In the CSM application, which feature is used to filter records in CSM-related tables for users with CSM roles?

• A. CSM Query Rules
• B. Data Policies
• C. Filtered Lists
• D. Access Types

Answer: (A)

In this scenario, the mechanism that restricts what users with CSM roles can see in CSM-related tables is the CSM Query Rules. These server-side rules attach to a table and automatically apply query conditions based on the user’s role and attributes, so only the records that match those conditions are returned in lists and forms. This ensures consistent visibility filtering across the UI and even API calls, such as showing only cases or accounts relevant to the user’s region, department, or assigned accounts. Data Policies are about enforcing data quality at the field level, not controlling record visibility. Filtered Lists are user-created, client-side views that don’t enforce universal access rules. Access Types govern what actions a user can perform on a record rather than which records are visible.