Restriction rule in salesforce:

The restriction rule makes certain records invisible to certain users. For example, if a list returns 50 records, The restriction rules are applied to the 25 records and the user will see only a few records.

 Key Considerations:

  1. we can create only five restriction rules per object.
  2. Those rules apply to list views, lookups, related lists, reports, Search, soql, and sosl.
  3. Those rules enabled Custom objects, Tasks, Events, Timesheet entries, Contracts, and External Objects in Salesforce Connect.
  4. if a user creates an event using chatter publisher, The record name is visible in the related chatter post.
  5. User Can’t clone records that have a lookup to a record
  6. 6. Creating a restriction rule for an object doesn’t automatically restrict access to its child object. For example, if you create a restriction rule for the contract object, the access doesn’t change for notes associated with the affected contract records.

Restriction rule creation.

First of all, I did create the custom objects food__c. And then I created the two fields in the object. The fields are Customer name and non-veg.

Up next, I created the restriction rule for this object.  I went to the food object and clicked the restriction rule. After that, I clicked the Create New Rule button In the object.

Up next, I wrote the rule. The rule name is Show Food and click the Active check box.

User Criteria:

                 Next, I chose the criteria type. The criteria type was user criteria and permission criteria. I have chosen user criteria in the rule. And then I apply the rule to the specific user. I did put the user criteria condition as the specific user Alias is vb. The criteria user will see only a given record.

Record Criteria:

  Next Record Criteria, the record Criteria are selected which records the specified users are allowed to see. I did put the field name as Non_veg_c. If the Non-veg check box was not clicked,  the record is shown to the user.  And then I clicked the save button.

Up next, that rule was created.

Now, we will log in to that condition user, we can see that condition record only. 


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