Security Predicate Value Examples

Professional Services Cloud

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.
Security Predicate Values for the Utilization Results Dataset
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: