Sf permissions

Salesforce Permission Management & Access Auditing

You are a Salesforce permissions specialist. Manage permission sets, audit access, diagnose permission errors, and enforce least-privilege security.

1. Permission Model Overview

Layer	Controls	Scope
Profiles	Login hours, IP ranges, page layouts, record types, default app	One per user (required)
Permission Sets	Object CRUD, FLS, Apex class, VF page, tab, custom permissions	Many per user (additive)
Permission Set Groups	Bundle of Permission Sets + optional muting	Many per user (additive)

Best practice: Minimal Profile + Permission Sets. Assign a stripped-down profile (e.g., "Minimum Access - Salesforce") and grant everything else through Permission Sets and Permission Set Groups.

Why Permission Sets over Profiles:

• A user can have only ONE profile but MANY permission sets
• Permission sets are additive and composable
• Profiles cause merge conflicts in source control
• Permission Set Groups enable role-based bundling with muting for exceptions
• Salesforce is actively moving away from profile-based permissions

2. Permission Set XML (SFDX Source Format)

<!-- force-app/main/default/permissionsets/Order_Manager.permissionset-meta.xml -->
<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Order Manager</label>
    <description>Full CRUD on Order__c, read on Account</description>
    <hasActivationRequired>false</hasActivationRequired>
    <license>Salesforce</license>
    <objectPermissions>
        <object>Order__c</object>
        <allowCreate>true</allowCreate>
        <allowDelete>false</allowDelete>
        <allowEdit>true</allowEdit>
        <allowRead>true</allowRead>
        <modifyAllRecords>false</modifyAllRecords>
        <viewAllRecords>true</viewAllRecords>
    </objectPermissions>
    <fieldPermissions>
        <field>Order__c.Amount__c</field>
        <editable>true</editable>
        <readable>true</readable>
    </fieldPermissions>
    <tabSettings>
        <tab>Order__c</tab>
        <visibility>Visible</visibility>
    </tabSettings>
    <classAccesses>
        <apexClass>OrderService</apexClass>
        <enabled>true</enabled>
    </classAccesses>
    <pageAccesses>
        <apexPage>OrderEntryPage</apexPage>
        <enabled>true</enabled>
    </pageAccesses>
    <customPermissions>
        <name>Bypass_Validation</name>
        <enabled>true</enabled>
    </customPermissions>
    <userPermissions>
        <name>RunReports</name>
        <enabled>true</enabled>
    </userPermissions>
</PermissionSet>

• hasActivationRequired: When true, must be activated in a session before taking effect
• license: Restricts assignment to users with that license type
• Object permissions hierarchy: Read required for Edit; Edit required for Delete; viewAllRecords/modifyAllRecords override sharing

3. Permission Set Group XML

<!-- force-app/main/default/permissionsetgroups/Sales_Team.permissionsetgroup-meta.xml -->
<?xml version="1.0" encoding="UTF-8"?>
<PermissionSetGroup xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Sales Team</label>
    <description>All permissions needed by sales reps</description>
    <status>Updated</status>
    <permissionSets>
        <permissionSet>Account_Reader</permissionSet>
        <permissionSet>Opportunity_Manager</permissionSet>
        <permissionSet>Report_Viewer</permissionSet>
    </permissionSets>
    <mutingPermissionSet>Sales_Team_Muting</mutingPermissionSet>
</PermissionSetGroup>

Muting Permission Set

A muting permission set removes specific permissions from the group. It only works inside a Permission Set Group.

<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Sales Team Muting</label>
    <description>Removes delete access granted by Opportunity_Manager</description>
    <objectPermissions>
        <object>Opportunity</object>
        <allowDelete>true</allowDelete>
        <!-- "true" in a muting PS means MUTE this permission -->
    </objectPermissions>
</PermissionSet>

Muting revokes the permission only for users who get access through this group. Direct assignments are unaffected.

4. Profile Metadata

Profiles are still required for: login hours/IP restrictions, page layout assignments, record type defaults, default app assignment.

Minimal Profile Strategy

<?xml version="1.0" encoding="UTF-8"?>
<Profile xmlns="http://soap.sforce.com/2006/04/metadata">
    <custom>true</custom>
    <description>Minimal profile - all access via Permission Sets</description>
    <userLicense>Salesforce</userLicense>
    <loginHours>
        <mondayStart>480</mondayStart>
        <mondayEnd>1080</mondayEnd>
    </loginHours>
    <layoutAssignments>
        <layout>Account-Account Layout</layout>
    </layoutAssignments>
</Profile>

Avoid putting object/field permissions in profiles. Use profiles only for what cannot be done through permission sets.

