Scoping Rules Developer Guide

About This Guide
Scoping Rules
Quick Start: Display Records by Branch Location
Before You Start
Use the SOQL Operator in Scoping Rule Record Criteria
Create a Branch Management Scoping Rule Using the Tooling API
Create a Branch Management Scoping Rule Using the Metadata API
Create a Wealth Management Scoping Rule Using the Tooling API
Create a Wealth Management Scoping Rule Using the Metadata API
Considerations for Scoping Rules
Example Scenarios
Tooling API Reference
Metadata API Reference
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Create a Wealth Management Scoping Rule Using the Metadata API

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.
Available in: Lightning Experience in Performance and Unlimited Editions

User Permissions Needed
To create and manage scoping rules: Manage Sharing
To view scoping rules: View Setup & Configuration AND View Restriction and Scoping Rules

You can use the RestrictionRule object to create and manage both restriction rules and scoping rules. For information on restriction rules, see the Restriction Rule Developer Guide.

Note

  1. Set up the package.xml manifest file and your directory.

    Example package.xml file:

    Example directory:

  2. Include all required fields. For more information, see the reference topic RestrictionRule.

    In this example, we used these values.

  3. Zip your directory, and deploy your changes. For more information, see Deploying and Retrieving Metadata in the Metadata API Developer Guide.