1. Securing Sales and Fusion Service
  2. System Groups and Predefined Rules

System Groups and Predefined Rules

Each system access group for a predefined job role is associated with predefined object sharing rules that provide group members with the access to data required for their job roles.

The association between system groups and predefined rules is part of the default security configuration and can't be changed. If you're using the sales application for the first time in Update 22B or later, this association is enabled by default and your users automatically receive data access through their membership of access groups.

If you were provisioned with the sales application before Update 22B, your users receive data access through the data security policies assigned to their job roles, or through a combination of data security policies and access group rules, if you've configured one or more access groups or object sharing rules. If you want to replace data security policies with access group rules as the method used to provide your users with data access, you must migrate your data security policies to use access groups.

For information on migrating your data security policies to access group rules, start with Migration Overview.

Note: System groups created for custom job roles, and the All Users system group that includes all authenticated users of the application, aren't associated with any object sharing rules. You add the rules you want to assign to these groups manually.

Objects Supported for Predefined Rules

Predefined rules aren't currently available for all sales objects. You can now use predefined rules to provide access to data for these objects:

  • Account

  • Asset

  • Activity

  • Activity Assignee

  • Business Plan

  • Campaign

  • Contact

  • Contests

  • Custom objects

  • Deal Registration

  • Duplicate Identification Batch

  • Duplicate Resolution Request

  • Forecast Territory Details

  • Goals

  • Goal Participants

  • Household

  • HR Help Desk Request

  • Internal Service Request

  • KPI

  • MDF Budget

  • MDF Claim

  • MDF Request

  • Note

  • Opportunity

  • Partner

  • Price Book

  • Product

  • Product Group

  • Program Enrollment

  • Quota Plan

  • Quote and Order

  • Resource

  • Resource Quota

  • Sales Lead

  • Sales Territory

  • Sales Territory Proposal

  • Service Request

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