Components installed with Buying Group
Several types of components are installed with activation of the Buying Group[var.buying-group] plugin, including user roles and tables.
Roles installed
| Role name | Description | Contains roles |
|---|---|---|
| sn\_buying\_group.bg\_viewer | Provides read access to buying groups and buying group members. | None |
| sn\_buying\_group.bg\_writer | Provides write access to buying groups and buying group members, including the ability to create, update, and delete records. | sn\_buying\_group.bg\_viewer |
Tables installed
| Table | Description |
|---|---|
| Buying Group \[sn\_buying\_group\_buying\_group\] | A stakeholder committee associated with a customer account and product offering family, representing all individuals involved in a purchase decision. |
| Buying Group Member \[sn\_buying\_group\_member\] | A contact or lead associated with a buying group, along with their role and engagement details within the purchasing committee. |
| Buying Group Stage \[sn\_buying\_group\_stage\] | Configuration records that define the lifecycle stages of a buying group, such as Identified, Targeted, Qualified, In-Sales Motion, and Closed. |
| Opportunity Buying Group \[sn\_buying\_group\_opportunity\_buying\_group\] | Association records that link buying groups to opportunities, enabling sellers to connect a purchasing committee to one or more active deals. |
Parent Topic:Lead and opportunity management reference