Salesforce Skills for Agentic Coding Tools

💙 Community-powered agentic coding knowledge, shared by a Salesforce Certified Technical Architect (CTA)

A collection of reusable skills for Agentic Salesforce Development, enabling AI-powered code generation, validation, testing, debugging, and deployment. Compatible with any AI coding agent via the Agent Skills open standard.

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✨ Available Skills

💻 Development

• sf-apex — Apex generation, TAF patterns, LSP validation
• sf-flow — Flow creation & bulk validation
• sf-lwc — Lightning Web Components, Jest tests, LMS
• sf-soql — Natural language → SOQL, query optimization

🧪 Quality

• sf-testing — Apex test runner, coverage, bulk testing
• sf-debug — Debug log analysis, governor limit fixes

📦 Foundation

• sf-metadata — Metadata gen & org queries
• sf-data — SOQL & test data factories
• sf-permissions — Permission Set analysis, "Who has X?"

🔌 Integration

• sf-connected-apps — OAuth apps & ECAs
• sf-integration — Callouts, Events, CDC

🤖 AI & Automation

• sf-ai-agentscript — Agent Script DSL, FSM patterns
• sf-ai-agentforce-persona — Deep persona design, identity framework, Agent Builder encoding
• sf-ai-agentforce-observability — Session tracing (Data Cloud)
• sf-ai-agentforce-testing — Agent test specs, agentic fix loops
• sf-ai-agentforce — Agent Builder, PromptTemplate, Models API

🛠️ DevOps & Tooling

• sf-deploy — CI/CD automation (sf CLI v2)
• sf-diagram-mermaid — Mermaid diagrams & ERD
• sf-diagram-nanobananapro — Visual ERD, LWC mockups

🤖 Agent Team

Seven specialized Claude Code agents for Salesforce implementations, installed to ~/.claude/agents/.

FDE Team (Agent-Focused)

Agent	Role	Mode	Key Skills
fde-strategist	Orchestrator — plans, researches, delegates	plan	sf-ai-agentforce, sf-diagram-mermaid
fde-engineer	Agent config, metadata, Apex, Agent Scripts	acceptEdits	sf-ai-agentforce, sf-ai-agentscript
fde-experience-specialist	Conversation design, persona, UX, LWC	acceptEdits	sf-ai-agentforce-persona, sf-lwc

Cross-Cutting (Serve Both Teams)

Agent	Role	Mode	Key Skills
fde-qa-engineer	Testing (agent + platform), debug, observability	acceptEdits	sf-testing, sf-ai-agentforce-testing
fde-release-engineer	Deployment, Connected Apps, CI/CD	acceptEdits	sf-deploy, sf-connected-apps

PS Team (Platform Infrastructure)

Agent	Role	Mode	Key Skills
ps-technical-architect	Apex, integrations, data, LWC, performance	acceptEdits	sf-apex, sf-integration, sf-lwc + 5 more
ps-solution-architect	Metadata, Flows, permissions, diagrams	acceptEdits	sf-metadata, sf-flow, sf-permissions + 2 more

Hierarchy

fde-strategist (orchestrator — plans, researches, delegates)
├── FDE: fde-engineer, fde-experience-specialist
├── QA/Release: fde-qa-engineer, fde-release-engineer
└── PS: ps-technical-architect, ps-solution-architect

The strategist spawns up to 4 concurrent workers via Task(). PS agents have WebSearch and WebFetch for self-directed Salesforce docs lookup.

🚀 Installation

Any AI Coding Agent

Requires Node.js 18+ (provides the npx command)

npx skills add Jaganpro/sf-skills

Works with Claude Code, Codex, Gemini CLI, OpenCode, Amp, and 40+ agents.

# Install a single skill
npx skills add Jaganpro/sf-skills --skill sf-apex

# List available skills before installing
npx skills add Jaganpro/sf-skills --list

Claude Code (Full Experience)

Using Claude Code? This path is recommended — npx installs skills only, while install.py adds hooks, agents, LSP, and guardrails.

curl -sSL https://raw.githubusercontent.com/Jaganpro/sf-skills/main/tools/install.sh | bash

Adds 19 skills + 7 agents + 11 hook scripts + LSP engine. Includes guardrails, auto-validation on Write/Edit, and org preflight checks.

Restart Claude Code after installation.

