Books of Business and Exceptions
Comments
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I am creating BOB for a country whose sales territories are divided as follows:
Country = Region A, Region B
Region A = Area A
Area A = Zone 1, Zone 2, Zone 3
Zone 1 = Districts 5, 9, 10, 15, part of 11, part of 12
Zone 2 = Districts 4, 8, part of 3, part of 7, part of 1, part of 11, part of 12
Zone 3 = Districts 2, 6, 13, 14, 16, part of 3, part of 7, part of 12
Region B = Sectors I - Xii
Sales Reps are allowed to only see their accounts (which generally conform to the regions, but with exceptions)
Is BOB the best, if not the only, way to create this kind of access segmentation?
Forgot to mention: data is only needed to be in the final sub books.
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I am creating BOB for a country whose sales territories are divided as follows:
Just a note that you created a new Document not a new Discussion so this comment format will be tricky.Country = Region A, Region B
Region A = Area A
Area A = Zone 1, Zone 2, Zone 3
Zone 1 = Districts 5, 9, 10, 15, part of 11, part of 12
Zone 2 = Districts 4, 8, part of 3, part of 7, part of 1, part of 11, part of 12
Zone 3 = Districts 2, 6, 13, 14, 16, part of 3, part of 7, part of 12
Region B = Sectors I - Xii
Sales Reps are allowed to only see their accounts (which generally conform to the regions, but with exceptions)
Is BOB the best, if not the only, way to create this kind of access segmentation?
Forgot to mention: data is only needed to be in the final sub books.
Books would work, the only other options you have are Teams or Manager visibility.
I like books for lots of reasons, teams and ownership can be a little more work to manage if you have users come and go in the company or there are realignments often.
try not to create to many items in any 1 users visibility. What I mean by that is if you do not grant the user Can read all records at their role access level then you are granting visibility to records using ownership, teams, or books. (Delegated access to but not usually done)
The more areas of visibility the more work any query you perform will perform. If you were looking for all accounts that are TYPE = Customer and have 5 books assigned to that user and you are looking in all 5 then the system searches the first book for those records, moves and searches the second etc till all results can be merged together and Distinct records can be sorted and returned for view. This is much more work than it would take if you only had 1 book to look for accounts that = Customer.0 -
Just a note that you created a new Document not a new Discussion so this comment format will be tricky.
How about dealing with exceptions to the territories? Situation is Sales Reps who have a few scattered accounts in territories which are different than their assigned books.Books would work, the only other options you have are Teams or Manager visibility.
I like books for lots of reasons, teams and ownership can be a little more work to manage if you have users come and go in the company or there are realignments often.
try not to create to many items in any 1 users visibility. What I mean by that is if you do not grant the user Can read all records at their role access level then you are granting visibility to records using ownership, teams, or books. (Delegated access to but not usually done)
The more areas of visibility the more work any query you perform will perform. If you were looking for all accounts that are TYPE = Customer and have 5 books assigned to that user and you are looking in all 5 then the system searches the first book for those records, moves and searches the second etc till all results can be merged together and Distinct records can be sorted and returned for view. This is much more work than it would take if you only had 1 book to look for accounts that = Customer.0 -
How about dealing with exceptions to the territories? Situation is Sales Reps who have a few scattered accounts in territories which are different than their assigned books.
sounds like those are possibly a manual process anyway correct? one way or the other just assign those random records to the book the user is set to by default and now they are visible to the user. If you can configure any business logic to automatically assign these as needed that works to. One record can exist in as many books as you need to create the visibility needed for your sales force.0 -
sounds like those are possibly a manual process anyway correct? one way or the other just assign those random records to the book the user is set to by default and now they are visible to the user. If you can configure any business logic to automatically assign these as needed that works to. One record can exist in as many books as you need to create the visibility needed for your sales force.
Many thanks!0