Hi All,
How do we apply restriction rules for Account object, my use case is, I need to restrict specific cases for some set of users.
We have shared data with a role based sharing rule with Public group like Set A and Set B. For set B we need to hide / restrict case records without impacting Set A. Challenge thing here is we have shared data with role based sharing rule and both the set of users falls under the same role hierarchy.
As per Salesforce documentation, Restriction rules are available for custom objects, contracts, events, tasks, time sheets, and time sheet entries.
Thanks in advance
Regards,
Chandra
Hi Chandranna,
As you mentioned rightly, restriction rules are not available for standard objects. You can also try using Scoping rules in this case since they're available for Cases, Accounts. But, please research on it's pre-requisites since scoping rules are available only in certain orgs.
Apart from that I feel, that you would probably need to restrict the records using OWD (which might impact numerous changes to reflect the current sharing settings) and then would need Sharing rules to enhance the records access.
