Based on criteria that you select, you can set the scope of records that your users see. Use a scoping rule to help your users see only the records that are relevant to them. A scoping rule doesn’t restrict the record access that your users already have. They can still get to all the records that they have access to per your org’s sharing settings.
Where: This change applies to Lightning Experience in Performance and Unlimited editions.
Who: Any partner, ISV, or customer can test scoping rules using a Developer Edition org. Scoping rules are available to customers using Unlimited Edition with Signature or Premier Priority Support. This feature is available only to customers who have purchased professional services, specifically Implementation Architect, Program Architect, or Technical Account Manager.
How: Scoping rules are available for custom objects and these standard objects.
- Account
- Case
- Contact
- Event
- Lead
- Opportunity
- Task