for themselves |
Role: Sales Representative Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
Incentive Compensation Participant |
A Sales Representative can review incentive compensation participant for themselves |
Role: Sales Representative Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
Incentive Compensation Participant Attainment Balance |
A Sales Representative can review incentive compensation participant attainment balance for themselves and the period enabled for reporting |
Role: Sales Representative Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
Incentive Compensation Participant Earning Balance |
A Sales Representative can review incentive compensation participant earning balance for themselves and the period enabled for reporting |
Role: Sales Representative Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
Incentive Compensation Participant Subledger |
A Sales Representative can review incentive compensation participant subledger for themselves and the period enabled for reporting |
Role: Sales Representative Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
Incentive Compensation Payment Plan |
A Sales Representative can review incentive compensation payment plan for themselves |
Role: Sales Representative Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
Incentive Compensation Payment Transaction |
A Sales Representative can review incentive compensation payment transaction for themselves and the paysheet that is at least submitted |
Role: Sales Representative Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
Incentive Compensation Paysheet |
A Sales Representative can review incentive compensation paysheet for themselves and the paysheet that is at least submitted |
Role: Sales Representative Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
Incentive Compensation Plan |
A Sales Representative can review incentive compensation plan for themselves |
Role: Sales Representative Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
Incentive Compensation Plan Component |
A Sales Representative can review incentive compensation plan component for themselves |
Role: Sales Representative Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
Incentive Compensation Transaction |
A Sales Representative can review incentive compensation transaction for themselves and the period enabled for reporting |
Role: Sales Representative Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
Installed Base Asset |
A Sales Representative can manage installed base asset for all installed base assets |
Role: Sales Representative Privilege: Manage Installed Base Asset (Data) Resource: Installed Base Asset |
Inventory Reservation |
A Sales Representative can manage inventory reservation for the inventory organizations in which they can operate |
Role: Service Request Contributor Privilege: Manage Inventory Reservation (Data) Resource: Inventory Organization Parameter |
Legal Entity File Import Activity |
A Sales Representative 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 Representative 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 Representative 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 |
Location |
A Sales Representative can manage location for all locations in the enterprise |
Role: Service Request Contributor Privilege: Manage Location (Data) Resource: Location |
Location |
A Sales Representative can manage location for all reference data sets in the enterprise |
Role: Service Request Contributor Privilege: Manage Location (Data) Resource: Location |
MDF Budget |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 |
Marketing List |
A Sales Representative can delete marketing list where they are the owner of the marketing list |
Role: Sales Representative Privilege: Delete Marketing List (Data) Resource: Marketing List |
Marketing List |
A Sales Representative can update marketing list where they are the owner of the marketing list |
Role: Sales Representative Privilege: Update Marketing List (Data) Resource: Marketing List |
Marketing Treatment |
A Sales Representative can delete marketing treatment where they are the owner of the marketing treatment |
Role: Sales Representative Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
Marketing Treatment |
A Sales Representative can update marketing treatment where they are the owner of the marketing treatment |
Role: Sales Representative Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
Marketing Treatment E-Mail Footer |
A Sales Representative can view marketing treatment e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Sales Representative Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
Note |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can manage opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Sales Representative Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Sales Representative Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Sales Representative Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Sales Representative Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are an opportunity sales team member with edit or full access |
Role: Sales Representative Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are an opportunity sales team member with edit or full access |
Role: Sales Representative Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are an opportunity sales team member with full access |
Role: Sales Representative Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can manage opportunity where they are an opportunity sales team member with full access |
Role: Sales Representative Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can view opportunity a member of an access group associated to the opportunity |
Role: Access Groups Enablement Privilege: View Opportunity (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can view opportunity where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy |
Role: Sales Representative Privilege: View Opportunity (Data) Resource: Opportunity |
Opportunity |
A Sales Representative can view opportunity where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy |
Role: Sales Representative Privilege: View Opportunity (Data) Resource: Opportunity |
Partner Profile |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can view product a member of an access group associated to the product |
Role: Access Groups Enablement Privilege: View Product (Data) Resource: Products |
Public Person |
A Sales Representative can choose public person for persons and assignments in their person and assignment security profile |
Role: Sales Representative Privilege: View Person Deferred (Data) Resource: Public Person |
Public Person |
A Sales Representative can view person deferred for persons and assignments in their person and assignment security profile |
Role: Use User Details Service Privilege: View Person Deferred (Data) Resource: Public Person |
Sales Business Plan |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Campaign |
A Sales Representative can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Sales Representative Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Representative can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Sales Representative Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Representative can update sales campaign where they are the owner of the sales campaign |
Role: Sales Representative Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Representative can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Sales Representative Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
Sales Campaign |
A Sales Representative can view sales campaign where they are the owner of the sales campaign |
Role: Sales Representative Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
Sales Competitor |
A Sales Representative 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 Representative 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 Competitor |
A Sales Representative can view sales competitor for all sales competitors in the enterprise |
Role: Sales Party Review Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
Sales Contests |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can convert sales lead where they are a resource in the lead sales team with full access |
Role: Sales Representative Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Representative Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can convert 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 Representative Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can convert sales lead where they are the owner of the sales lead |
Role: Sales Representative Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative 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 Representative 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 Representative can update sales lead where they are a resource in the lead sales team with full access |
Role: Sales Representative Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can update sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Representative Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can update 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 Representative Privilege: Update Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can update sales lead where they are the owner of the sales lead |
Role: Sales Representative Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can update sales lead where they are the owner of the sales lead |
Role: Sales Representative Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative 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 Representative can view sales lead where they are a resource in the lead sales team |
