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
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Before You Start

Before you create a scoping rule, make sure you that have the needed permissions and tools.
Available in: Lightning Experience in Performance,Unlimited, and Developer 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

Creating scoping rules requires you to be comfortable using an API development application, such as Postman. You can use either the Tooling or Metadata API to create, retrieve, update, and delete scoping rules. In this Quick Start, we show you how to use both.

For help with creating scoping rules in Setup, see Create a Scoping Rule.