Opportunity Object Mapping

For each of the data security policies available for the Opportunity 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

Opportunity

MOOOPTYMOO119

Access the opportunity for table MOO_OPTY where they selected records where I am on the team on the sales UI

Opportunity

Opportunity Team

OpportunityPR3

Opportunities where the access group member is on the opportunity team

OPTYTEAM

Opportunity

MOOOPTYMOO120

Access the opportunity for table MOO_OPTY where they selected records I own on the sales UI

Opportunity

Opportunity Owner

OpportunityPR1

Opportunities where the access group member is the opportunity owner

OPTYOWNER

Opportunity

MOOOPTYMOO121

Access the opportunity for table MOO_OPTY where they selected records my subordinates own on the sales UI

Opportunity

Opportunity Owner Hierarchy

OpportunityPR2

Opportunities where the access group member is in the management chain of the opportunity owner

OPTYOWNERHIER

Opportunity

MOOOPTYMOO122

Access the opportunity for table MOO_OPTY where they selected records where my subordinates are on the team on the sales UI_1

Opportunity

Opportunity Team Hierarchy

OpportunityPR6

Opportunities where the access group member is in the management chain of a resource who is on the opportunity team

OPTYTEAMHIER

Opportunity

MOOOPTYMOO123

Access the opportunity for table MOO_OPTY where they selected records in my territory on the sales UI

Opportunity

Opportunity Territory Owner

OpportunityPR9

Opportunities where the access group member is the owner of a territory associated with the opportunity

OPTYTERRITORYOWNER

Opportunity

MOOOPTYMOO124

Access the opportunity for table MOO_OPTY where they selected records in my territory hierarchy on the sales UI

Opportunity

Opportunity Territory Owner Hierarchy

OpportunityPR10

Opportunities where the access group member is the owner of a territory that is an ancestor of a territory associated with the opportunity

OPTYTERRITORYOWNERHIER

Opportunity

MOOOPTYMOO88

Access the opportunity for table MOO_OPTY for all opportunities in the enterprise

Opportunity

All Opportunities

OpportunityPR14

Access all opportunities

GLOBAL_OPPORTUNITY

Opportunity

MOO_OPTYACCTERR_HIER_RES

Access the opportunity for table MOO_OPTY 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

Opportunity

Account Territory Team

AccountPR9

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

ACCOUNTTERRITORY

Opportunity

MOO_OPTYACCTERR_HIER_RES

Access the opportunity for table MOO_OPTY 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

Opportunity

Account Territory Team 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

Opportunity

MOO_OPTY_ADMIN_SALES_ADMIN

Access the opportunity for table MOO_OPTY for all opportunities in the business units that they are authorized within

Opportunity

Business Unit Opportunities

OpportunityPR15

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

BUOPPORTUNITIES

Opportunity

MOO_OPTY_EDIT_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with edit or full access

Opportunity

Opportunity Team Hierarchy with Edit or Full Access

OpportunityPR7

Accounts where the access group member is in the management chain of a resource who is on the opportunity team with edit or full access

OPTYTEAMHIERWITHEDITORFULL

Opportunity

MOO_OPTY_EDIT_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with edit or full access

Opportunity

Opportunity Team with Edit Or Full Access

OpportunityPR4

Opportunities where the access group member is on the opportunity team with edit or full access

OPTYTEAMWITHEDITORFULL

Opportunity

MOO_OPTY_FOR_ANY_PRTORG

Access the opportunity for table MOO_OPTY for all opportunities having a partner organization

Opportunity

Opportunity Partner

OpportunityPR13

Opportunities associated with a partner organization

OPTYANYPARTNERORG

Opportunity

MOO_OPTY_FOR_MYPRTACNT_PRTORG

Access the opportunity for table MOO_OPTY where they are a member of the account team of a partner organization on the opportunity

Opportunity

Partner Team

PartnerPR4

Partners where the access group member is a resource on the partner team

PARTNERTEAM

Opportunity

MOO_OPTY_FOR_MY_PRTORG

Access the opportunity for table MOO_OPTY where they are a member of a partner resource organization whose partner organization is on the opportunity

Opportunity

Opportunity Partner Company

OpportunityPR16

Opportunities where the access group member is a member of the partner company associated with the opportunity

OPTYPARTNERCOMP

NA

NA

NA

Opportunity

Opportunity Partner Company Hierarchy

OpportunityPR17

Opportunities where the access group member is a member of the child partner company associated with the opportunity

OPTYPARTNERHIER

Opportunity

MOO_OPTY_FULL_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with full access

Opportunity

Opportunity Team Hierarchy with Full Access

OpportunityPR8

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

OPTYTEAMHIERWITHFULL

Opportunity

MOO_OPTY_FULL_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with full access

Opportunity

Opportunity Team with Full Access

OpportunityPR5

Opportunities where the access group member is on the opportunity team with full access

OPTYTEAMWITHFULL

Opportunity

MOO_OPTY_TERR_HIER_RES

Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team

Opportunity

Opportunity Territory Team

OpportunityPR11

Opportunities where the access group member is a member of a territory associated with the opportunity

OPTYTERRITORY

Opportunity

MOO_OPTY_TERR_HIER_RES

Access the opportunity for table MOO_OPTY where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team

Opportunity

Opportunity Territory Team Hierarchy

OpportunityPR12

Opportunities where the access group member is a member of a territory that is an ancestor of a territory associated with the opportunity

OPTYTERRITORYHIER

Opportunity

MOO_OPTY_VIEW_ACCTTEAM_MGR

Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales account team member

Opportunity

Account Team

AccountPR3

Accounts where the access group member is on the account team

ACCOUNTTEAM

Opportunity

MOO_OPTY_VIEW_OPTYTEAM_MGR

Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales team member with view, edit, or full access

Opportunity

Opportunity Owner Hierarchy

OpportunityPR2

Opportunities where the access group member is in the management chain of the opportunity owner

OPTYOWNERHIER

Opportunity

MOO_OPTY_VIEW_OPTYTEAM_REPS

Access the opportunity for table MOO_OPTY where they are an opportunity sales team member with view, edit, or full access

Opportunity

Opportunity Team

OpportunityPR3

Opportunities where the access group member is on the opportunity team

OPTYTEAM

Opportunity

MOOOPTYZBS99903

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunity Team

OpportunityPR3

Opportunities where the access group member is on the opportunity team

OPTYTEAM

Opportunity

MOOOPTYZBS99903

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunity Team Hierarchy

OpportunityPR6

Opportunities where the access group member is in the management chain of a resource who is on the opportunity team

OPTYTEAMHIER

Opportunity

MOOOPTYZBS99903

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunity Territory Team

OpportunityPR11

Opportunities where the access group member is a member of a territory associated with the opportunity

OPTYTERRITORY

Opportunity

MOOOPTYZBS99903

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunity Territory Team Hierarchy

OpportunityPR12

Opportunities where the access group member is a member of a territory that is an ancestor of a territory associated with the opportunity

OPTYTERRITORYHIER

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Account Team

AccountPR3

Accounts where the access group member is on the account team

ACCOUNTTEAM

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

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

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Account Territory Team

AccountPR9

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

ACCOUNTTERRITORY

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Account Territory Team 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

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Contact Team

ContactPR3

Contacts where the access group member is on the contact team

CONTACTTEAM

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Contact Team Hierarchy

ContactPR4

Contacts where the access group member is in the management chain of a resource who is on the contact team

CONTACTTEAMHIER

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Contact Territory

ContactPR9

Contacts where the access group member is a member of the territory associated with the contact

CONTACTTERRITORY

Opportunity

MOOOPTYZBS99904

Access the opportunity for table MOO_OPTY where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy

Opportunity

Contact Territory Hierarchy

ContactPR10

Contacts where the access group member is a member of the territory that is an ancestor of the territory associated with the contact

CONTACTTERRITORYHIER

Advanced permissions are defined for some of the Opportunity 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 Opportunity 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

Opportunity

Manage Opportunity General Profile

Opportunity

Any predefined rule

Update, Full

Opportunity

Manage Opportunity Restricted Profile

Opportunity

Any predefined rule

Delete, Full

Opportunity

Manage Opportunity Revenue

Opportunity

Any predefined rule

Full

Opportunity

Manage Opportunity Team

Opportunity

Any predefined rule

Full

Opportunity

View Opportunity

Opportunity

Any predefined rule

Read, Update, Delete, Full

Access Extension Rules for Opportunity

For each of the data security policies available for the Opportunity 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

Opportunity

MOO_OPTY_VIEW_ACCTTEAM_REPS

Access the opportunity for table MOO_OPTY where they are a member of the opportunity sales account team

Opportunity

Opportunities of Related Household of Type Account (Consumer) Team

AccountOpportunityRule9

Predefined rule for opportunities of related household of type account (consumer) team.

HouseholdToOpportunity

Opportunity

MOO_OPTY_VIEW_ACCTTEAM_MGR

Access the opportunity for table MOO_OPTY where they are in the management chain of an opportunity sales account team member

Opportunity

Opportunities of Related Household of Type Account (Consumer) Team Hierarchy

AccountOpportunityRule10

Predefined rule for opportunities of related household of type account (consumer) team hierarchy.

HouseholdToOpportunity

Opportunity

MOO_OPTYACCTERR_HIER_RES

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunities of Related Household of Type Account (Consumer) Territory

AccountOpportunityRule11

Predefined rule for opportunities of related household of type account (consumer) territory.

HouseholdToOpportunity

Opportunity

MOO_OPTYACCTERR_HIER_RES

Access the opportunity for table MOO_OPTY 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

Opportunity

Opportunities of Related Household of Type Account (Consumer) Territory Hierarchy

AccountOpportunityRule12

Predefined rule for opportunities of related household of type account (consumer) territory hierarchy.

HouseholdToOpportunity