Lyte Sales logoThe Lyte Guide to Outreach Product Releases 2025 Edition
Admin feature guide

Field-level governance: who can see and edit each field

In 2025 Outreach added field-by-field permissions, and in November it started honoring Salesforce field-level security.

Shipped Aug · Nov 2025 AdminsRevOpsSecurity

What it actually does

Field-level governance lets admins decide, for each profile, whether a field on an account or prospect is hidden, view-only or editable.

In November, Salesforce field-level security started carrying over to Outreach, and opportunities got their own governance settings.

Who it's for

Admins, RevOps and security teams.

Why it matters

Sensitive fields stay protected, and fewer people can make bad edits.

How it grew in 2025

AUG
Field-level governance for accounts and prospects.
NOV
Opportunity governance, and Salesforce field-level security carried into Outreach.

How to set it up

  1. Open the profile

    Go to Administration › User Management › Access control and pick the profile.

  2. Choose the object

    Open Account or Prospect, and under Manage field permissions turn on field-level governance.

  3. Set each field

    Search or scroll to each field and choose None, Can view or Can edit.

  4. Save

    Click Save changes. The help article says it applies right away to everyone on that profile.

Steps paraphrased from Outreach’s Field Level Governance for Prospects and Accounts article. Menu names can change; check them against your org.

Want help with this?

Permissions that hold up to an audit.

Lyte Sales is a certified Outreach Professional Services partner. We design profiles and field permissions that match your security rules.

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