Restriction Rules Developer Guide

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
Considerations
Example Scenarios
Tooling API Reference
Metadata API Reference
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Before You Start

Before you create the restriction rule, make sure you have the needed permissions and tools.
Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create and manage restriction rules: Manage Sharing
To view restriction rules: View Setup & Configuration AND View Restriction and Scoping Rules

Creating restriction rules requires you to be comfortable using an API development application, such as Postman. You can use either the Tooling or Metadata API to create, retrieve, update, and delete restriction rules. In this Quick Start, we show you how to use both.