Quick Start: One Associate Supports Multiple Advisors (Beta) | Scoping Rules (Beta) Developer Guide

Before You Start
Before you create a scoping rule, make sure you that have the needed permissions and tools.

Create a Scoping Rule Using the Tooling API (Beta)
Create a scoping rule that shows a sales support associate who supports multiple financial advisors only the record set that corresponds to the financial advisor that the associate is working with. Use the RestrictionRule Tooling API object.

Create a Scoping Rule Using the Metadata API (Beta)
Create a scoping rule that shows a sales support associate who supports multiple financial advisors only the record set that corresponds to the financial advisor that the associate is working with. Use the RestrictionRule Metadata API type.