/platform-permission-set-generate

name: platform-permission-set-generate
description: "Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets."
metadata:
  version: "1.0"
  minApiVersion: "60.0"

When to Use This Skill

Use when generating or editing permission set metadata, or when granting object, field, user, and app permissions.

Step 1: Define Core Properties

Start by defining the required permission set properties:

<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <fullName>YourPermissionSetName</fullName>
    <label>Display Name for Administrators</label>
    <description>Clear description of purpose and intended audience</description>
</PermissionSet>

**Naming conventions:**

• Use descriptive API names (e.g., `Sales_Manager_Access`)

Step 2: Configure Object Permissions

Add CRUD permissions for standard and custom objects:

<objectPermissions>
    <allowCreate>true</allowCreate>
    <allowRead>true</allowRead>
    <allowEdit>true</allowEdit>
    <allowDelete>false</allowDelete>
    <modifyAllRecords>false</modifyAllRecords>
    <viewAllRecords>false</viewAllRecords>
    <viewAllFields>false</viewAllFields>
    <object>Account</object>
</objectPermissions>

Step 3: Set Field-Level Security

Define field permissions for sensitive or custom fields:

<fieldPermissions>
    <editable>true</editable>
    <readable>true</readable>
    <field>Account.SSN__c</field>
</fieldPermissions>

**Important:**

• Required fields must NEVER appear in list of field permissions. Granting field-level security on required fields is not allowed by the platform and will cause deployment failure.
• Before adding any field, confirm from the object metadata that the field exists and is not required
• A field is required when its metadata contains `<required>true</required>`:
• Formula fields cannot be editable
• Master-detail fields are required fields on the child (detail) object

<fields>
    <fullName>FieldName__c</fullName>
    <required>true</required>
</fields>

• Use format `ObjectName.FieldName` for field references
• Set both readable and editable to true when the user needs edit access; editable implies readable
• If all fields should be visible, can alternatively enable the "viewAllFields" object permission

Step 4: Grant User Permissions

Add system-level permissions for features and capabilities:

<userPermissions>
    <enabled>true</enabled>
    <name>ApiEnabled</name>
</userPermissions>
<userPermissions>
    <enabled>true</enabled>
    <name>RunReports</name>
</userPermissions>

**Common permissions:**

• `ApiEnabled`: API access
• `ViewSetup`: View Setup menu
• `ManageUsers`: User management
• `RunReports`: Report execution

**Security review required for:**

• `ViewAllData`: Read all records
• `ModifyAllData`: Edit all records
• `ManageUsers`: User administration

Step 5: Configure App and Tab Visibility

Make applications and tabs visible to users:

<applicationVisibilities>
    <application>Sales_Console</application>
    <visible>true</visible>
</applicationVisibilities>
<tabSettings>
    <tab>CustomTab__c</tab>
    <visibility>Visible</visibility>
</tabSettings>

**Application visibility options:**

• <visible> can be true or false

**Tab visibility options:**

• `Visible`: The tab is available on the All Tabs page and appears in the visible tabs for its associated app. Can be customized.
• `Available`: The tab is available on the All Tabs page. Individual users can customize their display to make the tab visible in any app
• `None`: Not visible

**CRITICAL - Tab Naming:**

• Custom object tabs: MUST include the __c suffix (e.g., MyCustomObject__c)
• Standard object tabs: Use the object name with "standard-" prefix (e.g., standard-Account, standard-Contact)
• The tab name matches the object's API name exactly

Step 6: Add Apex and Visualforce Access (Optional)

Grant access to custom code:

<classAccesses>
    <apexClass>CustomController</apexClass>
    <enabled>true</enabled>
</classAccesses>
<pageAccesses>
    <apexPage>CustomPage</apexPage>
    <enabled>true</enabled>
</pageAccesses>

Step 7: Set License and Record Type Settings (Optional)

Specify license requirements and record type visibility:

<license>Salesforce</license>
<hasActivationRequired>false</hasActivationRequired>
<recordTypeVisibilities>
    <recordType>Account.Business</recordType>
    <visible>true</visible>
    <default>true</default>
</recordTypeVisibilities>

Step 8: Set Agent Access (Optional)

Enable access to Agentforce Employee Agents for users assigned to this permission set:

<agentAccesses> <agentName>Sales_Assistant_Agent</agentName> <enabled>true</enabled> </agentAccesses>

Field requirements:

• agentName (Required): The developer name of the employee agent
• enabled (Required): Set to true to grant access, false to deny

Important:

• Agent names must match existing Agentforce Employee Agent developer names

Validation Checklist

Before deploying, verify:

• [ ] fullName, label, description set
• [ ] Permissions follow least privilege
• [ ] No required fields in `<fieldPermissions>`
• [ ] No duplicate permissions
• [ ] No lengthy comments

What Causes Deployment Failure

• **Field permissions on required fields:** Any required field in `<fieldPermissions>` fails deployment. Required fields cannot have FLS; omit them entirely. Always confirm from object/field metadata that a field exists and is not required—never assume.
• **Incorrect API names:** Using the wrong name or missing suffixes (e.g. missing `__c` for custom objects, fields, tabs) cause failure.

Deployment

Deploy using Salesforce CLI