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[doc]: Transaction Security Policy Setup#1039

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dmoruzzi:feature/document-tsp
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[doc]: Transaction Security Policy Setup#1039
dmoruzzi wants to merge 1 commit intotprouvot:releaseCandidatefrom
dmoruzzi:feature/document-tsp

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@dmoruzzi
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@dmoruzzi dmoruzzi commented Jan 3, 2026

Describe your changes

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Close #997

Checklist before requesting a review

  • I have read and understand the Contributions section
  • Target branch is releaseCandidate and not master
  • I have performed a self-review of my code
  • I ran the unit tests and my PR does not break any tests
  • I documented the changes I've made on the CHANGES.md and followed actual conventions
  • I added a new section on how-to.md (optional)

@dmoruzzi dmoruzzi changed the title Feature/document tsp [doc]: Transaction Security Policy Setup Jan 3, 2026
@dmoruzzi dmoruzzi force-pushed the feature/document-tsp branch from 8bbf734 to f4f6b84 Compare January 3, 2026 02:19
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tprouvot commented Jan 5, 2026

Hi @dmoruzzi Thanks for the PR this is a great start !
I worked on a generic repo regarding TSP that could contains some info we can add:

https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm
I am referring to -1 for RowsProcessed for big objects and DataCloud.

Another use case I wanted to add in the documentation was the restriction of a particular population for the same org:

  • delegated admins that are allowed to use Reloaded but not to export data
  • sys admins without restrictions

To be able to do that, we must use API Access Control + standard connected app for delegated admins.
In the TSP, instead of defining a client Name, we will use the ConnectedAppId.

Sys admins will have to define an external client app in their Reloaded settings .

There is no need to demonstrate the creation with a gif, but I think it can be useful to detail it in the md file

<img width="800" alt="Disable query input" src="../assets/images/how-to/tsp_creation_demo.gif?raw=true">


#### Using Apex
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I think this section can be removed since we can achieve the same thing with the flow builder

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[doc]: Document how to restrict S.I.R usage with TSP

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