5. Object & Field Level Security (CRUD/FLS)

CRUD Permissions Hierarchy

Read ─── required for ──→ Edit ─── required for ──→ Delete
 │                          │
 └── viewAllRecords         └── modifyAllRecords
     (bypasses sharing)         (bypasses sharing + ownership)

FLS (Field-Level Security)

Each field has two flags: Readable and Editable (Editable requires Readable). FLS applies across UI, reports, list views, and API. A field hidden by FLS returns null in SOQL with WITH USER_MODE.

FLS Audit Queries

-- Field permissions for a permission set
SELECT SobjectType, Field, PermissionsRead, PermissionsEdit
FROM FieldPermissions WHERE Parent.Name = 'Order_Manager'

-- Fields a user can edit (across all permission sets)
SELECT SobjectType, Field, PermissionsRead, PermissionsEdit
FROM FieldPermissions WHERE ParentId IN (
    SELECT PermissionSetId FROM PermissionSetAssignment
    WHERE AssigneeId = '005xx000001234AAA'
)

-- Who can edit a sensitive field?
SELECT Parent.Label, Parent.IsOwnedByProfile
FROM FieldPermissions
WHERE Field = 'Contact.SSN__c' AND PermissionsEdit = true

6. Custom Permissions

Custom permissions are boolean flags to control feature access without modifying code.

<!-- force-app/main/default/customPermissions/Can_Export_Data.customPermission-meta.xml -->
<?xml version="1.0" encoding="UTF-8"?>
<CustomPermission xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Can Export Data</label>
    <description>Allows user to export data from custom UI</description>
    <isLicensed>false</isLicensed>
</CustomPermission>

Apex (preferred):

if (FeatureManagement.checkPermission('Can_Export_Data')) {
    // user has the custom permission
}

LWC:

import hasExportPermission from '@salesforce/customPermission/Can_Export_Data';

Flow: Use $Permission.Can_Export_Data in Decision elements (returns true/false).

7. Access Auditing

PermissionSetAssignment Queries

-- All users assigned a permission set
SELECT Assignee.Name, Assignee.Username, Assignee.IsActive
FROM PermissionSetAssignment WHERE PermissionSet.Name = 'Order_Manager'

-- All permission sets for a user (excluding profile-based)
SELECT PermissionSet.Label, PermissionSet.Name, PermissionSetGroupId
FROM PermissionSetAssignment
WHERE AssigneeId = '005xx000001234AAA'
AND PermissionSet.IsOwnedByProfile = false

ObjectPermissions Queries

-- Who has Delete on an object?
SELECT Parent.Label, Parent.IsOwnedByProfile,
       PermissionsDelete, PermissionsViewAllRecords, PermissionsModifyAllRecords
FROM ObjectPermissions
WHERE SobjectType = 'Account' AND PermissionsDelete = true

-- Over-privileged check: ModifyAll on any object
SELECT Parent.Label, SobjectType FROM ObjectPermissions
WHERE PermissionsModifyAllRecords = true AND Parent.IsOwnedByProfile = false

SetupEntityAccess (Apex/VF/Connected App)

-- Who has access to an Apex class?
SELECT Parent.Label FROM SetupEntityAccess
WHERE SetupEntityType = 'ApexClass'
AND SetupEntityId IN (SELECT Id FROM ApexClass WHERE Name = 'OrderService')

-- Connected App access
SELECT Parent.Label FROM SetupEntityAccess
WHERE SetupEntityType = 'ConnectedApplication'
AND SetupEntityId IN (SELECT Id FROM ConnectedApplication WHERE Name = 'DataLoader')

Permission Set Group Membership

-- Permission sets in a group
SELECT PermissionSetGroup.MasterLabel, PermissionSet.Label
FROM PermissionSetGroupComponent
WHERE PermissionSetGroup.MasterLabel = 'Sales Team'

-- Groups containing a permission set
SELECT PermissionSetGroup.MasterLabel FROM PermissionSetGroupComponent
WHERE PermissionSet.Name = 'Opportunity_Manager'

8. Permission Troubleshooting

INSUFFICIENT_ACCESS_OR_READONLY

User lacks Edit permission on the object or record. Check object-level Edit, sharing access, record ownership, role hierarchy, and record locks (approval process).

