Data Sharing Mechanisms
The conditions specified in access group rules or data security policies control visibility to record-level data associated with business objects like opportunities and leads.
Conditions can use the following components as mechanisms for sharing data, if the sharing mechanism is applicable for the object:
- Team
- Partner team
- Territory
- Resource hierarchy
- Business unit
For example, for the Opportunity object, data can be shared through team membership, through the resource hierarchy, or through territory membership.