Verify Your Data Security Setup in Release 22B (Doc ID 2860123.1)

Last updated on MAY 10, 2022

Applies to:

Purpose

If you are using the sales and service application for the first time with release 22B, verify your data security setup before provisioning users with job roles.

Starting with release 22B, users receive access to sales data through access groups and their associated rules. When you assign job roles to users, they are automatically assigned membership of an associated system access group and receive all the data permissions provided by the access group object sharing rules.

When your environment was provisioned, a process was automatically run to publish and activate all the access group object sharing rules. To make sure that your new environment is ready to use, verify that the publish process completed successfully. If it didn’t, you’ll need to re-run the publish process. The steps are given below in heading A and also in attached document

NOTE: If you set up your security environment prior to 22B, you don’t have to perform the steps in this procedure. Your users continue to receive data access through data security policies but you can optionally enable system access groups and rules.

Troubleshooting Steps

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