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How to use Salesforce Restriction Rules

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Published by jetbi
05 January 2023
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Why do we need to use Restriction Rules? Most of all, the use of restriction rules is a great solution to protect, and increase the security of your organization. Controlling user capabilities is the key to a well-protected system and a satisfied customer. Using restriction rules will allow you to control the number of users who can see (or not see!) important data that is stored in your system.

The ability to use this technology has appeared quite recently, and in order to successfully apply it in your work, you need to make sure that you are working with the Lightning Experience, Enterprise, Performance, Unlimited, and Developer versions.

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Constraint rules are a kind of help tool for Organization-Wide Sharing Defaults and Sharing Mechanisms. This, in turn, means that this tool allows you to sort the final result, which, in turn, will allow you to determine which records users will see in the end.

User access to data will first be determined by Organization-Wide Sharing Defaults, the hierarchy of roles, sharing settings, and territorial management. The restriction rules will allow us to reduce the amount of information allowed to a specific entry that meets the established criteria.

Restriction rules will allow you to fine-tune the visibility of records after all the previous steps in creating security in your organization have been completed.

 

 How to set up restriction rules?

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  1. First, we need to go to the object manager.
  2. Now we should select the object on which we want to create a restriction rule.
  3. In the panel on the right, you need to find the ‘Restriction Rule’ and create a new rule. When filling in all the required fields during the rule creation process, do not forget to select the ‘active’ status for the rule to take effect.

During the configuration process, you can select the necessary users for whom this rule is created. Also, customize the posts that your team can see.

Congratulations! You have created your first restriction rule and now your system has become more secure, and therefore more perfect.


Kiryl Yakovlev
Salesforce Administrator
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