Agent skill

Platform Environment Validate

by forcedotcom in forcedotcom/sf-skills

Validate and configure the local Salesforce development environment.

Apache-2.0Auto-check: notesSales & Support

Install Platform Environment Validate

skills CLI
$ npx skills add forcedotcom/sf-skills --skill platform-environment-validate -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install forcedotcom/sf-skills platform-environment-validate --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/builder/salesforce-development/skills/platform-environment-validate .claude/skills/platform-environment-validate && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
platform-environment-validate
GitHub stars
1.1k
Token cost
~2.6k tokens
SKILL.md length
1,139 words
Files
1
Skills in repo
251
Repo updated
First seen
Licence
Apache-2.0

At a glance

Validate and configure the local Salesforce development environment.

  • Works in 2 steps: Prerequisite Scan → Install / Update
  • The user asks to check my setup
  • SKILL.md covers Phase 1: Prerequisite Scan, Tools Checked, Phase 2: Install / Update and Important Notes
  • Calls sf, npm and brew; reaches nodejs.org and git-scm.com

What it does

Platform Environment Validate is an agent skill from forcedotcom/sf-skills. Validate and configure the local Salesforce development environment. Runs a prerequisite scan across required tools with per-tool status and offers to install or update missing items. Use when the user asks to 'check my setup', 'validate tools', 'verify prerequisites', 'am I set up correctly', or reports a tool is missing or not working. DO NOT TRIGGER for org auth (/salesforce-development:login), deployment problems (platform-metadata-deploy), or status checks (/salesforce-development:status).

Its SKILL.md is about 2.6k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering CRM management and Deployment. It works with Salesforce. The repository describes itself as: Salesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools. The licence is Apache-2.0.

When your agent uses it

  • The user asks to check my setup
  • Verify prerequisites
  • Am I set up correctly
  • Reports a tool is missing

Example prompts

  • “check my setup”
  • “validate tools”
  • “verify prerequisites”
  • “/platform-environment-validate”

Requirements

  • Node.js
  • Pre-approved tools (allowed-tools): Bash, Read

Workflow steps

2 steps, taken from the step headings in SKILL.md.

  1. Prerequisite Scan
  2. Install / Update

What it can do on your machine

Read from SKILL.md and the folder at commit e5164d9. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Bash
    • Read

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • sf
    • npm
    • brew
    • nvm
    • node
    • git

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • nodejs.org
    • git-scm.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Platform Environment Validate loads about 2.6k tokens when it runs. Until then it costs about 132 tokens; SKILL.md has 1,139 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~132
When it runs · the whole SKILL.md, loaded when a task matches
~2.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
    allowed-tools: Bash, Read

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from forcedotcom/sf-skills at commit e5164d9, republished under its Apache-2.0 licence (© forcedotcom). 1,139 words, ~2,584 tokens.

Download SKILL.mdSave it as .claude/skills/platform-environment-validate/SKILL.md (or your agent's skills folder).
name
platform-environment-validate
description
Validate and configure the local Salesforce development environment. Runs a prerequisite scan across required tools with per-tool status and offers to install or update missing items. Use when the user asks to 'check my setup', 'validate tools', 'verify prerequisites', 'am I set up correctly', or reports a tool is missing or not working. DO NOT TRIGGER for org auth (/salesforce-development:login), deployment problems (platform-metadata-deploy), or status checks (/salesforce-development:status).
allowed-tools
Bash, Read

Validating: Salesforce Development Environment

Validate all required prerequisites and surface a clear, actionable status report. This skill is on-demand — it does not run automatically on session start. Run it explicitly to check or repair your local setup.

Phase 1: Prerequisite Scan

Run the tool check:

bash
${CLAUDE_PLUGIN_ROOT}/scripts/sf-context check-tools

The output is a JSON object with a tools array (plus a diagnostic block on any critical failure).

The banner is painted for you — do not reproduce it. When check-tools runs, the plugin paints the framed "Ready to build on Salesforce?" banner deterministically on the visible channel — one status row per tool, the footer verdict, and the wayfinding footer — exactly like the SessionStart banner. It is a Tier-1 surface: read the JSON for your own understanding, but do NOT reproduce, redraw, or re-render the banner. Add only a short read of what the result means for the user, then go to Phase 2.

The painted banner looks like this (illustrative — the version/message text in each row comes straight from the JSON: version for 🟢, message + fix hint for 🟡/🔴, the note for ℹ️; the values below show the style, not fixed strings):

──────────────────────────────────────────────────────────────
 Ready to build on Salesforce?   checking your toolchain…
──────────────────────────────────────────────────────────────
 🟢 Salesforce CLI             v2.144.6
 🟢 Code Analyzer              v5.14.0 · JIT, auto-installs on first use
 🟢 Node.js                    v22.11.0 LTS
 🟢 NPM                        v10.9.0
 🟢 Git                        v2.50.1
 🟢 Salesforce MCP (config)    .mcp.json + proxy present
 🟢 Salesforce MCP (endpoint)  org instance reachable
 ℹ️  Salesforce MCP (process)   confirm with /mcp or /doctor
 🟢 Source Tracking            enabled
──────────────────────────────────────────────────────────────
 ✓ toolchain ready                                (skill: platform-environment-validate)

Each row's status dot carries the state — 🔴 critical (missing or below minimum — Salesforce development cannot proceed), 🟡 warn (installed but outdated, non-LTS, or misconfigured), 🟢 ok, ℹ️ info (a contextual note that can't be auto-verified, e.g. MCP process health) — and the framed footer gives the verdict plus the single most relevant Next: step. The JSON status field is the source of truth per tool; use these states when you write your short read.

