Deloitte Salesforce Practice Toolkit

A shared knowledge base and agent framework for Salesforce implementations.

What This Is

A repository of skills, templates, and standards that power AI-assisted Salesforce implementation work using Claude Code. It provides:

• Agent definitions (architect, developer, QA, code reviewer)
• Skills (firm standards, cloud-specific patterns, quality checklists)
• Templates (solution designs, task specs, project scaffolds)
• Learning loop (automated capture, admin-gated promotion)

Installation

# Clone the toolkit
git clone [your-repo-url] ~/projects/deloitte-sf-toolkit
cd ~/projects/deloitte-sf-toolkit

# Run the installer
chmod +x install.sh
./install.sh

This installs:

• 5 agents to ~/.claude/agents/ (available in all projects)
• 5 slash commands to ~/.claude/commands/
• Skills symlinked to ~/.claude/skills/deloitte-sf-toolkit/
• Templates and Learnings symlinked for access
• User CLAUDE.md updated with toolkit reference

After installing, restart Claude Code. Type /agents to verify.

Updating

cd ~/projects/deloitte-sf-toolkit
git pull
./install.sh   # Re-copies agents/commands, skills update via symlink

Uninstalling

cd ~/projects/deloitte-sf-toolkit
./install.sh --uninstall

Quick Start

For a new project

claude /scaffold

As architect

claude /architect

As developer

claude /develop

As code reviewer

claude /review

As QA engineer

claude /qa

Structure

├── CLAUDE.md                  # Master config — standards, routing
├── .claude/commands/          # Agent commands (slash commands)
├── skills/                    # Domain knowledge (SKILL.md files)
│   ├── foundation/            # Standards, architecture, scaffolding
│   ├── development/           # Apex, LWC, Flow, integration
│   ├── clouds/                # Agentforce, Data Cloud, Marketing Cloud
│   └── quality/               # Code review, testing, documentation
├── templates/                 # Document and project templates
├── mcp-configs/               # Per-agent MCP server configurations
├── learnings/                 # Lessons learned system
│   ├── promoted/              # Admin-approved lessons (read by agents)
│   └── review-queue/          # Collected entries awaiting review
└── checklists/                # Go-live, security review

Admin Guide

Updating Standards

Edit CLAUDE.md and skills/foundation/firm-standards/SKILL.md.

Reviewing Learnings

claude /review-learnings

Adding a New Skill

1. Create folder in skills/[category]/ using kebab-case
2. Add SKILL.md with YAML frontmatter (name + description required)
3. Add references/ for Tier 2 knowledge docs
4. Test triggering in Claude Code

TODO: Fill In Your Standards

Search for <!-- TODO: across the repo to find all placeholders that need your firm's actual standards:

• Trigger framework (ITriggerHandler interface code)
• Service/Selector examples
• Error handling pattern
• TestDataFactory
• API version number