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Clarification on Restriction Rule of Sales Area in SAP Sales Cloud Version 2

SAPSupport
Employee
Employee
0 Kudos
80

We are seeking clarification on the accessibility behavior of accounts, contacts, and leads based on Sales Data and Sales Area in SAP Sales Cloud Version 2.


  1. Scenario Details:


    • We aim to control user access to accounts, contacts, and leads but we dont find any doc emphasising how sales data or sales area could be setup for contact or lead and the behaivor for account. 
    • While it is understood that sales area data plays a critical role in defining access control, the exact behavior when integrating sales data or sales area profiles into user access remains unclear.

  2. Clarification Needed:


    • How does SAP Sales Cloud differentiate the role of Sales Data vs Sales Area when applied to profile setup for access control? The only thing we know is from sales data to add sales area data for one account but it seems no sense.
    • Can user access to accounts, contacts, and leads be strictly limited by sales area or sales data criteria, and if so, how can this be configured?
    • Is there any interplay or prioritization between sales area and sales data in determining access permissions?

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SAPSupport
Employee
Employee
0 Kudos

For accounts, contacts, and leads, they all have the restriction rule: Sales Area.

Under Sales Area, we have 2 selections:

  • My Sales Data
  • Sales Areas of My Sales Orgs

 

Let's see what's the differences in Account for example.

My Sales Data:

Under Settings >> Employees, there is a tab called "Sales Data". Employees are always created with an assignment to an organizational unit. Therefore, you must create the necessary sales data required to use employees for various business needs within the org structure of your company.
You can use territories, distribution channels and divisions for the employee here. This is the sales data of the Employee.

Now, Employee A has Sales Organization E.

If you choose My Sales Data as Restriction rule for Employee A, this means that Employee A can access all the Accounts which are of Sales Organization E.

The Account's sales data could be checked under Sales Data tab in the Account entity.



Sales Areas of My Sales Orgs

Under Settings >> Organization Unit (Open the Employee assigned Org), there is a tab called "Sales Data Restriction". Here you could restrict the Sales Data of the Org.

Now, Employee A belongs to Org B. Org B has Sales Data Restriction to Distribution Channel C & Division D.

If you choose Sales Areas of My Sales Orgs as Restriction rule for Employee A, this means that Employee A can access all the Accounts which has the same sales data as Distribution Channel C & Division D.