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Resources and Resource Organizations

Received Response
edited May 25, 2021 5:35AM in Sales 1 comment


If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for every resource transfer/promotion/transfer, is it better to simplify the resource creation process and create all resources as salesreps housed in a single organization. What are the impacts? 

1. Visibility for managers to subordinate leads and opportunities- This can still be handled via territory design

2. Some manager out of box reports- These may have to be modified and create custom reports so that manager sees My teams Opportunities type reports based on territory hierarchy and not resource hierarchy.

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