Progress
0 · Setup 1 · Inventory 2 · Dry-run 3 · Cart 4 · Audit 5 · Decide
Phase 0 completion
0 of 10 steps done

Phase 0 — Salesforce Setup

Walk these 10 steps top-to-bottom. The wizard saves your progress in browser localStorage. ~2-3 hours total.

Config Builder

Fill these in once Phase 0 step 0.5 (Connected App) is done. Generates the YAML snippet to paste into agent-config.yaml.

Run Commands

After Phase 0, every phase is one make command. Click any to copy.

Help + status:
make help
make status
After Phase 0: verify auth + smoke test
make verify
make smoke
Run the agent:
make phase-1
make phase-2
make phase-3
Housekeeping:
make audit
make zip
make clean
Quick reference: what each phase produces
PhaseOutputYour time
0 SetupConnected App + POC user + JWT auth2-3 hrs
1 Inventory6 markdown reports in outputs/reports/~1 hr review
2 Dry-runValidated Experience Cloud LWR bundle (no deploy yet)2-3 hrs approvals
3 Cart scaffoldLive cart URL: <org>.my.site.com/.../cart~2 hrs review
4 Auditaudit/SUMMARY.md~1 hr
5 DecideGREEN/YELLOW/RED + demo deck1-2 hrs
TOTAL~7 days~9-12 hrs your time
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