32 Employee Candidates Employees represent candidates distinguished by their

32 employee candidates employees represent candidates

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32 Employee Candidates Employees represent candidates distinguished by their skills and product expertise and are typically used as candidates in service organizations. For example, a service organization would want to assign employees with the proper skills and expertise to objects, because these employees possess specific skills that are related to the service request or activity. Assignment Manager can also take into account a specific employee’s work schedule, calendar, and regional schedule when determining assignments by creating rules based on an employee’s availability. For more information about availability-based assignment, see Chapter 11, “Availability-Based Assignment.” Position Candidates Positions represent candidates distinguished by their job functions and are typically used as candidates in sales organizations. For example, a sales organization would want to assign positions to objects, because these positions are responsible for a region or territory. By assigning positions to objects, you can have one sales representative inherit the opportunities, accounts, and contacts from another representative by reassigning the employee responsible for a specific position. NOTE: An assignment object can be either position-based or employee-based, but not both. Assignment Manager does not support assignment of employees and positions to the same assignment object. Organization Candidates An organization represents a group of positions that has limited visibility to particular application data. For example, your company can create separate and distinct organizations to distribute specific information to organizational groups both inside and outside of your enterprise. Both internal and external users are granted access only to the information that they should see (such as accounts, opportunities, and contacts) and data they need to see (such as price lists, products, and literature). By assigning objects to organizations, you can maintain better security and promote proper business practices by controlling data access and visibility between different organizations. For example, you can limit your distributors’ data access by giving them visibility to product information, but restricting their visibility to price lists for the products. To restrict price list visibility, you can create a separate organization for your distributors that does not have access to the price list data. In this case, the price lists are not available to your distributors even if they are assigned to the products. Some objects allow the assignment of a single organization, whereas other objects allow the assignment of multiple organizations to the same object. For more information about which candidates can be assigned to each of the predefined assignment objects, see Table 5 on page 33 .
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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