Questions tagged [restrictionrules]

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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
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How to give user inside specific role accessibility to all activity except from user with the same role

I need to give a user accessibility to all activity except activity that own by other user in the same role What I want is user inside CFO role can see all activity except activity that own from ...
naticap'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
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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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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