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.