Updating

Install Method	Check for Updates	Update
npx	npx skills check	npx skills update
install.py	python3 ~/.claude/sf-skills-install.py --status	python3 ~/.claude/sf-skills-install.py --update

Managing install.py

python3 ~/.claude/sf-skills-install.py --status       # Check version
python3 ~/.claude/sf-skills-install.py --update        # Update to latest
python3 ~/.claude/sf-skills-install.py --uninstall     # Remove everything
python3 ~/.claude/sf-skills-install.py --cleanup       # Clean legacy artifacts
python3 ~/.claude/sf-skills-install.py --dry-run       # Preview without applying

Upgrading from npx to install.py? Just run the curl command above — it auto-detects and migrates.

What Gets Installed (install.py only)

~/.claude/
├── skills/                    # 19 Salesforce skills
│   ├── sf-apex/SKILL.md
│   ├── sf-flow/SKILL.md
│   └── ... (17 more)
├── agents/                    # 7 FDE + PS agents
│   ├── fde-strategist.md
│   ├── fde-engineer.md
│   └── ... (5 more)
├── hooks/                     # 11 hook scripts
│   ├── scripts/
│   └── skills-registry.json
├── lsp-engine/                # LSP wrappers (Apex, LWC, AgentScript)
├── .sf-skills.json            # Version + metadata
└── sf-skills-install.py       # Installer for updates

What hooks provide:

Hook	Function
SessionStart	Initializes session, preflights org connection, warms LSP servers
PreToolUse	Guardrails — blocks dangerous DML, auto-fixes unbounded SOQL
PostToolUse	Validates Apex/Flow/LWC on save
PermissionRequest	Auto-approves safe operations (read queries, scratch deploys)

🎬 Video Tutorials

Video	Description
How to Add/Install Skills	Install the sf-skills marketplace and add skills to Claude Code
Skills Demo & Walkthrough	Live demo of Apex, Flow, Metadata, and Agentforce skills in action

🔗 Skill Architecture

<details> <summary><b>🚀 Deployment Note</b></summary>

Use the sf-deploy skill for all Salesforce deployments:

Use the sf-deploy skill: "Deploy to [org]"

</details>

🔌 Plugin Features

💡 Auto-Activation

Skills are available as slash commands (e.g., /sf-apex, /sf-flow). Claude dynamically selects the appropriate skill based on your request context — keywords, intent, and file patterns in shared/hooks/skills-registry.json serve as documentation for skill capabilities.

---

Automatic Validation Hooks

Each skill includes validation hooks that run automatically on Write and Edit operations:

	Skill	File Type	Validation
⚡	sf-apex	*.cls, *.trigger	150-pt scoring + Code Analyzer + LSP
🔄	sf-flow	*.flow-meta.xml	110-pt scoring + Flow Scanner
⚡	sf-lwc	*.js (LWC)	140-pt scoring + LSP syntax validation
⚡	sf-lwc	*.html (LWC)	Template validation (directives, expressions)
🔍	sf-soql	*.soql	100-pt scoring + Live Query Plan API
🧪	sf-testing	*Test.cls	100-pt scoring + coverage analysis
🐛	sf-debug	Debug logs	90-pt scoring + governor analysis
📋	sf-metadata	*.object-meta.xml, *.field-meta.xml, *.permissionset-meta.xml	Metadata best practices
💾	sf-data	*.apex, *.soql	SOQL patterns + Live Query Plan
🤖	sf-ai-agentscript	*.agent	Agent Script syntax + LSP auto-fix
🧪	sf-ai-agentforce-testing	Test spec YAML	100-pt scoring + fix loops
🔐	sf-connected-apps	*.connectedApp-meta.xml	OAuth security validation
🔗	sf-integration	*.namedCredential-meta.xml	120-pt scoring + callout patterns
📸	sf-diagram-nanobananapro	Generated images	Prerequisites check

<details> <summary><b>Validator Dispatcher Architecture</b></summary>

All PostToolUse validations are routed through a central dispatcher (shared/hooks/scripts/validator-dispatcher.py) that receives file paths from Write/Edit hook context, matches file patterns to determine which validators to run, and returns combined validation output.

