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.

• Before You Start

  Before you create a scoping rule, make sure you that have the needed permissions and tools.

• Use the SOQL Operator in Scoping Rule Record Criteria

  When a rule’s record criteria must refer to a field on an object other than the target object, such as a junction object, use the SOQL operator in record criteria. To create or edit scoping rules with the SOQL operator in the record criteria, use the Tooling or Metadata API.

• Create a Branch Management Scoping Rule Using the Tooling API

  Create a scoping rule that filters account records based on a banker’s branch location. This example uses the branch management data model included in Financial Services Cloud and the RestrictionRule Tooling API object.

• Create a Branch Management Scoping Rule Using the Metadata API

  Create a scoping rule that filters account records based on a banker’s branch location. This example uses the branch management data model included in Financial Services Cloud and the RestrictionRule Metadata API type.

• Create a Wealth Management Scoping Rule Using the Tooling 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 Tooling API object.

• 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.