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Example Scenarios
These sample scoping rules provide relevant records to users.
Available in: Lightning Experience in Performance and Unlimited
editions.
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.
Display a Department’s Records by Default
This scoping rule displays contact records associated with a particular department by default for a user who works on them. The rule dynamically matches the contact owner's department with the current user's department.
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