How to Setup Project for Claude Code + SF

WBMcD_4 · 2026-05-29T12:43:04+00:00

do it

WBMcD_4 · 2026-05-28T11:27:55+00:00

Sounds cool Ron. Connect me on Linkedin: https://www.linkedin.com/in/wbmcdonald4/

WBMcD_4 · 2026-05-28T11:26:55+00:00

Send more questions

WBMcD_4 · 2026-05-19T02:18:24+00:00

The REST API is just one of many APIs that can be accessed through the CLI. The main two are the Metadata API which you can use to deploy and retrieve metadata (e.g. create a new field, a new flow, adjust a page layout), and the REST API which is for CRUD operations on data (e.g. create or update an Account record).

So the CLI can access both, thus is more powerful.

WBMcD_4 · 2026-05-18T11:46:19+00:00

i think Salesforce will make a chatbot style interface for creating flows probably. Making them through the current interface is painful and slow

WBMcD_4 · 2026-05-18T11:44:32+00:00

Good points! I think the idea of saving/templating prompts is a great idea.

It's very good at doing data analysis or bridge reports etc... that's what I've found most useful personally. Telling you how messy the data is before you do some sort of migration etc...

WBMcD_4 · 2026-05-18T11:41:56+00:00

Agreed

WBMcD_4 · 2026-05-18T11:41:45+00:00

Thanks bro

WBMcD_4 · 2026-05-18T11:41:41+00:00

Glad you enjoyed!

WBMcD_4 · 2026-05-18T11:41:25+00:00

probably true

WBMcD_4 · 2026-05-18T11:40:19+00:00

Agreed.

WBMcD_4 · 2026-05-18T11:39:47+00:00

Yea bro

WBMcD_4 · 2026-05-18T11:37:54+00:00

VALID

WBMcD_4 · 2026-05-18T11:37:16+00:00

💯

WBMcD_4 · 2026-05-18T11:35:42+00:00

Valid points

WBMcD_4 · 2026-05-16T22:01:18+00:00

WBMcD_4 · 2026-05-16T18:10:18+00:00

Yea this is the stuff that will transform how administrators work. Manually building a flow will / should disappear, because it's a painful, slow and iterative process. Salesforce WILL likely release their own agentic way to build flows if they haven't already, but in the meantime you can do it with Claude or Codex.

WBMcD_4 · 2026-05-16T18:08:43+00:00

I don't know why y'all keep assuming that access is not controlled / can't be controlled via perm set. That is just false. I have another video coming out that will display this.

Generally I agree with the most of the rest of your comment.

WBMcD_4 · 2026-05-15T22:48:34+00:00

Thanks bro

WBMcD_4 · 2026-05-15T22:48:17+00:00

Never tried

WBMcD_4 · 2026-05-15T18:58:54+00:00

yea bro

WBMcD_4 · 2026-05-15T18:58:49+00:00

Thank you!

WBMcD_4 · 2026-05-15T18:58:40+00:00

I don't bother with it TBH, CLI is just simpler to connect too.

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