sf-browser-automation

当需要自动化Salesforce浏览器交互、控制SF组织的浏览器会话、导航Lightning页面、填写表单、创建/编辑记录，或执行Setup配置时，可使用此技能。触发关键词包括Salesforce浏览器、Lightning UI、SF自动化、记录创建、Setup导航、表单填写。

SKILL.md

--- frontmatter

name: sf-browser-automation
description: Use this skill when automating Salesforce browser interactions, controlling browser sessions for SF orgs, navigating Lightning pages, filling forms, creating/editing records, or performing Setup configurations. Trigger keywords include Salesforce browser, Lightning UI, SF automation, record creation, Setup navigation, form filling.
allowed-tools: Read, Grep, Glob, mcp__sf-browser-control__*

Salesforce Browser Automation Skill

This skill enables browser automation for Salesforce orgs authenticated via SF CLI.

Overview

Use the sf-browser-control MCP server tools to:

•Launch authenticated browser sessions for any SF CLI connected org
•Navigate Lightning pages, Setup, App Launcher, and object views
•Fill forms including text fields, picklists, lookups, checkboxes, and dates
•Create, edit, save, delete, and clone records
•Capture screenshots and extract page content

Prerequisites

Before using these tools, ensure:

•SF CLI is installed and authenticated with target orgs (sf org login web -a alias)
•Playwright browsers are installed (npx playwright install chromium)

Workflow Pattern

Starting a Session

•List available orgs: Use sf_list_orgs to see authenticated orgs
•Start session: Use sf_session_start with the desired orgAlias
•Verify: Use sf_session_status to confirm connection

Navigation

•Home: sf_navigate_home
•Setup: sf_navigate_setup with optional section parameter
•Objects: sf_navigate_object with objectApiName
•Records: sf_navigate_record with recordId
•Apps: sf_navigate_app with appName

Form Filling

Use these tools in sequence:

•sf_record_new or sf_record_edit to open form
•sf_fill_field for text inputs (use fieldLabel)
•sf_select_picklist for dropdown fields
•sf_select_lookup for relationship fields (searches and selects)
•sf_check_checkbox for boolean fields
•sf_fill_date for date/datetime fields
•sf_record_save to save

Verification

•sf_get_toast_message - Check success/error messages
•sf_screenshot - Capture current state
•sf_get_field_value - Verify field values
•sf_get_record_details - Get record information

Key Tools Reference

Category	Tools
Session	`sf_session_start`, `sf_session_status`, `sf_session_close`, `sf_list_orgs`
Navigation	`sf_navigate_home`, `sf_navigate_setup`, `sf_navigate_object`, `sf_navigate_record`
Forms	`sf_fill_field`, `sf_select_picklist`, `sf_select_lookup`, `sf_check_checkbox`
Records	`sf_record_new`, `sf_record_edit`, `sf_record_save`, `sf_record_delete`
Capture	`sf_screenshot`, `sf_get_page_text`, `sf_get_toast_message`

Tips

•Always wait for Lightning spinners with sf_wait_for_spinner after navigation
•Use sf_screenshot liberally to debug issues
•Field labels are case-sensitive - match exactly as shown in UI
•Lookups require a search term that matches records in the org