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Salesforce Restriction Rules

In this post we will learn how we can Enhance Security with Salesforce Restriction Rules. Using Salesforce Restriction Rules, we can apply filters to determine which record will visible to end user, using OWD/Sharing rule combined with Record Criteria.

What Is Restriction Rules

Salesforce Restriction rules provide added security for your organization to limit the records that users can access. With Restriction rules we can prevent users from accessing records that contain sensitive data or information that isn’t need to end customer.

How Salesforce Restriction Rules Works?

With Salesforce Restriction rules, we can make certain records invisible, or unavailable, for certain users. After the restriction rule is applied, certain records fall outside the parameters for what they can access base on Sharing setting.

How Restriction Rules Works?
Image from Salesforce document

Configure Salesforce Restriction Rules

Let see how to create Salesforce Restriction rules . Please follow below step to do that

  1. Click on Setup
  2. Then Click on Object Manager
  3. From Object Manager Select the Task Object ( You can select which on which you want to create restriction rules)
  4. Then Click on New Rule button
Salesforce Restriction Rules
  1. Then configure the Salesforce restriction rule as per client requirement.
Salesforce restriction rules

Salesforce Restriction Rules considerations and limitations

  1. Before creating restriction rules, turn off Salesforce Classic for your org if it is on
  2. Restriction rules are applied to the following Salesforce features.
    1. List Views
    2. Lookups
    3. Related Lists
    4. Reports
    5. Search
    6. SOQL
    7. SOSL
  3. Restriction rules are available for custom objects, contracts, tasks, events, time sheets, and time sheet entries.
  4. At this moment we can create only a maximum of 5 Restriction rules per object. 
  5. And we cannot have AND or OR conditions in the criteria
  6. Check Salesforce Restriction Rule Considerations guide to learn more.

Summary

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