Note Object Mapping

For each of the data security policies available for the Note 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
NOTE	ZMM_NOTES_AUTHOR	Notes Instance set for Author	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_AUTHOR_PRIVATE	Private Notes Instance set for Author	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_CMPTR_USER_IS_AUTHOR	Access the competitor note for table ZMM_NOTES where they are the author of the note	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_OPTY_USER_IS_AUTHOR	Access the opportunity note for table ZMM_NOTES where they are the author of the note	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_REF_USER_IS_AUTHOR	Access the reference customer note for table ZMM_NOTES where they are the author of the note	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_MANAGE_REF_ALL	Access the competitor note for table ZMM_NOTES for all notes that are not private	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE
NOTE	ZMM_NOTES_INTERNAL	Internal Notes Instance set	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE
NOTE	ZMM_NOTES_ADMIN_SALES_ADMIN	Access the opportunity note for table ZMM_NOTES for all notes that are not private	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE
NOTE	ZMM_NOTES_EXTERNAL	External Notes Instance set	Note	All External Notes	NotePR3	All external notes visible to channel and partner users	ALLEXTERNALNOTE
NOTE	ZMM_NOTES_OPTY_EXT	Access the opportunity note for table ZMM_NOTES for all external opportunity notes in the enterprise	Note	All External Notes	NotePR3	All external notes visible to channel and partner users	ALLEXTERNALNOTE
NOTE	ZMMNOTESZMM1513	Access the deal registration note for table ZMM_NOTES where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company	Note	All Notes Created by Partner Company	NotePR4	Notes created by partner company	ALLNONPVTMYPARTNERCOMPANYPNOTE
NOTE	ZMM_NOTES_DEFAULT	Notes Default Instance Set	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_DEFAULT	Notes Default Instance Set	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE
NOTE	ZMM_NOTES_ALL	All Notes Instance set	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_ALL	All Notes Instance set	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE
NOTE	ZMM_NOTES_ALL	All Notes Instance set	Note	All External Notes	NotePR3	All external notes visible to channel and partner users	ALLEXTERNALNOTE
NOTE	ZMM_NOTES_AUTHOR_AND_PUBLIC	Access the Opportunity Note for table ZMM_NOTES Where they are the author of the note or the note is not a private note	Note	Note Author	NotePR1	Note author	NOTEAUTHOR
NOTE	ZMM_NOTES_AUTHOR_AND_PUBLIC	Access the Opportunity Note for table ZMM_NOTES Where they are the author of the note or the note is not a private note	Note	All Nonprivate Notes	NotePR2	All nonprivate notes visible to internal users	ALLNONPRIVATENOTE

