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Handle Profiles

Deploy Profiles

Use Permission Sets

In case an attribute is available on Profiles and Permission Sets: USE PERMISSION SETS :)

  • Apex Class Access (classAccesses)
  • Custom Metadata Type Access (customMetadataTypeAccesses)
  • External Data Source Access (externalDataSourceAccesses)
  • Field Permissions (fieldPermissions)
  • Object Permissions (objectPermissions)
  • Page Access (pageAccesses)
  • User Permissions (userPermissions (except on Admin Profile))

If you are on a build project, it is recommended to automate Minimize Profile so such attributes are automatically removed from Profiles before Merge Requests.

Tab visibility

When you retrieve a profile, standard tabs visibility is not present in the XML.

This is quite boring because if you do nothing, Calendar, Tasks, Home or Contact tab visibilities won't be deployed !

To avoid that, standard tab visibility must be added in the Profile XML.

You can use sfdx-hardis command Fix Profile Tabs to Show / Hide tabs in your Profile XML files.

Application visibility

While you can deploy custom application visibility settings through the Profile XML, hiding standard applications for a profile cannot be deployed via metadata.

This is a Salesforce platform limitation: standard applications can be set as visible or default in the Profile XML, but hiding them must be done manually in the target org.

Manual steps required:

  1. Go to Setup in the target org
  2. Navigate to Profiles
  3. Select the profile you want to modify
  4. Scroll to the Custom App Settings section
  5. Find the standard application(s) you want to hide
  6. Uncheck the Visible checkbox for the application(s)
  7. Save the profile

Important notes:

  • Ensure at least one application remains set as the default for each profile (see Missing profile default application)
  • This manual step must be repeated in each environment (sandbox, pre-production, production)
  • Document this manual step in your deployment checklist or use deployment actions to track it