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. |
|
|
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. |
|
|
sn_opty_mgmt_core.opportunity_integrator |
Provides integration-level write access to the opportunity entity. |
|
|
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. |
|
|
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. |
|
|
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 |
|
Table |
Description |
|---|---|
|
Opportunitysn_opty_mgmt_core_opportunity |
Potential sales deal with a customer account. |
|
Opportunity Tasksn_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 Itemsn_opty_mgmt_core_opportunity_line_item |
Individual products or services included in an opportunity. |
|
Opportunity Line Characteristicsn_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 Needssn_opty_mgmt_opportunity_needs |
Customer‑expressed business needs or requirements linked to an opportunity. |
|
Opportunity Competitorsn_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 Membersn_opty_mgmt_core_opportunity_team_member |
Users involved in working on an opportunity, along with their roles and responsibilities. |
|
Opportunity Associated Contactsn_opty_mgmt_core_opportunity_associated_contact |
Contacts related to an opportunity, such as decision‑makers, influencers, or stakeholders at the customer account. |
|
Opportunity Stagesn_opty_mgmt_core_opportunity_stage |
The current phase of an opportunity within a sales cycle, such as Qualify, Develop, Propose, or Close. |
|
Sales Cycle Typesn_opty_mgmt_core_sales_cycle_type |
A category of sales motion for opportunities, such as New Customer, Renewal, or Upsell. |
|
Sales Cycle Stagesn_opty_mgmt_core_sales_cycle_stage |
A stage configuration within a specific sales cycle type. |
|
Opportunity Related Partysn_opty_mgmt_core_opportunity_related_party |
Non‑user entities related to an opportunity, such as partners, resellers, or external organizations. |
|
Opportunity Related Channel Partnersn_bus_org_opptym_related_business_organization |
Channel partners associated with an opportunity, such as distributors or resellers. |
|
Opportunity Allocationsn_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 Typesn_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 Dimensionsn_opty_mgmt_core_opportunity_allocation_dimension |
Allocation values that are grouped or categorized, such as by territory or product family. |
Related topics
--- title: Components installed with Opportunity Management description: Several types of components are installed with activation of the Opportunity Management plugin, including user roles and tables. locale: en-US canonical_url: https://www.servicenow.com/docs/r/order-management/components-installed-opportunity-management.html release: brazil topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Opportunity Management reference, Sales automation, Reference, Sales Customer Relationship Management] --- # 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 <table id="table_nkn_5py_3hc"><thead><tr><th> Role name </th><th> Description </th><th> Contains roles </th></tr></thead><tbody><tr><td> sn\_opty\_mgmt\_core.opportunity\_viewer </td><td> A granular role created to give read access to Opportunity and Opportunity Line Item. </td><td> - sn\_csm\_pricing.pricelist\_viewer - sn\_prd\_pm.product\_catalog\_viewer - sn\_customerservice.customer\_data\_viewer - sn\_opty\_mgmt\_core.opportunity\_setup\_viewer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_responsibility\_read\_granular </td><td> Provides granular read access to opportunity and its related entities through the responsibility framework. </td><td> None </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_admin </td><td> A granular role created to give CRUD access to Opportunity tables. </td><td> - sn\_meeting\_mgmt.meeting\_creator - sn\_nowassist\_admin.nsa\_admin - sn\_opty\_mgmt\_core.opportunity\_setup\_writer - sn\_opty\_mgmt\_core.opportunity\_writer - sn\_opty\_mgmt\_core.opportunity\_allocation\_writer - sn\_crm\_touchpoint.admin </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_integrator </td><td> Provides integration-level write access to the opportunity entity. </td><td> - sn\_meeting\_mgmt.meeting\_creator - sn\_crm\_touchpoint.touchpoint\_writer - sn\_opty\_mgmt\_core.opportunity\_writer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_responsibility\_write\_granular </td><td> Provides granular access to opportunity and related entities through the responsibility framework. </td><td> sn\_opty\_mgmt\_core.opportunity\_responsibility\_read\_granular </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_setup\_viewer </td><td> Provides read-only access to the Sales cycle and Opportunity stage tables. </td><td> None </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_writer </td><td> A granular role created to give write access to Opportunity and Opportunity Line Item. </td><td> - sn\_opty\_mgmt\_core.opportunity\_viewer - sn\_quote\_mgmt\_core.quote\_writer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_contributor </td><td> Provides limited permissions to FSM/CSM agents to generate opportunities and view their progress across the sales life