However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems.īe sure to test these thoroughly in a sandbox before making anything live in production and use criteria to ensure a user is only influenced by one rule per object to avoid any conflicts.įingers crossed Salesforce increases the use cases for Restriction Rules and perhaps considers an Admin-friendly way to debug these rules when they are not working as expected. Currently, the criteria is limited to the ‘Equals’ operator and doesn’t support formula fields.If you have Performance or Unlimited you get up to five rules per object. If you are running Enterprise or a Developer edition you only get two rules per object.Users with the System Administrator profile retain the ability to see and modify all records.If users are viewing the ‘Recently Viewed’ list view and they previously viewed a record they no longer have access to because of Restriction Rules, they can still see it in the list but if they click through to the record they’ll get an error.These rules are only applied to certain features such as List Views, Lookups, Related Lists, Reports and Search.Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.Sometimes upon converting, the custom reports can become unusable due to different standard report types. After converting a lookup field into Master-detail relationship, test your custom reports, whether they are usable or not.Each object is allowed to have one or two masters or up to 8 details.We can’t create a Master-detail relationship when the custom object already contains data.You can have only Upto three levels of custom detail levels. ![]()
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