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Allow executives to view opportunities if the industry of parent accounts matches their
Business Unit
Procedure
-
In the Control Center console, click Policies.
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Click ADD POLICY.
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In the Name box, type the policy name.
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Set the policy effect as Allow.
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Define the subject components.
For example:
- Display Name
- Subject Type =
User
- Conditions =
Position is Account Executive
-
Define the resource components.
For example:
- Display Name
- Resource Type =
OPPORTUNITY
- Conditions =
crm_object is opportunity
-
Select action as
VIEW
.
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Under the OBLIGATIONS section, select the Apply Security Filter
Based on Parent Attributes check box.
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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
-
Click SAVE & DEPLOY.