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#Permissionset2 discussing

Hello, 

 

I have a Flow Action on an Agentforce Service Agent that should be able to create Event records. The flow works in debug mode but when the agent tries to run the flow I get this error: 

 

an error occurred while your "Create Conference Event for Contact" flow was running.

Debug this flow in Flow Builder.

 

Error element Create_Event (FlowRecordCreate). 

This error occurred when the flow tried to create records: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: entity type cannot be inserted: Event. You can look up ExceptionCode values in the

SOAP API Developer Guide

 

I tried to give the agent access to events with a permission set, but there is no option in aa permission set to give Create access to the Event object. Only to change some it's field's access. I thought maybe then that you could do it from the Activity object in the permission set (since tasks and events stem from Activity) but this does not appear to be the case either.  I cannot see an Activities object at all in the Object Settings in a new permission set.

 

Please help if you have any idea how to make it possible for a Service Agent to have access to create Event records.  

 

Thank you! 

 

#Agentforce  #Permissionset

6 answers
  1. Apr 26, 4:25 AM

    Honestly, I am not sure. If the following fail to resolve your issue, I would open a ticket with support. Here are a few things to check that might clear this up:

    1. System Permissions: Can you double-check the Permission Set for the Edit Events toggle under System Permissions? 
    2.  
    3.  Related Object Access: Does the agent have at least Read access to the records they are trying to link the event to (like the specific Lead, Contact, or Account)? 
    4.  
    5. Field Level Security (FLS): Are all the fields you're trying to map in that Create_Event element marked as editable for the agent?

    Be well- Katende

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Ok...So I feel like this is somewhat an answer I should know considering I have been an Admin for over 10 years now. 

 

But..... 

 

Back in the day, when installing an app from the AppExchange, most of the time I would just install for all Profiles/users. In the last couple of years. It did depend, of course, flow components and some apps, I just installed for the System Admin Profile. So far, no problem with that model. 

 

Where I am getting stuck or a bit confused is around the new model of Permissions being driven by Permission Sets and not profiles.  So in the future, or even now, if I install an app, I still have to select a profile or profiles.  Even if I choose the "Specific Profiles" option the main System Admin Profile get's full access, even if the App does have Permission sets and so on.  

 

The Profile still get's access to the Visualforce pages, Classes, etc, even though we are supposed to move those permissions to a Permission Set(s).  It's confusing to me. 

 

So in this "new" model of Permission Sets, what is the role of Profiles when it comes to installing apps? Do you still just install for System Admin only? And if the app has Permission Sets use that for the rest of the users, etc?  I am just stuck on how installing Apps from the AppExchange fit in this new Permissions Model... 

 

#Nonprofit #Systems Administrator #Permissionset

7 answers
  1. Mar 15, 11:18 PM

    The Current Best Practice

    Install for System Administrators only, then use Permission Sets (or Permission Set Groups) to grant access to other users. This is the right approach, and here's why:

    Why This Model Makes Sense

    1. Profiles are becoming baseline containers – They define the minimum floor of access (object CRUD, app visibility, page layouts, record types). The System Administrator profile remains special because Salesforce pushes critical updates to it (like the recent "Manage Connected Apps" permission).
    2. Permission Sets layer on top – All incremental access—including app-specific permissions, Apex classes, Visualforce pages, and custom permissions—should be granted via Permission Sets or Permission Set Groups.
    3. Admins still need Permission Sets sometimes – As Judi correctly noted, even after installing for Admins, some apps require you to assign their Permission Set(s) to actually use the app. This is intentional: the app may include custom permissions, connected app policies, or field-level security that aren't automatically granted just because you're a System Admin.

    What Happens During Installation

    When you install an AppExchange package and select "Install for Admins Only":

    • Profile-level grants (Apex classes, Visualforce pages, custom tabs) go to the System Administrator profile
    • The app's Permission Sets are created but not automatically assigned—you must assign them manually, even to yourself
    • Other profiles get nothing unless you explicitly choose them during install

    Recommended Pattern

    For System Administrators

    • Do not clone the standard "System Administrator" profile. Salesforce deploys critical updates only to the standard profile.
    • Create a custom Permission Set (e.g., "Acme System Administrator") to grant any additional permissions your admins need beyond the standard profile—new field access, integrations, etc.
    • Assign app-specific Permission Sets to admins when needed.

    For End Users

    • Install apps for Admins only.
    • After installation, assign the app's Permission Sets (or build Permission Set Groups) to the appropriate users based on role/function.
    • Use Permission Set Groups to bundle related permissions (app access + object permissions + field access) for easier assignment.

