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Definition of My Queries in Work Lists of Business Objects

For most business objects you find pre-defined filters in the work lists that refer to “My” and “My Team”. Those queries filter the work lists based on the user’s assignment in the business transactions or respective master data.

For Sales Quote and Sales Order the My query only considers the party role Owner (Employee Responsible), whereby in Opportunity, Lead, Activities (Appointment, Phone Call, Task, E-Mail), and Visits My defines any involvement as employee in the involved parties of the business transaction. Contracts filter My queries on party role Owner (Employee Responsible) and Administrator.

Note, for Activities / Visits there is a special My query behavior, as it also relates to transactions that are accessible for the user via delegation. For other business objects, where access is granted via delegation, the user will not spot those transactions under the My query.

My Accounts are defined by user’s assignment to the account team and/or territory teams (without territory hierarchy resolution), independent of the role the user has in the team itself. My Account Team’s Accounts refers to all accounts where the user is part of the account team, and My Territory Team’s Accounts refers to all accounts where the user is part of the territory team the account belongs to.

My Contacts are defined by the user’s assignment to the account team and/or territory teams of the related account(s), complemented by a direct assignment of the user to a contact team.

Now, for the My Team query following rules are applicable, considering the My definitions above.  Assume an employee is part of a My query, then this employee will also be considered for the My Team query looking into the organizational structure setup of this employee. To which org unit is the user assigned independent of primary indicator.

Basically, for non-managers, the My Teams in Sales Cloud are defined as:

All employees in the organizational unit to which the logged-on user is primary or non-primary assigned, and all employees in the organizational units which are subordinated to the logged-on user’s organizational unit assignment.

For reporting line managers, the teams are defined as:

All employees in any organizational unit for which the logged-on user is assigned as manager, and employees in the organizational units which are subordinated to the organizational unit of the logged-on user, where the user is assigned as a manager. Plus, all employees in the organizational unit to which the logged-on user is primary or non-primary assigned, and all employees in the organizational units which are subordinated to the logged-on user’s organizational unit assignment.

If the logged-on user is not assigned to any organizational unit, then the My Team searches only for the respective employee.

Note, all these queries do not control your data access or analytical content. Access to transactions and master data is still controlled by user’s business roles with its respective restriction rules and delegation process.

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