Flow Name: Restrict Delete Task¶

Last Updated: 2025-10-22 Source Code: Restrict_Delete_Task.flow-meta.xml

API Name: Restrict_Delete_Task Status: Active Type: Custom Trigger: Before Task record delete

Business Purpose¶

Implements access control to protect Task records from unauthorized deletion. Only users with System_Adminstrator_Custom permission can delete Tasks, preventing accidental data loss and maintaining audit compliance.

Process Flow¶

1. Triggers before Task record deletion
2. Checks if user has System_Adminstrator_Custom permission
3. If permission exists, allows deletion to proceed
4. If permission missing, throws custom error blocking deletion

flowchart TD
    Start([Start: Before Delete]) --> Check{Has System<br/>Admin Permission?}
    Check -->|Yes| Allow[Allow Deletion]
    Check -->|No| Error[Throw Error:<br/>No Permission]
    Allow --> End([End])
    Error --> End

    style Start fill:#e1f5ff
    style Check fill:#fff4e1
    style Allow fill:#e1ffe1
    style Error fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules¶

• Only users with System_Adminstrator_Custom permission can delete Tasks
• Applies to all Task records without exception
• Displays user-friendly error message: "You do not have permission to delete this record."
• Permission check uses negative logic (NotEqualTo true)

Dependencies¶

• Custom Permission: System_Adminstrator_Custom
• Task object (standard Salesforce)
• Permission Set or Profile assignments with custom permission

Changes¶

PR-29900: Implemented deletion restrictions for Task records.

Pre-Go-Live Concerns¶

CRITICAL - Fix Before Go-Live¶

• Fix typo in error label: "Restrict To Detelete A Task" should be "Restrict To Delete A Task"

HIGH - Address Soon After Go-Live¶

• Verify custom permission is properly configured and assigned
• Test deletion restrictions with both admin and non-admin users

MEDIUM - Future Enhancement¶

• Consider context-specific restrictions based on Task type or status
• Add logging for attempted unauthorized deletions

LOW - Monitor¶

• Track frequency of unauthorized deletion attempts
• Monitor admin feedback on restriction appropriateness

Maintenance Notes¶

Complexity: Low - Simple permission check Review Schedule: Annual review or when permission structure changes Companion Flow: Works with Restrict_Delete_Event for comprehensive activity protection Testing: Requires users with and without System_Adminstrator_Custom permission