Domain separation for Workspace records

Workspace supports standard domain separation. In a record, you can safely create another record in the correct domain, change the domain that the record associates with, and temporarily expand the domain scope of a record to a domain outside the record session.

Workspace uses Cross-Tenant Intelligence to automatically handle the data, metadata, business logic, and processing context for tenants that have access to additional tenant data. Cross-tenant intelligence enables the following behavior when you create a record.

• Records created from another record inherit the domain of the originating record.

• Records created with a UI action from a record carry over the domain of the originating record.

• Records created from a parent record, for example a related list, carry over the domain of the parent record.

For more information on Cross-Tenant Intelligence in Domain Separation, see What is Domain Separation?.

Toggle domain scope of a record

Expand the domain scope of a record temporarily to a domain outside the record session. The record expands to include related lists and reference field queries. This enables you to create a main record that applies to issues for more than one domain.

Before you begin

You must first have permission to access the domain that you want to toggle.

Role required: domain_expand_scope user role

Procedure

1. Navigate to All > Workspace.
2. Select a record.
3. Click the overflow UI action icon () in the record and select Toggle Domain Scope.
   You can now access related lists and reference field queries.

   Note:

   Domain scope doesn't toggle when the record is in the global domain or when your domain and the record domain match.
4. Click the overflow UI action icon () in the record and select Toggle Domain Scope to return the domain scope to the domain associated with the record.

Create a record in a domain without a parent

Create a new record when the domain of the record is unknown and you have access to multiple domains.

Before you begin

Change a domain by modifying the selection of the caller or company on the form of the record.

Role required: user

Procedure

1. Navigate to All > Workspace > New record menu.
2. On the form, fill in the fields.

   The company or caller selected associates the record with the corresponding domain.

   Note:

   Data available for auto-population is limited to the domains you have access to.
3. Click Next.

Result

The new record includes data and rules specific to the domain.