    Why Profiles Still Exist in the Install Flow

    Salesforce hasn't fully deprecated profiles—they're still the required baseline for every user. The install wizard asks for profiles because:

    • It needs to grant access to Apex classes, VF pages, and other package components
    • Not all packages include Permission Sets (especially older ones)
    • The System Administrator profile is the safest default for initial installation

    Over time, expect Salesforce to evolve this (possibly auto-creating Permission Sets during install or allowing install without profile selection), but for now, "Install for Admins Only" + Permission Sets is the cleanest, most future-proof approach.

    Bottom Line

    You're on the right track. The confusion is normal—Salesforce is mid-transition, and the install experience hasn't fully caught up to the permission set model. Stick with:

    ✅ Install for System Administrator profile only 

    ✅ Leave the standard System Administrator profile untouched 

    ✅ Use a custom "System Administrator" Permission Set for any add-on admin permissions 

    ✅ Assign app Permission Sets manually after install 

    ✅ Use Permission Set Groups to bundle access for end users

    This keeps your org clean, maintainable, and aligned with Salesforce's direction.

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When I tried to create a user Max Jackson, In the roles there is no license option of Salesforce , So I created the user under Salesforce option. While trying to add Max Jackson in Sales Processing assignment group. I got an error saying u cannot add this person. Then I started debugging the issue to know where it went wrong. Then I realized I assigned the wrong license. After digging much deeper I found out that we can assign only 2 users to salesforce license. Then I found which user is not in need for me and then I changed that user to another License and assigned Max Jackson to the salesforce license. Now I'm successfully able to add Max Jackson to the Sales Processing permission group. 

 

#Trailhead Challenges  #Permissionset

4 comments
  1. Mar 15, 4:08 PM

    Thank you for solving this! This worked for me too. 

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Any thoughts, suggestions, on best practices around converting the System Admin Profile to Permission Sets? I just finished converting all of the regular users, 2 base profiles and a handful of Permission Sets and PSG's based on Persona's.  So all I have left if the System Admin and a QA role. So just trying to determine the "best" way to handle the System Admin. Multiple Permission Set's or just one overall? And what about all of the system permissions an Admin has? Do I really need all of those permissions? 

 

Any thoughts, tips, suggestions would be appreciated. 

 

#Salesforce Admin #Systems Administrator #Nonprofit #Permissionset

3 answers
  1. Mar 10, 12:08 PM

    @Divya Chauhan I am assuming that I need to clone the existing System Admin Profile and create a new one, since the "base" one, you can't edit. Correct? And when installing apps from the app exchange, I am also assuming that I would hit the Selected Profiles and choose the new cloned System Admin? Correct?

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So a question for you that have moved permissions from Profiles to Permission sets, how did you handle Global Actions?  Since Global actions rely on the Global Publisher Layout and that is only by Profile, how did you handle situations where some users needed to see global actions and others did not? 

 

#Nonprofit #Salesforce Admin #Permissionset #Profiles

3 answers
  1. Mar 2, 2:34 PM

    @Edward Elliott I am leaning toward a limited set of Profiles, to handle global and in a very specific use case, default record types. In most cases, as you mention Permission Sets, flows, etc can handle everything. But there are some use cases, at least for us, that mean I will need to look at having at least 2 if not 3 profiles, just for that. Still far less than what we have now.

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So I am moving permissions from profiles to permission sets and I have run into a weird issue, specifically with the Manage Household button on the account object. I am currently testing features for my funding team in Test and when I moved a user to the new profile and Permission Sets, when I click on the Manage Household button on the Account object, it's now just bringing up the regular "Edit" record pop up instead of the Manage Household custom visualforce page. And I can't determine why. To prevent any issues in the "Base" permission set I created, I gave everyone the same visualforce page accesses as what was on the profiles prior. Is there some hidden permission I missed? 

 

Here is what it looks like for the user in Production, it looks and functions as it should.

NPSP Manage Household button Not Working - Permission Set

 

Here is what it looks like in test.

Manage Household Issue 2.png

 

Any ideas?

@Judi Sohn @Michael Kolodner

 

 

#Nonprofit Success Pack #Nonprofit #Salesforce Admin #Permissionset

7 answers
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So, I am working on migrating from Profiles to Permission Sets and Permission Set Groups, along with using Muting Permissions.  Each Permission Set Group is based on a persona and for a few of the persona's, I have more or less the same muting permissions.  So is there a way, that I can pull information from a muting permission, to show for a specific object, for example, the Account objects, what fields have been muted with Read or Edit mutes? 

 

What I am trying to get is a list of all fields for each object where specific fields the read and edit access has been muted.  I am trying to get this via an SOQL query using Salesforce Inspector.  So can this be done? And if so, how?  I asked AI and the answer was way wrong.... 

