# Create a Wealth Management Scoping Rule Using the Metadata API

Create a scoping rule that shows a sales support associate who supports multiple financial advisors only the record set that corresponds to the financial advisor that the associate is working with. Use the RestrictionRule Metadata API type.

| Required Editions                                                                |
| -------------------------------------------------------------------------------- |
| Available in: Lightning Experience in **Performance** and **Unlimited** 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 |

:::note
You can use the RestrictionRule object to create and manage both restriction rules and scoping rules. For information on restriction rules, see the Restriction Rule Developer Guide.
:::

1. Set up the `package.xml` manifest file and your directory.

   Example `package.xml` file:

   ```nolang
   <?xml version="1.0" encoding="UTF-8"?>
   <Package xmlns="http://soap.sforce.com/2006/04/metadata">
     <types>
       <members>*</members>
       <name>RestrictionRule</name>
     </types>
     <version>68.0</version>
   </Package>
   ```

   Example directory:

   ```nolang
   myPackage/package.xml
   myPackage/restrictionRules
   myPackage/restrictionRules/Rule1.rule
   myPackage/restrictionRules/Rule2.rule

   ```

2. Include all required fields. For more information, see the reference topic [RestrictionRule](https://developer.salesforce.com/docs/atlas.en-us.restriction_rules.meta/restriction_rules/meta_restrictionrule.htm).

   In this example, we used these values.

   ```nolang
   <?xml version="1.0" encoding="UTF-8"?>
   <RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
     <active>true</active>
     <description>Sales support associate sees only account records of specified advisor</description>
     <enforcementType>Scoping</enforcementType>
     <masterLabel>Advisor1 Record Type</masterLabel>
     <recordFilter>recordTypeId = '012xxxxxxxxxxxx'</recordFilter>
     <targetEntity>Account</targetEntity>
     <userCriteria>$User.ProfileId = '00exxxxxxxxxxxx'</userCriteria>
     <version>1</version>
   </RestrictionRule>
   ```

3. Zip your directory, and deploy your changes. For more information, see [Deploying and Retrieving Metadata](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/file_based.htm) in the Metadata API Developer Guide.