Salesforce Development

Skills (37)

Claude uses these on its own when your request matches.

• automation-flow-generateGenerate Salesforce Flows using the MCP tool execute_metadata_action. Use when the user asks to create, build, or generate a flow — including Screen, Autolaunched, Record-Triggered (before/after-save), Scheduled. Also trigger for flow-like requests such as \"when a record is…
• dx-org-manageINVOKE this skill to execute Salesforce org operations: create scratch orgs, list/display/resume/delete scratch orgs, create org snapshots, open orgs in browser. This skill EXECUTES operations immediately - it does NOT generate scripts or code files. ALWAYS invoke this skill…
• dx-project-createScaffold a new Salesforce DX project of any template — standard, empty, analytics, agent, or a React/Angular UI-bundle app — and set it up end-to-end: relocate the session, connect an org, set the default, enable source tracking. Use when the user asks to create or scaffold a…
• platform-apex-anonymous-runRuns anonymous Apex against the connected org (.apex file or pasted snippet), capturing the debug log, surfacing errors. Triggers on \"run this anonymous apex\", \"execute this script against my org\", \"what does this code return\", or \"execute scripts/foo.apex\". Wraps…
• platform-apex-generatePrimary Apex authoring skill for class generation, refactoring, and review. ALWAYS ACTIVATE when the user mentions Apex, .cls, triggers, or asks to create/refactor a class (service, selector, domain, batch, queueable, schedulable, invocable, DTO, utility, interface, abstract,…
• platform-apex-logs-debugSalesforce debug log analysis and troubleshooting with 100-point scoring.
• platform-apex-test-generateUse to generate and validate Apex test classes with TestDataFactory patterns, bulk testing (251+ records), mocking, assertions, and disciplined test-fix loops. Use when creating Apex test classes (for triggers, services, controllers, batch jobs, queueables, and callouts),…
• platform-apex-test-runApex test execution, coverage analysis, and test-fix loops with 120-point scoring. Use when the user runs Apex tests, checks code coverage, fixes failing tests, or touches *Test.cls / *_Test.cls files. DO NOT TRIGGER when writing Apex production code (use…
• platform-capability-searchUse this when someone says I don't know where to start or help me get going, asks where am I? in the six-stage journey, requests on-demand org feature detection for Data 360, OmniStudio, or DevOps Center, or asks what could help me do X / which plugin would help with X for a…
• platform-custom-application-generateUse this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when users mention custom apps, application metadata, app navigation, or organizing tabs into applications. Use when users…
• platform-custom-field-generateUse when users create, generate, or validate Salesforce Custom Field metadata. Trigger on custom fields, field types, Roll-Up Summary, Master-Detail/Lookup relationships, formula fields, picklists, dependent (controlling) picklists, referencing a value set from a field, or…
• platform-custom-metadata-type-generateUse to create, generate, or validate Salesforce Custom Metadata Type metadata — the mdt object, fields, and deployable records. Trigger on custom metadata types, CMDT, mdt objects, .md-meta.xml files, or cross-org reference/config data; also admin-maintained…
• platform-custom-object-generateUse when users create, generate, or validate Salesforce Custom Object metadata. Trigger on custom objects, .object files, sharing models, name fields, or validation rules — e.g. \"create a custom object\" — and deployment errors around sharing models and Master-Detail…
• platform-custom-report-type-generateUse to create, generate, or validate Salesforce Custom Report Type metadata. Trigger on custom report types, CRTs, cross-object reports, report builder data sources, exposing fields for reporting across related objects, inner vs outer joins in reports, report type categories,…
• platform-custom-setting-generateUse to create, generate, or validate Salesforce Custom Setting metadata. Trigger on custom settings (hierarchy/list), customSettingsType, SetupOwnerId, per-profile/per-user config overrides, feature flags/toggles, kill switches, or admin on/off switches (e.g. bypass triggers…
• platform-custom-tab-generateUse this skill when users need to create or configure Salesforce Custom Tabs. Trigger when users mention tabs, navigation tabs, object tabs, web tabs, Visualforce tabs, Lightning component tabs, app page tabs, or tab configuration. Also use when users want to add navigation to…
• platform-data-and-tooling-api-context-getAuthoritative field/schema reference for 2130 STANDARD Salesforce objects — sObject and Tooling field API names, types, properties (filterable/sortable/groupable/updateable), and relationships for Account, Contact, Opportunity, Lead, Case, ApexClass, and more. Load alongside a…
• platform-data-manageSalesforce data operations with 130-point scoring. Use to create, update, delete, bulk import/export, generate test data, and clean up org records via sf CLI and anonymous Apex. TRIGGER on creating test data, bulk import/export, sf data CLI commands, data-factory patterns for…
• platform-deploy-validateValidate Salesforce metadata before deploying. TRIGGER when the user asks to validate a deploy, do a dry-run, check before deploying, or targets a Production org for any deploy operation. Routes prod targets to `sf project deploy validate` (returns a 10-day quick-deploy job ID)…
• platform-destructive-deployExecute the destructiveChanges.xml delete-and-deploy workflow against a Salesforce org. TRIGGER when the user asks to delete/remove a custom object, field, Apex class, flow, or any metadata component FROM an org, or to perform a 'destructive deploy' / removal as part of a…
• platform-environment-validateValidate and configure the local Salesforce development environment. Runs a prerequisite scan across required tools with per-tool status and offers to install or update missing items. Use when the user asks to 'check my setup', 'validate tools', 'verify prerequisites', 'am I…
• platform-flexipage-generateUse when users create, generate, modify, or validate Salesforce Lightning pages (FlexiPages). Trigger on RecordPage, AppPage, HomePage, Lightning pages, adding components to a page, page customization (e.g. 'customize the record page'), or .flexipage-meta.xml files (regions,…
• platform-lightning-app-coordinateBuild complete Salesforce Lightning Experience applications from natural language descriptions. Use this skill when a user requests a \"complete app\", \"Lightning app\", \"business solution\", \"management system\", or describes a scenario requiring multiple interconnected…
• platform-list-view-generateUse this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records by criteria, or ask about list view visibility. Also use…
• platform-lsp-integrateReference/contract for the Salesforce LSP MCP tools and unavailability handling. Use when asking how to use the LSP, which tools exist, what apex.diagnostics / validate_soql / complete_soql do, why a tool errors with lsp_disabled, no_apex_workspace, or no_org_connected, or how…
• platform-manifest-generateUse to generate a package.xml (and optionally destructiveChanges.xml / Pre / Post) from a source dir, a component list, or org introspection. Trigger on 'generate a package.xml from this folder', 'create a manifest for these classes', 'I need a deploy manifest', or…
• platform-metadata-api-context-getREQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generator (if you load a generator, you ALSO load this). Use whenever you create, generate, edit, or author metadata or a *-meta.xml file (custom object,…
• platform-metadata-deploySalesforce DevOps automation using sf CLI v2.
• platform-metadata-retrieveALWAYS USE THIS SKILL to retrieve metadata from an org to your local project with sf project retrieve start. Supports retrieval by all changes, source directory, metadata type (wildcards), manifest (package.xml), or package name, in source or metadata (ZIP) format. Use when the…
• platform-permission-set-generateGenerates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying…
• platform-quick-deployDeploy validated metadata to a Production Salesforce org without re-running tests. TRIGGER when the user wants to deploy to production, says 'quick deploy', 'promote', 'ship to prod', or has just validated and wants to push the change live. REQUIRES a recent `sf project deploy…
• platform-report-generateUse when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters. Triggers on \"create a report\",…
• platform-sharing-owd-configureUse when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects. TRIGGER on org-wide defaults, checking/viewing sharing defaults, changing default access levels (Private, Public Read Only, Public Read/Write, Controlled by…
• platform-sharing-rules-generateUse when users get, create, edit, delete, or retrieve Salesforce Sharing Rules metadata for record-level access. TRIGGER on sharing rules, record/criteria-based/role-based/guest-user sharing, sharingCriteriaRules/sharingOwnerRules/sharingGuestRules, .sharingRules-meta.xml…
• platform-soql-queryUse when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan/selectivity analysis, and performance or safety improvements. TRIGGER when the user writes, optimizes, or debugs SOQL/SOSL, touches…
• platform-validation-rule-generateUse this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation…
• platform-value-set-generateUse to create, generate, or validate a Salesforce GlobalValueSet (reusable picklist shared across fields) or customize a StandardValueSet (built-in picklists like Industry, Lead Source, Opportunity Stage). Trigger on global/standard value set, reusable picklist,…

