What should be configured to restrict access to business license records only to the intake officer?

Configuring permissions and permission sets is essential for managing access control within Salesforce. By assigning specific permissions to the intake officer, you can ensure that only this designated user can view, edit, or interact with business license records. This allows for a robust control mechanism, effectively limiting the access of sensitive records to authorized personnel only.

In this setup, the administrator can create a permission set tailored to the intake officer's role, granting access to pertinent records while restricting visibility from other users. This approach promotes data security and compliance, particularly important in public sector environments where protecting confidential information is critical.

The other options, while valuable in their contexts, do not address the specific requirement of restricting access to business license records. Intelligent Document Automation, for instance, focuses on enhancing document processing efficiency rather than user access control. Similarly, creating a Document Type and turning on Document Checklist pertain to organizing documents and managing workflows, but they do not inherently restrict access based on user roles. Thus, configuring the appropriate permissions and permission sets is the most effective means for achieving the desired access limitations.