Scoping Rules Developer Guide

About This Guide
Scoping Rules
Quick Start: Display Records by Branch Location
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
Scope Records Using Multiple String or ID Values in Record Criteria
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,Unlimited, and Developer editions.

Tooling API

Metadata API