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
Retrieve and Update Information
Considerations
Example Scenarios
Tooling API Reference
Metadata API Reference
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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.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

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

You can create up to two restriction rules per object in Enterprise and Developer Editions and up to five restriction rules per object in Performance and Unlimited Editions.

  1. Set up the package.xml manifest file and your directory.

    Example package.xml file:

    Example directory:

  2. Include all required fields. For more information, see the reference topic RestrictionRule.

    For our example, we set the fields as follows:

  3. Zip your directory and deploy your changes. For more information, see Deploying and Retrieving Metadata in the Metadata API Developer Guide.
  4. Note the ID returned for the newly created restriction rule for later reference.