Hey Mike, I have a quick question. If some records are made visible to certain individuals/users through the lateral or the manual sharing rules, do these records then become automatically accessible based on role hierarchy as well? for example, lets say, the marketing dept wants to share some confidential data with some support engineer, and they do it with the sharing rules (lateral sharing) or with Manual sharing (such as Teams access), then does this data get reflected to the support team manager by hierarchy?
Are you not finding it in Setup? Perhaps you have a user account that doesn't have access to them? If you have a full admin account it should be there for you. The only other things I can think of is if your instance is still on an older release, which I don't think would be the case, or if you are on a different license type or Salesforce instance.
That for this information - as always very useful!
You bet!
thank you so much, so helpful for this salesforce newbie
I am glad you found it helpful.
Thanks Mike
You are welcome.
What is the difference between restriction rule and scoping rules?
Hey Mike, I have a quick question. If some records are made visible to certain individuals/users through the lateral or the manual sharing rules, do these records then become automatically accessible based on role hierarchy as well?
for example, lets say, the marketing dept wants to share some confidential data with some support engineer, and they do it with the sharing rules (lateral sharing) or with Manual sharing (such as Teams access), then does this data get reflected to the support team manager by hierarchy?
Now it is with the name "Scoping Rules"
Scoping Rules are different.
How to deploy the restriction rule in Salesforce and how to extract in vs code
Can’t find restriction rule option in task object
I am not sure why it wouldn't be available. According to the online help, it is supposed to be available for Tasks.
@@RapidReskill restriction rule option not available for task , contract object. Is there any prerequisite to enable the button??
@@nareshkumar-sz5cd you just need to create a new playground, samething happend to me and this was the work around I did.
Hi Berlin please create a new playground and it will fix the issue for those standard and custom objects, hope it helps.
there is no restriction rules link on my version?
Are you not finding it in Setup? Perhaps you have a user account that doesn't have access to them? If you have a full admin account it should be there for you. The only other things I can think of is if your instance is still on an older release, which I don't think would be the case, or if you are on a different license type or Salesforce instance.
Getting a similar issue. Can't see restriction rules in my org. Any solution?
I guess you are trying on a standard object which as mentioned in help article dosnt have restriction rules. It is only applicable for custom objects
@@pragyamehrotra2473 go to the objects that are applicable for restriction rules - custom objects/tasks/events/contracts. You will find it there.