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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 0: Install the Workshop Helper Extension ​

  1. Open the Integrated Terminal (press CTRL+` on both Mac and Windows)

  2. Run the following command:

    shell
    curl -L -o agentforce-workshop-helper-1.0.0.vsix \
"https://agentforce-vibes-workshop.s3.us-east-2.amazonaws.com/agentforce-workshop-helper-1.0.0.vsix"

curl -L -o salesforcedx-einstein-gpt-cb-3.3.1.vsix \
"https://agentforce-vibes-workshop.s3.us-east-2.amazonaws.com/salesforcedx-einstein-gpt-cb-3.3.1.vsix"

  3. Open the Explorer Sidebar.

  4. Right-click on salesforcedx-einstein-gpt-cb-3.3.1.vsix and select Install Extension VSIX.

  5. Repeate this step for agentforce-workshop-helper-1.0.0.vsix.

You should have installed two extensions:

  • salesforcedx-einstein-gpt-cb-3.3.1.vsix
  • agentforce-workshop-helper-1.0.0.vsix

Step 1: Configure Your Project ​

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

  2. Expand Custom Objects and 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 Permission Sets and download the Partner Management Permission Set.

  4. Expand Lightning Web Components and download the genericPageHeader component

  5. Confirm your project folder includes:

    • Account, Lead, and Opportunity metadata
    • Partner Management permission set
    • The genericPageHeader LWC
    • Any optional Apex classes you directed attendees to download

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.

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

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

  5. Click on Manage Agentforce Rules and Workflows in the context settings.

  6. Activate the following rules:

    • a4d-apex-rules-no-edit.md
    • a4d-app-dev-rules-no-edit.md
    • a4d-general-rules-no-edit.md
    • a4d-lwc-rules-no-edit.md
    • a4d-mobile-rules-no-edit.md

    TIP

    You can create your own rules and share them across your team to ensure you are aligned to your companies code standards and guidelines.

Step 3: Update the Salesforce DX MCP Servers ​

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

  2. Click the Configuration Icon.

  3. Click Configure MCP Servers to open the configuration file(`a4d_mcp_settings.json).

  4. Replace the contents with the following:

    json
    {
  "mcpServers": {
    "https://github.com/salesforcecli/mcp": {
      "disabled": false,
      "type": "stdio",
      "timeout": 600,
      "command": "node",
      "args": [
        "/home/codebuilder/.local/share/code-server/User/globalStorage/salesforce.salesforcedx-einstein-gpt/MCP/a4d-mcp-wrapper.js",
        "@salesforce/mcp@latest",
        "--orgs",
        "ALLOW_ALL_ORGS",
        "--toolsets",
        "metadata",
        "lwc-experts",
        "--tools",
        "get_username,run_apex_test,run_soql_query,guide_lwc_development,orchestrate_lwc_component_creation,guide_lwc_accessibility,create_lwc_component_from_prd,assign_permission_set,list_all_orgs,list_devops_center_projects,list_devops_center_work_items,create_devops_center_pull_request,promote_devops_center_work_item,commit_devops_center_work_item,check_devops_center_commit_status,checkout_devops_center_work_item,run_code_analyzer,describe_code_analyzer_rule,detect_devops_center_merge_conflict,resolve_devops_center_merge_conflict",
        "--allow-non-ga-tools"
      ]
    }
  }
}

    TIP

    We have activated the experimental MCP tools using the --allow-non-ga-toolsflag. You can see all avilable MCP tools on the Salesforce CLI repository on GitHub.

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.

    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.

  5. Back in Agentforce Vibes, Open the Extensions Sidebar.

  6. Search for Salesforce Live Preview and Select it.

  7. Click Install and Trust Publisher & Install to install the 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 reviewed the Agentforce Vibes sidebar settings and activated important rule sets that guide how the agent works.

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.