Scoping Rules Developer Guide

About This Guide
Scoping Rules
Quick Start: One Associate Supports Multiple Advisors
Considerations for Scoping Rules
Example Scenarios
Display a Branch Location’s Records by Default
Display a Department’s Records by Default
Display a Division’s Tasks by Default
Tooling API Reference
Metadata API Reference
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Display a Branch Location’s Records by Default

This scoping rule displays task records associated with a particular bank branch location by default. A custom field called Branch__c stores the bank’s branch locations.
Available in: Lightning Experience in Performance and Unlimited Editions

Tooling API

1{
2    "FullName":"Task scoping rule on Bank Branch 1",
3    "Metadata": {
4         "active":true,
5         "description":"View tasks for Bank Branch 1.",
6         "enforcementType":"Scoping",
7         "masterLabel":"SR for Bank Branch 1",
8         "recordFilter":"Branch__c = $User.Branch__c",
9         "targetEntity":"Task",
10         "userCriteria":"$User.RoleId = '00Exxxxxxxxxxxx'",
11         "version":1
12    }
13}

Metadata API

1<?xml version="1.0" encoding="UTF-8"?>
2<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
3    <active>true</active>
4    <description>View tasks for Bank Branch 1.</description>
5    <enforcementType>Scoping</enforcementType>
6    <masterLabel>SR for Bank Branch 1</masterLabel>
7    <recordFilter>Branch__c = $User.Branch__c</recordFilter>
8    <targetEntity>Task</targetEntity>
9    <userCriteria>$User.RoleId = '00Exxxxxxxxxxxx'</userCriteria>
10    <version>1</version>
11</RestrictionRule>