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Business Platforms & EA · Advanced

Restriction Rule

Rule that filters which records a user can see within the records they already have access to.

Definition

Restriction rules limit visibility to records meeting criteria for specified users, applying to list views, lookups, related lists, reports, search and SOQL. They are available for custom objects, external objects, contracts, events, tasks, time sheets and some others.

Example

Sales reps only see Tasks they own even though the OWD is Controlled by Parent.

Exam tip

Restriction rules are the one sharing feature that narrows access rather than opening it.

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