Allow executives to view opportunities if the industry of parent accounts 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 = OPPORTUNITY
    • Conditions = crm_object is opportunity
  7. Select action as VIEW.
  8. Under the OBLIGATIONS section, select the Apply Security Filter Based on Parent Attributes check box.
  9. Specify values of the following fields.
    • Parent Entity Relationship (1) = account:opportunity_parent_account
    • Parent Entity Attribute = account: industrycode
    • Operator = Equals to
    • Value = $user.businesssunitid
    • Orphaned Child Records = Deny
  10. Click SAVE & DEPLOY.