How to manage Custom object visibility for sales users based on Account ownership

(Doc ID 2317149.1)

Last updated on OCTOBER 16, 2017

Applies to:

Oracle Fusion Sales - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

How to manage Custom object visibility for sales users based on Account ownership.

What user need is the following:

1.) Users with Sales Representative role should only see the contracts that are linked to an account they own.

2.) Users with Sales Manager role should see the contracts that are linked to an account they own and the contracts that are linked to an account that belongs to the people they manage.

3.) Users with Sale Administrator role should see all contracts in the system.

 

Solution

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