Get from a fresh clone of Portwood to a working, fully-tested Salesforce org.
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setup --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/dev-setup .claude/skills/dev-setup && rm -rf skills-srcUse ~/.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/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .claude/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setupType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setup --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/dev-setup .agents/skills/dev-setup && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .agents/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setup --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/dev-setup .cursor/skills/dev-setup && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .cursor/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/Portwood-Global-Solutions/Portwood.git --path .claude/skills/dev-setup--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setup --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/dev-setup .gemini/skills/dev-setup && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .gemini/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setupInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/dev-setup .github/skills/dev-setup && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .github/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Portwood-Global-Solutions/Portwood dev-setup --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Portwood-Global-Solutions/Portwood.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/dev-setup .opencode/skills/dev-setup && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "dev-setup" agent skill from https://github.com/Portwood-Global-Solutions/Portwood/tree/main/.claude/skills/dev-setup into .opencode/skills/dev-setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dev-setup", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
dev-setupGet from a fresh clone of Portwood to a working, fully-tested Salesforce org.
Dev Setup is an agent skill from Portwood-Global-Solutions/Portwood. Get from a fresh clone of Portwood to a working, fully-tested Salesforce org. Use when setting up a development environment, creating a scratch org, onboarding to the project, or when org setup fails with permission or "No such column" errors.
Its SKILL.md is about 1.1k 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. It works with Salesforce. The repository describes itself as: Free, native document generation for Salesforce. PDF, DOCX, XLSX, PPTX — merge tags, images, barcodes, QR codes, bulk generation, Flow actions. 100% Apex + LWC, zero external… The licence is Apache-2.0.
6 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit ea3fe9f. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Shell commands in SKILL.md call:
npmsfFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md. Its commands use npm, which can reach the network depending on how they are called.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Dev Setup loads about 1.1k tokens when it runs. Until then it costs about 63 tokens; SKILL.md has 456 words of instructions outside code blocks.
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.
The automated check found no risky patterns in SKILL.md.
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.
The full file from Portwood-Global-Solutions/Portwood at commit ea3fe9f, republished under its Apache-2.0 licence (© Portwood-Global-Solutions). 456 words, ~1,097 tokens.
.claude/skills/dev-setup/SKILL.md (or your agent's skills folder).Two commands. If either fails, the causes are almost always in the gotchas below.
sf)npm install run once, for prettier and the QA harnessnpm install # once — prettier + QA harness deps
npm run org:new # creates the `docgen-verify` scratch org and configures it end to endTo use an org you already have:
npm run org:setup -- my-existing-orgscripts/qa/setup-org.sh is idempotent — safe to re-run against a live org. It
takes an org from nothing to fully testable:
--no-namespace, so the e2e scripts' bare class and
field references compile.force-app.DocGen_Admin and DocGen_User — after the deploy.docGenRunner and docGenSignatureSender are
actually placed on a record page. The package ships no FlexiPage on purpose; without
this there is nowhere for a browser test to reach them.Signature_Skip_Email_Verification__c, and reminders OFF.Verify — Designer template the smoke suite opens.Setup → Release Updates → "Use the Visualforce PDF Rendering Service for
Blob.toPdf() Invocations" → Enable.
Without it, PDF output is wrong in ways that look like template bugs.
npm run qa # every suite, against docgen-verifyExit code is 0 only when every evaluated check passed. See the run-tests skill for
the full set of options.
The permission set was not assigned, or was assigned before the deploy. Anonymous
Apex enforces FLS, so a missing permset makes deployed fields look like corrupted
metadata. Assign DocGen_Admin after deploying, then retry. This is the single most
common false alarm.
--no-namespaceSource-deploy has to land in the default namespace or the e2e scripts' bare class and
field references won't compile. setup-org.sh already does this; if you create an org
by hand, pass --no-namespace.
Lightning Web Security's per-namespace sandbox distorts DOM nodes, and
getPopulatedFieldsAsMap / raw SObject keys come back namespace-prefixed in a
subscriber org. Neither reproduces in a no-namespace scratch org. If you're touching
LWC DOM handling or reading SObject fields in JS, that class of bug can only be caught
in a namespaced package install.
sf apex run testIt triggers an org-wide run that locks ContentFolder and takes far longer than you
want. Always scope it:
sf apex run test --target-org docgen-verify --tests DocGenServiceTest --wait 15| Path | What |
|---|---|
force-app/main/default/classes/ | Apex — the merge engine, controllers, services |
force-app/main/default/lwc/ | Lightning Web Components — designer, runner, canvas |
scripts/e2e-*.apex | Anonymous-Apex end-to-end suite |
scripts/qa/ | The one-command QA harness and its suites |
docs/ | Reference templates (SurveyChartExample.html is canonical for charts) |
TRIAGE.md | Priority rubric |
CLAUDE.md | Critical engine constraints — read before touching the merge or PDF pipeline |
© Portwood-Global-Solutions, 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
Just SKILL.md in .claude/skills/dev-setup of Portwood-Global-Solutions/Portwood.
