Salesforce: A Declarative Approach to Restriction rules
In this video, I will show you how you can use the restriction rule declaratively. Watch in 1.25x the speed for a better experience. More details are in the description.
Restriction rules allow you to hide specific records that could contain sensitive values from users who should not see it.
Restriction rules enforce specific access restrictions at the record level, while org-wide defaults establish the baseline access level for all records within an object.
You can create up to two active restriction rules per object in Enterprise and Developer Editions and up to five active restriction rules per object in Performance and Unlimited Editions.
Restriction rules are available for custom objects, external objects, contracts, events, tasks, time sheets, and timesheet entries and can be configured in the Object Manager. The rule is applied to these (according to Salesforce documentation, Please be sure to review)
Supported data types in the recordFilter and userCriteria fields:
– boolean
– date
– dateTime
– double
– int
– reference
– string
– time
– single picklist
The rule is applied to these
List Views
Lookups
Related Lists
Reports
Search
SOQL
SOSL
Resources:
Restriction rules guide:
https://developer.salesforce.com/docs...
The inner workings of restriction rule:
https://engineering.salesforce.com/re...
Credits to this resource:
https://www.asagarwal.com/step-by-ste...
Timestamps:
00:00 Intro
00:42 Some things to be aware of
04:32 Demo
07:19 More on Demo and Test
08:50 Outro
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