Published at: 2026-09-17
Capability scope and role responsibilities
Overview
Responsibilities use the terms “upstream CRM administrator,” “downstream organization,” and “downstream user.” A formal role-permission matrix is not defined.
| Participant | Capabilities defined for this scenario |
|---|---|
| Upstream CRM administrator | Configures the application home page, chart components on object detail pages, BI menu items, and aggregated data synchronization policies. |
| Downstream user | Views details for distributed charts, filters, drills down, views record details, and exports. |
| Downstream user using BI menu items | Creates reports and pivot reports and exports them. |
| Downstream organization | Views the current organization’s synchronization policies and logs, and controls whether new data continues to be synchronized. |
| Upstream organization | Views synchronized metrics in the account subject and creates charts using downstream metric groups. |