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.