Record Permission

Record Permission — sometimes implemented as record-level sharing in CRM — refers to the access rules that determine which specific users can view, edit, or delete a particular record, independent of their general object-level permissions. A sales representative may have permission to view all opportunities in the CRM, but record-level permissions might restrict them to only editing opportunities they own. Record permissions are configured through ownership rules, sharing rules (sharing records with specific users or groups based on criteria), and manual sharing for exceptional cases. For organizations with complex territory structures, sensitive accounts requiring restricted access, or partner-visible records that must be isolated from internal records, record-level permission design is a critical component of CRM security architecture.