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
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.

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

Before creating restriction rules, we recommend that you Turn Off Salesforce Classic for Your Org. Salesforce can't guarantee that restriction rules work as intended for end users who are in the Salesforce Classic experience.

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.