Salesforce · Admin Playbooks

Mia's Salesforce Guides

Plain-English, step-by-step guides for Salesforce admins — written for people starting from absolute zero, with no assumed terminal or dev experience.

⭐ Start here · most popular
VS Code + Salesforce + Claude in 45 minutes
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New here? Start with this one. Go from a brand new machine to a fully connected dev environment: install VS Code, the Salesforce CLI and extensions, connect your Developer Edition org, and get Claude Code running inside your project.
Setup Windows ~45 min Dev Org
⚡ Skills
💬 Prompts
⚙️ Built-in
📘 Guides
📘 Guide
Salesforce MCP Server → Claude, No Terminal Required
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Connect Claude directly to your Salesforce org over MCP — no terminal, no code, just Setup and Claude's Connectors screen. Enable the MCP service, scope a permission set, activate a standard hosted server, create the OAuth External Client App, then connect Claude with a few clicks.
MCP No Terminal ~25 min Dev Org
📘 Guide
Custom MCP Servers in Salesforce
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Go beyond the standard hosted servers — bundle your own Apex actions, Flows, and REST endpoints into a custom MCP server Claude can call, with the same permission-set and OAuth building blocks as the companion Claude guide.
MCP Apex & Flow ~25 min Dev Org
📘 Guide
Install the Confetti LWC from GitHub
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Grab a Lightning Web Component from a GitHub repo and get it live on a record page — no git knowledge needed. Paste a folder path, let Claude Code deploy it to your org, then drag-and-drop to finish.
Bonus LWC ~10 min Dev Org
📘 Guide
Salesforce Order of Execution — The Airport Walkthrough
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Every record save is a passenger going through the terminal. Walk all 20 steps in sequence — with what fires, what can go wrong, and a debugging checklist for the conflicts admins hit most.
Admin Automation PD1 Reference
📘 Guide
Order of Execution — Overhead Map
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Interactive flowchart of all 20 steps — click any node to get the full story, analogy, and exam trap. See every branch: where a duplicate rule blocks the save, where a recursive save skips 9 steps, and where workflow field updates loop back through triggers.
Admin Interactive PD1 Visual
More guides coming soon ✨
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