Skills

Dx Pkg Post Install Configure

Use this skill to automate managed package post-install configuration.

Install

npx skills add forcedotcom/sf-skills --skill dx-pkg-post-install-configure -g -a claude-code -y
Repository
forcedotcom/sf-skills1.1k
Category
Engineering
Updated
5d ago
License
Apache-2.0
Context cost
Mediumabout 1,545 tokens
Runs scripts
No, instructions only

What it does

Use this skill to automate managed package post-install configuration. Package-agnostic, works with any managed package (LMA, FMA, work.com, Certinia, etc.). TRIGGER when: user installs a managed package and needs post-install configuration, mentions LMA/FMA/work.com post-install setup, asks to configure permission sets/FLS/page layouts for an installed package, says 'post-install', 'package setup', 'configure LMA', 'set up FMA', 'post-install steps'. DO NOT TRIGGER for: standalone permission set assignment (use dx-org-permission-set-assign), generating permission set metadata XML (use platform-permission-set-generate), package installation, or org switching.

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.


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 TypeTool Prefix
Productionmcp__sf-sobject-all__
Sandboxmcp__sf-sobject-all-sb__
Falcon Test (pc-rnd)mcp__sf-sobject-all-falcon__
Read the whole SKILL.md on GitHub

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