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.

  • Sales Representative
    • Access Groups Enablement

    • Contract Request Authoring
      • Conversation Message Management

    • Conversation Message Management

    • Delete CRM documents on content server

    • Incentive Compensation Transaction Analysis
      • Business Intelligence Authoring

    • Lead Registration Processing

    • Marketing Lead Transaction Analysis
      • Business Intelligence Authoring

    • Opportunity Landscape Transaction Analysis
      • Business Intelligence Authoring

    • Opportunity Sales Representative

    • Opportunity Territory Resource

    • Personal Campaign Management

    • Sales Campaign Transaction Analysis
      • Business Intelligence Authoring

    • Sales Change History Inquiry

    • Sales Forecasting

    • Sales Lead Follow Up

    • Sales Party Management
      • Sales Party Review
        • Contract View Access Across All Contracts
          • Item Inquiry
            • Product Search

            • View Item Redwood
              • Supply Chain Common View Web Service

          • Negotiation Viewing

      • Trading Community Import Batch Management

      • Use User Details Service

    • Sales Party Review
      • Contract View Access Across All Contracts
        • Item Inquiry
          • Product Search

          • View Item Redwood
            • Supply Chain Common View Web Service

        • Negotiation Viewing

    • Sales Transaction Analysis
      • Business Intelligence Authoring

    • Service Request Contributor

    • Subscription Sales View
      • Item Inquiry
        • Product Search

        • View Item Redwood
          • Supply Chain Common View Web Service

    • Upload data for Classification Code Import

    • Upload data for Consumer Import

    • Upload data for Customer Hierarchy Import

    • Upload data for Customer Hierarchy Member Import

    • Upload data for Customer Import

    • Upload data for Group Customer Import

    • Upload data for Sales Orders Import

    • Upload data for Sales Promotions Import

    • Upload data for Source System Reference Import

Duties

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

Duty Role Description

Access Groups Enablement

Enables the Access Groups functionality.

Business Intelligence Authoring

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

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

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

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