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.

Quick Start: Display Records by Branch Location

In this Quick Start, we create a scoping rule using the SOQL operator. In the first example, a scoping rule created via Tooling API shows a banker only the accounts that match their current branch. The second example creates the same scoping rule via Metadata API.
Available in: Lightning Experience in Performance and Unlimited Editions