Samples and Guideline of APM security setup : Limit Visibility On Customers - Opportunities (Doc ID 1561724.1)

Last updated on AUGUST 30, 2016

Applies to:

Oracle Fusion Common CRM Cloud Service - Version 11.1.5.0.0 and later
Oracle Fusion Common CRM - Version 11.1.5.0.0 and later
Information in this document applies to any platform.

Goal

 Samples of APM security setup for 3 scenarios

 

A) Global Guidelines to Security customization (custom roles creation ..) to limit visibility on Customers - Opportunities (in accordance with Sales Team or Territory setup)

 

B)

Common Scenarios/Best Practices
    
Scenario #1:  Disable All Customers read access for Sales Representative & Sales Manager

Scenario #2a:  Disable consumer & customer creation for Sales Representative, Sales Manager, & Sales VP

Scenario #2b:  Further restriction by disable contact creation for Sales Representative, Sales Manager, & Sales VP

 

 

Solution

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