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Questa policy sfrutta la gerarchia dei ruoli di Salesforce per consentire ai responsabili/supervisori di visualizzare non solo i propri record, ma anche quelli appartenenti ai propri subordinati. Questa funzionalità utilizza l'operatore gerarchico specializzato in Data 360.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile con licenza Sales with Agenteforce 1 Edition o Agentforce for Sales Add-On nelle versioni: Enterprise Edition, Performance Edition e Unlimited Edition. |
| Autorizzazioni utente necessarie | |
|---|---|
| Per gestire Data 360: | Architetto Data Cloud |
| Per gestire Sales Insights: | Insieme di autorizzazioni Utente Sales Insights |
| Per utilizzare Sales Insights: | Tableau Next Limited Consumer |
| DMO | ssot__Opportunità__dlm |
|---|---|
| Descrizione | Oggetto Fatto contenente i dettagli delle opportunità di vendita. |
| Campo controllante (contesto utente) | ssot__OwnerId__c (ID titolare record) |
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