Example Scenarios

These sample scoping rules provide relevant records to users.

• 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.

• Display a Division’s Tasks by Default

  This scoping rule displays records associated with a particular division by default for a user.

• 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.