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sf-consulting-framework

Organize Salesforce engagements into a frontmatter-driven file-system knowledge framework with enforced traceability across designs and tasks.

Updated Aug 27, 2026
Search Tags:#framework#traceability#workflows#knowledge-management#salesforce#project-management
One-click install
npx skills add https://github.com/Mar5929/.claude --skill sf-consulting-framework
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sf-consulting-framework
Source: https://github.com/Mar5929/.claude/tree/main/skills/sf-consulting-framework
Command: npx skills add https://github.com/Mar5929/.claude --skill sf-consulting-framework

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Salesforce consulting engagements often become fragmented across multiple folders, emails, and transcripts, making it hard to maintain a single source of truth. The SF Consulting Framework provides a file-system based knowledge base and operational model to capture questions, decisions, design evolution, and execution state in one coherent repository.

Core Features & Use Cases

  • Knowledge Base (Discovery Engine): tracks questions, answers, and decisions and propagates impact to designs and execution.
  • Design Hierarchy: enforces an engagement-wide structure (Engagement > Epic > Feature > Technical Design > User Story > Task) and automatically derives artifacts from designs.
  • Execution Plan: sequences work, tracks dependencies, and links to Linear tickets; enables day-to-day execution while preserving design integrity.
  • Scaffolding & Templates: can bootstrap a project with CLAUDE.md, config.yaml, engagement assets, epics, and templates; supports ongoing scaffolding for new epics and changes.
  • Transcripts & Meetings: processes transcripts and brain dumps into questions, decisions, requirements, and action items.
  • Status & Roadmaps: maintains engagement roadmap, status reports, risks, and meeting notes; provides "Morning Briefing" style summaries.

Quick Start

Initialize a new engagement by bootstrapping the standard folder structure and templates (CLAUDE.md, .framework/config.yaml, engagement files, and initial epics) and then start populating with client data.

Frequently Asked Questions about sf-consulting-framework

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I maintain traceability across Salesforce project knowledge from discovery to deployment?▼

You can maintain traceability by using a frontmatter-driven knowledge framework that links questions, designs, epics, user stories, tasks, and deployment checklists in a single repository. This enforces consistent governance across the entire engagement lifecycle.

What is the best way to structure fragmented Salesforce consulting engagement files into a single source of truth?▼

The best way to structure fragmented files is using a design hierarchy that organizes engagements into Epics, Features, Technical Designs, User Stories, and Tasks. This automatically derives artifacts from designs to ensure a coherent knowledge base.

How do I process meeting transcripts into actionable Salesforce project requirements and decisions?▼

You can process transcripts and brain dumps by feeding them into the knowledge framework, which extracts questions, decisions, requirements, and action items. This directly integrates meeting outputs into your engagement workflows.

Can I bootstrap a Salesforce project with standard folder structures and execution plan templates?▼

Yes, you can bootstrap a Salesforce project by scaffolding a standard folder structure with CLAUDE.md, config.yaml, engagement assets, and initial epics. This provides templates for ongoing scaffolding of new epics and changes.

Does this knowledge management framework support generating status reports and roadmaps for Salesforce engagements?▼

Yes, the framework maintains engagement roadmaps, status reports, risks, and meeting notes. It provides Morning Briefing style summaries to track execution state and dependencies linked to your execution plan.

When do I need a file-system-based knowledge framework for Salesforce project management?▼

You need a file-system-based framework when your consulting engagements become fragmented across multiple folders, emails, and transcripts. It captures design evolution and execution state to prevent loss of project knowledge.

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