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title: Before You Start
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locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/security/scoping-rules-dev-guide/guides/scoping-rules/quickstart/scoping-rules-before-you-start.md
canonical_url: https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-before-you-start.html
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  - Scoping Rules Developer Guide
  - Security
---

# Before You Start

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

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

Creating scoping rules requires you to be comfortable using an API development application, such as [Postman](https://www.postman.com). You can use either the [Tooling](https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_api_tooling.htm) or [Metadata](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_intro.htm) API to create, retrieve, update, and delete scoping rules. In this Quick Start, we show you how to use both.

For help with creating scoping rules in Setup, see [Create a Scoping Rule](https://help.salesforce.com/s/articleView?id=platform.security_scoping_rule_create.htm&type=5).