Modify the Dataflow Based on Row-Level Security

In this scenario, you have to make changes to the dataflow based on the predicate.

• Add a column in the dataset that stores a comma-separated list of the role IDs of all parents for each opportunity owner. When you defined the predicate in the previous step, you temporarily referred to this column as “ParentRoleIDs.” To add the column, you redesign the dataflow as shown in the following diagram:
  

  The new dataflow design contains the following changes:

  • Extracts the role IDs from the UserRole object.
  • Uses the Flatten transformation to generate a column that stores a comma-separated list of the role IDs of all parents of each user. When you determined the predicate in the previous step, you temporarily referred to this column as “ParentRoleIDs.”
  • Link the new column to the OppRoles dataset.
• Add the predicate to the Register transformation that registers the OppRoles dataset.

You modify the dataflow as shown below.

{    
   "Extract_Opportunity": {        
      "action": "sfdcDigest",        
      "parameters": {            
         "object": "Opportunity",            
         "fields": [                
            { "name": "Id" },                
            { "name": "Name" },                
            { "name": "Amount" },                
            { "name": "StageName" },                
            { "name": "AccountId" },                
            { "name": "OwnerId" }            
         ]        
      }    
   },    
   "Extract_User": {          
      "action": "sfdcDigest",          
      "parameters": {              
         "object": "User",              
         "fields": [                  
            { "name": "Id" },                  
            { "name": "Username" },                  
            { "name": "LastName" },                  
            { "name": "FirstName" },                  
            { "name": "Name" },                  
            { "name": "CompanyName" },                  
            { "name": "Division" },                  
            { "name": "Department" },                  
            { "name": "Title" },                  
            { "name": "Alias" },                  
            { "name": "CommunityNickname" },                  
            { "name": "UserType" },                  
            { "name": "UserRoleId" }                  
         ]          
      }    
   },    
   "Extract_UserRole": {          
      "action": "sfdcDigest",          
      "parameters": {              
         "object": "UserRole",              
         "fields": [                  
            { "name": "Id" },                  
            { "name": "ParentRoleId" },                  
            { "name": "RollupDescription" },                  
            { "name": "OpportunityAccessForAccountOwner" },                  
            { "name": "CaseAccessForAccountOwner" },                  
            { "name": "ContactAccessForAccountOwner" },                  
            { "name": "ForecastUserId" },                  
            { "name": "MayForecastManagerShare" },                  
            { "name": "LastModifiedDate" },                  
            { "name": "LastModifiedById" },                  
            { "name": "SystemModstamp" },                  
            { "name": "DeveloperName" },                  
            { "name": "PortalAccountId" },                  
            { "name": "PortalType" },                  
            { "name": "PortalAccountOwnerId" }            
         ]        
      }    
   },    
   "Flatten_UserRole": {        
      "action": "flatten",        
      "parameters": {            
         "multi_field": "Roles",            
         "parent_field": "ParentRoleId",            
         "path_field": "RolePath",            
         "self_field": "Id",            
         "source": "Extract_UserRole"        
      }    
   },    
   "Augment_User_FlattenUserRole": {        
      "action": "augment",        
      "parameters": {            
         "left": "Extract_User",            
         "left_key": [                
            "UserRoleId"            
         ],            
         "relationship": "Role",            
         "right": "Flatten_UserRole",            
         "right_key": [                
            "Id"            
         ],            
         "right_select": [                
            "Roles",                
            "RolePath"            
         ]        
      }    
   },    
   "Augment_Opportunity_UserWithRoles": {        
      "action": "augment",        
      "parameters": {            
         "left": "Extract_Opportunity",            
         "left_key": [            
            "OwnerId"            
         ],             
         "right": "Augment_User_FlattenUserRole",            
         "relationship": "Owner",            
         "right_select": [                
            "Name",                
            "Role.Roles",                
            "Role.RolePath"            
         ],            
         "right_key": [                
            "Id"            
         ]        
      }    
   },         
   "Register": {        
      "action": "sfdcRegister",        
      "parameters": {            
         "alias": "OppRoles",            
         "name": "OppRoles",            
         "source": "Augment_Opportunity_UserWithRoles",            
         "rowLevelSecurityFilter": "'Owner.Role.Roles' == \"$User.UserRoleId\" || 'OwnerId' == \"$User.Id\""        
      }    
   }
}