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A I S T A C K — o n e - p a g e i n s t a l l
Three commands. ~5 minutes. Claude in your terminal, connected to Salesforce.
$ curl -fsSL https://plugins.codegen.salesforceresearch.ai/claude/install.sh | bash
Installs Claude on your computer and signs you in to Salesforce's AI service. A browser opens once for single sign-on — that's the only click you make.
When it finishes, open a new terminal window before running the next step.
$ curl -fsSL https://sf-claude-preflight-9cc62258b787.herokuapp.com/preflight.sh | bash
Runs a 10-second health check on your machine. Confirms everything's ready before the real install runs — and if anything's missing, tells you exactly what to fix.
$ curl -fsSL https://sf-claude-preflight-9cc62258b787.herokuapp.com/setup.sh | bash
Does everything else in one shot: installs the developer tools you'll need, signs you in to our internal GitHub, connects your Slack and Google apps, and loads the Salesforce AI plugin marketplace. Safe to re-run anytime — it won't break what's already there.
macOS will ask for your password 1–2 times during install. Those prompts are real — this script never sees your password.
claude ~/.local/bin/claude │ ├── LLM GATEWAY ~/.claude/settings.json │ └── 20 Anthropic models via SF internal gateway │ Claude Opus · Sonnet · Haiku — always routed through SF │ ├── MCP SERVERS ~/.claude.json │ ├── slack search, read, DM, canvas, threads │ └── google-workspace Gmail, Calendar, Drive, Docs, Sheets, Slides │ ├── MARKETPLACE ~/.claude/plugins/marketplaces/salesforce-native-ai-stack │ └── 202 plugins on tap │ Agentforce · Data Cloud · Apex · Flows · Jira · more │ install any: claude plugin install <name>@salesforce-native-ai-stack │ └── DEV CLIs on $PATH ├── brew Homebrew ├── heroku Heroku CLI ├── sf Salesforce CLI └── gh GitHub CLI (git.soma auth)
Before you run claude, give it a sandbox. Claude can read any file in the folder you launch it from — if you launch from your home folder, that's everything: Downloads, Documents, SSH keys, the lot. A dedicated folder keeps it bounded to what you meant to share.
$ mkdir ~/claude-projects # one-time — a dedicated sandbox $ cd ~/claude-projects # change into it $ claude # launch Claude Code here
terminal basics
pwd | where am I? |
ls | list files in this folder |
mkdir X | make a folder called X |
cd X | change into folder X |
cd .. | go up one folder |
cd ~ | go home |
clear | wipe the screen |
inside claude
/help | list every command |
/status | show gateway + model |
/model | switch models (Opus ↔ Sonnet ↔ Haiku) |
/mcp | show connected MCP servers |
/plugin | browse & install marketplace plugins |
/clear | reset the conversation |
/init | bootstrap a CLAUDE.md for this project |
Everything after / is a built-in Claude command. Type / alone and Claude shows you the full menu — scroll and enter to pick.
Once you're in, Claude becomes your terminal assistant. Just ask, in plain English:
> what's on my calendar tomorrow? > find the Slack thread where Jen talked about the Q4 demo > draft a reply to Jen's last email about the QBR > summarize the last 3 Drive docs about Project X # ...and when you're ready for the showstopper: ★ prep for my 2pm with Acme — pull their open opps from org62, summarize last week's account-channel Slack, and draft a 3-slide Google Slides talk track
Prefer a GUI? If your account has Claude Desktop access, you can skip the terminal setup entirely — no Claude or Google auth needed, it ships wired to the gateway.
Install Claude Desktop
claude.com/download ↗Open it and start chatting
Look for the chat window with Cowork 3P | Gateway in the bottom-left. No sign-in prompts — you're already authenticated. Pick Sonnet 4.6 or Opus 4.7 from the model picker and go.