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Set Up Trade Promotion Management
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            Apply Security Predicate to Your Datasets

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            3. Set up and Maintain Trade Promotion Management

            Apply Security Predicate to Your Datasets

            Apply security predicates to the relevant datasets by using Product Manager entity to restrict the users' access only to the products and customers assigned to them.

            Required Editions

            Available in: Enterprise, Developer, Professional, and Unlimited Editions that have TPM Revenue Prediction and Trade Promotion Management enabled
            1. From CRM Analytics Studio, open the app you have created using the Forecasted Baseline Sales template.
            2. Look for the dataset you want to apply the predicate to, and click Down Arrow Key.
            3. Select Edit.
            4. In the Security Predicate section, click Edit Icon.
            5. In the text box, enter either of these strings:
              For Promotional and Non-Promotional, Promotional Example, and Non-Promotional Example datasets, enter 
              'User.UserId' == "$User.Id"
              For Forecasted Baseline Sales Units and Required Forecasted Sales Units datasets, enter 
              'UserId' == "$User.Id"
            Note
            Note To see the updated dataset, refresh the page.

            See Also

             
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