Open the folder on GitHubat commit ea3fe9f
Dev Setup 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Dev Setup this skillPortwood-Global-Solutions/Portwood | 126 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | |
| Education Cloud Multi Campus Configureforcedotcom/sf-skills | 1.1k | — | ~5.4k | Automated safety check: Notes | Apache-2.0 | |
| Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib | 154 | — | ~4.3k | Automated safety check: Pass | MIT | |
| Sf DatacloudJaganpro/sf-skills | 424 | — | ~2.7k | Automated safety check: Pass | MIT | |
| Soql Lib Selectorbeyond-the-cloud-dev/soql-lib | 154 | — | ~2k | Automated safety check: Pass | MIT | |
| Sf FlowJaganpro/sf-skills | 424 | — | ~1.8k | Automated safety check: Pass | MIT |
forcedotcom/sf-skills
A skill your agent uses when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV.
beyond-the-cloud-dev/soql-lib
Builds Salesforce SOQL queries using the SOQL Lib fluent builder API (SOQL.cls).
Jaganpro/sf-skills
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows.
beyond-the-cloud-dev/soql-lib
Creates Salesforce Apex selector classes using the SOQL Lib selector pattern.
Jaganpro/sf-skills
Creates and validates Salesforce Flows with 110-point scoring.
forcedotcom/sf-skills
Apply a Salesforce sandbox post-copy automation JSON config against a target org.
Portwood-Global-Solutions/Portwood
Work on Portwood's Canvas designer (docGenCanvas LWC and canvasModel.js).
Portwood-Global-Solutions/Portwood
Author or repair a Portwood HTML template that renders correctly through Blob.toPdf (Flying Saucer).
Portwood-Global-Solutions/Portwood
Decide whether a Portwood bug report is a real code defect or a template-authoring problem, before any code is written.
Portwood-Global-Solutions/Portwood
Fix a Portwood merge-tag or parser bug correctly across all of its resolution paths.
Portwood-Global-Solutions/Portwood
Constraints that only bite in a real managed-package install of Portwood — global visibility, Flow Apex-Defined types, namespace-prefixed keys, USERMODE on internal reads, immutable API names.
Portwood-Global-Solutions/Portwood
Run Portwood's test suites — the one-command QA harness, the anonymous-Apex e2e scripts, Apex unit tests, prettier, and Code Analyzer.
Works with
Categories
Get from a fresh clone of Portwood to a working, fully-tested Salesforce org. Dev Setup is an agent skill from Portwood-Global-Solutions/Portwood. Get from a fresh clone of Portwood to a working, fully-tested Salesforce org.
Dev Setup fits situations like: setting up a development environment; creating a scratch org; onboarding to the project; org setup fails with permission.
Run `npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a claude-code`. Or copy the skill folder (.claude/skills/dev-setup in Portwood-Global-Solutions/Portwood) into .claude/skills/dev-setup in your project. Claude Code loads it when a task matches its description.
Run `npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a codex`. Or copy the skill folder (.claude/skills/dev-setup in Portwood-Global-Solutions/Portwood) into .agents/skills/dev-setup in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Portwood-Global-Solutions/Portwood --skill dev-setup -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/dev-setup, .gemini/skills/dev-setup, .github/skills/dev-setup and .opencode/skills/dev-setup in your project.
Going by SKILL.md and its folder, Dev Setup needs the command-line tools its instructions call (npm and sf). Our summary lists: Node.js.
SKILL.md contains no URLs. Its commands use npm, which can reach the network depending on how they are called. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Dev Setup 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.
About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Dev Setup: Education Cloud Multi Campus Configure (forcedotcom/sf-skills, 1.1k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars) and Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Portwood-Global-Solutions (a GitHub organization) maintains it in Portwood-Global-Solutions/Portwood, which has 126 GitHub stars. The repository holds 7 skills in this directory. The repository was last updated on October 9, 2026.
Source: Portwood-Global-Solutions/Portwood on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.
