Adding filters specific to role hierarchy in Outlook
Last updated on NOVEMBER 03, 2016
Applies to:Oracle Fusion CRM for Microsoft Outlook Cloud Service - Version 184.108.40.206.0 to 220.127.116.11.0 [Release 1.0]
Information in this document applies to any platform.
Need to synchronise data between outlook and Sales Cloud CRM based on their visibility.
For eg, Sales rep. should be visible with only his responsibility which he owns and which he is part of opportunity team. All other opportunities should not be visible to him.
Similarly, for Sales Manager and Sales VP role, if CRM integrate with outlook, then Opportunities raised by their team /Opportunities where his sub-ordinate are part of team and opportunties raised by him , should be visible to him.
How to customise Filtering Criteria for the same?
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