 

#Nonprofit #Salesforce Admin #Permissionset

2 answers
  1. Feb 11, 2:33 AM

    @Heath Parks Yes, you should be able to do that. You can get the ID of the MutingPermissionSet using the Tooling API (ensure Tooling API is checked in Salesforce Inspector):

    SELECT Id FROM MutingPermissionSet WHERE DeveloperName = 'My_Muting_Permission_Set'

    Then use that ID to query FieldPermissions for that MutingPermissionSet (uncheck Tooling API for this):

    SELECT SObjectType, Field, PermissionsRead, PermissionsEdit

    FROM FieldPermissions

    WHERE ParentId = '0QM000000000000AAA'

    To filter to just the Account object, you can filter on SObjectType:

    SELECT SobjectType, Field, PermissionsRead, PermissionsEdit

    FROM FieldPermissions

    WHERE ParentId = '0QM000000000000AAA'

    AND SObjectType = 'Account'

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I am working on migrating permissions from the Profiles to Permission sets and I am running into an issue, specific to managed apps that have their own custom permission sets.  When you add a new field to a managed Object, in our case "change_machine_taxes", I can't add that new field to the managed packages Permission Set.  You can't do it for any managed package. 

 

So my question is, how should this be handled with SF move to Permission Sets.  Do I have to create a brand new Custom Permission Set and include the objects of the managed package and give new Read, Edit, and so on for the object and then add the new field to that custom permission set?  If so, doesn't that cause a conflict?  As I have 2 permission sets that have duplicate permissions? 

 

#Nonprofit #Salesforce Admin #Permissionset

8 answers
  1. Jan 14, 6:02 PM

    FWIW @Kymberli Feng's Option B is my choice as well. Custom Permission Set that is only the custom/unmanaged that you've added, even if it's just checking "Read/Edit" on a single field. You don't have to do anything with object permissions, since the managed PS will cover. User would be assigned a Group that contains both the managed and custom permission set. I've gotten bitten by cloning too. 

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What to do, when facing deployment Fatal Error INSUFFICIENT_ACCESS: insufficient access rights on entity: LightningComponentBundle?

 

I came across this issue, when I am switching deployment user from an actual user having an end user license and system admin access, to a least privileged deployment integration user with 

  • User License = Salesforce Integration, and 
  • Profile = Minimum Access - API Only Integrations, and
  • assigned a permission set with the least amount of permissions to do the job.

I needed to deploy a set of lightning web components, hence the error on LightningComponentBundle. 

 

I was however not sure why the error was thrown, and it was also not specified which specific component was causing the

fatal

error.  

 

Solution:

 

While it was not intuitive for me, adding

Customize Application

to the permissions set assigned to the deployment integration user, this resolved the issue. 

 

So do note, even if the description for Customize Application is "Customize the organization using App Setup menu options.", it actually covers customizations with Lightning Web Components also. 

What to do, when facing deployment Fatal Error INSUFFICIENT_ACCESS: insufficient access rights on entity: LightningComponentBundle?

 

 

 

#Deployment Error  #Permissionset  #Lightning Web Components

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Hello - I am a solo admin for a nonprofit and I am starting the journey of migrating from Profiles to Permission Sets.  I have been doing some research and talking with others, watching presentations, and more.  So at a high level, things are making sense.  However......I am also trying to determine what are the main things that are important and what is just "noise". 

 

For example, I am doing some comparisons of the profiles and I am also just reviewing what access each profile has, not what is just different but do I have profiles that have access to object and fields that they should not have (or do not use). 

 

I am using the Elements app to help with this and one thing I noticed is that in some cases, even if a person has a Profile called "Coach" for example and that Profile does NOT have access to a specific Object, like "Opportunities" they are showing that they DO have access to a number of fields in the Opportunity Object.  

 

Now, I know that since they don't have access at the Object level they can't view those fields.  But my question is Do I need to make sure that I remove the field level access on the "Coach" profile and another other profiles that were cloned off that?  Or just leave it as is and just focus more at the overall Object level? 

 

Again, just trying to determine how much clean up (or pre work) I need to do. 

 

I should mention that our org has been using SF since 2009 and I was not here, so I really don't know what they did to make a number of the profiles or specifically what base profile they cloned a lot of what I am dealing with now. 

 

Anyway, any insight/advise is appreciated. 

 

#Salesforce Admin #Permissionset #Profiles

4 answers
  1. Jul 11, 2025, 5:23 PM

    Hi @Heath Parks

     

     

    I have recently done this process myself.  

     

    I would recommend clearing out what they don't need access too, as going forward it will make things clearer and easier for you.  

     

    You do also have a couple tools you could use to make this process easier.  

     

    1st tool is PermComparator which is a Heroku app that lets you compare user's access. 

      

    2nd is an app I have installed in my org called 'User Access & Permissions Helper' from the AppExchange.  

     

    This wonderful app allows you to convert existing profiles into permissions sets at a click of a button.  

     

    Hope this helps :)

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