From b99a1781522c1f39e0a8bcc2e9c1d354377c104c Mon Sep 17 00:00:00 2001 From: irisli Date: Tue, 10 Mar 2026 14:59:07 -0700 Subject: [PATCH] changes after testing --- skills/permission-set-skill/SKILL.md | 18 ++++++++---------- 1 file changed, 8 insertions(+), 10 deletions(-) diff --git a/skills/permission-set-skill/SKILL.md b/skills/permission-set-skill/SKILL.md index 2e3986a..ea234fa 100644 --- a/skills/permission-set-skill/SKILL.md +++ b/skills/permission-set-skill/SKILL.md @@ -1,5 +1,5 @@ --- -name: permission-set-skill +name: generate-permission-set-skill description: Generate correct, deployable Salesforce permission set metadata with proper object, field, user, and app permissions. Use when generating permission set metadata. license: Apache-2.0 compatibility: Salesforce Metadata API v60.0+ @@ -30,8 +30,6 @@ Start by defining the required permission set properties: **Naming conventions:** - Use descriptive API names (e.g., `Sales_Manager_Access`) -- Include purpose in description field -- Follow organization's naming standards ## Step 2: Configure Object Permissions @@ -50,11 +48,6 @@ Add CRUD permissions for standard and custom objects: ``` -**Key considerations:** -- Grant minimum necessary permissions (least privilege) -- Use `viewAllRecords`/`modifyAllRecords` sparingly -- Consider record-level security implications - ## Step 3: Set Field-Level Security Define field permissions for sensitive or custom fields: @@ -69,6 +62,7 @@ Define field permissions for sensitive or custom fields: **Important:** - Cannot set permissions on required fields, they are readable and editable by default +- For custom objects, read and use the object metadata file to determine correct names of fields and if they are required - Use format `ObjectName.FieldName` for field references - Both `readable` and `editable` can be true (editable implies readable) @@ -118,8 +112,10 @@ Make applications and tabs visible to users: - `Available`: Available but not default - `Hidden`: Not visible -**Important:** -- Tab names should be same as the object API name, and tabs of custom objects end with "__c" +**CRITICAL - Tab Naming:** +- Custom object tabs: MUST include the __c suffix (e.g., MyCustomObject__c) +- Standard object tabs: Use the object name without modification (e.g., Account, Contact) +- The tab name matches the object's API name exactly ## Step 6: Add Apex and Visualforce Access (Optional) @@ -159,6 +155,8 @@ Before deploying, verify: - [ ] System permissions (ViewAllData, ModifyAllData) are reviewed - [ ] No duplicate permissions within permission set - [ ] Description clearly states intended use case +- [ ] Remove unnecessary comments, comments should be minimal and consice + ## Deployment