![]() This feature is available only for custom objects, contracts, tasks, and events.The Restriction Rules is currently a Beta Service and customers may opt to try such Beta Service on their sole discretion.Some highly important considerations are listed below, and additional considerations can be found here. Apart from the steps to configure, Salesforce extends the support with a handful of examples with sample code for each use case which can be found here.įig 4: Sample Restriction Rule Considerations For Restriction RulesĪs Restriction Rule is a new Beta feature from Salesforce, there are a few limitations to be noted before implementing this feature. Salesforce has provided ample help articles and developer blogs on the steps to create Restriction Rules and they can be referenced here: Developer Blog on Restriction Rules. With the new Restriction Rules in place, the access to the Passbook records will be limited to the Users with the “Finance” profile.įig 2: Record accessibility before Restriction Rules (Source: Salesforce Developer Blog)įig 3: Record accessibility after Restriction Rules (Source: Salesforce Developer Blog) How To Create Restriction RulesĬurrently, the Restriction Rules are managed only through Tooling and Metadata APIs and there is no Administrator UI in Setup to create them. In our example, without a Restriction Rule, all the users gained access to the Passbook records as the Account has Public Read/Write access. This behaviour is similar to how you can filter results in a list view or report, except that it’s permanent. When a Restriction Rule is applied to a user, the record for which they had “Read” access through their sharing settings is further reduced to only records that match the recordFilter. This new Restriction Rule feature is the advanced configuration that allows the admins to restrict accessibility for users. All the existing sharing configurations like the OWDs, Sharing Rules and Territory Sharing, etc., are used to extend the user’s accessibility for Objects. The main purpose of the Restriction Rules (Beta) is to control access to a specific set of records for certain users. ![]() With our Passbook example, a Restriction Rule can be created on top of the OWD and Sharing Rules in such a way that the only users who require access will be able to see the Passbook records based on the filter criteria set in the Restriction Rules, and other users will be restricted from accessing it.įig 1: Filtering using Restriction Rules (Source: Salesforce Developer Blog) When To Use Restriction Rules? With the Summer ‘21 Release update on Restriction Rules, accessibility can be further controlled on certain objects by restricting the users from accessing non-essential data. In the example, as the Passbook Object is related to Account in a Master-Detail relationship and the OWD for the Account is Public Read/Write, all users would gain access to the Passbook records even when the OWD of Passbook Object is set to private. With those existing features, users with access to a parent object automatically gain access over the child object(s) if they are related in a Master-Detail Relationship. ![]() Until Summer ‘21, in order to set the access levels for Objects in Salesforce, we have used the OWDs and Sharing Rules in the org. The Passbook records hold confidential information about the Customer, which should be accessible only by users with the “Finance” profile, and restricted for other users who don’t need access to such sensitive information.A custom object called ‘Passbook’ is related to the Account in a Master-Detail relationship and tracks the Company’s bank details and the transactions made.The Organization-Wide-Default (OWD) is set to Public Read/Write.An organization uses Salesforce Account records to hold the company information of clients.Restriction rules help Administrators to limit access to records of certain objects within Salesforce. By the end of this blog, you will have an understanding of Restriction Rules and when to use this new feature to provide an extra layer of security to protect the data in your Salesforce org. It allows Admins to restrict access to sensitive records for certain users by setting up the filter conditions in the Restriction Rules. This new feature provides an additional layer of security on top of the existing OWDs and Sharing Rules. As part of the Summer ‘21 Release, Salesforce announced the new Restriction Rules (Beta) feature.
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