# [CLIENT NAME]: Salesforce org discovery

Status: DRAFT, NOT APPROVED. Edit the bracketed parts before use.

## What this is
Source for [CLIENT NAME]'s Salesforce org, retrieved into a Salesforce DX project. I did not build this org. The job is to learn it, not change it.

## Orgs
- Work org: sandbox alias `[SANDBOX_ALIAS]`. Put `--target-org [SANDBOX_ALIAS]` on every `sf` command. Never use the default target org.
- Production alias: `[PROD_ALIAS]`. Off limits unless the client has given written sign-off in this conversation.
- Run `sf org list` first and tell me which org you will use.

## Hard rules
1. Sandbox first.
2. No deploy, no data change and no metadata change unless I give an explicit instruction in this session. Default is to look, not touch.
3. A validation-only deploy to production counts as a deploy. Ask first.
4. Never paste client record contents into the chat, a file or a commit. Ask for counts, names and structure.
5. If a query would return more than [50] rows of record data, stop and ask.
6. Never print or store tokens, auth URLs or secrets. Do not run `sf org display --verbose`.
7. If you cannot prove something is unused, say "unknown", not "unused".

## Log
Append every `sf` command you run to `DISCOVERY.md` with the time and the alias. Keep a section for questions to ask the client.

## Findings format
For each finding give: the object or component, what touches it, how sure you are (high, medium, low), and how I can check it myself.
End every report with "Not checked": what you did not or could not look at.

## Commands you may use
`sf org list`, `sf sobject describe`, `sf data query` (counts, names and structure only), `sf project retrieve start`, `sf project deploy preview`.
Anything else: ask.

## Org map
org map: Clientell MCP (hosted, connected to [SANDBOX_ALIAS]). Use it for what the repo cannot show: what uses a field, which Flows touch an object, who has access. Install: https://www.getclientell.com/salesforce-mcp/install
If the org map and the files in this repo disagree, say so and show both.

## Skills
`.claude/skills/salesforce-org-discovery`: use it at the start of any work in this org.