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/platform-dataspace-access-configure

Use this skill to configure Salesforce Data Cloud DataSpace access for permission sets. Grants dataspace-level access via MDAPI PermissionSet XML with dataspaceScopes elements, and optionally grants object-level access to specific DMO, DLO, or CIO objects via the Object Access

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sf-skills
803161 skills6 agents10 commands3 MCP
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$ npx -y skills add forcedotcom/sf-skills --skill platform-dataspace-access-configure --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/platform-dataspace-access-configure

Context preview

The summary Claude sees to decide when to auto-load this skill.

Use this skill to configure Salesforce Data Cloud DataSpace access for permission sets. Grants dataspace-level access via MDAPI PermissionSet XML with dataspaceScopes elements, and optionally grants object-level access to specific DMO, DLO, or CIO objects via the Object Access

SKILL.md

platform-dataspace-access-configure.SKILL.md
name: platform-dataspace-access-configure
description: "Use this skill to configure Salesforce Data Cloud DataSpace access for permission sets. Grants dataspace-level access via MDAPI PermissionSet XML with dataspaceScopes elements, and optionally grants object-level access to specific DMO, DLO, or CIO objects via the Object Access Grants Connect API. TRIGGER when: user needs to create or update a permission set that includes DataSpace access, grant a permission set access to a specific dataspace, configure dataAccessLevel or objectAccessLevel for a dataspace scope, add RBAC object access grants for Data Cloud objects, or list or remove object access grants for a permission set and DataSpace pair. DO NOT TRIGGER when: the task is a generic permission set without any dataspace access (use platform-permission-set-generate), the request is about data ingestion or streams (use data360-prepare), or the work involves creating dataspaces themselves rather than granting access to them."
metadata:
  version: "1.0"
  minApiVersion: "67.0"
  cliTools:
    - tool: ["jq"]
      semver: ">=1.6.0"
    - tool: ["sf"]
      semver: ">=2.0.0"

platform-dataspace-access-configure

Configure DataSpace access in Salesforce Data Cloud using a two-layer model:

1. **DataSpace-level access** — grant a `PermissionSet` access to a DataSpace by embedding a `<dataspaceScopes>` element in the permission set XML and deploying via MDAPI. 2. **Object-level access (optional)** — grant that permission set access to specific DMO / DLO / CIO objects within the DataSpace using the Object Access Grants Connect API.

The MDAPI layer is required to establish the PermissionSet → DataSpace linkage. The Connect API layer is optional and only needed when access should be scoped to specific objects rather than governed entirely by data governance policies.

---

Decide the Case First

Pick exactly one case from the table below before writing any files. Each case has a different output shape.

| Case | User intent | Permission set state | Files to emit | |---|---|---|---| | **A. Create new permset with DS access** | "create a permission set called X with dataspace scope Y" | does NOT exist yet | `permissionsets/<Name>.permissionset-meta.xml` **and** `package.xml` | | **B. Add DS access to existing permset** | "grant existing permission set X access to dataspace Y" | already deployed (may contain other permissions) | patched `permissionsets/<Name>.permissionset-meta.xml` **and** `package.xml` — see Case B workflow below | | **C. Object-level grant only** | "grant permset X access to object Z (in dataspace Y)" — permset + scope already configured | already deployed with `dataspaceScopes` | `api-request.json` (Connect API body). NO permission set XML, NO `package.xml` |

Only emit the files listed for the case you picked. Emitting Case A/B files for a Case C prompt (or vice versa) is a correctness failure — extra files change the deployment shape.

> **Case B — critical:** PermissionSet MDAPI deploy is a **full metadata replace**. Every `<objectPermissions>`, `<fieldPermissions>`, `<userPermissions>`, `<tabSettings>`, `<applicationVisibilities>`, `<recordTypeVisibilities>`, `<customPermissions>`, `<pageAccesses>`, `<classAccesses>`, `<customMetadataTypeAccesses>`, `<customSettingAccesses>`, `<externalDataSourceAccesses>` element you omit from the redeploy is **deleted from the org**. Before adding `<dataspaceScopes>` to an existing permset, retrieve the current XML and patch it — do not hand-author from scratch.

Case B workflow

1. Retrieve the existing permission set:

   sf project retrieve start --metadata PermissionSet:<Name> --target-org <alias>

2. Open the retrieved `permissionsets/<Name>.permissionset-meta.xml`. Keep every element already there. 3. Insert the `<dataspaceScopes>` block for the target DataSpace (element order in the file does not matter for MDAPI). If the file already has a `<dataspaceScopes>` block **for this same DataSpace**, replace only that block. Leave every `<dataspaceScopes>` block for other DataSpaces untouched — one block per DataSpace, and removing a block revokes that DataSpace grant. 4. Write `package.xml` listing the permset in `<members>`. 5. Redeploy with `sf project deploy start`.

---

When This Skill Owns the Task

Trigger this skill when the user wants to:

  • Create a permission set that grants access to a Data Cloud DataSpace
  • Add or modify `dataspaceScopes` on an existing permission set
  • Grant a permission set access to specific DMO / DLO / CIO objects in a DataSpace
  • Configure `dataAccessLevel` and `objectAccessLevel` for a DataSpace scope
  • List or remove object access grants for a permission set + DataSpace pair

Delegate elsewhere when:

  • The permission set has no DataSpace access at all → `platform-permission-set-generate`
  • The task is creating the DataSpace itself → `data360-orchestrate`
  • The task is ingesting data or configuring streams → `data360-prepare`

---

Layer 1 — DataSpace-Level Access (MDAPI)

Embed a `<dataspaceScopes>` element inside the `PermissionSet` XML. Deploy with MDAPI.

<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Data Cloud Analyst</label>
    <description>Data cloud analyst access to the default dataspace</description>
    <hasActivationRequired>false</hasActivationRequired>
    <dataspaceScopes>
        <dataspaceScope>default</dataspaceScope>
        <dataAccessLevel>ALL</dataAccessLevel>
        <objectAccessLevel>BY_POLICY</objectAccessLevel>
    </dataspaceScopes>
</PermissionSet>

Element Rules

| Element | Required | Valid Values | Purpose | |---|---|---|---| | `<dataspaceScopes>` | yes | parent element (plural) | Container for a single dataspace scope grant | | `<dataspaceScope>` | yes | DataSpace API name (e.g. `default`) | Which DataSpace this grant is for | | `<dataAccessLevel>` | yes | `NONE`, `CONTROLLED_BY_PARENT`, `ALL` |

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