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Restriction Rules Developer Guide
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Quick Start: Control Which Tasks the Sales Team Can Access
Quick Start: Control Which Tasks the Sales Team Can Access
In this Quick Start, we create a restriction rule that controls which tasks members of the Sales Team can access.
Available in: Lightning Experience in
Enterprise
,
Performance
,
Unlimited
, and
Developer
Editions
Before You Start
Before you create the restriction rule, make sure you have the needed permissions and tools.
Create a Restriction Rule Using the Tooling API
Create a restriction rule that controls which tasks members of the Sales Team can access using the RestrictionRule Tooling API object.
Create the Restriction Rule Using the Metadata API
Create a restriction rule that controls which tasks members of the Sales Team can access using the RestrictionRule Metadata API type.