Routing Table:

Pattern	Skill	Validators
*.agent	sf-ai-agentscript	agentscript-syntax-validator.py
*.cls, *.trigger	sf-apex	apex-lsp-validate.py + post-tool-validate.py
*.flow-meta.xml	sf-flow	post-tool-validate.py
/lwc/**/*.js	sf-lwc	lwc-lsp-validate.py + post-tool-validate.py
/lwc/**/*.html	sf-lwc	template_validator.py
*.object-meta.xml	sf-metadata	validate_metadata.py
*.field-meta.xml	sf-metadata	validate_metadata.py
*.permissionset-meta.xml	sf-metadata	validate_metadata.py
*.namedCredential-meta.xml	sf-integration	validate_integration.py
*.soql	sf-soql	post-tool-validate.py
SKILL.md	(removed)	—

</details> <details> <summary><b>Code Analyzer V5 Integration</b></summary>

Hooks integrate Salesforce Code Analyzer V5 for OOTB linting alongside custom scoring:

Engine	What It Checks	Dependency
PMD	55 Apex rules (85% coverage) — security, bulkification, complexity, testing	Java 11+
SFGE	Data flow analysis, path-based security	Java 11+
Regex	Trailing whitespace, hardcoded patterns	None
ESLint	JavaScript/LWC linting	Node.js
Flow Scanner	Flow best practices	Python 3.10+

Custom Validation Coverage:

Validator	Total Checks	Categories
Apex (150-pt)	PMD 55 rules + Python 8 checks	Security (100%), Bulkification, Testing, Architecture, Clean Code, Error Handling, Performance, Documentation
Flow (110-pt)	32+ checks (21/24 LFS rules)	Design/Naming, Logic/Structure, Error Handling, Architecture, Security, Performance
LWC (140-pt)	ESLint + retire-js + SLDS Linter	SLDS 2 Compliance, Naming, Accessibility, Component Patterns, Lightning Message Service, Security

Graceful Degradation: If dependencies are missing, hooks run custom validation only and show which engines were skipped.

</details> <details> <summary><b>Live SOQL Query Plan Analysis</b></summary>

Skills integrate with Salesforce's REST API explain endpoint to provide real-time query plan analysis.

Sample Output:

🌐 Live Query Plan Analysis (Org: my-dev-org)
   L42: ✅ Cost 0.3 (Index)
   L78: ⚠️ Cost 2.1 (TableScan) ⚠️ IN LOOP
      📝 Field Status__c is not indexed

Metric	Description	Threshold
relativeCost	Query selectivity score	≤1.0 = selective ✅, >1.0 = non-selective ⚠️
leadingOperationType	How Salesforce executes the query	Index, TableScan, Sharing
cardinality	Estimated rows returned	vs. total records in object
notes[]	WHY optimizations aren't being used	Index suggestions, filter issues

Skills with Live Query Plan: sf-soql (.soql files), sf-apex (.cls, .trigger — inline SOQL), sf-data (.soql for data operations).

Prerequisites: Connected Salesforce org (sf org login web). Falls back to static analysis if no org connected.

</details>

🔤 Language Server Protocol (LSP) Integration

Skills leverage official Salesforce LSP servers for real-time syntax validation with auto-fix loops:

	Skill	File Type	LSP Server	Runtime
🤖	sf-ai-agentscript	*.agent	Agent Script Language Server	Node.js 18+
⚡	sf-apex	*.cls, *.trigger	apex-jorje-lsp.jar	Java 11+
⚡	sf-lwc	*.js, *.html	@salesforce/lwc-language-server	Node.js 18+

How Auto-Fix Loops Work:

1. Claude writes/edits a file
2. LSP hook validates syntax (~500ms)
3. If errors found → Claude receives diagnostics and auto-fixes
4. Repeat up to 3 attempts

Prerequisites: See LSP table in Prerequisites section. LWC uses standalone npm package; Apex and Agent Script require VS Code extensions.

Hooks provide advisory feedback — they inform but don't block operations.

🔧 Prerequisites

Required:

• Claude Code (latest version)
• Salesforce CLI v2.x (sf command) — npm install -g @salesforce/cli
• Python 3.10+ (for validation hooks)
• Authenticated Salesforce Org — DevHub, Sandbox, or Scratch Org
• sfdx-project.json — Standard DX project structure

API Version Requirements:

Skills	Minimum API	Notes
Most skills	62.0 (Winter '25)	sf-apex, sf-flow, sf-lwc, sf-metadata
sf-connected-apps, sf-integration	61.0	External Client Apps
sf-ai-agentforce	66.0 (Spring '26)	Full agent deployment, GenAiPlannerBundle

Optional (enables additional features):

Code Analyzer V5 engines:

• Java 11+ — Enables PMD, CPD, SFGE engines (brew install openjdk@11)
• Node.js 18+ — Enables ESLint, RetireJS for LWC (brew install node)
• Code Analyzer plugin — sf plugins install @salesforce/sfdx-code-analyzer

LWC Testing & Linting:

• @salesforce/sfdx-lwc-jest — Jest testing for LWC (npm install @salesforce/sfdx-lwc-jest --save-dev)
• @salesforce-ux/slds-linter — SLDS validation (npm install -g @salesforce-ux/slds-linter)

LSP real-time validation (auto-fix loops):

• LWC Language Server — npm install -g @salesforce/lwc-language-server (standalone, no VS Code needed)
• VS Code with Salesforce Extensions — Required for Apex and Agent Script only (no npm packages available)
  • Apex: Install "Salesforce Extension Pack" (Java JAR bundled in extension)
  • Agent Script: Install "Salesforce Agent Script" extension (server.js bundled in extension)
• Java 11+ — Required for Apex LSP (same as Code Analyzer)
• Node.js 18+ — Required for Agent Script and LWC LSP

LSP	Standalone npm?	VS Code Required?
LWC	✅ @salesforce/lwc-language-server	❌ No
Apex	❌ No (Java JAR)	✅ Yes
Agent Script	❌ No	✅ Yes

Apex Development:

• Trigger Actions Framework (TAF) — Optional package for sf-apex trigger patterns
  • Package ID: 04tKZ000000gUEFYA2 or GitHub repo

<details> <summary><h2>💬 Usage Examples</h2></summary>

⚡ Apex Development

"Generate an Apex trigger for Account using Trigger Actions Framework"
"Review my AccountService class for best practices"
"Create a batch job to process millions of records"
"Generate a test class with 90%+ coverage"

🔄 Flow Development

"Create a screen flow for account creation with validation"
"Build a record-triggered flow for opportunity stage changes"
"Generate a scheduled flow for data cleanup"

📋 Metadata Management

"Create a custom object called Invoice with auto-number name field"
"Add a lookup field from Contact to Account"
"Generate a permission set for invoice managers with full CRUD"
"Create a validation rule to require close date when status is Closed"
"Describe the Account object in my org and list all custom fields"

💾 Data Operations

"Query all Accounts with related Contacts and Opportunities"
"Create 251 test Account records for trigger bulk testing"
"Insert 500 records from accounts.csv using Bulk API"
"Generate test data hierarchy: 10 Accounts with 3 Contacts each"
"Clean up all test records created today"

⚡ LWC Development

"Create a datatable component to display Accounts with sorting"
"Build a form component for creating new Contacts"
"Generate a Jest test for my accountCard component"
"Create an Apex controller with @AuraEnabled methods for my LWC"
"Set up Lightning Message Service for cross-component communication"

🔍 SOQL Queries

"Query all Accounts with more than 5 Contacts"
"Get Opportunities by Stage with total Amount per Stage"
"Find Contacts without Email addresses"
"Optimize this query: SELECT * FROM Account WHERE Name LIKE '%Corp%'"
"Generate a SOQL query to find duplicate Leads by Email"

🧪 Testing

"Run all Apex tests in my org and show coverage"
"Generate a test class for my AccountTriggerHandler"
"Create a bulk test with 251 records for trigger testing"
"Generate mock classes for HTTP callouts"
"Run tests for a specific class and show failures"

🐛 Debugging

"Analyze this debug log for performance issues"
"Find governor limit violations in my log"
"What's causing this SOQL in loop error?"
"Show me how to fix this null pointer exception"
"Optimize my Apex for CPU time limits"

🔐 Connected Apps & OAuth

"Create a Connected App for API integration with JWT Bearer flow"
"Generate an External Client App for our mobile application with PKCE"
"Review my Connected Apps for security best practices"
"Migrate MyConnectedApp to an External Client App"

🔗 Integration & Callouts

"Create a Named Credential for Stripe API with OAuth client credentials"
"Generate a REST callout service with retry and error handling"
"Create a Platform Event for order synchronization"
"Build a CDC subscriber trigger for Account changes"
"Set up an External Service from an OpenAPI spec"

🤖 Agentforce Agents & Actions

"Create an Agentforce agent for customer support triage"
"Build a FAQ agent with topic-based routing"
"Generate an agent that calls my Apex service via Flow wrapper"
"Create a GenAiFunction for my @InvocableMethod Apex class"
"Build an agent action that calls the Stripe API"
"Generate a PromptTemplate for case summaries"

📊 Diagrams & Documentation

"Create a JWT Bearer OAuth flow diagram"
"Generate an ERD for Account, Contact, Opportunity, and Case"
"Diagram our Salesforce to SAP integration flow"
"Create a system landscape diagram for our Sales Cloud implementation"
"Generate a role hierarchy diagram for our sales org"

