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Exercise 2: Configure a Salesforce Project ​

In this Exercise, you'll configure your Salesforce Project so that you can begin Vibe Coding with context.

Step 1: Configure Your Project ​

  1. Open the Org Browser Sidebar to retrieve your project metadata.

  2. Expand Custom Objects and retrieve (download) the following standard objects:

    • Account
    • Lead
    • Opportunity

    TIP

    Downloading objects ensures Agentforce Vibes can analyze your org’s schema and accurately generate Apex and LWC code.

  3. Expand Lightning Component Bundle and download the genericPageHeader component.

  4. Expand Permission Sets and download the Partner Management Permission Set.

  5. Use the Explorer Sidebar to verify your project folder includes:

    • Account, Lead, and Opportunity metadata
    • Partner Management permission set
    • The genericPageHeader LWC
    • Any additional Apex classes required for your project context

Your project is now fully configured with the metadata Agentforce Vibes needs to plan and generate the Partner Performance Dashboard.

Step 2: Configure the Agentforce Vibes Sidebar ​

  1. Open the Agentforce Vibes Sidebar.

  2. Take note of the Manage MCP Server options, we will visit those later.

    Screenshot of MCP server list

  3. You can modify the Auto-approve settings to adjust the actions an agent can take on your behalf.

    Screenshot of auto-approve settings

  4. You can adjust the context settings and mode in the toolbar at the bottom of the sidebar.

    Screenshot of context settings

  5. Click on Manage Agentforce Rules, Workflows, Hooks & Skills in the context settings.

  6. Select the Skills tab and take note of the built-in Salesforce Skills available. Skills are modular instruction sets that Agentforce loads on-demand for specific tasks.

    Screenshot of the Skills tab

    TIP

    The Rules tab provides persistent guidance that applies to every conversation. One rule (a4v-expert-global-rule.md) is active by default. You can create your own skills and rules to align the agent to your team's standards.

Step 3: Update the Salesforce DX MCP Servers ​

  1. In the Agentforce Vibes Sidebar, Click Manage MCP Servers.

  2. Toggle off the Salesforce API Context and Salesforce Metadata Experts MCP servers. We will only use the Salesforce DX server for the workshop.

    Screenshot showing how to disable MCP servers

  3. Click the Configuration Icon.

    Screenshot showing the edit icon for MCP servers

  4. Expand the Salesforce DX MCP server to take a look at the various tools that are enabled.

    Screenshot showing the Salesforce DX MCP server tools

Step 4: Enable Local Development ​

  1. Open your Salesforce org from the status bar at the bottom of the IDE using the Open Default Org in Browser Button.

    Screenshot showing the "Open Default Org in Browser" button icon

    TIP

    If you get an error while opening the org, open the terminal(cmd +` OR ctrl + ` ) and run sf org login web.

  2. Navigate to Setup.

  3. Search for and Select Local Dev in the quick find.

  4. Set Enable Local Dev to On.

TIP

If you are working with VS Code instead of the browser-based Agentforce Vibes IDE, you need to install the Salesforce Live Preview extension.

Summary ​

In this exercise, you became familiar with the Agentforce Vibes IDE and configured your local project. You explored key areas like the Explorer, Extensions, Org Browser, Terminal, and Status Bar, and retrieved the metadata needed for the Partner Performance Dashboard. You also explored the Agentforce Vibes sidebar settings and took a look at the available Skills and Rules to understand what's possible.

Your environment is now fully prepared for the next steps - where you’ll begin using Agentforce Vibes to analyze your project and build your application.