How to Restrict Log an Interaction (Call Report) Data Using Role-Based Access in Oracle Sales Cloud
in Sales
Hello Team,
We are seeking guidance on restricting Log an Interaction / Call Report data based on user roles (role matrix) in Oracle Sales Cloud.
Current Understanding
Leads, Accounts, Contacts, and Opportunities support Access Groups and Data Security Policies for role-based data control.
Log an Interaction / Call Report is a standalone Interaction object and does not appear to support Access Groups or Interaction-level Data Security Policies.
Clarification Required
We would appreciate your guidance on the following points:
- Is there any supported approach to restrict Interaction / Call Report visibility purely based on user roles?
- Can role-based visibility be achieved through:
- Role-based data security policies?
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