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Working on a project setting up different Business Units in an ORG. What are the pro's & con's of Scoping Rules and Divisions for segmenting data by Business Unit?

6 answers
  1. May 15, 2023, 4:54 PM

    hi @Tom Bassett thanks for writing the blog and sharing it here.

    Do you mind making some updates?

     

    Scoping Rules impacts a user if:

    • List Views
    • Reports
    • SOQL

    and the list view, report, or SOQL has to:

    1. within the List View & Report filter, choose Filter by scope

    2. if the SOQL query has: USING Scope ScopingRule

     

    @Dennis WeverDivisions was initially created to solve for certain large data volume use cases and introduced an indexed "Division" field that is available on certain objects. I had hoped to use Scoping Rules as a way for customers to migrate from Division/Classic. At this point, we are investing in other areas. 

     

    https://admin.salesforce.com/blog/2023/an-inside-look-at-how-were-addressing-challenges-from-the-record-access-sharing-roadmap

      

    This specific group moved from being focused on Scoping Rules to beta/pilot features/questions. At this point in time, I don't have any new beta/pilots to recruit for. 

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