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Questions tagged [restrictionrules]

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Restriction rule not working

I have a custom object "customObject" with OWD public read/write. I need certain users to access certain records of this such object. I created fields: User.ConfidentialAccess -- checkbox. ...
Bernardo Lira's user avatar
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salesforce restriction rules with custom permission

We have created a salesforce restriction rule on an object and have used a custom permission with boolean value as false condition to restrict records. In the below screenshot we are setting the ...
RedDevil's user avatar
  • 7,841
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Marking Tasks as private

As part of a new implementation, I've got a requirement to allow users to mark Tasks that they create as 'Private' so that other users in the system don't see these when viewing Accounts and Contacts. ...
Callum MacErlich's user avatar
-1 votes
1 answer

How can I restrict a standard picklist so that only existing values can be used?

I will preface my question because I do not know Salesforce well at all. My company upgraded to Salesforce because a consultant recommended it. Nobody knows how to use it correctly; somehow, ...
Not a Super Genius's user avatar
-1 votes
1 answer

Restrict users from different branches from viewing eachothers objects [closed]

We have 2 branches, 1 Canadian and 1 American. We assign a branch to each user on their profiles as well as assign a branch to the object. I want to be able to restrict a Canadian user from seeing an ...
Morgado.b's user avatar
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Error on Activities related list when Restriction Rule is applied

I am encountering issues in activities related list when I applied a restriction rule, user is able to able to open the activities but the related list keeps throwing the error, tried removing the ...
Carlo Sab's user avatar
3 votes
3 answers

Restriction rule for administrator certification spring 22

I am trying to maintain my administrator certification spring 22 and in the challenge section I have created a restriction rule as per the instructions, but I can't seem to activate the rule. It gives ...
Mahmood's user avatar
  • 5,966
0 votes
1 answer

Is Description field required in Restriction Rules?

When Restriction Rule is created on UI, it is possible to create it without description. But if you try to retrieve it and deploy to another org, the following error is displayed: Error ...
Patlatus's user avatar
  • 17.3k
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Creating Records with restriction rules enforced

I have a RestrictionRule set up on a custom object that compares a number field on said object to a custom number field on the current User ($User) record. The rule operates as expected for existing ...
David Culbreth's user avatar
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1 answer

Restriction Rule Comparing Record String Formula Field to string value

I have a formula field set up to read the String/Text value of a Formula field on a record for the comparison in a Restriction Rule. When I enable the rule and access a record that should be ...
David Culbreth's user avatar