Rule composition

Role Profiles

Twenty-two combinable profiles, each tailored to a specific Salesforce role.

Role-Aware AI Rules

Each profile generates a dedicated .mdc rule file in .cursor/rules/ and contributes extensions to .vscode/extensions.json. Profiles are combinable — stack multiple roles with a comma-separated list. All rules use alwaysApply: true so every AI agent in the project has full context.

# Single profile
sf setup-agents local --profile developer

# Multiple combined profiles
sf setup-agents local --profile developer,architect,cgcloud,qa

Catalog

All Profiles

Profile	Flag	Rule File	Auto-detect Signal
Developer	`developer`	`developer-standards.mdc`	Default (no signal needed)
Architect	`architect`	`architect-standards.mdc`	—
Business Analyst	`ba`	`ba-standards.mdc`	—
Project Manager	`pm`	`pm-standards.mdc`	—
MuleSoft	`mulesoft`	`mulesoft-standards.mdc`	`mule-artifact.json` · `pom.xml`
UX / UI	`ux`	`ux-standards.mdc`	—
CGCloud	`cgcloud`	`cgcloud-standards.mdc`	`cgcloud__` namespace in `package.xml`
DevOps / Release Manager	`devops`	`devops-standards.mdc`	`azure-pipelines.yml`
QA (Playwright)	`qa`	`qa-standards.mdc`	`playwright.config.ts` · `playwright.config.js`
CRM Analytics	`crma`	`analytics-standards.mdc`	`WaveDashboard` · `WaveDataflow` in `package.xml`
Data Cloud	`data360`	`data360-standards.mdc`	`DataStream` · `DataModelObject` in `package.xml`
Admin / Configurator	`admin`	`admin-standards.mdc`	`force-app/` directory
Marketing Cloud (SFMC)	`sfmc`	`sfmc-standards.mdc`	`.ampscript` files · `mc-project.json`
Commerce Cloud (B2B/B2C)	`commerce`	`commerce-standards.mdc`	`dw.json` · `cartridges/` · B2B metadata
Security / Compliance	`security`	`security-standards.mdc`	`force-app/` directory
Service Cloud	`service`	`service-standards.mdc`	`objects/Case/` · `entitlementProcesses/` · `bots/`
CPQ Specialist	`cpq`	`cpq-standards.mdc`	`SBQQ__Quote__c` directory or `SBQQ__` metadata
OmniStudio / Vlocity	`omnistudio`	`omnistudio-standards.mdc`	`omniScripts/` · `flexCards/`
Field Service (FSL)	`fsl`	`fsl-standards.mdc`	`objects/ServiceAppointment/` · `objects/WorkOrder/`
AI / Agentforce Specialist	`ai`	`ai-standards.mdc`	`bots/` · `aiApplications/`
Slack Developer (Bolt.js)	`slack`	`slack-standards.mdc`	`slack.json` · `manifest.json`
Tableau / Analytics Cloud	`tableau`	`tableau-standards.mdc`	`datasources/` · `workbooks/` · `tableau-project.json`

Coverage

Profile Highlights

Developer

Apex trigger strategy (Kevin O'Hara), with sharing enforcement, SOQL/DML bulkification, one Assert per test, 90% coverage target, semantic commits.

Architect

Architecture decision records (ADR), scalability patterns, sharing strategy analysis, async Apex design, integration architecture, unlocked package strategy.

Business Analyst

Requirements documentation, user story templates, Salesforce flow strategy (sub-flows), flow orchestration, acceptance criteria definition.

Project Manager

Sprint planning with Gantt timelines, weekly status reports, risk register management, release coordination, RACI matrix generation, Mermaid diagrams.

MuleSoft

API-led connectivity, Connected App patterns, Named Credentials, without sharing for REST endpoints, integration error handling.

CGCloud

Consumer Goods Cloud namespace conventions (cgcloud__), route planning constraints, visiting hours logic, territory management patterns.

