on ‎2018 May 31 2:04 AM
Hello Experts,
Can anyone confirm on my request:
I have created a customer with 3 different origins and each record of the customer will have 3 different Marketing Areas. The reason for three different origins is we have 3 different marketing areas. so to provide restrictions we have created 3 different origins.
My question is for the user assigned with Marketing area A suppose, can he see the contact profile with all the other linked origins details( with different marketing areas assigned to the customer)? Or he will see only the origin assigned for which the customer has same Marketing Area under Contact profile App? ex: Contact profile shows 3 linkages( different Origins per Market area). Now if the market expert login and check the Contact profile->origin data, will he can see all the origins data which has different marketing areas? Also the different interactions happened with the customers will also be visible for the users who are assigned with the marketing Areas assigned?
Please provide comments?
Help others by sharing your knowledge.
AnswerRequest clarification before answering.
Dear Mayank,
Marketing Areas are one way to control the Data Visibility and as per knowledge, you have correct understanding!
Also, have you gone through below:
Thank you.
Best Regards,
Kunal
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Hi Mayank,
Just to clarify that we cannot control anything in the UI level, but the only option is Business Roles and Marketing Area.
Marketing area prevents the Contacts or contents of one Particular region to be accessed by other regions.
Have you already setup a scenario in your system already?
Best Regards,
Kunal
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