cycle. </td><td> - sn\_prd\_pm.product\_catalog\_viewer - sn\_opty\_mgmt\_core.opportunity\_setup\_viewer - sn\_csm\_pricing.pricelist\_viewer - sn\_customerservice.customer\_data\_viewer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_setup\_writer </td><td> Provides access to read, create, and write the Sales cycle and Opportunity stage tables. </td><td> sn\_opty\_mgmt\_core.opportunity\_setup\_viewer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_viewer </td><td> Provides granular access to view opportunity allocations. </td><td> None </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_writer </td><td> Provides granular access to manage opportunity allocations. </td><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_viewer </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_responsibility\_read\_granular </td><td> Provides granular read access to opportunity allocations through the responsibility framework. </td><td> None </td></tr><tr><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_responsibility\_write\_granular </td><td> Provides granular write access to opportunity allocations through the responsibility framework. </td><td> sn\_opty\_mgmt\_core.opportunity\_allocation\_responsibility\_read\_granular </td></tr></tbody> </table>## Tables installed <table id="table_pf3_1kw_v3c"><thead><tr><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Opportunitysn\_opty\_mgmt\_core\_opportunity </td><td> Potential sales deal with a customer account. </td></tr><tr><td> Opportunity Tasksn\_opty\_mgmt\_core\_opportunity\_task </td><td> Tasks associated with an opportunity, such as follow‑ups, reviews, or sales actions required to progress the opportunity through its stages. </td></tr><tr><td> Opportunity Line Itemsn\_opty\_mgmt\_core\_opportunity\_line\_item </td><td> Individual products or services included in an opportunity. </td></tr><tr><td> Opportunity Line Characteristicsn\_opty\_mgmt\_core\_opportunity\_line\_characteristic </td><td> 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. </td></tr><tr><td> Opportunity Needssn\_opty\_mgmt\_opportunity\_needs </td><td> Customer‑expressed business needs or requirements linked to an opportunity. </td></tr><tr><td> Opportunity Competitorsn\_opty\_mgmt\_core\_opportunity\_competitor </td><td> Competitors associated with an opportunity, enabling sales teams to record competitive presence, assess deal risk, and analyze win/loss patterns across opportunities. </td></tr><tr><td> Opportunity Team Membersn\_opty\_mgmt\_core\_opportunity\_team\_member </td><td> Users involved in working on an opportunity, along with their roles and responsibilities. </td></tr><tr><td> Opportunity Associated Contactsn\_opty\_mgmt\_core\_opportunity\_associated\_contact </td><td> Contacts related to an opportunity, such as decision‑makers, influencers, or stakeholders at the customer account. </td></tr><tr><td> Opportunity Stagesn\_opty\_mgmt\_core\_opportunity\_stage </td><td> The current phase of an opportunity within a sales cycle, such as Qualify, Develop, Propose, or Close. </td></tr><tr><td> Sales Cycle Typesn\_opty\_mgmt\_core\_sales\_cycle\_type </td><td> A category of sales motion for opportunities, such as New Customer, Renewal, or Upsell. </td></tr><tr><td> Sales Cycle Stagesn\_opty\_mgmt\_core\_sales\_cycle\_stage </td><td> A stage configuration within a specific sales cycle type. </td></tr><tr><td> Opportunity Related Partysn\_opty\_mgmt\_core\_opportunity\_related\_party </td><td> Non‑user entities related to an opportunity, such as partners, resellers, or external organizations. </td></tr><tr><td> Opportunity Related Channel Partnersn\_bus\_org\_opptym\_related\_business\_organization </td><td> Channel partners associated with an opportunity, such as distributors or resellers. </td></tr><tr><td> Opportunity Allocationsn\_opty\_mgmt\_core\_opportunity\_allocation </td><td> Transactional allocation records that represent how opportunity value is distributed across participants, such as team members, territories, or product groupings. </td></tr><tr><td> Opportunity Allocation Typesn\_opty\_mgmt\_core\_opportunity\_allocation\_type </td><td> Allocation configuration metadata, such as what entity is allocated \(opportunity or line item\), which numeric field is used, and whether allocations must total 100%. </td></tr><tr><td> Opportunity Allocation Dimensionsn\_opty\_mgmt\_core\_opportunity\_allocation\_dimension </td><td> Allocation values that are grouped or categorized, such as by territory or product family. </td></tr></tbody> </table>**Parent Topic:**[Opportunity Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/opportunity-management-reference.md) **Related topics** [Install Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/install-opportunity-management.md)
| title | Components installed with Opportunity Management |
| description | Several types of components are installed with activation of the Opportunity Management plugin, including user roles and tables. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/components-installed-opportunity-management.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Opportunity Management referenceSales automationReferenceSales Customer Relationship Management |