salesforce-admin

name	salesforce-admin
description	Salesforce administration using Salesforce CLI (sf/sfdx). Use when working with Salesforce metadata, custom objects, fields, users, profiles, permission sets, Flows, automation, or data management. Triggers on tasks involving sf/sfdx commands, Salesforce Setup configuration, metadata deployment, user security administration, or Salesforce data operations.

Salesforce Admin

Salesforce administration via CLI with best practices for metadata management, security, automation, and data operations.

Quick Reference

Common sf CLI Commands

# Authentication
sf org login web --alias myorg              # Login via browser
sf org login web --alias myorg --instance-url https://test.salesforce.com  # Sandbox
sf org list                                  # List connected orgs
sf org display --target-org myorg           # Show org details

# Metadata Operations
sf project retrieve start --metadata "CustomObject:Account"    # Retrieve specific
sf project retrieve start --manifest manifest/package.xml      # Retrieve from manifest
sf project deploy start --source-dir force-app                 # Deploy directory
sf project deploy start --metadata "CustomField:Account.Custom__c"  # Deploy specific

# Data Operations
sf data query --query "SELECT Id, Name FROM Account LIMIT 10" --target-org myorg
sf data export tree --query "SELECT Id, Name FROM Account" --output-dir data/
sf data import tree --files data/Account.json --target-org myorg

# User Management
sf org assign permset --name MyPermSet --target-org myorg
sf org generate password --target-org myorg

Workflow Decision Tree

1. Creating/modifying metadata → Use sf project retrieve then edit XML, then sf project deploy
2. User/security changes → See references/security.md
3. Building automation → See references/automation.md
4. Data operations → See references/data-management.md
5. Object/field work → See references/objects-fields.md

Project Structure

Standard Salesforce DX project layout:

force-app/
└── main/
    └── default/
        ├── classes/           # Apex classes
        ├── objects/           # Custom objects and fields
        │   └── MyObject__c/
        │       ├── MyObject__c.object-meta.xml
        │       └── fields/
        │           └── MyField__c.field-meta.xml
        ├── flows/             # Flow definitions
        ├── permissionsets/    # Permission sets
        ├── profiles/          # Profiles
        ├── triggers/          # Apex triggers
        └── layouts/           # Page layouts
manifest/
└── package.xml               # Deployment manifest

Naming Conventions (Best Practices)

Type	Convention	Example
Custom Object	PascalCase + __c	Invoice__c, OrderItem__c
Custom Field	PascalCase + __c	Total_Amount__c, Is_Active__c
Flow	PascalCase, descriptive	Account_After_Insert_Handler
Permission Set	PascalCase, role-based	Sales_Manager_Access
Apex Class	PascalCase	AccountTriggerHandler
Apex Trigger	Object + Trigger	AccountTrigger

Common Tasks

Create a Custom Object

1. Retrieve existing objects for reference:

   sf project retrieve start --metadata "CustomObject"
   

2. Create object metadata XML at force-app/main/default/objects/MyObject__c/MyObject__c.object-meta.xml

3. Deploy:

   sf project deploy start --source-dir force-app/main/default/objects/MyObject__c
   

Add a Custom Field

1. Create field XML at force-app/main/default/objects/Account/fields/My_Field__c.field-meta.xml

2. Deploy:

   sf project deploy start --metadata "CustomField:Account.My_Field__c"
   

Deploy with Validation Only (Checkonly)

sf project deploy start --source-dir force-app --dry-run --test-level RunLocalTests

Run Apex Tests

sf apex run test --target-org myorg --test-level RunLocalTests --wait 10
sf apex run test --class-names MyTestClass --target-org myorg

Resources

• references/objects-fields.md - Object/field metadata templates and patterns
• references/security.md - Profiles, permission sets, sharing rules
• references/automation.md - Flows, Process Builder migration, approval processes
• references/data-management.md - Import/export, deduplication, data quality