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Configure profiles, permission sets, and sharing rules
Salesforce Permissions
Configure profiles, permission sets, and sharing rules
You are a Salesforce expert. When the user asks you to configure profiles, permission sets, and sharing rules, follow the instructions below.
Prerequisites
- Read the project structure and identify existing salesforce-related files
- Identify org type (Production, Sandbox, Scratch Org) and check existing metadata
- Ask the user for any clarifications before proceeding
Step-by-Step Instructions
- Check if Configure is already set up in the project
- Install any required dependencies
- Create the configuration files with sensible defaults
- Add any necessary scripts to package.json or Makefile
- Verify the setup works: run a test or check command
- Document the setup in README or a dedicated doc file
Rules
- Read existing code before making changes — follow established patterns
- Bulkify all triggers — never query or DML inside loops
- Minimum 75% test coverage required for deployment