Setting Up Sales Access Profiles

To set up sales access profiles, use the Sales Access Profile (RSF_ACC_PROFILE) component.

This topic discusses how to set up sales access profiles.

Page Name

Definition Name

Usage

Setting Up Sales Access Profiles

RSF_ACC_PROFILE

Set up sales access profiles by creating profile roles and assigning functional user privileges to them.

Use the Sales Access Profile page (RSF_ACC_PROFILE) to set up sales access profiles by creating profile roles and assigning functional user privileges to them.

Navigation:

Set Up CRM > Product Related > Sales > Security and Personalization > Sales Access Profiles > Sales Access Profile

This example illustrates the fields and controls on the Sales Access Profile page.

 Sales Access Profile page

Create a sales access profile and select the access controls for users associated with that profile.

PeopleSoft Sales delivers these predefined sales access profiles, which you can modify or supplement to meet your business needs:

  • Channel Reseller Rep.

  • Financial Controller.

  • Inside Sales Rep.

  • Sales Lead Qualifier.

  • Product Manager.

  • Sales Application Admin.

  • Sales Executive.

  • Sales Manager w/Auto Forecast.

  • Sales Manager - Limit Forecast.

  • Sales User - Field Rep.

Leads

Field or Control

Description

Manually Reassign Leads

Select to enable the user to reassign leads to different sales representatives. If this check box is deselected, all assignment-related fields on a lead (Territory, Region, Sales Team, and so on) are unavailable to this user.

See Reassign Sales Activities Page.

Lead Import - Can override Duplicate check

Select to enable the user to override data when Dedup check boxes are selected on the Lead Import Template page. This permits the user to import data even if it is a duplicate.

See Importing Sales Lead Data.

Opportunity

Field or Control

Description

Manually Reassign Opps (manually reassign opportunities)

Select to enable the user to reassign opportunities to different sales representatives.

If this check box is deselected, all assignment-related fields on an opportunity (Territory, Region, Sales Team, and so forth) are unavailable to this user.

See Reassign Sales Activities Page.

View & Edit Revenue Allocation

Select to enable the user to view and edit the revenue allocation percentages that you allocate to the sales teams for an opportunity. Revenue percentage is used to allocate opportunity revenue for revenue forecasting.

See Opportunity - Assign Page.

View & Edit Shadow Allocation

Select to enable the user to view and edit the shadow percentages and shadow amounts that you allocate to individual members of the sales team for an opportunity. Shadow percentage and allocation are used to allocate opportunity revenue for shadow forecasting.

See Opportunity - Assign Page.

Territory Management

Field or Control

Description

Submit Reassignment

Select to enable the user to modify the system's automated reassignment of leads or opportunities during the tree reorganization process.

See Reorganizing a Territory Tree.

Submit Reorganization

Select to enable the user to reorganize territories and people on any of the organization's territory trees.

See Reorganizing a Territory Tree.

Forecast

Field or Control

Description

Edit Staff Forecast Data

Select to enable the user to edit forecast data for all staff that are visible to the user on any of the organization's territory trees.

See Managing Forecasts.

Edit Own Forecast Data

Select to enable the user to edit his or her own forecast data. Edit activity overwrites existing data.

See Adding and Adjusting Forecasts.

Adjust Forecasts

Select to enable the user to add rows to adjust a forecast. Adjustment activity remains visible.

See Adding and Adjusting Forecasts.

Auto Forecast All Staff

Select to enable the user to autogenerate forecasts at any time for all staff.

See Generating Forecasts Automatically.

Auto Forecast Own Staff

Select to enable the user to autogenerate forecasts at any time for the user and all persons who fall below the viewer on a tree.

See Generating Forecasts Automatically.

View Unsubmitted Forecasts

Select to enable the user to view forecasts that have been saved but not submitted for all staff that are visible to the user.