Modernization
Convert Salesforce Profiles to Permission Sets
Salesforce is deprecating Profile-based permissions. Every org needs to migrate to Permission Sets, but doing it manually means re-clicking thousands of checkboxes. The Transform workbench reads the Profile and generates the equivalent Permission Set automatically.
Manual
1-4 hours per Profile
With SF Agent
~5 min per Profile
The Manual Way
- 1Export the Profile's object permissions, FLS, and system permissions
- 2Create a new Permission Set matching the Profile's access
- 3Manually copy each object CRUD setting
- 4Manually copy each field-level security setting (hundreds of fields)
- 5Copy system permissions and tab settings
- 6Assign the Permission Set to all users who had the Profile
- 7Test that nothing broke
With SF Agent
- 1Select the Profile in the Transform Workbench
- 2SF Agent reads the Profile metadata from your org
- 3Generates an equivalent Permission Set with all access replicated
- 4Deploys the Permission Set — ready for assignment
Example
You type:
“Convert the 'Sales User' Profile to a Permission Set, preserving all object access, field-level security, and system permissions.”
SF Agent generates:
- ✓
Permission Set: Sales_User_Migrated - ✓
Object Permissions: matches Profile CRUD exactly - ✓
FLS: all field visibility settings preserved - ✓
System Permissions: carried over where applicable
Stop clicking through Setup
Describe your salesforce profiles to permission sets migration 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
UI & Access
Create Salesforce Permission Sets with AI
Describe who needs access to what. SF Agent generates Permission Sets with field-level security, object permissions, and tab settings — deployed automatically.
Modernization
Convert Salesforce Workflow Rules to Flow
SF Agent's Transform workbench converts legacy Workflow Rules into modern Flows — preserving logic, field updates, email alerts, and outbound messages.
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