If the banner did not paint (an older Claude Code build, or a paint fallback), do not hand-render it from the JSON. Print it with the deterministic renderer instead:

bash
${CLAUDE_PLUGIN_ROOT}/scripts/sf-context readiness-banner

This reads the same scan result check-tools just recorded and prints the identical framed banner — rows in fixed order, the footer verdict, and the "you don't memorize commands here" wayfinding footer with its Next: step — so ordering, padding, counts, and next-step selection are decided once in the script, never re-derived by hand. The check-tools JSON stays the authoritative, machine-readable result.

Deterministic results — do NOT override a failure: the JSON report is the authoritative, machine-readable result. If a tool reports 🔴/🟡, report it as-is. Do not re-run the tool a different way (PowerShell, a raw shell probe, a different command) and then present the result as 🟢 — a fallback that happens to find the tool does not mean the deterministic check passed. A failed check must stay failed until that same check-tools check passes. When the report includes a diagnostic block (attached on any critical failure), surface it: it carries the platform, active shell, working directory, plugin root, and the resolved executable paths — the fastest way to see why a tool didn't resolve (e.g. a Windows sf.cmd not on PATH). The diagnostic is secret-free by design; never add tokens or org auth to it.

MCP is reported as three distinct rows — never inferred from one another: Salesforce MCP (config) (is .mcp.json + the sf-mcp-proxy.bundled.js present?), Salesforce MCP (endpoint) (is the platform endpoint reachable?), and Salesforce MCP (process) (is the MCP process actually healthy?). The process row is reported as ℹ️ informational (not a warning) — this script cannot see the MCP subprocess that Claude Code owns, so a green config/endpoint must not be presented as a working MCP. Confirm process health with /mcp or /doctor. The endpoint row probes the org instance URL as a connectivity proxy, not the platform-MCP endpoint itself.

Show full SKILL.md (567 more words)Show less

Tools Checked

ToolMinimum RequirementVerification
Salesforce CLIPresent, and on the latest releasesf --version (🟡 when an update is available)
Code Analyzer pluginInstalled or JIT-registeredsf plugins inspect @salesforce/plugin-code-analyzer, falling back to the CLI's oclif.jitPlugins registry
Node.js>= 18 (even/LTS)node --version
NPM>= 3.10npm --version
GitMust be presentgit --version
Salesforce MCP (config).mcp.json configured + proxy bundle presentPlugin root .mcp.json check + sf-mcp-proxy.bundled.js presence
Salesforce MCP (endpoint)Org instance URL reachable (connectivity proxy)HTTP probe of org instance URL
Salesforce MCP (process)ℹ️ informational — not verifiable hereConfirm with /mcp or /doctor
Source TrackingEnabled for connected orgsf project deploy preview

All external tools (sf, npm, node, git) are launched through a single cross-platform resolver: shutil.which (PATHEXT-aware) finds the tool, and a Windows .cmd/.bat shim (sf.cmd, npm.cmd) is invoked via a COMSPEC-wrapped argv array — never a shell string — so this scan and /salesforce-development:org detect sf/npm/the default org correctly on Windows, macOS, and Linux.

Code Analyzer is a JIT plugin — registered ≠ installed. The Salesforce CLI declares @salesforce/plugin-code-analyzer as a "just-in-time" (JIT) plugin: it is only physically installed the first time a sf code-analyzer command runs. Until then, sf plugins inspect fails for it even though it is fully available to the user. The check therefore treats JIT registration as success — if inspect returns no version, it falls back to the CLI's own oclif.jitPlugins registry (read from the root entry of sf plugins --json) and reports 🟢 with the pinned version and a note that it auto-installs on first use. Only a plugin that is neither installed nor JIT-registered is 🔴 critical.

Phase 2: Install / Update

If all green: Confirm setup is complete. The user is ready to develop.

If warnings or critical items exist: Present the user with options:

Some tools need attention. What would you like to do?

  [1] Fix all items
  [2] Choose which items to fix
  [3] Skip for now

For each tool the user wants to fix, provide the correct install/update command for their OS. Do not run install commands automatically — show the command and ask the user to confirm before running it.