MCP servers (3)

Added to Claude Code when you install the plugin. You sign in to Salesforce Development the first time it is used.

• salesforce-api-contextLocalnode ${CLAUDE_PLUGIN_ROOT}/scripts/sf-mcp-proxy.bundled.js salesforce-api-context
• salesforce-metadata-expertsLocalnode ${CLAUDE_PLUGIN_ROOT}/scripts/sf-mcp-proxy.bundled.js metadata-experts
• salesforce-lspLocalnode ${CLAUDE_PLUGIN_ROOT}/bin/sf-lsp-host.bundled.js

Agents (1)

Specialized helpers Claude can hand work to.

• salesforce-devPrimary Salesforce development agent. Activates automatically in Salesforce projects (sfdx-project.json present). Routes requests through skills, then SF CLI, then direct API as a last resort.

Commands (14)

Shortcuts you type in Claude Code.

• /discoverShow ranked what's-next nudges across the six-stage journey, run on-demand org feature detection, or find an uninstalled plugin that matches a specific task.
• /feedbackRecord a quick 1-5 satisfaction rating as local usage telemetry. Manual-only — never dispatched by the model.
• /loginAuthenticate to a new Salesforce org via the browser (sf org login web). Optionally set the org as the project's default target.
• /logoutSign out of one or all Salesforce orgs (sf org logout). Confirms before destructive action.
• /orgShow just the connected Salesforce org details — alias, edition, API version, instance URL, username.
• /plugin-installConfirm and install exactly one uninstalled plugin-catalog entry, or record an explicit decline.
• /plugin-recommendationsTurn uninstalled-plugin recommendations on or off, tune how readily they trigger, or show current status.
• /projectShow just the local SFDX project metadata stats — Apex/triggers/LWC/Aura/objects/perm sets/flows counts and git status.
• /reset-source-trackingReset source tracking for the target org — tells the CLI to forget all tracked changes so the next push/pull treats the full org as new state. Destructive on shared sandboxes. Requires explicit confirmation before executing.
• /set-defaultSet the project's target-org (the org that all sf commands run against by default). If no org is named, lists the authenticated orgs for the user to pick.
• /setupValidate the local Salesforce development environment — scan required tools (SF CLI, Code Analyzer, Node, NPM, Git, MCP, Source Tracking) with 🔴/🟡/🟢 status and offer guided install/update.
• /statusShow the Salesforce project banner — connected org, edition, API, project metadata stats, and MCP server status.
• /telemetryTurn plugin usage telemetry on or off, or show its current status (what's collected, machine id, buffered events).
• /welcomeDisplay the Salesforce session banner — connected org, edition, API, project metadata stats, MCP servers. Auto-invoked at session start by the SessionStart hook.

Install

claude plugin install salesforce-development@claude-plugins-official

/plugin install salesforce-development@claude-plugins-official