---
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title: "Quick Start: Display Records by Branch Location"
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/security/scoping-rules-dev-guide/guides/scoping-rules/quickstart/scoping-rules-quickstart.md
canonical_url: https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart.html
source_site: developer.salesforce.com
content_type: documentation
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products:
  - Scoping Rules Developer Guide
  - Security
---

# Quick Start: Display Records by Branch Location

In this Quick Start, we create a scoping rule using the SOQL operator. In the first example, a scoping rule created via Tooling API shows a banker only the accounts that match their current branch. The second example creates the same scoping rule via Metadata API.

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

-   **[Before You Start](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-before-you-start.md)**  


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

-   **[Use the SOQL Operator in Scoping Rule Record Criteria](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart-use-soql-operator.md)**  


    When a rule’s record criteria must refer to a field on an object other than the target object, such as a junction object, use the SOQL operator in record criteria. To create or edit scoping rules with the SOQL operator in the record criteria, use the Tooling or Metadata API.

-   **[Create a Branch Management Scoping Rule Using the Tooling API](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart-tooling-api-banking.md)**  


    Create a scoping rule that filters account records based on a banker’s branch location. This example uses the branch management data model included in Financial Services Cloud and the RestrictionRule Tooling API object.

-   **[Create a Branch Management Scoping Rule Using the Metadata API](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart-metadata-api.md)**  


    Create a scoping rule that filters account records based on a banker’s branch location. This example uses the branch management data model included in Financial Services Cloud and the RestrictionRule Metadata API type.

-   **[Create a Wealth Management Scoping Rule Using the Tooling API](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart-tooling-api__sales-support.md)**  


    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 Tooling API object.

-   **[Create a Wealth Management Scoping Rule Using the Metadata API](https://developer.salesforce.com/docs/platform/scoping-rules-dev-guide/guide/scoping-rules-quickstart-metadata-api-sales-support.md)**  


    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.