Sf Permissions

sf-permissions

Salesforce Permission Set analysis, visualization, and auditing tool

When to Use This Skill

Use sf-permissions when the user needs to:

• Visualize Permission Set and Permission Set Group hierarchies
• Find out "who has access to X?" (objects, fields, Apex classes, custom permissions)
• Analyze what permissions a specific user has
• Export Permission Set configurations for auditing
• Generate Permission Set XML metadata
• Understand permission inheritance through PSG membership

Capabilities

Prerequisites

# Python dependencies
pip install simple-salesforce rich

# Salesforce CLI (for authentication)
sf --version  # Must be installed and authenticated

Authentication

This skill reuses existing sf CLI authentication. Ensure you're authenticated:

# Check current org
sf org display

# Authenticate if needed
sf org login web --alias myorg

Phase 1: Understanding the Request

When a user asks about permissions, identify which capability they need:

Phase 2: Connecting to the Org

Step 1: Determine Target Org

# List available orgs
sf org list

# Default to current target org, or ask user to specify
sf org display --target-org <alias>

Step 2: Get Connection via Python

# Run from sf-permissions/scripts/
python -c "
from auth import get_sf_connection
sf = get_sf_connection('myorg')  # or None for default
print(f'Connected to: {sf.sf_instance}')
"

Phase 3: Executing Queries

3.1 Permission Hierarchy Viewer

Purpose: Show all Permission Sets and Permission Set Groups in the org

cd ~/.claude/plugins/marketplaces/sf-skills/sf-permissions/scripts
python cli.py hierarchy [--target-org ALIAS] [--format ascii|mermaid]

Output Example:

📦 ORG PERMISSION HIERARCHY
════════════════════════════════════════

📁 Permission Set Groups (3)
├── 🔒 Sales_Cloud_User (Active)
│   ├── View_All_Accounts
│   ├── Edit_Opportunities
│   └── Run_Reports
├── 🔒 Service_Cloud_User (Active)
│   └── Case_Management
└── 🔒 Marketing_User (Outdated)
    └── Campaign_Access

📁 Standalone Permission Sets (12)
├── Admin_Tools
├── API_Access
└── ... (10 more)

3.2 Permission Detector ("Who has access to X?")

Purpose: Find which PS/PSG grant a specific permission

3.3 Agent Access Permissions

Purpose: Grant users access to Agentforce Employee Agents

Employee Agents require explicit access via the <agentAccesses> element in Permission Sets. Without this, users won't see the agent in the Lightning Experience Copilot panel.

Permission Set XML Structure:

<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <agentAccesses>
        <agentName>Case_Assist</agentName>
        <enabled>true</enabled>
    </agentAccesses>
    <hasActivationRequired>false</hasActivationRequired>
    <label>Case Assist Agent Access</label>
</PermissionSet>

Key Points:

• <agentName> must exactly match the developer_name in the agent's config block
• Multiple <agentAccesses> elements can be included for multiple agents
• <enabled>true</enabled> grants access; false or omission denies access

Deploy and Assign:

# Deploy permission set
sf project deploy start --source-dir force-app/main/default/permissionsets/Agent_Access.permissionset-meta.xml -o TARGET_ORG

# Assign via Setup > Permission Sets > Manage Assignments

Agent Visibility Troubleshooting

When an Agentforce Employee Agent is deployed but not visible to users:

Step 1: Verify Agent Status

sf org open -p "/lightning/setup/EinsteinAgentforce/home" -o TARGET_ORG
# Agent should show Status: Active

Step 2: Check for Agent Access Permission

# Retrieve permission sets to check for agentAccesses
sf project retrieve start -m "PermissionSet:*" -o TARGET_ORG

# Search for agentAccesses element
grep -r "agentAccesses" force-app/main/default/permissionsets/

Step 3: Create Permission Set (if needed)

Create force-app/main/default/permissionsets/MyAgent_Access.permissionset-meta.xml:

<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <agentAccesses>
        <agentName>MyAgent</agentName>
        <enabled>true</enabled>
    </agentAccesses>
    <hasActivationRequired>false</hasActivationRequired>
    <label>MyAgent Access</label>
</PermissionSet>

Common Issues

Supported Permission Types:

