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Business Unit Suggestion RRS feed

  • Question

  • Hi All,
    My Question is about Business Units and Terrority.
    So i have the Main Organization as "A", this is located in 3 Countries as "India","China","Austrilia".
    So Under Each Country there will be different Branches we have i.e Under India we have "AP","MP","TN".
    So Under Each Branch we have different Divisions like Division 1, Division 2, Division 3.
    So what is question is The Users in Division 1 can not see the Division 2 Data and similarly other Divisions data.
    THey need to see only their divisions Data.

    So COuld you tell me what is the best way for implement this.

    Thank You.

    K V SambasivaRao

    Friday, March 6, 2015 7:38 AM

All replies

  • Under default business unit create three business units "India", "China" and "Australia"

    Now under India create three business units "AP", "MP" nad "TN"

    Now Under AP create three business units Division1, Division 2 and Division 3

    On the security roles give user business unit level access to the records.


    Regards Faisal

    Friday, March 6, 2015 9:46 AM
  • Hi Faisal,

    Thanks for your reply.

    I have created whatever you have suggested and one more thing i need to confirm.

    See I have Division Manager,Sales Manager and Sales Consultant.

    So I Have assigned A User as Division Manager and B User as Sales Manager and Under Sales Manager i have assigned C and D as Sales Consultants.

    I have Division,Brand on Lead Form so then If C User(Sales Consultant) login then I need to Route Only His Division Records Only and If he Create Other Division Records how to route those records to those Corresponding Division.

    Thank You.


    K V SambasivaRao

    Friday, March 6, 2015 12:09 PM
  • Assignment of record can be done using Append and AppendTo permissions. You will give read and write permission on BU level and Append and AppendTo permissions on Organisation level. Please test and let us know the outcome.

    Regards Faisal

    Friday, March 6, 2015 1:18 PM
  • Hi Faisal,

    Its working fine but that record is still in All Leads View.

    See i have created the Record with Division 2, so i have created the workflow as If the Lead is selected as Division 1 then it assign to Division 1 Sales Manager and if it is Division 2 then it assign to Division 2 Sales Managers, So based on your inputs its assigning well but that record is still in All Leads View. but i need to hide that record.

    I need to show only their division records only even tho they create other divisions records it moves and assigns based on workflow.

    Thank You.


    K V SambasivaRao

    Friday, March 6, 2015 1:40 PM
  • Have you given read access on lead entity on Business unit level?


    Regards Faisal

    Friday, March 6, 2015 2:22 PM
  • Hi Faisal,

    Yes, I have given Read and Write Access for Lead as Business Unit Level.


    K V SambasivaRao

    Friday, March 6, 2015 2:35 PM