Install / Update Commands by Tool

Salesforce CLI — not installed:

bash
# macOS/Linux (npm)
npm install --global @salesforce/cli

# macOS (Homebrew)
brew install sf

Salesforce CLI — update:

bash
sf update

Code Analyzer plugin — not installed:

bash
sf plugins install @salesforce/plugin-code-analyzer

Code Analyzer plugin — update:

bash
sf plugins update @salesforce/plugin-code-analyzer

Node.js — not installed or below minimum:

bash
# macOS (nvm — recommended, installs LTS)
nvm install --lts && nvm use --lts

# macOS (Homebrew)
brew install node

# Windows — download from https://nodejs.org (LTS version)

NPM — update:

bash
npm install --global npm@latest

Git — not installed:

bash
# macOS (Xcode CLT)
xcode-select --install

# macOS (Homebrew)
brew install git

# Windows — download from https://git-scm.com

Source Tracking — not enabled:

bash
sf org enable tracking --target-org <alias>

Salesforce MCP — misconfigured: If .mcp.json is missing or empty, reload the plugin:

/reload-plugins

Important Notes

  • After installing a tool that modifies PATH (Node.js, SF CLI), the user may need to exit and restart Claude Code for the change to take effect.
  • Source Tracking requires a connected org — if no org is configured, prompt to run /salesforce-development:login first.
  • For org authentication issues (expired session, wrong org, INVALID_SESSION_ID), run /salesforce-development:login instead of this skill.
  • SF CLI outdated → 🟡 in the readiness scan: readiness means latest. When the CLI's cached update check reports a newer release, check-tools reports the Salesforce CLI as 🟡 (installed but outdated) with the correct update command, rather than 🟢. Unlike the session-start notice below, this warning ignores the per-version no-nag gate — an explicit readiness scan always reports the factual state — but it still honors the hard opt-out SFDX_SKIP_CLI_UPDATE_CHECK=1.
  • SF CLI update notice at session start: when the CLI reports an available update, the sf-context detect SessionStart hook surfaces it once and asks the agent to offer the update (sf update, or npm install --global @salesforce/cli@latest for npm-global installs). Declining or a failed update records a per-version no-nag gate (.sf/sf-cli-update-state.json) so the same version won't nag again, but a newer release will re-prompt. Set SFDX_SKIP_CLI_UPDATE_CHECK=1 to disable the check entirely.

© forcedotcom, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/builder/salesforce-development/skills/platform-environment-validate of forcedotcom/sf-skills.

Open the folder on GitHubat commit e5164d9

Compare with similar skills

Platform Environment Validate next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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Salesforce Prod Checklistjeremylongshore/tons-of-skills-marketplace2.8k—~1.1kAutomated safety check: PassMIT
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT

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Works with

Categories

Questions about Platform Environment Validate

What does Platform Environment Validate do?

Validate and configure the local Salesforce development environment. Platform Environment Validate is an agent skill from forcedotcom/sf-skills. Validate and configure the local Salesforce development environment.

When should I use Platform Environment Validate?

Platform Environment Validate fits situations like: the user asks to check my setup; verify prerequisites; am I set up correctly; reports a tool is missing.

How do I install Platform Environment Validate in Claude Code?

Run `npx skills add forcedotcom/sf-skills --skill platform-environment-validate -a claude-code`. Or copy the skill folder (plugins/builder/salesforce-development/skills/platform-environment-validate in forcedotcom/sf-skills) into .claude/skills/platform-environment-validate in your project. Claude Code loads it when a task matches its description.

How do I install Platform Environment Validate in Codex?

Run `npx skills add forcedotcom/sf-skills --skill platform-environment-validate -a codex`. Or copy the skill folder (plugins/builder/salesforce-development/skills/platform-environment-validate in forcedotcom/sf-skills) into .agents/skills/platform-environment-validate in your project. Codex loads it when a task matches its description.

Can I use Platform Environment Validate in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add forcedotcom/sf-skills --skill platform-environment-validate -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/platform-environment-validate, .gemini/skills/platform-environment-validate, .github/skills/platform-environment-validate and .opencode/skills/platform-environment-validate in your project.

What does Platform Environment Validate need to run?

Going by SKILL.md and its folder, Platform Environment Validate needs the command-line tools its instructions call (sf, npm, brew, nvm, node and git). Our summary lists: Node.js. Its frontmatter pre-approves these tools: Bash, Read.

Does Platform Environment Validate access the network?

SKILL.md names 2 domains. In commands or code: nodejs.org and git-scm.com; the agent is likely to contact these when it follows the instructions. This is read from the text; nothing was executed.

Is Platform Environment Validate safe to install?

Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does Platform Environment Validate use?

Platform Environment Validate is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Platform Environment Validate use?

About 2.6k tokens (SKILL.md is roughly 10k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Platform Environment Validate?

Skills that share tags, products or a category with Platform Environment Validate: Salesforce Deploy Integration (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Salesforce Prod Checklist (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars) and Sf Datacloud (Jaganpro/sf-skills, 424 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Platform Environment Validate?

forcedotcom (a GitHub organization) maintains it in forcedotcom/sf-skills, which has 1,060 GitHub stars. The repository holds 251 skills in this directory. The repository was last updated on October 7, 2026.

Source: forcedotcom/sf-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.