Allow account executives to view accounts if the industry matches their Business Unit

Procedure

  1. In the Control Center console, click Policies.
  2. Click ADD POLICY.
  3. In the Name box, type the policy name.
  4. Set the policy effect as Allow.
  5. Define the subject components.
    For example:
    • Display Name
    • Subject Type = User
    • Conditions = Position is Account Executive
  6. Define the resource components.
    For example:
    • Display Name
    • Resource Type = ACCOUNT
    • Conditions = crm_object is account
  7. Select action as VIEW.
  8. Under the OBLIGATIONS section, select the Apply Security Filter check box.
  9. Specify values of the following fields.
    • Field (1) = industrycode
    • Operator = Equals to
    • Value = $user.businesssunitid
  10. Click SAVE & DEPLOY.