Allow executives to view opportunities for which the parent accounts must be allowed to view

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 = OPPORTUNITY
    • Conditions = crm_object is opportunity
  7. Select action as VIEW.
  8. Under the OBLIGATIONS section, select the Inherit Policies From check box.
  9. Specify values of the following fields.
    • Parent Entity Relationship (1) = account:opportunity_parent_account
    • Orphaned Child Records = Deny
  10. Click SAVE & DEPLOY.