Configuring data visibility on person accounts involves defining which users can view and modify specific information. This process leverages permission sets, profiles, and sharing rules to control access at a granular level. For instance, a sales manager might need to see all fields related to a specific client’s account, while a support agent might only require access to contact details and support ticket history.
Properly managing data access ensures data security and regulatory compliance. It prevents unauthorized individuals from accessing sensitive information, safeguarding both the organization and its clients. Historically, overly permissive access models have led to data breaches and compliance violations, emphasizing the need for a well-defined access control strategy.
