Forum Discussion

leilei787's avatar
leilei787
Helper II
3 years ago

Dynamic RLS Question

Keeping the question simple.....I have a dashboard that allow territory manager to see the whole region. I want to use territory table in our SFDC to do the dynamic RLS. However, in SFDC, each territ...
Need Help
lbendlin's avatar
lbendlin
Super User
3 years ago

Your RLS is ineffective as it can be overwritten by the Geo Map Translations filters.

 

Territory assignments should be fully spelled out in SFDC, and you should be able to base your RLS exclusively on the assignments object.

 

 

  • leilei787's avatar
    leilei787
    Helper II
    3 years ago

    thanks Ibendin.....i can get ride of geo mapping table and solely use Territory table in SFDC ( i can incorporate all Geo map info into SFDC).....but in SFDC, each TM can only see their own territory and account.....i am not sure how to leverage it for my PBI dashboard which allow territory manager to view the whole region. 

     

    i feel i still need a middle table to do it though

    • lbendlin's avatar
      lbendlin
      Super User
      3 years ago

      I have no right to criticize your SFDC setup but it sure sounds weird.

       

      Yes, if you can combine the tables you will be better off.  This true in 99% of the cases where you have a bidirectional 1:1 relationship betweeen tables.

      • leilei787's avatar
        leilei787
        Helper II
        3 years ago

        thanks Ibendlin. i am not SFDC admin in the company. so i have to use what they can provide.

         

        so if i understand correctly....if region field lives in shipping detail table and Territory SFDC table, i can link the two tables by region.....it is gonna be many to many relationship.....will it work? 

         

        i guess the logic is that if 1101 territory manager log into PBI, Territory table will point it to Appalachian region....which in turn filter the data in the shipping detail for Appalachian only, right?

         

        thanks again