Salesforce Security - Restriction Rules and Scoping Rules
1. Overview Salesforce provides a very effective security model where we always start with the most restrictive access and then open up access using additional mechanisms like sharing rules, and manual sharing based on the requirements. But there might be scenarios where we need to restrict access based on specific criteria. Salesforce recently introduced 2 approaches to support this requirement. Those are restriction rules and scoping rules. Let us see this in detail. 2. Restriction Rules - Overview Using restriction rules we can apply an additional level of filter on top of records to which a specific user is having access. 3. Scoping Rules - Overview Scoping rules help to filter the default records visible for a user based on specific criteria. But it is not preventing access to other records. 4. Compare Restriction Rules and Scoping Rules 5. Restriction Rule - Example Company ABC is having Job Applications getting created through their company portal and synched to Salesforc...