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.

Required Editions
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.