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.

Tooling API

{
    "FullName":"Department A contact scoping rule",
    "Metadata": {
         "active":true,
         "description":"View contacts from Department A.",
         "enforcementType":"Scoping",
         "masterLabel":"SR for Department A",
         "recordFilter":"Department=$User.Department",
         "targetEntity":"Contact",
         "userCriteria":"$User.UserRoleId = '00Exxxxxxxxxxxx'",
         "version":1
    }
}

Metadata API

<?xml version="1.0" encoding="UTF-8"?>
<RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
    <active>true</active>
    <description>View tasks contacts from Department A.</description>
    <enforcementType>Scoping</enforcementType>
    <masterLabel>SR for Department A contacts</masterLabel>
    <recordFilter>Department=$User.Department</recordFilter>
    <targetEntity>Contact</targetEntity>
    <userCriteria>$User.UserRoleId = '00Exxxxxxxxxxxx'</userCriteria>
    <version>1</version>
</RestrictionRule>