UI & Access
Create Salesforce Permission Sets with AI
Permission Sets are replacing Profiles as the Salesforce security model. Every new field needs FLS configured, every new object needs CRUD set. SF Agent generates the complete Permission Set in one step instead of dozens of checkbox clicks.
Manual
15-45 min per Permission Set
With SF Agent
~2 min
The Manual Way
- 1Navigate to Setup → Permission Sets → New
- 2Name and describe the Permission Set
- 3Configure object permissions (CRUD per object)
- 4Set field-level security for each field on each object
- 5Assign tab visibility settings
- 6Set system permissions if needed
- 7Assign to users or Permission Set Groups
With SF Agent
- 1Describe the access requirements: who, what objects, what fields
- 2SF Agent generates the Permission Set metadata
- 3Object CRUD, field-level security, and tab settings included
- 4Deployed as part of the change — no manual assignment clicks
Example
You type:
“Create a Permission Set called 'Sales Operations' that gives read/write access to Opportunity and Account, read-only access to Contact, and hides the Reports tab.”
SF Agent generates:
- ✓
Permission Set: Sales_Operations - ✓
Object: Opportunity — Create, Read, Edit (no Delete) - ✓
Object: Account — Create, Read, Edit (no Delete) - ✓
Object: Contact — Read only - ✓
Tab: Reports — Hidden
Stop clicking through Setup
Describe your salesforce permission sets in plain English. SF Agent handles the rest.
Start Free Trial — 30 Days, 15 PromptsNo credit card required for SF Agent. Bring your own API key.
Related
Data Model
Create Salesforce Custom Fields with AI
Stop clicking through Object Manager. Describe the field you need in plain English and SF Agent creates it, sets FLS, and deploys — in under 4 minutes.
Data Model
Configure Salesforce Page Layouts with AI
Describe how the record page should look. SF Agent generates layout metadata with field sections, related lists, and button overrides — deployed in minutes.
Modernization
Convert Salesforce Profiles to Permission Sets
SF Agent's Transform workbench converts legacy Profiles into modern Permission Sets automatically — preserving all access without manual re-clicking.
All Guides
Salesforce custom fieldsSalesforce validation rulesSalesforce Flow automationSalesforce Apex class generatorSalesforce Apex triggersSalesforce test class generatorSalesforce LWC generatorSalesforce permission setsSalesforce formula fieldsSalesforce page layoutsSalesforce approval processSalesforce reports and dashboardsSalesforce list viewsSalesforce profiles to permission sets migrationSalesforce workflow to flow migrationSalesforce custom objectsSalesforce record typesSalesforce picklist valuesSalesforce custom settingsSalesforce assignment rulesSalesforce automation toolSalesforce AI code generationSalesforce DevOps alternativeSalesforce change set alternativeSalesforce admin toolsSalesforce consulting delivery toolSalesforce metadata deploymentSalesforce org cleanupSalesforce technical debtdeploy Apex to Salesforceno-code Salesforce automationSalesforce field-level securitySalesforce sandbox deployment