Role: Sales Representative Privilege: View Sales Team Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Representative Privilege: View Territory Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative 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 Representative Privilege: View Descendant Territory Leads (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can view sales lead where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy |
Role: Sales Representative Privilege: View Sales Lead (Data) Resource: Sales Lead |
Sales Lead |
A Sales Representative can view sales lead where they are the owner of the sales lead |
Role: Sales Representative Privilege: View My Sales Leads (Data) Resource: Sales Lead |
Sales Lightbox Document |
A Sales Representative can delete sales lightbox document for all documents where i am the owner of the document |
Role: Sales Representative Privilege: Delete Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Representative can manage sales lightbox document for all documents where i am the owner of the document |
Role: Sales Representative Privilege: Manage Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Representative can view sales lightbox document for all documents shared to me |
Role: Sales Representative Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Representative can view sales lightbox document for all documents shared to my subordinates |
Role: Sales Representative Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document |
A Sales Representative can view sales lightbox document for all documents where i am the owner of the document |
Role: Sales Representative Privilege: View Lightbox Document Resource: Sales Lightbox Document |
Sales Lightbox Document Feedback |
A Sales Representative can delete sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Representative Privilege: Delete Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can manage sales lightbox document feedback for all feedback where i am the owner of the activity |
Role: Sales Representative Privilege: Manage Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can manage sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Representative Privilege: Manage Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can view sales lightbox document feedback for all feedback associated to documents shared to me |
Role: Sales Representative Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can view sales lightbox document feedback for all feedback associated to documents shared to my subordinates |
Role: Sales Representative Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can view sales lightbox document feedback for all feedback associated to documents where i am the owner of the document |
Role: Sales Representative Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can view sales lightbox document feedback for all feedback where i am the owner of the activity |
Role: Sales Representative Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Lightbox Document Feedback |
A Sales Representative can view sales lightbox document feedback for all feedback where i am the owner of the feedback |
Role: Sales Representative Privilege: View Lightbox Document Feedback Resource: Sales Lightbox Document Feedback |
Sales Objective |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative can view sales objects for all standard file import export objects that are accessible for sales representative. |
Role: Sales Representative Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Assignment Queue |
A Sales Representative can manage service queue for all customer relationship management service queues |
Role: Service Request Contributor Privilege: Manage Service Queue (Data) Resource: Service Assignment Queue |
Service Category |
A Sales Representative 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 Representative can manage service category for all customer relationship management service categories |
Role: Service Request Contributor Privilege: Manage Service Category (Data) Resource: Service Category |
Service Category |
A Sales Representative 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 Representative 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 Interaction Header |
A Sales Representative can manage service interaction for all crm interactions |
Role: Conversation Message Management Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header |
Service Interaction Header |
A Sales Representative can manage service interaction for all crm interactions |
Role: Service Request Contributor Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header |
Service Profile |
A Sales Representative 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 Representative 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 Representative 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 Profile |
A Sales Representative can view service profile for all service profiles |
Role: Service Request Contributor Privilege: View Service Profile (Data) Resource: Service Profile |
Service Request Header |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative can manage service request message where service request messages are not marked as draft |
Role: Service Request Contributor Privilege: Manage Service Request Message (Data) Resource: Service Request Message |
Service Request Message |
A Sales Representative 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 Representative 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 |
Service Request Resource |
A Sales Representative can manage service request resource for all service request resources |
Role: Service Request Contributor Privilege: Manage Service Request Resource (Data) Resource: Service Request Resource |
Simplified Account File Import Activity |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can view subscription a member of an access group associated to the subscription |
Role: Access Groups Enablement Privilege: View Subscription (Data) Resource: Subscription |
Subscription |
A Sales Representative can view subscription for the business units for which they are authorized |
Role: Subscription Sales View Privilege: View Subscription (Data) Resource: Subscription |
Survey |
A Sales Representative can view survey for all customer relationship management surveys |
Role: Service Request Contributor Privilege: View Survey (Data) Resource: Survey |
Survey Request |
A Sales Representative can manage survey request where they or their subordinate is the owner of the survey request |
Role: Service Request Contributor Privilege: Manage Survey Request (Data) Resource: Survey Request |
Trading Community Contact Preference |
A Sales Representative 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 Customer Account |
A Sales Representative can view customer account for all customer accounts in the enterprise |
Role: Contract View Access Across All Contracts Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account |
A Sales Representative can view trading community customer account for all customer accounts in the enterprise |
Role: Sales Representative Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account Relationship |
A Sales Representative can view customer account relationship for the reference data sets for which they are authorized |
Role: Contract View Access Across All Contracts Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Relationship |
A Sales Representative can view trading community customer account relationship for the reference data sets for which they are authorized |
Role: Sales Representative Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Site |
A Sales Representative can view trading community customer account site for the reference data sets for which they are authorized |
Role: Sales Representative Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site Use |
A Sales Representative can view customer account site use for the reference data sets for which they are authorized |
Role: Contract View Access Across All Contracts Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Customer Account Site Use |
A Sales Representative can view trading community customer account site use for the reference data sets for which they are authorized |
Role: Sales Representative Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Duplicate Identification Batch |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Org Address Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Organization Address Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Party |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 Representative can view trading community contact for all trading community persons in the enterprise except contacts created by partners. |
Role: Contract View Access Across All Contracts Privilege: View Trading Community Contact (Data) Resource: Trading Community Party |
Trading Community Party |
A Sales Representative 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 Person Address Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Contract View Access Across All Contracts Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Relationship |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Relationship |
A Sales Representative can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Contract View Access Across All Contracts Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Trading Community Resource Profile |
A Sales Representative 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 Representative 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 Representative 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 Representative 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 Representative 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 |
User Context Data |
A Sales Representative can view user context data for all user context data that is accessible for a sales representative |
Role: Sales Representative Privilege: View User Context (Data) Resource: User Context Data |