Restriction Rules Developer Guide

About This Guide
Restriction Rules
Quick Start: Control Which Tasks the Sales Team Can Access
Considerations
Example Scenarios
Allow Users to See Only Specified Record Type
Allow Users to See Only Records That They Own
Allow Users to See Only Records Owned by Same Role
Allow Users to See Only Records Owned by Same Profile
Allow Users to See Records Based on a Custom Field
Allow Users to See an External Object's Records
Provide User Access With Multiple String or ID Values in Record Criteria
Tooling API Reference
Metadata API Reference
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Allow Users to See an External Object's Records

This restriction rule allows active Salesforce users to see the records of an external object called Purchase Order. The rule uses a field called IsClosed on Purchase Order records in its record criteria.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions

Only external objects created using the Salesforce Connect: OData 2.0, OData 4.0, and Cross-Org adapters support restriction rules. Find out more in Restriction Rule Considerations.

Note

Tooling API

1{
2    "FullName":"purchase_orders_restictionrule",
3    "Metadata": {
4        "active":true,
5        "description":"Allows accounting department users to access open purchase order records from external system.",
6        "enforcementType":"Restrict",
7        "masterLabel":"OpenPurchaseOrderRecords",
8        "recordFilter":"IsClosed__c = ‘false’",
9        "targetEntity":"PurchaseOrder__x",
10        "userCriteria":"$User.Department = ‘Accounting’",
11        "version":1
12    }
13}

Metadata API

1<?xml version="1.0" encoding="UTF-8"?>
2<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
3    <active>true</active>
4    <description>Allows accounting department users to access open purchase order records from external system.</description>
5    <enforcementType>Restrict</enforcementType>
6    <masterLabel>OpenPurchaseOrderRecords</masterLabel>
7    <recordFilter>IsClosed__c = ‘false’</recordFilter>
8    <targetEntity>PurchaseOrder__x</targetEntity>
9    <userCriteria>$User.Department = ‘Accounting’</userCriteria>
10    <version>1</version>
11</RestrictionRule>