I found a really interesting use-case for using the 'lookup multi value' switch in an augment transformation for the global firm I currently work in. For simplicity's sake, let's say company X has 4 external vendors in APAC - Singapore, Thailand, Philippines and Vietnam. Each of the 4 AE's should only see opportunities that they serve. The not so easy part is that the 4 are NOT the opportunity owners and are linked mainly to the oppty by region. Graphically it looks something like
Oppty Region Oppty Owner A Vietnam John B Philippines Jill C Singapore James D Vietnam Henry The 4 external vendors are Kyle , Rob Vietnam Rudy Philippines Sam Singapore When Kyle logs into Salesforce, he should only see oppty A and D / Sam should only see oppty C. q: How can this be implemented given that the only link between the 4 to any opptys is thru the Region field? a: Create an excel sheet listing the 4 vendors and their regions, bring it into Einstein , load it as an edgemart node THEN AUGMENT IT TO THE OPPTY OBJECT USING multi-value joined by?...... Region Afterwards, you would end up with a table like this. Oppty Region Oppty Owner Vendors A Vietnam John [Kyle, Rob] B Phil Jill [Rudy], etc.. After you build this table, next and last step is to register the dataset and attach this as a security predicate (in pseudocode): 'Vendors' == "$User.name"
0 Comments
Leave a Reply. |
Archives
June 2025
|