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            Determine Row-Level Security for Dataset

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            Determine Row-Level Security for Dataset

            Now it’s time to think about row-level security. How will you restrict access to each record in this dataset?

            You decide to implement the following predicate on the dataset.

            'AccountOwner' == "$User.Name"

            Note
            Note All predicate examples in this document escape the double quotes because it’s required when you enter the predicate in the Register transformation or metadata file.This predicate implements row-level security based on record ownership. Based on the predicate, CRM Analytics returns a sales target record when the user who submits the query on the dataset is the account owner.

            Let’s take a deeper look into the predicate expression:

            • AccountOwner refers to the dataset column that stores the full name of the account owner for each sales target.
            • $User.Name refers to the Name column of the User object that stores the full name of each user. CRM Analytics performs a lookup to get the full name of the user who submits each query.
            Note
            Note The lookup returns a match when the names in AccountOwner and $User.Name match exactly—they must have the same case.
             
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