jaganpro/sf-skills/sf-permissions

sf-permissions

Use this skill when the user needs permission analysis and access auditing: Permission Set / Permission Set Group hierarchy views, “who has access to X?” investigations, user-permission analysis, or permission-set metadata review.

When This Skill Owns the Task

Use sf-permissions when the work involves:

• permission set / permission set group analysis
• user access investigation
• finding which permission grants object / field / Apex / flow / tab / custom-permission access
• auditing or exporting permission configuration
• reviewing permission metadata impacts

Delegate elsewhere when the user is:

• creating new metadata definitions → sf-metadata
• deploying permission sets → sf-deploy
• analyzing Apex-managed sharing logic → sf-apex

Required Context to Gather First

Ask for or infer:

• target org alias
• whether the question is about an object, field, Apex class, flow, tab, custom permission, or specific user
• whether the goal is hierarchy visualization, access detection, export, or metadata generation
• whether the output should be terminal-focused or documentation-friendly

Recommended Workflow

1. Classify the request

2. Connect to the correct org

Verify sf auth before running permission analysis.

3. Use the narrowest useful query

Prefer focused analysis over broad org-wide scans unless the user explicitly wants a full audit.

When choosing identifiers, prefer stable metadata names first:

• PermissionSet.Name
• PermissionSetGroup.DeveloperName
• CustomPermission.DeveloperName
• object and field API names such as Account or Account.AnnualRevenue
• Assignee.Username / email for user-centric checks

Use Salesforce record IDs only when:

• the underlying object model requires ParentId or SetupEntityId, or
• you are drilling into records returned by a prior read-only query in the same investigation

4. Render findings clearly

Use:

• ASCII tree or table output for terminal work
• Mermaid only when documentation benefit is clear
• concise summaries of which permission source grants access

5. Hand off creation or deployment work

Use:

• sf-metadata for richer metadata generation
• sf-deploy for deployment

High-Signal Rules

• distinguish direct Permission Set grants from grants via Permission Set Groups
• prefer Name / DeveloperName / API names over org-specific record IDs for first-pass investigation queries
• be explicit about whether access is object-level, field-level, class-level, flow-level, or custom-permission-based
• use Tooling API where required for setup entities and advanced visibility questions
• for agent access questions, verify exact agent-name matching in permission metadata
• when a follow-up child query requires ParentId or SetupEntityId, resolve the ID from a prior result instead of starting with copied IDs

Output Format

When finishing, report in this order:

1. What was analyzed
2. Org / subject scope
3. Which permissions grant access
4. Whether access is direct or inherited
5. Recommended follow-up

Suggested shape:

Permission analysis: <hierarchy / detect / user / export>
Scope: <org, user, permission target>
Findings: <permsets / groups / access level>
Source: <direct assignment or via group>
Next step: <export, generate metadata, or deploy changes>

Cross-Skill Integration

Reference Map

Start here

• references/permission-model.md
• references/soql-reference.md
• references/workflow-examples.md

Specialized analysis

• references/agent-access-guide.md
• references/usage-examples.md

Score Guide