sf-browser-automation

name	sf-browser-automation
description	Use this skill when automating Salesforce browser interactions, controlling browser sessions for SF orgs, navigating Lightning pages, filling forms, creating/editing records, or performing Setup configurations. Trigger keywords include Salesforce browser, Lightning UI, SF automation, record creation, Setup navigation, form filling.
metadata	{"author":"ehartye"}

Salesforce Browser Automation Skill

This skill enables browser automation for Salesforce orgs authenticated via SF CLI.

Overview

Use the sf-browser-control MCP server tools to:

• Launch authenticated browser sessions for any SF CLI connected org
• Navigate Lightning pages, Setup, App Launcher, and object views
• Fill forms including text fields, picklists, lookups, checkboxes, and dates
• Create, edit, save, delete, and clone records
• Capture screenshots and extract page content

Prerequisites

Before using these tools, ensure:

1. SF CLI is installed and authenticated with target orgs (sf org login web -a alias)
2. Playwright browsers are installed (npx playwright install chromium)

Workflow Pattern

Starting a Session

1. List available orgs: Use sf_list_orgs to see authenticated orgs
2. Start session: Use sf_session_start with the desired orgAlias
3. Verify: Use sf_session_status to confirm connection

Navigation

• Home: sf_navigate_home
• Setup: sf_navigate_setup with optional section parameter
• Objects: sf_navigate_object with objectApiName
• Records: sf_navigate_record with recordId
• Apps: sf_navigate_app with appName

Form Filling

Use these tools in sequence:

1. sf_record_new or sf_record_edit to open form
2. sf_fill_field for text inputs (use fieldLabel)
3. sf_select_picklist for dropdown fields
4. sf_select_lookup for relationship fields (searches and selects)
5. sf_check_checkbox for boolean fields
6. sf_fill_date for date/datetime fields
7. sf_record_save to save

Verification

• sf_get_toast_message - Check success/error messages
• sf_screenshot - Capture current state
• sf_get_field_value - Verify field values
• sf_get_record_details - Get record information

Key Tools Reference

Category	Tools
Session	sf_session_start, sf_session_status, sf_session_close, sf_list_orgs
Navigation	sf_navigate_home, sf_navigate_setup, sf_navigate_object, sf_navigate_record
Forms	sf_fill_field, sf_select_picklist, sf_select_lookup, sf_check_checkbox
Records	sf_record_new, sf_record_edit, sf_record_save, sf_record_delete
Capture	sf_screenshot, sf_get_page_text, sf_get_toast_message

Tips

• Always wait for Lightning spinners with sf_wait_for_spinner after navigation
• Use sf_screenshot liberally to debug issues
• Field labels are case-sensitive - match exactly as shown in UI
• Lookups require a search term that matches records in the org

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