# Salesforce Learning System - Demo
## Example of a Learned Installation
This file shows an example of how a learned Salesforce installation is documented.
### Typical Custom Objects in a Business Salesforce Installation:
```json
{
"TimeTracking__c": {
"label": "Time Tracking",
"fields": {
"Name": "Time Tracking Name",
"Employee__c": "Employee (Lookup to User)",
"Project__c": "Project (Lookup to Project__c)",
"Date__c": "Date",
"Hours__c": "Number of Hours",
"Description__c": "Activity Description",
"Status__c": "Status (Picklist: Draft, Submitted, Approved)"
}
},
"Project__c": {
"label": "Project",
"fields": {
"Name": "Project Name",
"Customer__c": "Customer (Lookup to Account)",
"ProjectManager__c": "Project Manager (Lookup to User)",
"StartDate__c": "Start Date",
"EndDate__c": "End Date",
"Budget__c": "Budget",
"Status__c": "Status (Picklist: Planning, Active, Completed)"
}
},
"CustomerCare__c": {
"label": "Customer Care",
"fields": {
"Name": "Care Name",
"Customer__c": "Customer (Lookup to Account)",
"CareManager__c": "Care Manager (Lookup to User)",
"Type__c": "Type of Care",
"Priority__c": "Priority (Picklist: Low, Medium, High)",
"DueDate__c": "Due Date"
}
}
}
```
## Intelligent Questions That Become Possible:
### Before Learning:
```
You: "Are there any open time tracking entries for this month?"
Claude: ❌ "I don't know any object called 'TimeTracking'. Use salesforce_describe to see available objects."
```
### After Learning:
```
You: "Are there any open time tracking entries for this month?"
Claude: ✅ "I'll check the TimeTracking__c object for entries with Status 'Draft' for June 2025..."
Automatic SOQL query:
SELECT Id, Name, Employee__c, Project__c, Hours__c, Status__c
FROM TimeTracking__c
WHERE Status__c = 'Draft'
AND CALENDAR_MONTH(Date__c) = 6
AND CALENDAR_YEAR(Date__c) = 2025
```
### Additional Intelligent Scenarios:
```
You: "Create a new time tracking entry for Project XYZ"
Claude: ✅ Automatically recognizes required fields:
- Employee__c (required)
- Project__c (required)
- Date__c (required)
- Hours__c (required)
Then executes salesforce_create with correct API names.
```
```
You: "Which projects are still running and have a budget over $50,000?"
Claude: ✅ Automatically creates:
SELECT Id, Name, Customer__c, Budget__c, ProjectManager__c
FROM Project__c
WHERE Status__c = 'Active'
AND Budget__c > 50000
```
## Technical Details
The learning system stores for each object:
- **API names** and labels
- **Field types** and permissions
- **Required fields**
- **Picklist values**
- **Relationships** to other objects
- **CRUD permissions**
This information is stored locally in `cache/salesforce-installation.json` and considered in every interaction.