DevOps

Branching naming strategy, scratch org pooling, deployment validation, package version management, CI/CD pipeline configuration.

QA

Playwright-based E2E automation, TestSetup + System.runAs for Apex, permission set group setup, accessibility (WCAG) test patterns.

CRM Analytics

WaveDashboard/WaveDataflow metadata strategy, SAQL query standards, recipe orchestration, Analytics Studio best practices.

Admin / Configurator

No Mega-Flows, Sub-flows, one RTF per object/context. Validation rules with $Permission.Bypass_Validation_Rules. Permission Sets over Profiles. CMDT for deployable config. Process Automation Decision Tree.

Marketing Cloud (SFMC)

AMPscript & SSJS best practices, Journey Builder design, SQL on Data Extensions, Content Builder structure, Automation Studio — completely independent of core Salesforce stack.

Commerce Cloud (B2B/B2C)

B2C: SFRA controllers, ISML templates, cartridge layering, OCAPI/SCAPI. B2B: ConnectApi checkout flows, buyer groups, LWC storefront. Clear section separation between both stacks.

Security / Compliance

WITH SECURITY_ENFORCED & stripInaccessible, CRUD checks, Platform Encryption (Shield), OWD & sharing rules, Named Credentials, Health Check 90+, OWASP Top 10 for Salesforce.

Service Cloud

Case assignment & escalation rules, entitlement processes & milestones, Knowledge article publishing, Omni-Channel routing (queue-based and skills-based), Einstein Bots, Messaging channels.

CPQ Specialist

Product bundles & option constraints, pricing rules with evaluation order, discount schedules, quote templates, approval chains, contract & subscription management, CPQ Apex plugins.

OmniStudio / Vlocity

OmniScript step design, DataRaptor naming conventions, Integration Procedures for reusable orchestration, FlexCard composition, Decision Matrices, and source-controlled export/import.

Field Service (FSL)

Work order lifecycle, service appointment scheduling, soft/hard constraint policies, territory & resource management, mobile page layouts, maintenance plans, Dispatcher Console configuration.

AI / Agentforce Specialist

Agentforce agent design, bot topic & action mapping, Einstein AI policy, prompt template standards, agent testing strategy, and integration with Data Cloud for grounding.

Slack Developer (Bolt.js)

Bolt.js app structure, ack() within 3 seconds, request signature verification, slash commands, modals, Block Kit composition, and Salesforce integration patterns.

Tableau / Analytics Cloud

Data source strategy (live vs extract), LOD expressions, dashboard performance, row-level security via User Attribute Functions, CRM Analytics recipes, and Tableau Embedding API v3.

Coordination

Sub-agent Protocol

When multiple profiles are active, sf setup-agents local generates .cursor/rules/sub-agent-protocol.mdc — a routing manifest that maps task types to the responsible role:

## Active Profiles
| Role                          | Rule File                  |
|-------------------------------|----------------------------|
| Developer                     | developer-standards.mdc    |
| Analytics Engineer (CRMA)     | analytics-standards.mdc    |
| Data Cloud Engineer           | data360-standards.mdc      |

## Task-to-Profile Routing
| Task Type                              | Assigned Role       |
|----------------------------------------|---------------------|
| Apex / LWC / Triggers                  | Developer           |
| Recipes / Dataflows / SAQL             | Analytics Engineer  |
| Data Streams / Identity Resolution     | Data Cloud Engineer |

Agentforce

Agentforce Workflows by Profile

When using --rules agentforce, each profile contributes workflow files to .a4drules/workflows/. Invoke them in chat with /[workflow-name.md].