• object - Object CRUD (Create, Read, Update, Delete, ViewAll, ModifyAll)
• field - Field-Level Security (Read, Edit)
• apex - Apex Class access
• vf - Visualforce Page access
• flow - Flow access
• custom - Custom Permission
• tab - Tab visibility

cd ~/.claude/plugins/marketplaces/sf-skills/sf-permissions/scripts

# Object permissions
python cli.py detect object Account --access delete
python cli.py detect object Opportunity --access create,read,edit

# Field permissions
python cli.py detect field Account.AnnualRevenue --access edit

# Apex class access
python cli.py detect apex MyApexClass

# Custom permission
python cli.py detect custom Can_Approve_Expenses

# Tab visibility
python cli.py detect tab Account

Output Example:

🔍 PERMISSION DETECTION RESULTS
════════════════════════════════════════
Query: Delete access to Account

Found in 3 Permission Sets:

📋 Permission Set          │ Group Membership       │ Users
──────────────────────────┼────────────────────────┼───────
System_Administrator       │ ✗ Standalone           │ 2
Sales_Operations_Manager   │ ✓ Sales_Cloud_PSG      │ 5
Data_Steward               │ ✓ Data_Management_PSG  │ 1

Total users with this access: 8

3.3 User Permission Analyzer

Purpose: Show all permissions assigned to a specific user

cd ~/.claude/plugins/marketplaces/sf-skills/sf-permissions/scripts
python cli.py user "john.smith@company.com"
python cli.py user 005xx000001234AAA  # User ID also works

Output Example:

👤 USER PERMISSION ANALYSIS
════════════════════════════════════════
User: John Smith (john.smith@company.com)
Profile: Standard User

📁 Via Permission Set Groups (2)
├── 🔒 Sales_Cloud_User
│   ├── View_All_Accounts ✓
│   ├── Edit_Opportunities ✓
│   └── Run_Reports ✓
└── 🔒 Service_Cloud_User
    └── Case_Management ✓

📁 Direct Permission Sets (3)
├── API_Access
├── Custom_App_Access
└── Einstein_Analytics_User

3.4 Permission Set Exporter

Purpose: Export PS configuration to CSV for documentation/auditing

cd ~/.claude/plugins/marketplaces/sf-skills/sf-permissions/scripts
python cli.py export Sales_Manager --output /tmp/sales_manager.csv

CSV Output Columns:

• Category (Object, Field, Apex, Tab, System)
• Name (Object/Field/Class name)
• Permission (Create, Read, Edit, Delete, etc.)
• Value (true/false)

3.5 Metadata Fetcher (Helper)

Purpose: Get available objects, fields, Apex classes for autocomplete/validation

from metadata_fetcher import (
    get_available_objects,
    get_object_fields,
    get_apex_classes,
    get_custom_permissions
)

sf = get_sf_connection()
objects = get_available_objects(sf)
fields = get_object_fields(sf, 'Account')

Phase 4: Rendering Output

ASCII Tree (Terminal)

Uses the rich library for professional terminal output:

• Trees for hierarchy visualization
• Tables for tabular data
• Panels for summaries
• Progress bars for long-running queries

Mermaid Diagrams (Documentation)

For embedding in Markdown/documentation:

python cli.py hierarchy --format mermaid > hierarchy.md

graph TD
    subgraph Permission Set Groups
        PSG1[Sales_Cloud_User]
        PSG2[Service_Cloud_User]
    end

    subgraph Permission Sets
        PS1[View_All_Accounts]
        PS2[Edit_Opportunities]
        PS3[Case_Management]
    end

    PSG1 --> PS1
    PSG1 --> PS2
    PSG2 --> PS3

Phase 5: Generating Metadata (Optional)

If the user wants to create a new Permission Set based on analysis:

# Generate Permission Set XML
python cli.py generate \
    --name "New_Sales_PS" \
    --label "New Sales Permission Set" \
    --objects Account:crud,Opportunity:cru \
    --fields Account.AnnualRevenue:rw \
    --apex MyApexClass,AnotherClass \
    --output /tmp/New_Sales_PS.permissionset-meta.xml

Or delegate to sf-metadata skill for more complex generation.

