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First Project Setup

Set up and execute your first Salesforce project with Apex AI Brain.

Project Structure​

Organize your Salesforce project for optimal context scanning:

my-salesforce-project/
├── force-app/
│   └── main/
│       └── default/
│           ├── classes/
│           │   ├── LeadService.cls
│           │   └── LeadServiceTest.cls
│           ├── lwc/
│           │   └── leadForm/
│           ├── metadata/
│           │   └── objects/
│           └── aura/
├── README.md
├── .sfdx/
└── sfdx-project.json

Step 1: Project Initialization​

Navigate to your Salesforce project:

cd my-salesforce-project
sfai /init

The system will scan and categorize:

  • Apex Classes - Controllers, services, handlers
  • LWC Components - Lightning Web Components
  • Aura Components - Legacy components
  • Custom Objects - Data model
  • Metadata - Field definitions, validation rules
  • Tests - Existing test coverage

What Happens During Init​

✓ Scanning project structure
✓ Found 42 Apex classes
✓ Found 8 LWC components
✓ Found 15 custom objects
✓ Analyzing dependencies
✓ Building context graph
✓ Project context ready!

Step 2: Review Initial Status​

sfai /status

Output example:

Project Status
==============
Type:        Salesforce DX Project
Project:     My Org
Complexity:  medium
Agents:      16/16 active
Context:     Loaded
Files:       2,847
Classes:     42
Components:  8
Objects:     15

Step 3: Plan Your First Feature​

Let's build a customer portal feature:

sfai /plan "Create customer self-service portal with LWC"

The Planner will output:

{
  "feature": "Create customer self-service portal with LWC",
  "tasks": [
    {
      "id": "task_1",
      "title": "Design data model",
      "assignedAgent": "schema-analyst",
      "estimatedComplexity": "low"
    },
    {
      "id": "task_2",
      "title": "Create Apex service layer",
      "assignedAgent": "apex-architect",
      "estimatedComplexity": "medium"
    },
    {
      "id": "task_3",
      "title": "Build LWC components",
      "assignedAgent": "lwc-builder",
      "estimatedComplexity": "medium"
    },
    {
      "id": "task_4",
      "title": "Write comprehensive tests",
      "assignedAgent": "test-writer",
      "estimatedComplexity": "low"
    }
  ],
  "suggestedOrder": ["task_1", "task_2", "task_3", "task_4"]
}

Step 4: Execute the Plan​

Now execute each task in order:

Task 1: Design the Data Model​

sfai /spawn schema-analyst "Analyze current data model and design portal objects"

The agent will:

  • Review existing custom objects
  • Propose new fields
  • Suggest relationships
  • Output: Portal_Object__c structure

Task 2: Create Apex Service Layer​

sfai /spawn apex-architect "Design the Portal service class with bulkified queries"

Output includes:

  • Service class design
  • Method signatures
  • Error handling
  • Bulkification strategy

Task 3: Build LWC Components​

sfai /spawn lwc-builder "Create the portal dashboard LWC component"

Output includes:

  • Component structure
  • JavaScript logic
  • HTML template
  • CSS styling

Task 4: Write Tests​

sfai /spawn test-writer "Write comprehensive tests for Portal service and LWC"

Output includes:

  • Apex test class
  • Test data setup
  • Coverage scenarios

Step 5: Review Generated Code​

View what agents created:

sfai /agent-logs

Or check specific agent:

sfai /agent-logs architect

Step 6: Check Token Usage​

See how many tokens were consumed:

sfai /tokens

Example output:

Token Usage Report
==================
Session Tokens:    45,234
Total Cost:        $0.68

Breakdown by Model:
- Claude Opus:   30,000 tokens ($0.45)
- Gemini Pro:      15,234 tokens ($0.23)

Current Budget:    $10.00
Remaining:         $9.32

Step 7: Generate Production Code​

Now that planning and design are done, you can:

  1. Export code - Download generated files
  2. Review output - Check memory storage
  3. Deploy to Salesforce - Push code to org
# View what's in memory
sfai /memory list

# Get specific output
sfai /memory get "portal_apex_service"

Best Practices​

Do This​

  • Initialize before starting work
  • Run /plan before /spawn
  • Use /status to monitor context
  • Save outputs regularly
  • Review agent logs for quality

❌ Don't Do This​

  • Don't skip /init step
  • Don't spawn agents without a plan
  • Don't ignore error messages
  • Don't exceed token budget
  • Don't mix incompatible agents

File Organization Tips​

Keep your project organized for best scanning:

force-app/main/default/
├── classes/                 # Apex classes
│   ├── services/           # Service layer
│   ├── selectors/          # Query layer
│   ├── controllers/        # API controllers
│   └── tests/             # Test classes
├── lwc/                     # LWC components
│   ├── common/            # Shared components
│   ├── pages/             # Page components
│   └── utilities/         # Utility components
├── metadata/
│   ├── workflows/
│   ├── validationRules/
│   └── objects/
└── pages/                   # Visualforce (legacy)

Next Steps​