arrow_backBack to Chapter

Module: Get a demo org

Interactive Module
infoYou're viewing as a guest — progress won't be saved. Sign in to track your progress.

Get a demo org

After completing this module, learners will have a functional Salesforce org to use as a target for Claude Code operations.

The Foundation for Agentic Discovery

In a traditional AI development workflow, the LLM relies on the files you provide in your editor. In an agentic workflow driven by Claude Code, the agent uses the Salesforce CLI (sf) as its primary interface to interact with a live environment. By provisioning a Simple Demo Org (SDO), you provide Claude Code with a metadata-rich playground where it can autonomously discover existing Flows, Apex classes, and complex object schemas. This allows the agent to perform 'discovery' tasks—such as finding a specific validation rule or mapping a custom field—without you needing to open a browser.

The SDO as a Live Sandbox

For Solution Engineers, the SDO is the gold standard for demonstrations. When paired with Claude Code, it transforms from a static demo environment into a queryable database of logic. Because Claude Code operates in a continuous agentic loop, it can execute terminal commands to inspect your SDO, troubleshoot deployment errors, and even generate documentation based on the specific configuration of your instance. The process of obtaining this org follows the standard 'Three-Step Handshake':

  • Provisioning: Triggering the creation via the Storm App in Slack.
  • Verification: Completing the identity handshake via your admin email.
  • Securing & Authorizing: Setting a permanent password to enable CLI-based access for Claude Code.

Test Your Understanding

Complete this check to unlock the Discovery Checklist and Implementation Guide.

bolt

Knowledge Check

What is the correct sequence for provisioning and preparing an org for Claude Code?

Which tool acts as the primary 'eyes and hands' for Claude Code to interact with your Salesforce Demo Org?

Discovery Milestones

lockCOMPLETE QUIZ TO UNLOCK
lock

Request your SDO via the Storm App

Finish previous step to unlock

lock

Verify your admin email address

Finish previous step to unlock

lock

Set your password

Finish previous step to unlock

lightbulb
Expert Guidance

Work through each milestone in sequence. Opening the Implementation Blueprint for each step will give you the production-ready patterns you need to apply the concept immediately.