Restriction Rules Developer Guide (Beta)

About This Guide
Restriction Rules
Quick Start: Control Which Tasks the Sales Team Can Access
Before You Start
Create a Restriction Rule Using the Tooling API
Create the Restriction Rule Using the Metadata API
Retrieve and Update Information
Considerations
Example Scenarios
Tooling API Reference
Metadata API Reference
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Retrieve and Update Information

Use the deploy() and retrieve() calls to move metadata (XML files) between a Salesforce organization and a local file system.

This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.

Note

For more information, see Deploying and Retrieving Metadata in the Metadata API Developer Guide.

If you include Salesforce org IDs in your userCriteria or recordCriteria fields, you must modify these IDs before deploying to the target org if different from the org where the restriction rules were retrieved.

We recommend that you don’t update the value of targetEntity after the restriction rule is created. Instead, delete the restriction rule and create a new one with the correct values.

Note