What does Scoping do?

Scoping refines source data in-memory — using filters and joins — to define the exact dataset that flows into downstream processing. It's available in every DSP rules engine: #Batch , #Data List , #Trigger , #Action Button , and #Data Loader .

Key functions:

  • Scope Filters (in-memory filtering) — Use DSP formulas and expressions to determine which source records proceed to Match , Mapping , and Action steps.
  • Source Joins — Combine source data with another object (from any Connection) or with a JSON array. DSP supports left joins and cross joins, enabling multi-source refinement and dynamic filtering.

Scoping is intended for advanced data shaping that can't be expressed in the initial SOQL query (Retrieve). It runs after data is retrieved or uploaded — but before Match, Mapping, and Actions.

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