SOQL Reference

Permission Set Queries

-- All Permission Sets (excluding PSGs)
SELECT Id, Name, Label, Description, IsOwnedByProfile
FROM PermissionSet
WHERE IsOwnedByProfile = false AND Type != 'Group'

-- All Permission Set Groups
SELECT Id, DeveloperName, MasterLabel, Status, Description
FROM PermissionSetGroup

-- PSG Components (which PS are in which PSG)
SELECT PermissionSetGroupId, PermissionSetGroup.DeveloperName,
       PermissionSetId, PermissionSet.Name
FROM PermissionSetGroupComponent

-- User's PS Assignments
SELECT AssigneeId, PermissionSetId, PermissionSet.Name,
       PermissionSetGroupId, PermissionSetGroup.DeveloperName
FROM PermissionSetAssignment
WHERE AssigneeId = '005...'

Object Permissions

-- Object permissions for a specific PS
SELECT SobjectType, PermissionsCreate, PermissionsRead,
       PermissionsEdit, PermissionsDelete,
       PermissionsViewAllRecords, PermissionsModifyAllRecords
FROM ObjectPermissions
WHERE ParentId = '0PS...'

-- Find PS with specific object access
SELECT Parent.Name, Parent.Label, SobjectType,
       PermissionsCreate, PermissionsRead, PermissionsEdit, PermissionsDelete
FROM ObjectPermissions
WHERE SobjectType = 'Account' AND PermissionsDelete = true

Field Permissions

-- Field permissions for a specific PS
SELECT Field, PermissionsRead, PermissionsEdit
FROM FieldPermissions
WHERE ParentId = '0PS...'

-- Find PS with specific field access
SELECT Parent.Name, Field, PermissionsRead, PermissionsEdit
FROM FieldPermissions
WHERE Field = 'Account.AnnualRevenue' AND PermissionsEdit = true

Setup Entity Access (Apex, VF, Flows, Custom Permissions)

-- Setup entity access for a PS
SELECT SetupEntityType, SetupEntityId
FROM SetupEntityAccess
WHERE ParentId = '0PS...'

-- Find PS with access to specific Apex class
SELECT Parent.Name, Parent.Label
FROM SetupEntityAccess
WHERE SetupEntityType = 'ApexClass'
AND SetupEntityId IN (SELECT Id FROM ApexClass WHERE Name = 'MyClass')

-- Custom permissions
SELECT Parent.Name
FROM SetupEntityAccess
WHERE SetupEntityType = 'CustomPermission'
AND SetupEntityId IN (SELECT Id FROM CustomPermission WHERE DeveloperName = 'Can_Approve')

Common Workflows

Workflow 1: Audit "Who can delete Accounts?"

User: "Who has delete access to the Account object?"

1. Run permission detector for object:Account with delete access
2. For each PS found, get PSG membership
3. For each PS/PSG, count assigned users
4. Display results in table format

Workflow 2: Troubleshoot User Access

User: "Why can't John edit Opportunities?"

1. Run user analyzer for john@company.com
2. Check if any PS grants Opportunity edit
3. If not, suggest which PS/PSG to assign
4. Check for conflicting profile restrictions

Workflow 3: Document Permission Set

User: "Export the Sales_Manager PS for documentation"

1. Run exporter for Sales_Manager
2. Generate CSV with all permissions
3. Optionally generate Mermaid diagram showing PSG membership

Troubleshooting

"INVALID_SESSION_ID" Error

Re-authenticate with sf CLI:

sf org login web --alias myorg

Slow Queries

Large orgs may have thousands of PS. Use filters:

# Filter by name pattern
sf.query("SELECT Id, Name FROM PermissionSet WHERE Name LIKE 'Sales%'")

Tooling API Limitations

Some metadata (like tab settings) requires Tooling API:

from tooling_api import tooling_query
results = tooling_query(sf, "SELECT Name, Visibility FROM PermissionSetTabSetting")

Integration with Other Skills

Examples

Example 1: Full Org Audit

User: "Give me a complete picture of permissions in my org"

Claude:
1. Runs hierarchy viewer to show all PS/PSG
2. Identifies PSGs with "Outdated" status
3. Counts users per PS
4. Generates Mermaid diagram for documentation

Example 2: Security Review

User: "Find all PS that grant ModifyAllData"

Claude:
1. Queries PermissionSet for PermissionsModifyAllData = true
2. Lists PS names and assigned user counts
3. Flags any non-admin PS with this powerful permission

Example 3: Permission Set Creation

User: "Create a PS for contractors with read-only Account access"

Claude:
1. Uses permission_generator.py to create XML
2. Sets Account object to Read-only (no Create/Edit/Delete)
3. Outputs .permissionset-meta.xml file