Security Predicate Value Examples

Below are a few examples of the security predicate values that you can set for Utilization Results dataset.

Note: You can add values to security predicates only if you have updated the PS Cloud Core Analytics app.

User Description

Action

Security Predicate Value Example

Individual user: View their own utilization results
  • On your active PS Cloud Analytics Setup record, set the following:
    • Utilization Results Security mode to "Individual"
    • Utilization Results Hierarchy Mode to "None"
  • Link the resource with their Salesforce user by using the Salesforce User field on the Contact object.
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Resource.pse__Salesforce_User__c == "$User.Id"

User and users under them in the Role Hierarchy: View utilization results for users under the user in the hierarchy.
  • On your active PS Cloud Analytics Setup record, set the following:
    • Utilization Results Security mode to "Hierarchy"
    • Utilization Results Hierarchy Mode to "Role Field on User Object"
  • Link the resource with their Salesforce user by using the Salesforce User field on the Contact object. 
  • Ensure the Salesforce users have correct roles in the hierarchy assigned to them on the User object.
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'Resource.pse__Salesforce_User__c' == "$User.Id" || 'Resource.SalesforceUser.Role.Roles' == "$User.UserRoleId"

User and users managed by the user: View utilization results for users managed by the user.
  • On your active PS Cloud Analytics Setup record, set the following:
    • Utilization Results Security mode to "Hierarchy"
    • Utilization Results Hierarchy Mode to "Manager Field on User Object"
  • Link the resource with their Salesforce user by using the Salesforce User field on the Contact object. 
  • Ensure the Salesforce users have their managers assigned to them on the User object.
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'Resource.pse__Salesforce_User__c' == "$User.Id" || 'Resource.SalesforceUser.Manager.Managers' == "$User.Id"

User and users reporting to the user: View utilization results for users reporting to the user.
  • On your active PS Cloud Analytics Setup record, set the following:
    • Utilization Results Security mode to "Hierarchy"
    • Utilization Results Hierarchy Mode to "Reports to Field on Contact Object"
  • Link the resource with their Salesforce user by using the Salesforce User field and resources they report to with the Reports to field on the Contact object. 
  • Ensure the Salesforce Users have their managers assigned to them on the User object.
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'Resource.pse__Salesforce_User__c' == "$User.Id" || 'Resource.Reports.Reports' == "$User.Id"

All users: View utilization results of all users
  • Navigate to Permission Control and perform the following:
    • Create a Permission Control record for the user
    • Set the Start Date and End Date
    • Set the View All Utilization field to true.
  • On your active PS Cloud Analytics Setup record set the Utilization Results Permission Controls to true.
  • Ensure you sync the permission control data before using this feature.

For more information, see Viewing Utilization Information Of All Users
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|| 'ViewAll.ViewAll.pse__User__c' == "$User.Id"

For more information, see: