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Salesforce Claude Code Framework

A development framework that enhances Claude Code for Salesforce projects with auto-detection hooks, guided setup, and session persistence.

Features

Feature Description
Easy Installation /install command to inject framework into any project
Skill Integration Scan your skills directory and auto-configure detection triggers
Code Checks Automatic detection of anti-patterns in Apex, LWC, and Flows
Session Persistence Dev docs system maintains context across Claude sessions
Workflow Agents Specialized agents for planning and test generation

Installation

Option 1: Ask Claude (Easiest)

In Claude Code, simply say:

Install the Salesforce framework from https://github.com/ehebert7/salesforce-claude-framework

Claude will clone the repo, copy the files, and guide you through setup.

Option 2: Clone and Use /install

# Clone the framework once
git clone https://github.com/ehebert7/salesforce-claude-framework.git
cd salesforce-claude-framework

Then in Claude Code, run:

/install

Choose where to install:

  1. Current directory - Install here
  2. Specify path - Install to any project folder
  3. Global - Install to ~/.claude/ for all projects

Option 3: Manual Copy

git clone https://github.com/ehebert7/salesforce-claude-framework.git

# Copy to your project
cp -r salesforce-claude-framework/.claude /path/to/your/project/
cp -r salesforce-claude-framework/dev /path/to/your/project/
cp salesforce-claude-framework/CLAUDE.md /path/to/your/project/

Setup

After installation, run:

/setup

The setup wizard will:

  1. Scan for skills - Find your existing skill files

    • Scan a custom directory
    • Use ~/.claude/skills/ (global skills)
    • Configure auto-detection triggers
  2. Customize CLAUDE.md - Set project-specific patterns

    • Project name
    • Org type
    • Testing requirements

Commands

Command Purpose
/install Install framework to any project directory
/setup Configure skills and customize settings
/dev-docs Create task documentation for long implementations
/dev-docs-update Save progress before ending a session

Skill Integration

The framework detects Salesforce keywords in your prompts and suggests relevant skills.

How It Works

  1. You have skill files (e.g., ~/.claude/skills/apex-best-practices.md)
  2. Run /setup to scan and configure triggers
  3. When you mention "apex" or "trigger", Claude suggests your skill

Skill Locations

Location Scope
~/.claude/skills/ Global - available in all projects
.claude/skills/ Project-specific

Creating Skills

Skills are markdown files containing best practices and patterns:

# Apex Best Practices

## Bulkification
- Always handle 200+ records
- Never put SOQL/DML in loops

## Security
- Enforce CRUD/FLS with USER_MODE
- Use bind variables in dynamic SOQL

Code Checks

The framework automatically checks edited files for common issues:

Apex

  • SOQL/DML inside loops (governor limits)
  • Dynamic SOQL injection risks
  • Hardcoded Salesforce IDs and URLs
  • without sharing usage
  • Empty catch blocks
  • Triggers without handler pattern

LWC

  • Console statements
  • Missing promise error handling
  • Direct DOM manipulation
  • innerHTML assignments

Flow

  • Excessive Get Records elements
  • Multiple loops (performance)
  • Missing fault connectors

Agents

strategic-plan-architect

Creates implementation plans for large features:

  • Gathers requirements
  • Analyzes existing codebase
  • Creates phased implementation plan

test-class-generator

Generates Apex test classes with:

  • @TestSetup for shared data
  • Positive/negative/bulk tests
  • 85%+ coverage target

Dev Docs System

Prevents context loss during long implementations.

Workflow

  1. Start a task: "Build opportunity forecasting feature"
  2. Create docs: /dev-docs
  3. Work on implementation
  4. Before ending: /dev-docs-update
  5. Resume later: Claude reads dev/active/ and continues

Generated Files

dev/active/[task-name]/
├── [task-name]-plan.md      # Implementation roadmap
├── [task-name]-context.md   # Current state and decisions
└── [task-name]-tasks.md     # Task checklist

Project Structure

.claude/
├── agents/
│   ├── strategic-plan-architect.md
│   └── test-class-generator.md
├── commands/
│   ├── install.md           # Install to any project
│   ├── setup.md             # Configure skills and settings
│   ├── dev-docs.md
│   └── dev-docs-update.md
└── hooks/
    ├── skill-rules.json     # Auto-detection configuration
    ├── userPromptSubmit.ts  # Skill suggestion hook
    └── stopEvent.ts         # Code check hook

dev/
├── active/                  # Your task docs (gitignored)
└── templates/               # Doc templates

Configuration Files

skill-rules.json

Maps keywords to skills. Updated by /setup or edit manually:

{
  "skills": {
    "apex-best-practices": {
      "promptTriggers": {
        "keywords": ["apex", "trigger", "soql", "dml"]
      }
    }
  }
}

CLAUDE.md

Project-specific instructions for Claude:

  • Architecture patterns
  • Naming conventions
  • Testing requirements

Contributing

  1. Fork this repository
  2. Make your improvements
  3. Submit a pull request

License

MIT

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Salesforce development framework with Claude Code integration, custom agents, commands, and skills

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