🚀 Deployment

"Deploy my Apex classes to sandbox with tests"
"Validate my metadata changes before deploying to production"

🛠️ Skill Creation

"Create a new Claude Code skill for code analysis"

</details> <details> <summary><h2>🗺️ Roadmap</h2></summary>

Naming Convention

sf-{capability}           # Cross-cutting (apex, flow, admin)
sf-ai-{name}              # AI features (agentforce, copilot)
sf-product-{name}         # Products (datacloud, omnistudio)
sf-cloud-{name}           # Clouds (sales, service)
sf-industry-{name}        # Industries (healthcare, finserv)

🔧 Cross-Cutting Skills

	Skill	Description	Status
🔐	sf-connected-apps	Connected Apps, ECAs, OAuth configuration	✅ Live
🔗	sf-integration	Named Credentials, External Services, REST/SOAP, Platform Events, CDC	✅ Live
📊	sf-diagram-mermaid	Mermaid diagrams for OAuth, ERD, integrations, architecture	✅ Live
⚡	sf-lwc	Lightning Web Components, Jest, LMS	✅ Live
🔍	sf-soql	Natural language to SOQL, optimization	✅ Live
🧪	sf-testing	Test execution, coverage, bulk testing	✅ Live
🐛	sf-debug	Debug log analysis, governor fixes	✅ Live
📸	sf-diagram-nanobananapro	Visual ERD, LWC mockups, Gemini sub-agent	✅ Live
🔐	sf-permissions	Permission Set analysis, hierarchy viewer, "Who has X?"	✅ Live
🔒	sf-security	Sharing rules, org-wide defaults, encryption	📋 Planned
📦	sf-migration	Org-to-org, metadata comparison	📋 Planned

🤖 AI & Automation

	Skill	Description	Status
🤖	sf-ai-agentforce	Agent Builder, PromptTemplate, Models API, GenAi metadata	✅ Live
🧪	sf-ai-agentforce-testing	Agent test specs, agentic fix loops	✅ Live
📈	sf-ai-agentforce-observability	Session tracing extraction & analysis (Data Cloud)	✅ Live
📝	sf-ai-agentscript	Agent Script DSL, FSM patterns, 100-pt scoring	✅ Live
💬	sf-ai-agentforce-persona	Deep persona design, identity framework, Agent Builder encoding	✅ Live
🧠	sf-ai-copilot	Einstein Copilot, Prompts	📋 Planned
🔮	sf-ai-einstein	Prediction Builder, NBA	📋 Planned

📦 Products

	Skill	Description	Status
☁️	sf-product-datacloud	Unified profiles, segments	📋 Planned
🎨	sf-product-omnistudio	FlexCards, DataRaptors	📋 Planned

☁️ Clouds

	Skill	Description	Status
💰	sf-cloud-sales	Opportunities, Quotes, Forecasting	📋 Planned
🎧	sf-cloud-service	Cases, Omni-Channel, Knowledge	📋 Planned
🌐	sf-cloud-experience	Communities, Portals	📋 Planned

🏢 Industries

	Skill	Description	Status
🏥	sf-industry-healthcare	FHIR, Care Plans, Compliance	📋 Planned
🏦	sf-industry-finserv	KYC, AML, Wealth Management	📋 Planned
💵	sf-industry-revenue	CPQ, Billing, Revenue Lifecycle	📋 Planned

Total: 29 skills (19 skills ✅ live, 10 planned 📋)

</details> <details> <summary><h2>🤖 Supported Agentic Coding Tools</h2></summary>

CLI Compatibility

All skills follow the Agent Skills open standard. Install with npx skills add for any supported agent:

npx skills add Jaganpro/sf-skills

Tool	Status	Install Method
Claude Code CLI	✅ Full Support	npx skills add or bash installer
OpenCode CLI	✅ Compatible	npx skills add
Codex CLI	✅ Compatible	npx skills add
Gemini CLI	✅ Compatible	npx skills add
Amp CLI	✅ Compatible	npx skills add or .claude/skills/
Droid CLI	✅ Compatible	npx skills add

🤝 Call for Volunteers! This repo is community-driven. We need testers on different CLIs — open an issue to get started.

</details>

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test locally: python3 tools/install.py --dry-run
5. Open a Pull Request

See CONTRIBUTING.md for detailed guidelines.

Issues & Support

• GitHub Issues

License

MIT License - Copyright (c) 2024-2026 Jag Valaiyapathy