SELECT Parent.Label FROM ObjectPermissions
WHERE SobjectType = 'TargetObject__c' AND PermissionsEdit = true
AND ParentId IN (
    SELECT PermissionSetId FROM PermissionSetAssignment WHERE AssigneeId = :userId
)

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

User lacks access to a related record. Common causes: inserting a child without Read on the parent, changing a lookup to a record the user cannot see, trigger/flow updating a related record.

"Insufficient Privileges" Error

Generic error meaning any of: missing Apex class access, VF page access, Lightning component access, tab visibility, Connected App access, or session-based permission set not activated.

# Quick CLI diagnosis
sf data query -q "SELECT PermissionSet.Label, PermissionSet.Name \
  FROM PermissionSetAssignment \
  WHERE Assignee.Username = '[email protected]' \
  AND PermissionSet.IsOwnedByProfile = false" --target-org myOrg

9. Sharing vs Permissions

Permissions (CRUD/FLS) and sharing are independent layers:

Layer	Question	Scope
CRUD	Can the user create/read/edit/delete this object type?	Object-wide
FLS	Can the user see/edit this specific field?	Field-wide
Sharing	Which specific records can the user access?	Record-level

A user needs BOTH the right CRUD/FLS permissions AND sharing access.

OWD Settings

Setting	Effect
Private	Only owner + role hierarchy above
Public Read Only	All users read, only owner edits
Public Read/Write	All users read and edit
Controlled by Parent	Determined by parent record (master-detail)

Record Access Determination Order

1. Record owner? → Full access
2. Above owner in role hierarchy? → Access per OWD
3. Sharing rules? → Read or Read/Write
4. Apex managed sharing? → Read or Read/Write
5. View All / Modify All on object? → Bypasses sharing
6. View All Data / Modify All Data? → Full access

Key Distinctions

• viewAllRecords/modifyAllRecords bypasses sharing for that object
• with sharing in Apex enforces sharing but NOT CRUD/FLS
• WITH USER_MODE in SOQL enforces both sharing AND CRUD/FLS

10. Gotchas

• Permission Set Groups recalculate asynchronously — changes may take minutes. Check PermissionSetGroup.Status for Updated vs Outdated.
• Profiles cause merge conflicts — profile XML files are enormous and reorder non-deterministically. Prefer permission sets.
• FLS does not restrict API access by default — Apex runs in system mode. Use WITH USER_MODE or Security.stripInaccessible().
• Custom permissions are cached — assignment changes may not reflect until the user re-authenticates.
• Muting permission sets only work inside groups — assigning one directly to a user has no effect.
• Permission set licenses — some require specific licenses. Assignment to users without the license may fail silently.
• Session-based permission sets — hasActivationRequired=true requires activation via Flow or SessionPermSetActivation. Not automatic.
• viewAllRecords does not grant field access — user sees the record but not FLS-restricted fields (when enforced).
• IsOwnedByProfile — every profile has a hidden permission set. Filter with PermissionSet.IsOwnedByProfile = false in queries.
• Assignment limit — maximum 1,000 permission set assignments per user (including group-based).

11. Workflow

Setting Up Permissions for a New Feature

1. Identify required access: List objects, fields, Apex classes, VF pages, tabs, and custom permissions.
2. Create Permission Set: Generate .permissionset-meta.xml with least-privilege access.
3. Create Custom Permissions (if needed): Generate .customPermission-meta.xml for feature flags.
4. Add to Permission Set Group (if applicable): Update .permissionsetgroup-meta.xml.
5. Create Muting Permission Set (if needed): Only if the group over-grants for some users.
6. Deploy:

   sf project deploy start -d force-app/main/default/permissionsets \
     -d force-app/main/default/permissionsetgroups \
     -d force-app/main/default/customPermissions --target-org myOrg
   

7. Assign:

   sf org assign permset --name Order_Manager --target-org myOrg
   sf org assign permsetgroup --name Sales_Team --target-org myOrg
   

8. Audit:

   sf data query -q "SELECT Assignee.Name, PermissionSet.Label \
     FROM PermissionSetAssignment \
     WHERE PermissionSet.Name = 'Order_Manager'" --target-org myOrg
   

Migrating from Profile to Permission Sets

1. Query all non-default permissions on the profile
2. Create equivalent permission sets for each functional area
3. Create a Permission Set Group matching the profile's role
4. Assign the group to affected users
5. Remove permissions from the profile (keep only layout, record type, login hours)
6. Validate with audit queries from Section 7

References

• Permissions Reference — complete Permission Set XML, audit queries, Apex/LWC/Flow permission checks, deployment best practices
• Governor Limits — per-transaction limits reference