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Example Scenarios
These sample scoping rules provide relevant records to users.
Available in: Lightning Experience in Performance,Unlimited, and
Developer 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.
Scope Records Using Multiple String or ID Values in Record Criteria
This scoping rule allows active users to scope the records they see to records whose Name__c field matches the rule’s record criteria value. The record criteria contains strings separated by a comma. ID values are also supported. Double-quotes specify that the value inside the quotes isn’t considered a delimiter.
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