|
Role Hierarchy
|
Territory Hierarchy
|
|
User is assigned
to one role. |
User is assigned
to multiple territories. |
|
An account is
owned by single user. |
An account can
belong to multiple territories. |
|
User has single
forecast. |
A user has forecast
for each territory. |
|
Account owner and
users above role hierarchy and those who have access to child records can access account |
An account is
accessible to all users in territories, as well as users above them in territory hierarchy. |
Cheers!!!