Sf Docs

Salesforce Documentation Navigator

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Documentation Index

Developer Guides

| Guide | Base URL | Use For | |-------|----------|---------| | Apex Developer Guide | developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/ | Apex classes, triggers, async, governor limits, system methods | | SOQL/SOSL Reference | developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/ | Query syntax, WHERE clauses, aggregate functions, SOSL search | | LWC Developer Guide | developer.salesforce.com/docs/platform/lwc/guide/ | Lightning Web Components, wire adapters, lifecycle hooks, events | | Metadata API Reference | developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/ | Metadata types, deployments, package.xml, retrieve operations | | REST API Developer Guide | developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/ | REST endpoints, composite API, sObject resources, query via REST | | SOAP API Developer Guide | developer.salesforce.com/docs/atlas.en-us.api.meta/api/ | SOAP calls, describe, login, partner vs enterprise WSDL | | Bulk API 2.0 Guide | developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/ | Bulk ingest, bulk query, job management, CSV format | | Tooling API Reference | developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/ | ApexClass, MetadataContainer, debug logs, code coverage |

Platform Guides

| Guide | Base URL | Use For | |-------|----------|---------| | Flow Builder Guide | help.salesforce.com/s/articleView?id=sf.flow.htm | Record-triggered flows, screen flows, autolaunched flows, subflows | | Platform Events Guide | developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/ | Event-driven architecture, publish/subscribe, CometD, Pub/Sub API | | Agentforce Developer Guide | developer.salesforce.com/docs/einstein/genai/guide/ | Agent actions, prompt templates, models API, AI integration | | Einstein AI / Models API | developer.salesforce.com/docs/einstein/genai/guide/models-api.html | LLM invocation, Models API, prompt management, AI trust layer |

Security & Testing

| Guide | Base URL | Use For | |-------|----------|---------| | Security Guide | developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_security_sharing_chapter.htm | CRUD/FLS, with sharing, stripInaccessible, field-level security | | Apex Testing Guide | developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_testing.htm | Test classes, @isTest, Test.startTest(), mocking, test data | | Security Review Guide | developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/security_review.htm | ISV security review, AppExchange requirements, scanner |

Deployment & CLI

| Guide | Base URL | Use For | |-------|----------|---------| | Salesforce CLI Reference | developer.salesforce.com/docs/atlas.en-us.sfdx_cli_reference.meta/sfdx_cli_reference/ | sf commands, project deploy, retrieve, test, data | | Salesforce DX Guide | developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/ | Scratch orgs, source tracking, project structure, devhub |

Admin & Help

| Guide | Base URL | Use For | |-------|----------|---------| | Salesforce Help | help.salesforce.com/ | Setup, configuration, admin how-tos, feature docs | | Architect Guidance | architect.salesforce.com/ | Well-architected patterns, decision guides, reference architectures | | Lightning Design System | lightningdesignsystem.com/ | SLDS components, design tokens, styling, Cosmos design system |

CLI Help Commands

When users need command-specific help, guide them to built-in CLI docs:

# List all available commands
sf commands

# Search for a specific command
sf search 

# Get detailed help for any command
sf project deploy start --help
sf apex run test --help
sf data query --help
sf org login web --help

# Show CLI version and plugins
sf version
sf plugins

Key sf command families:

• sf project deploy / sf project retrieve — metadata deployment
• sf apex run test — run Apex tests
• sf data query / sf data export — SOQL queries and data ops
• sf org login / sf org display — org authentication
• sf lightning generate component — scaffold LWC components

Trailhead Resources

Point users to Trailhead for guided learning:

| Domain | Trail / Module | URL | |--------|---------------|-----| | Apex | Apex Basics & Database | trailhead.salesforce.com/content/learn/modules/apex_database | | Apex | Apex Triggers | trailhead.salesforce.com/content/learn/modules/apex_triggers | | LWC | Lightning Web Components Basics | trailhead.salesforce.com/content/learn/modules/lightning-web-components-basics | | LWC | Build LWC for Salesforce | trailhead.salesforce.com/content/learn/trails/build-lightning-web-components | | Flow | Build Flows with Flow Builder | trailhead.salesforce.com/content/learn/trails/build-flows-with-flow-builder | | Flow | Record-Triggered Flows | trailhead.salesforce.com/content/learn/modules/record-triggered-flows | | Admin | Admin Beginner Trail | trailhead.salesforce.com/content/learn/trails/force_com_admin_beginner | | Security | Data Security | trailhead.salesforce.com/content/learn/modules/data_security | | Security | AppExchange Security | trailhead.salesforce.com/content/learn/modules/isv_security_review | | Agentforce | Agentforce Basics | trailhead.salesforce.com/content/learn/modules/agentforce-basics | | Integration | API Basics | trailhead.salesforce.com/content/learn/modules/api_basics |

