salesforce-multi-env-setup

name	salesforce-multi-env-setup
description	Configure Salesforce across Developer, Sandbox, and Production environments with proper org management. Use when setting up multi-environment deployments, configuring per-environment credentials, or implementing sandbox-to-production promotion flows. Trigger with phrases like "salesforce environments", "salesforce sandbox", "salesforce dev prod", "salesforce org management", "salesforce sandbox types".
allowed-tools	Read, Write, Edit, Bash(sf:*), Bash(gcloud:*), Bash(vault:*)
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","crm","salesforce"]
compatibility	Designed for Claude Code

Salesforce Multi-Environment Setup

Overview

Configure Salesforce integrations across Developer, Sandbox, and Production orgs with environment-specific credentials, login URLs, and deployment promotion flows.

Prerequisites

• Production Salesforce org (Enterprise+ for Full sandbox)
• Salesforce CLI authenticated to all environments
• Secret management solution (Vault, AWS/GCP Secrets Manager)

Instructions

Step 1: Salesforce Environment Types

Environment	Org Type	Login URL	Purpose	Data
Development	Developer Edition or Scratch Org	login.salesforce.com	Local dev	Sample data
QA	Developer Sandbox	test.salesforce.com	Testing	Subset of prod
Staging	Full Sandbox	test.salesforce.com	Pre-prod validation	Copy of prod
Production	Production Org	login.salesforce.com	Live traffic	Real data

Step 2: Sandbox Types

Sandbox Type	Data	Metadata	Refresh Interval	Use Case
Developer	None	Copy of prod	1 day	Feature development
Developer Pro	None	Copy of prod	1 day	Integration testing
Partial Copy	Sampled	Copy of prod	5 days	QA with realistic data
Full	Full copy	Copy of prod	29 days	Staging, UAT, load testing

Step 3: Environment Configuration

// src/config/salesforce.ts
interface SalesforceEnvConfig {
  loginUrl: string;
  username: string;
  : ;
  : ;
}

 : <, > = {
  : {
    : , 
    : process..!,
    : ,
    : , 
  },
  : {
    : , 
    : process..!,
    : ,
    : ,
  },
  : {
    : ,
    : process..!,
    : ,
    : ,
  },
};

  ():  {
   env = process.. || ;
   config = envConfigs[env];
   (!config)   ();
   config;
}