Salesforce Restriction Rules

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In Salesforce, restriction rules are used to restrict the visibility of sensitive data based on specific conditions or criteria. These rules help organizations comply with privacy regulations and ensure that sensitive information is only accessible to authorized users.

Restriction rules let you enhance your security by allowing certain users to access only specified records. They can prevent users from accessing records that can contain sensitive data or information that isn’t essential to their work. 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 or through the Tooling or Metadata API.

















Restriction Rules Considerations

  • Restriction rules for external objects don’t include organization-wide defaults or sharing mechanisms.
  • Only external objects created using the Salesforce Connect: OData 2.0, OData 4.0, and Cross-Org adapters support restriction rules.
  • External objects created using the Cross-Org adapter don’t support search or SOSL when a rule is applied to a user. Salesforce returns only search results that match the most recently viewed records.
  • Disabling search on external objects is recommended.
  • External objects created using the Salesforce Connect custom adapter aren’t supported.

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