Secure Sales Forecasts Using Access Group Rules

Use access group rules to control access for salespeople using the sales forecasting in the Redwood UX. For example, you can secure sales forecasting access for sales managers and salespeople based on opportunity ownership and their resource hierarchy. Or, you can secure sales forecasting access based on forecast territory ownership and the territory hierarchy.

Using access group rules lets you extend visibility to forecasting data. This can be useful if the territory hierarchy and territory-based reporting and rollups are different to the reporting resource hierarchy. You can also define sales forecasting data access for your custom sales job roles.

Here's an example of some predefined sales forecast access group rules available to you.

If you use the default Sales Manager, Sales VP, Sales Representative, Restricted Sales, Sales Administrator and Customer Relationship Management Application Administration job roles, then no additional setup steps are necessary.

Following the first run of the Generate Sales Forecast Metrics process, run the Perform Object Sharing Assignment Rule Processing scheduled process After that, the process is automatically scheduled to run on an ongoing regular basis.

Custom Job Roles for Sales Forecasting

If you use custom job roles for your sales organization, you must manually associate the appropriate sales forecast rules to your custom job role access groups to setup sales forecast access for your salespeople, operations, and administrators.

• Define an access group for each custom job role
• Associate groups with appropriate sales forecasting rules
• Publish rules (and confirm process completed successfully)
• Submit the Perform Object Sharing Assignment Rule Processing process with following options:
  • Object: Sales Forecast
  • Record Selection: All Records

It's recommended to run the Daily Refresh Sales Forecast Dimension process in advance of running the Perform Object Sharing Assignment Rule Processing job so that any changes in resources or territories and their hierarchies are reflected in the access to sales forecasts.

Note: Sales forecasting doesn't support custom access groups.

See Overview of Role-Based Access Control (RBAC) for more information about access groups.