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.

note: You can use the RestrictionRule object to create and manage both restriction rules and scoping rules. For information on restriction rules, see the Restriction Rule Developer Guide.

1. Set up the package.xml manifest file and your directory.

   Example package.xml file:

   <?xml version="1.0" encoding="UTF-8"?>
   <Package xmlns="http://soap.sforce.com/2006/04/metadata">
     <types>
       <members>*</members>
       <name>RestrictionRule</name>
     </types>
     <version>68.0</version>
   </Package>
   

   Example directory:

   myPackage/package.xml
   myPackage/restrictionRules
   myPackage/restrictionRules/Rule1.rule
   myPackage/restrictionRules/Rule2.rule
   
   

2. Include all required fields. For more information, see the reference topic RestrictionRule.

   In this example, we used these values.

   <?xml version="1.0" encoding="UTF-8"?>
   <RestrictionRule xmlns="http://soap.sforce.com/2006/04/metadata">
     <active>true</active>
     <description>Sales support associate sees only account records of specified advisor</description>
     <enforcementType>Scoping</enforcementType>
     <masterLabel>Advisor1 Record Type</masterLabel>
     <recordFilter>recordTypeId = '012xxxxxxxxxxxx'</recordFilter>
     <targetEntity>Account</targetEntity>
     <userCriteria>$User.ProfileId = '00exxxxxxxxxxxx'</userCriteria>
     <version>1</version>
   </RestrictionRule>
   

3. Zip your directory, and deploy your changes. For more information, see Deploying and Retrieving Metadata in the Metadata API Developer Guide.