Lead Object Mapping

For each of the data security policies available for the Lead object, this topic shows the access group rules that provide equivalent data access.

Data Security Policy Business Object

Data Security Policy Predefined Instance Set

Data Security Policy Condition Name

Access Group Object

Predefined Rule Name

Predefined Rule Number

Predefined Condition Name

Predefined Condition Code

Sales Lead

MKLLMLEADSMKL1

Access the sales lead for table MKL_LM_LEADS where they are a resource in the lead sales team

Lead

Lead Team

LeadPR4

Leads where the access group member is on the lead team

LEADTEAM

Sales Lead

MKLLMLEADSMKL10

Access the sales lead for table MKL_LM_LEADS where they are a resource in the territory assigned to the sales lead

Lead

Lead Territory Team

LeadPR8

Leads where the access group member is a member of a territory associated with the lead

LEADTERR

Sales Lead

MKLLMLEADSMKL103

Access the sales lead for table MKL_LM_LEADS where they are an administrator of the resource organization in the primary assignment of the owner

Lead

Lead Owner Organization Administrator

LeadPR2

Leads where the access group member is the administrator of the resource organization of the lead owner

LEADOWNERORGADMIN

Sales Lead

MKLLMLEADSMKL104

Access the sales lead for table MKL_LM_LEADS where they are the owner of the sales lead

Lead

Lead Owner

LeadPR1

Leads where the access group member is the lead owner

LEADOWNER

Sales Lead

MKLLMLEADSMKL114

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

Lead

Lead Team with Full Access

LeadPR5

Leads where the access group member is on the lead team with full access

LEADTEAMWITHFULL

Sales Lead

MKLLMLEADSMKL128

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

Lead

All Leads

LeadPR12

Access all leads

GLOBAL_LEAD

Sales Lead

MKLLMLEADSMKL269

Access the sales lead for table MKL_LM_LEADS for all retired, qualified, unqualified leads in the enterprise

Lead

All Leads

LeadPR12

Access all leads

GLOBAL_LEAD

Sales Lead

MKLLMLEADSMKL129

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

Lead

Lead Territory Team

LeadPR8

Leads where the access group member is a member of a territory associated with the lead

LEADTERRITORY

Sales Lead

MKLLMLEADSMKL129

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

Lead

Lead Territory Team Hierarchy

LeadPR9

Leads where the access group member is a member of a territory that is an ancestor of a territory associated with the lead

LEADTERRITORYHIER

Sales Lead

MKLLMLEADSMKL138

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

Lead

All Nonconverted Leads

LeadPR10

Access all nonconverted leads

ALLNONCONVERTEDLEADS

Sales Lead

MKLLMLEADSMKL148

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

Lead

All Partner Leads

LeadPR11

Access all partner leads

ALLPARTNERLEADS

Sales Lead

MKLLMLEADSMKL15

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

Lead

Lead Team Hierarchy with Full Access

LeadPR7

Leads where the access group member is in the management chain of a resource who is on the lead team with full access

LEADTEAMHIERWITHFULL

Sales Lead

MKLLMLEADSMKL16

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

Lead

Lead Owner Hierarchy

LeadPR3

Leads where the access group member is in the management chain of the lead owner

LEADOWNERHIER

Sales Lead

MKLLMLEADSMKL22

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

Lead

Lead Team Hierarchy

LeadPR6

Leads where the access group member is in the management chain of a resource who is on the lead team

LEADTEAMHIER

Sales Lead

MKLLMLEADSMKL310

Access the sales lead for table MKL_LM_LEADS where they are in the management hierarchy of the owner of the lead

Lead

Lead Team Hierarchy

LeadPR6

Leads where the access group member is in the management chain of a resource who is on the lead team

LEADTEAMHIER

Sales Lead

MKLLMLEADSMKL313

Access the sales lead for table MKL_LM_LEADS where they are a member of the lead sales account team or in the management chain of an lead sales account team member

Lead

Account Team

AccountPR3

Accounts where the access group member is on the account team

ACCOUNTTEAM

Sales Lead

MKLLMLEADSMKL313

Access the sales lead for table MKL_LM_LEADS where they are a member of the lead sales account team or in the management chain of an lead sales account team member

Lead

Account Team Hierarchy

AccountPR4

Accounts where the access group member is in the management chain of a resource who is on the account team

ACCOUNTTEAMHIER

Sales Lead

MKLLMLEADSMKL314

Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the lead sales account territory team or a territory resource with a descendant territory in the lead sales account territory team

Lead

Account Territory

AccountPR9

Accounts where the access group member is a member of the territory associated with the account

ACCOUNTTERRITORY

Sales Lead

MKLLMLEADSMKL314

Access the sales lead for table MKL_LM_LEADS where they are a territory resource in the lead sales account territory team or a territory resource with a descendant territory in the lead sales account territory team

Lead

Account Territory Hierarchy

AccountPR10

Accounts where the access group member is a member of the territory that is an ancestor of the territory associated with the account

ACCOUNTTERRITORYHIER

Sales Lead

MKLLMLEADSMKL152

Access the sales lead for table MKL_LM_LEADS for all sales leads in the business units that they are authorized within

Lead

Business Unit Leads

LeadPR13

Leads in the business units that the access group member is associated with

BULEADS

Sales Lead

MKLLMLEADSMKL312

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

Lead

Account Team

AccountPR3

Accounts where the access group member is on the account team

ACCOUNTTEAM

Sales Lead

MKLLMLEADSMKL312

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

Lead

Account Team Hierarchy

AccountPR4

Accounts where the access group member is in the management chain of a resource who is on the account team

ACCOUNTTEAMHIER

Sales Lead

MKLLMLEADSMKL312

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

Lead

Account Territory

AccountPR9

Accounts where the access group member is a member of the territory associated with the account

ACCOUNTTERRITORY

Sales Lead

MKLLMLEADSMKL312

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

Lead

Account Territory Hierarchy

AccountPR10

Accounts where the access group member is a member of the territory that is an ancestor of the territory associated with the account

ACCOUNTTERRITORYHIER

Sales Lead

MKLLMLEADSZBS902

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

Lead

Lead Team

LeadPR4

Leads where the access group member is on the lead team

LEADTEAM

Sales Lead

MKLLMLEADSZBS902

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

Lead

Lead Team Hierarchy

LeadPR6

Leads where the access group member is in the management chain of a resource who is on the lead team

LEADTEAMHIER

Sales Lead

MKLLMLEADSZBS902

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

Lead

Lead Territory Team

LeadPR8

Leads where the access group member is a member of a territory associated with the lead

LEADTERRITORY

Sales Lead

MKLLMLEADSZBS902

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

Lead

Lead Territory Team Hierarchy

LeadPR9

Leads where the access group member is a member of a territory that is an ancestor of a territory associated with the lead

LEADTERRITORYHIER

Advanced permissions are defined for some of the Lead data security policies. Advanced permissions let you refine the access provided by a data security policy. This table shows how the advanced permissions available with Lead data security policies map to predefined access group rules.

Data Security Policy Business Object

Data Security Policy Advanced Permission Name

Access Group Object

Predefined Rule Name

Access Level

Sales Lead

View Sales Lead

Lead

Any predefined rule

Read, Update, Delete, Full

Sales Lead

Update Sales Lead

Lead

Any predefined rule

Update, Full

Sales Lead

Delete Sales Lead

Lead

Any predefined rule

Delete, Full

Sales Lead

Convert Sales Lead

Lead

Any predefined rule

Full