sfdx-iq

claude-sfdx-iq

This plugin gives Claude Code deep Salesforce expertise. When you install it, Claude understands Salesforce best practices -- security, governor limits, permission models, flows, deployments -- and applies them automatically to everything it builds or reviews for you.

Ask Claude to review your Apex code, design a data model, check your flows, scaffold a trigger, or deploy to a sandbox -- and it will follow Salesforce platform rules without you having to remind it.

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Who Is This For?

If you are...	This plugin helps you...
A Salesforce Admin	Review flows, design permission sets, analyze data models, check org health, deploy metadata -- all through plain English conversation with Claude
A Salesforce Developer	Write bulkified Apex, build secure LWC, run TDD workflows, catch governor limit violations, scaffold components with tests
A DevOps / Release Manager	Validate deployments, generate destructive changes, manage packages, run CI/CD checks

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Installation

You can install this plugin two ways -- pick whichever you are most comfortable with.

Directly from Your Terminal

Add the marketplace (one-time)

claude plugin marketplace add bhanu91221/claude-sfdx-iq

Install the plugin

claude plugin install claude-sfdx-iq

Or install in Claude Code

Add the marketplace (one-time)

/plugin marketplace add bhanu91221/claude-sfdx-iq

Install the plugin

/plugin install claude-sfdx-iq

Setting Up Rules for Your Salesforce Project

After installing the plugin, you need to copy rules and configuration files into each Salesforce project you work on. This is a one-time step per project.

Option 1 -- Run a command in your terminal (recommended)

Open a terminal, navigate to your Salesforce project folder, and run:

npx claude-sfdx-iq setup-project

Option 2 -- Use a slash command inside Claude Code

Open Claude Code cli in your Salesforce project and type:

/setup-project

This is a good option if npm is blocked on your network (corporate VPN).

Option 3 -- Copy files manually

Download the plugin files from GitHub, then copy the following into the .claude folder inside your Salesforce project:

your-salesforce-project/
  .claude/
    rules/           <-- copy from plugin's rules/ folder
    settings.json    <-- copy from plugin's .claude-project-template/ folder
    CLAUDE.md        <-- copy from plugin's .claude-project-template/ folder

For detailed manual copy commands, see the Installation Guide.

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Quick Start

After installation and project setup, open your Salesforce project in Claude Code and try these commands.

For Admins

Command	What it does
/flow-review	Checks your flows for performance issues and missing fault paths
/org-health	Analyzes your org's permissions, sharing rules, and metadata for technical debt
/data-model	Helps design or analyze object relationships and field architecture
/deploy	Deploys metadata to your org with validation
/explain-error	Explains Salesforce error messages in plain language with fix steps
/status	Shows plugin status and org connection

Try typing /org-health in Claude Code. The plugin will analyze your org's permission model, sharing rules, and metadata structure, then give you a report with specific recommendations.

For Developers

Command	What it does
/apex-review	Reviews Apex code for quality, bulkification, and security
/tdd	Starts a test-driven development workflow (Red-Green-Refactor)
/scaffold-trigger	Generates a complete trigger + handler + test (3 files)
/security-scan	Scans for CRUD/FLS, sharing, and injection vulnerabilities
/test	Runs Apex tests with coverage analysis
/code-review	Full review with all specialist agents running in parallel

Run /help for the complete list of all 56 commands.

Note: If you see "Not an SFDX project", make sure you are in a directory with sfdx-project.json and you have run the setup-project step above.

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What It Does

The plugin adds three layers of Salesforce intelligence to Claude: