Platform Permission Set Generate

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