See only opportunities of my sales unit – HOW?!?

[djalma_lucassubtildissenh]

Dear Experts,

How do I make the manager of an organizational unit see only the opportunities in his unit?

For example, an employee is located in sales unit A and also in sales unit B. I am a manager of sales unit A and only need to see the opportunities of this sales unit. But I am seeing all the opportunities of my employee, not obeying the organizational structure.

I test all restriction functionality and none restricted my view based on my unit.

Is there another option for me to perform such a filter? Excluding the advanced filters that I could use to save my view and assign in the layout, however, there are other sales units with their assigned managers.

Best regards,

Djalma Dissenha

[Former Member]

Hello! I have the same situation in my project, any information how to solve this scenario?

[former_member155401]

Hey Djalma,

The access context for Oppys is Employee, Territory, Account, Sales Data. It is not based on Org Unit. So if the 2 sales units are both underneath the same sales organization, I do not see how you could achieve the desired outcome.

So you have Sales Unit A and Sales Unit B and both are underneath Sales Org 123. Whichever of the restriction rules you choose, none depends on the sales unit. If Sales Unit A would be beneath Sales Org 123 and Sales Unit B would be beneath Sales Org 456, then I would expect that with the sales org restriction or with the employee sales data restriction, you would only see the Sales Unit A.

Based on this, I think that personalization of the query for each manager is the quickest way to go.

Thank you and good luck,

Carina.