Restriction Rules Developer Guide

About This Guide
Restriction Rules
Quick Start: Control Which Tasks the Sales Team Can Access
Considerations
Example Scenarios
Tooling API Reference
Metadata API Reference
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

About This Guide

Restriction rules are a record-level access control mechanism that allows you to grant granular visibility to specified users. This guide outlines the different use cases of restriction rules and describes how to set them up using the Tooling or Metadata API.

Restriction rules are available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Before creating restriction rules, turn off Salesforce Classic for your org. Find instructions at Turn Off Salesforce Classic for Your Org.

Set up restriction rules in Salesforce by navigating to a supported object in the Object Manager.

You can provide feedback and suggestions for restriction rules in the Restriction Rules group in the Trailblazer Community.