Access Extension Rules for Note

For each of the data security policies available for the Note object, this table shows the access extension 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 Access Extension Rule Name	Predefined Access Extension Rule Number	Predefined Access Extension Rule Description	Relationship Name
Note	ZMM_NOTES_DEFAULT	Notes Default Instance Set	Note	Nonprivate Notes of Activity	ActivityNoteRule1	Predefined rule for nonprivate notes of an activity.	ActivityToNonPrivateNote
NA	NA	NA	Note	Nonprivate Notes of Account	AccountNoteRule2	Predefined rule for nonprivate notes of an account.	AccountToNonPrivateNote
Note	ZMM_NOTES_OPTY_TERR_HIER_RES	Access the opportunity note for table ZMM_NOTES where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private	Note	Nonprivate Opportunity Notes of Account Territory Team	AccountNoteRule3	Predefined rule for nonprivate opportunity notes of an account territory team.	AccountToOpportunityNote
Note	ZMM_NOTES_OPTYACCTERR_HIER_RES	Access the opportunity note for table ZMM_NOTES where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private	Note	Nonprivate Opportunity Notes of Account Territory Team	AccountNoteRule3	Predefined rule for nonprivate opportunity notes of an account territory team.	AccountToOpportunityNote
Note	ZMM_NOTES_MANAGE_OPTYTEAM_REP	Access the opportunity note for table ZMM_NOTES where they are an opportunity sales team member with full access and the note is not private	Note	Nonprivate Notes of Opportunity	OpportunityNoteRule4	Predefined rule for nonprivate notes of an opportunity.	OpportunityToNonPrivateNote
Note	ZMM_NOTES_MANAGE_OPTYTEAM_MGR	Access the opportunity note for table ZMM_NOTES where they are in the management chain of an opportunity sales team member with full access and the note is not private	Note	Nonprivate Notes of Opportunity	OpportunityNoteRule4	Predefined rule for nonprivate notes of an opportunity.	OpportunityToNonPrivateNote
Note	ZMM_NOTES_MANAGE_OPTYTEAM_REP	Access the opportunity note for table ZMM_NOTES where they are an opportunity sales team member with full access and the note is not private	Note	Nonprivate Notes of Opportunity	OpportunityNoteRule4	Predefined rule for nonprivate notes of an opportunity.	OpportunityToNonPrivateNote
Note	ZMM_NOTES_MANAGE_OPTYTEAM_MGR	Access the opportunity note for table ZMM_NOTES where they are in the management chain of an opportunity sales team member with full access and the note is not private	Note	Nonprivate Notes of Opportunity	OpportunityNoteRule4	Predefined rule for nonprivate notes of an opportunity.	OpportunityToNonPrivateNote
NA	NA	NA	Note	Nonprivate Notes of Opportunity	OpportunityNoteRule4	Predefined rule for nonprivate notes of an opportunity.	OpportunityToNonPrivateNote
Note	ZMM_NOTES_MANAGE_PRTNR_SLS_REP	Access the opportunity note for table ZMM_NOTES where they are an opportunity sales team member with full access and the note is external	Note	External Notes of Opportunity	OpportunityNoteRule5	Predefined rule for external notes of an opportunity.	OpportunityToExternalNote
Note	ZMM_NOTES_MANAGE_PRTNR_SLS_MGR	Access the opportunity note for table ZMM_NOTES where they are an opportunity sales team member with full access and the note is external	Note	External Notes of Opportunity	OpportunityNoteRule5	Predefined rule for external notes of an opportunity.	OpportunityToExternalNote
Note	ZMM_NOTES_PRTNR_ADMIN	Access the opportunity note for table ZMM_NOTES where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external	Note	External Opportunity Notes of Opportunity Revenue Partner	OpportunityNoteRule6	Predefined rule for external opportunity notes of an opportunity revenue partner.	OpportunityRevenuePartnerToExternalNote
Note	ZMM_NOTES_PRTNR_EXT	Access the opportunity note for table ZMM_NOTES for all opportunities having a partner organization and the note is external	Note	External Opportunity Notes of Opportunity Revenue Partner	OpportunityNoteRule6	Predefined rule for external opportunity notes of an opportunity revenue partner.	OpportunityRevenuePartnerToExternalNote
Note	ZMM_NOTES_PRTNR_NOT_PRV	Access the opportunity note for table ZMM_NOTES for all opportunities having a partner organization and the note is not private	Note	Nonprivate Opportunity Notes of Partner Account Team	OpportunityNoteRule7	Predefined rule for nonprivate opportunity notes of a partner account team.	OpportunityRevenueToNonprivateNote
Note	ZMM_NOTES_EDIT_ZPM_ENR_NOTES	Edit enrollment notes for table ZMM_NOTES which are not private if user is in the partner account team with edit access	Note	Nonprivate Notes of Program Enrollments	ProgramEnrollmentNoteRule8	Predefined rule for nonprivate notes of program enrollment.	ProgramEnrollmentToNonPrivateNote
NA	NA	NA	Note	Nonprivate Notes of Contact	ContactNoteRule9	Predefined rule for nonprivate notes of a contact.	ContactToNonPrivateNote
Note	ZMMNOTESHZ124	Access the trading community resource note for table ZMM_NOTES for all resource notes	Note	All Notes of Resource	ResourceNoteRule10	Predefined rule for all notes of a resource.	ResourceToAllNote
Note	ZMM_NOTES_VIEW_CHNL_ACCT_MGR	Access the opportunity note for table ZMM_NOTES where they are a member of the account team of a partner organization on the opportunity and the note is not private	Note	Nonprivate notes of Partner	PartnerNoteRule11	Predefined rule for nonprivate notes of a partner.	PartnerToNonPrivateNote
NA	NA	NA	Note	Nonprivate notes of Partner	PartnerNoteRule11	Predefined rule for nonprivate notes of a partner.	PartnerToNonPrivateNote