Components installed with Opportunity Management
Several types of components are installed with activation of the Opportunity Management plugin, including user roles and tables.
Roles installed
| Role name | Description | Contains roles |
|---|---|---|
| sn_opty_mgmt_core.opportunity_viewer | A granular role created to give read access to Opportunity and Opportunity Line Item. |
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| sn_opty_mgmt_core.opportunity_responsibility_read_granular | Provides granular read access to opportunity and its related entities through the responsibility framework. | None |
| sn_opty_mgmt_core.opportunity_admin | A granular role created to give CRUD access to Opportunity tables. |
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| sn_opty_mgmt_core.opportunity_integrator | Provides integration-level write access to the opportunity entity. |
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| sn_opty_mgmt_core.opportunity_responsibility_write_granular | Provides granular access to opportunity and related entities through the responsibility framework. | sn_opty_mgmt_core.opportunity_responsibility_read_granular |
| sn_opty_mgmt_core.opportunity_setup_viewer | Provides read-only access to the Sales cycle and Opportunity stage tables. | None |
| sn_opty_mgmt_core.opportunity_writer | A granular role created to give write access to Opportunity and Opportunity Line Item. |
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| sn_opty_mgmt_core.opportunity_contributor | Provides limited permissions to FSM/CSM agents to generate opportunities and view their progress across the sales life cycle. |
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| sn_opty_mgmt_core.opportunity_setup_writer | Provides access to read, create, and write the Sales cycle and Opportunity stage tables. | sn_opty_mgmt_core.opportunity_setup_viewer |
| sn_opty_mgmt_core.opportunity_allocation_viewer | Provides granular access to view opportunity allocations. | None |
| sn_opty_mgmt_core.opportunity_allocation_writer | Provides granular access to manage opportunity allocations. | sn_opty_mgmt_core.opportunity_allocation_viewer |
| sn_opty_mgmt_core.opportunity_allocation_responsibility_read_granular | Provides granular read access to opportunity allocations through the responsibility framework. | None |
| sn_opty_mgmt_core.opportunity_allocation_responsibility_write_granular | Provides granular write access to opportunity allocations through the responsibility framework. | sn_opty_mgmt_core.opportunity_allocation_responsibility_read_granular |
Tables installed
| Table | Description |
|---|---|
| Opportunity sn_opty_mgmt_core_opportunity |
Potential sales deal with a customer account. |
| Opportunity Task sn_opty_mgmt_core_opportunity_task |
Tasks associated with an opportunity, such as follow‑ups, reviews, or sales actions required to progress the opportunity through its stages. |
| Opportunity Line Item sn_opty_mgmt_core_opportunity_line_item |
Individual products or services included in an opportunity. |
| Opportunity Line Characteristic sn_opty_mgmt_core_opportunity_line_characteristic |
Additional attributes or characteristics associated with an opportunity line item, such as product‑specific options, classifications, or dimensions required for pricing, reporting, or allocation logic. |
| Opportunity Needs sn_opty_mgmt_opportunity_needs |
Customer‑expressed business needs or requirements linked to an opportunity. |
| Opportunity Competitor sn_opty_mgmt_core_opportunity_competitor |
Competitors associated with an opportunity, enabling sales teams to record competitive presence, assess deal risk, and analyze win/loss patterns across opportunities. |
| Opportunity Team Member sn_opty_mgmt_core_opportunity_team_member |
Users involved in working on an opportunity, along with their roles and responsibilities. |
| Opportunity Associated Contact sn_opty_mgmt_core_opportunity_associated_contact |
Contacts related to an opportunity, such as decision‑makers, influencers, or stakeholders at the customer account. |
| Opportunity Stage sn_opty_mgmt_core_opportunity_stage |
The current phase of an opportunity within a sales cycle, such as Qualify, Develop, Propose, or Close. |
| Sales Cycle Type sn_opty_mgmt_core_sales_cycle_type |
A category of sales motion for opportunities, such as New Customer, Renewal, or Upsell. |
| Sales Cycle Stage sn_opty_mgmt_core_sales_cycle_stage |
A stage configuration within a specific sales cycle type. |
| Opportunity Related Party sn_opty_mgmt_core_opportunity_related_party |
Non‑user entities related to an opportunity, such as partners, resellers, or external organizations. |
| Opportunity Related Channel Partner sn_bus_org_opptym_related_business_organization |
Channel partners associated with an opportunity, such as distributors or resellers. |
| Opportunity Allocation sn_opty_mgmt_core_opportunity_allocation |
Transactional allocation records that represent how opportunity value is distributed across participants, such as team members, territories, or product groupings. |
| Opportunity Allocation Type sn_opty_mgmt_core_opportunity_allocation_type |
Allocation configuration metadata, such as what entity is allocated (opportunity or line item), which numeric field is used, and whether allocations must total 100%. |
| Opportunity Allocation Dimension sn_opty_mgmt_core_opportunity_allocation_dimension |
Allocation values that are grouped or categorized, such as by territory or product family. |