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I'm working in Python with the simple_salesforce library.

I can create new fields on my Account and Contact objects, based on info in How to update object description using simple_salesforce.

Basically, I'm doing the following for each of my new fields:

    mdapi = sf.mdapi
    custom_object = mdapi.CustomObject.read("Account")
    custom_object.fields = [
        {"fullName": "my_field__c", "label": "My Field", "type": "Text", "length": 20},
    ]
    mdapi.CustomObject.upsert(custom_object)

This works, except that I need to set the field level security to "visible" manually. How can I do this in my code too?

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1 Answer 1

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Give this a try:

profile = sf.mdapi.Profile('Profile Name')

profile.fieldPermissions = (
    [{
        "field": "Account.my_field__c",
        "readable": True,
        "editable": True,
        "hidden": False
    }]
)

query_response = mdapi.Profile.update(profile)
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  • Thanks, that worked!
    – David Goldfarb
    Commented Mar 20, 2023 at 11:22
  • 1
    To help the next person reading this: note that names of common profiles include "Admin" and "Standard". I found some useful related notes at salesforcehacker.com/2013/09/… and roycon.com/who-can-see-what-in-salesforce
    – David Goldfarb
    Commented Mar 20, 2023 at 11:24
  • (or anyone else)... Some things that are still not clear to me, which would help flesh out this answer: - Where is the best documentation re profiles, permissions, and managing them via simple_salesforce? - I'm an Admin user on this project. Adding readable/editable to the Admin profile gave my code these abilities, as expected. I thought adding readable and editable to Standard instead would have also given me these rights (assuming Admin has a superset of Standard's powers). But this did not work. Why? - Is there an API that returns all of the profile names?
    – David Goldfarb
    Commented Mar 20, 2023 at 11:29
  • 1
    Glad it worked! I referenced the simple_salesforce GitHub repo readme and the SF Metadata documentation profile -developer.salesforce.com/docs/atlas.en-us.api_meta.meta/… - and then just a lot of trial and error. The Admin profile is a separate profile, not a superset. To get a list - check out the repo readme section on Metadata - you're after the describe method.
    – resedasue
    Commented Mar 21, 2023 at 17:15

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