Workflow	Generated For	Description
`deploy.md`	All Salesforce projects	Guided component deploy
`run-tests.md`	All Salesforce projects	Run Apex tests with coverage
`validate.md`	All Salesforce projects	Validate-only deploy (CI-safe)
`create-apex-class.md`	Developer	Create Apex class following project standards
`create-lwc.md`	Developer	Scaffold LWC with SLDS best practices
`create-trigger.md`	Developer	Create trigger using Kevin O'Hara pattern
`adr.md`	Architect	Architecture Decision Record template
`release.md`	DevOps	Release checklist and deployment plan
`create-scratch-org.md`	DevOps	Scratch org setup with permission sets
`run-playwright.md`	QA	Run Playwright tests and capture report
`generate-test-report.md`	QA	Generate test coverage report
`sprint-plan.md`	PM	Create sprint plan with Gantt timeline
`status-report.md`	PM	Generate weekly status report
`risk-register.md`	PM	Maintain project risk register
`deploy-analytics.md`	CRMA	Deploy CRM Analytics dashboards
`create-flow.md`	Admin	Create a Record-Triggered Flow with fault path and sub-flow pattern
`create-validation-rule.md`	Admin	Create validation rule with bypass Custom Permission
`permission-set-setup.md`	Admin	Configure Permission Set with least-privilege principle
`create-cloudpage.md`	SFMC	Build a CloudPage with AMPscript + SSJS
`build-journey.md`	SFMC	Configure Journey Builder entry, decision splits, and waits
`data-extension-query.md`	SFMC	Write optimized SQL query on Data Extensions
`create-sfra-controller.md`	Commerce (B2C)	Scaffold SFRA controller with middleware chain
`configure-b2b-checkout.md`	Commerce (B2B)	Configure B2B checkout flow with ConnectApi
`cartridge-overlay.md`	Commerce (B2C)	Overlay platform cartridge using module.superModule pattern
`sharing-model-review.md`	Security	Analyze OWD and design sharing rules strategy
`fls-audit.md`	Security	Audit field-level security across Permission Sets
`encryption-strategy.md`	Security	Define deterministic vs probabilistic encryption plan
`case-lifecycle-setup.md`	Service	Configure case record types, queues, assignment rules, and escalation
`knowledge-base-structure.md`	Service	Design article types, data categories, and publishing workflow
`omni-channel-configuration.md`	Service	Set up routing config, capacity model, and presence statuses
`product-bundle-setup.md`	CPQ	Create bundle product with option groups and constraints
`pricing-rule.md`	CPQ	Configure condition-based or lookup pricing rule
`approval-chain.md`	CPQ	Set up CPQ native or standard Salesforce approval chain
`create-omniscript.md`	OmniStudio	Design OmniScript with steps, data integration, and export
`build-integration-procedure.md`	OmniStudio	Build Integration Procedure with DataRaptors and error handling
`design-flexcard.md`	OmniStudio	Configure FlexCard data source, layout, and actions
`work-order-setup.md`	FSL	Configure work order lifecycle, skills, and status transitions
`scheduling-policy.md`	FSL	Define scheduling objectives, constraints, and territory assignment
`mobile-configuration.md`	FSL	Configure FSL Mobile page layouts and offline flows
`create-agent.md`	AI / Agentforce	Design Agentforce agent with topics, actions, and grounding
`test-agent.md`	AI / Agentforce	Test agent with scenario-based evaluation and coverage
`deploy-agent.md`	AI / Agentforce	Deploy agent to production with activation checklist
`create-bolt-app.md`	Slack	Scaffold Bolt.js app with event listeners and middleware
`add-slash-command.md`	Slack	Add slash command with modal response and Salesforce integration
`deploy-slack-app.md`	Slack	Deploy Slack app to production with manifest validation
`connect-salesforce-data.md`	Tableau	Connect Tableau to Salesforce via live connection or extract
`publish-workbook.md`	Tableau	Publish workbook to Tableau Server / Tableau Cloud with permissions
`embed-analytics.md`	Tableau	Embed Tableau view in Salesforce using Embedding API v3

Ready to configure your team?

Pick your profiles and set up all AI tools with a single command.

View Commands EDD Methodology