Reduce noise and unnecessary searches while enhancing your users’ productivity. Based on criteria that you select, you can set rules to help your users see only records that are relevant to them. By adding a scoping rule, you can help users focus on pertinent records and prevent them from accessing records containing sensitive or inessential information. Scoping rules don’t restrict the record access that your users already have. Your users can still open and report on all records that they have access to per your org’s sharing settings
Where: This change applies to Lightning Experience in Performance and Unlimited editions.
How: Scoping rules are available for custom objects and these standard objects.
- Account
- Case
- Contact
- Event
- Lead
- Opportunity
- Task
For information on enabling this feature, contact Salesforce. You can create and modify scoping rules using the Tooling or Metadata API.
Control the Default Records Your Users See with Scoping Rules (Beta) (salesforce.com)