Release Notes

Finding Current Release Notes

• Latest Release Notes: help.salesforce.com/s/articleView?id=release-notes — always check here first
• Release-specific: help.salesforce.com/s/articleView?id=sf.rn_.htm (e.g., rn_spring25)

Seasonal Release Cadence

| Season | Sandbox Preview | Production GA | Typical Months | |--------|----------------|---------------|----------------| | Spring | January | February | Feb–May | | Summer | May | June | Jun–Sep | | Winter | September | October | Oct–Jan |

API Version Mapping (Recent)

| API Version | Release | |-------------|---------| | 62.0 | Winter '25 | | 61.0 | Summer '24 | | 60.0 | Spring '24 | | 59.0 | Winter '24 |

When users ask about new features, check the release notes for their API version.

Common Search Patterns

When users ask "how do I...", map to the right documentation:

| User Says | Point Them To | |-----------|---------------| | Governor limits / "too many SOQL" | Apex Developer Guide: Execution Governors and Limits | | Wire adapters / @wire | LWC Dev Guide: Wire Service, Use the Wire Service to Get Data | | Deploy errors / "deploy failed" | CLI Reference: sf project deploy start, Metadata API: Deploy | | CRUD/FLS / field-level security | Security Guide: Enforcing CRUD and FLS, stripInaccessible() | | Bulk data load | Bulk API 2.0 Guide: Ingest Jobs | | Test coverage / "75% coverage" | Apex Testing Guide: Testing Best Practices | | Trigger order of execution | Apex Developer Guide: Triggers and Order of Execution | | LWC events / parent-child comms | LWC Dev Guide: Events, Communicate with Events | | REST callouts / HttpRequest | Apex Developer Guide: Apex Integration, Named Credentials | | Flow vs code / "when to use Flow" | Architect Guidance: Automation decision guide | | Sharing rules / record access | Security Guide: Sharing Architecture | | Package development / ISV | Packaging Guide: Second-Generation Managed Packages (2GP) | | Custom metadata types | Apex Developer Guide: Custom Metadata Types | | Platform events / CDC | Platform Events Guide: Defining and Publishing | | Agentforce / AI agents | Agentforce Developer Guide: Building Agent Actions | | Einstein models / LLM | Einstein AI: Models API Reference | | Scratch org setup | DX Developer Guide: Scratch Org Definition |

Gotchas

1. Docs can lag behind releases — New features may ship before docs are fully updated. Check release notes for the latest info on brand-new features.

1. API version matters — Documentation is version-specific. Apex docs for API 62.0 may describe features unavailable in API 58.0. Always confirm the user's target API version.

1. Trailhead vs Developer Docs — Trailhead is tutorial-oriented (great for learning). Developer Docs are reference-oriented (great for implementation). Point beginners to Trailhead; point builders to Developer Docs.

1. Pilot/Beta features — Some documented features are marked Pilot or Beta. These may change or be removed. Look for the "Pilot" or "Beta" badge in docs before recommending.

1. help.salesforce.com is JS-heavy — These pages are often hard to extract programmatically. If content looks like a shell page (just headers/nav), the real content failed to load.

1. Legacy atlas URLs still work — Many official guides use the older atlas.en-us.* URL pattern. These are still valid and often the canonical reference.

1. Multiple docs for the same concept — Security topics appear in the Apex guide, Help, and Architect guidance. Cross-reference when users need the full picture.

1. Salesforce renames products — Einstein AI became Einstein Copilot became Agentforce. Search across old and new names when docs seem missing.

Workflow

1. Understand the request — Identify what the user is looking for: a concept, a specific API, a how-to, or troubleshooting help.

1. Classify the doc family — Determine whether this is a developer doc, help article, Trailhead module, or release note (use the Documentation Index above).

1. Point to the specific section — Don't just give the guide root. Identify the exact chapter or article within the guide using the Common Search Patterns table.

1. Provide the URL — Give the user the most specific official URL you can construct from the Documentation Index.

1. Suggest CLI help if applicable — If the question is about a sf command, remind them of sf --help.

1. Cross-reference when needed — Some topics span multiple guides (e.g., security spans Apex guide + Security guide + Help). Provide multiple links when relevant.

1. Recommend Trailhead for learning — If the user seems to be learning (not just looking up a reference), suggest the relevant Trailhead trail alongside the docs.

1. Flag version sensitivity — If the answer depends on API version, ask which version the user is targeting.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: Clientell-Ai
• Source: Clientell-Ai/salesforce-skills
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.