Post-Install Configuration

When to Use This Skill

Use when automating post-install configuration for any Salesforce managed package. This skill reads the package's post-install documentation, discovers available execution methods, and automates the configuration steps — including permission sets, object/field permissions, page layouts, Visualforce page access, and tab settings.

Input

• Required: Package name (e.g., LMA, FMA, work.com)
• Optional: Path to post-install doc (PDF, markdown, URL)

If no doc is provided, ask the user to supply it.

Workflow

Execute phases in order. Each phase must pass before proceeding.

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Phase 1: Discover Available Execution Methods

Priority order:

1. Org-native platform MCP servers (highest — direct org access via Headless 360)
2. Claude Code external MCP servers (sf-sobject-all, sf-sobject-all-sb, etc.)
3. sf CLI fallback (always available if authenticated)

Step 1A: Resolve org API version

Discover the org's current API version dynamically — never hardcode a version number:

sf org display --target-org <alias> --json

From the JSON response, read result.apiVersion (e.g., "67.0"). Store this value and use it as v<apiVersion> in all subsequent REST paths. If the command fails, fall back to the minApiVersion declared in this skill's metadata (67.0).

Step 1B: Check for org-native platform MCP servers

Query the Tooling API for MCP server availability:

sf api request rest "/services/data/v<apiVersion>/tooling/query?q=SELECT+Id,DeveloperName,MasterLabel+FROM+McpServerAccess" --target-org <alias>

Step 1C: Determine execution method

Check which Claude Code MCP tools are available and authenticated.

MCP tool prefixes by org type:

Org Type	Tool Prefix
Production	mcp__sf-sobject-all__
Sandbox	mcp__sf-sobject-all-sb__
Falcon Test (pc-rnd)	mcp__sf-sobject-all-falcon__

If MCP needs auth, call the authenticate tool. If auth fails, fall back to sf CLI.

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Phase 2: Verify Authentication & Org Identity

1. Run a lightweight test query (SELECT Id, Name, IsSandbox FROM Organization)
2. If MCP auth fails, automatically fall back to sf CLI
3. Display org info and ask user to confirm before proceeding

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Phase 3: Verify Package Installation

1. Determine the package namespace (ask user if unknown)
2. Check via Tooling API (InstalledSubscriberPackage) — do NOT use PackageLicense
3. If package not found, stop and inform user

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Phase 4: Read and Parse Post-Install Document

Read the provided document and extract discrete configuration steps.

Supported formats: PDF, markdown, URL (via WebFetch), pasted text.

Parsing approach:

1. Extract each numbered/bulleted step from the document
2. Present the extracted steps to the user for validation before proceeding

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Phase 5: Classify Steps & Interactive Plan Review

For each step extracted from the doc, classify as Automated or Manual.

Automation capabilities reference

Via MCP (sobject-all) or sf CLI CRUD:

• Record CRUD on any standard or custom object (PermissionSet, ObjectPermissions, FieldPermissions, SetupEntityAccess, PermissionSetTabSetting, PermissionSetAssignment, etc.)

Via Metadata API retrieve/deploy (sf CLI):

• Page layout modifications (add related lists, fields, sections)
• Profile settings
• Custom metadata type records

Via sf CLI Tooling API:

• Tooling queries (InstalledSubscriberPackage, ApexPage, ApexClass, etc.)
• Any REST-accessible Tooling operation

Manual (no API path — requires Setup UI):

• System permissions not exposed via REST
• Connected app OAuth configuration
• Environment Hub linkage

Interactive approval

Present the classified plan and let the user choose:

• "Approve all" — Execute all steps as planned
• "Let me choose" — Select which steps to approve/skip
• "I have questions" — Discuss specific steps before deciding

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Phase 6: Execute Approved Steps

For each approved step, use the resolved execution method.

Execution method reference

Operation	Via MCP	Via sf CLI
SOQL query	soqlQuery tool	sf data query --query "<SOQL>" --target-org <alias> --json
Create record	createSobjectRecord tool	sf data create record --sobject <Object> --values "..." --target-org <alias> --json
Update record	updateSobjectRecord tool	sf data update record --sobject <Object> --record-id <id> --values "..." --target-org <alias> --json
Describe object	getObjectSchema tool	sf api request rest "/services/data/v<apiVersion>/sobjects/<Object>/describe" --target-org <alias>
Page layout	N/A	Metadata API retrieve/deploy

Page layout modifications via Metadata API

Use sf project retrieve start → edit the layout XML → sf project deploy start.

Execution rules

• Idempotency: Before creating any record, query to check if it already exists. Skip if so.
• Report after each step: Show success count, skipped items, and reasons.
• Automatic fallback: If MCP fails mid-execution, retry via sf CLI.
• On failure: Report error, ask user to retry/skip/stop.

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Phase 7: Guide Manual Steps (if any)

If any steps could not be automated, present each with Setup navigation instructions. Wait for user confirmation before proceeding to the next.

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Phase 8: Summary

Display final summary with step-by-step status, method used, and any skipped items.

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Error Handling

• Auth failure mid-execution: Stop, ask user to re-auth, offer to resume
• Duplicate record errors: Treat as "already configured", skip and continue
• Permission errors: Report which permission is missing, suggest resolution
• Unknown step type: Ask user to clarify, offer to mark as manual

Notes

• Priority: org-native MCP > Claude Code MCP > sf CLI > manual
• sf CLI is always a valid fallback for all CRUD and Tooling API operations
• Page layout modifications are automated via Metadata API retrieve/deploy
• Always verify org identity before making changes
• All actions respect the authenticated user's permissions