salesforce-development
Expert patterns for Salesforce platform development including Lightning Web Components (LWC), Apex triggers and classes, REST/Bulk APIs, Connected Apps, and Salesforce DX with scratch orgs and 2nd ...
planning-with-files
Implements Manus-style file-based planning for complex tasks. Creates task_plan.md, findings.md, and progress.md. Use when starting complex multi-step tasks, research projects, or any task requirin...
Full skill instructions
Work like Manus: Use persistent markdown files as your "working memory on disk."
When using this skill:
${CLAUDE_PLUGIN_ROOT}/templates/task_plan.md, findings.md, progress.md) should be created in your project directory — the folder where you're working| Location | What Goes There |
|---|---|
Skill directory (${CLAUDE_PLUGIN_ROOT}/) | Templates, scripts, reference docs |
| Your project directory | task_plan.md, findings.md, progress.md |
This ensures your planning files live alongside your code, not buried in the skill installation folder.
Before ANY complex task:
task_plan.md in your project — Use templates/task_plan.md as referencefindings.md in your project — Use templates/findings.md as referenceprogress.md in your project — Use templates/progress.md as referenceNote: All three planning files should be created in your current working directory (your project root), not in the skill's installation folder.
Context Window = RAM (volatile, limited)
Filesystem = Disk (persistent, unlimited)
→ Anything important gets written to disk.
| File | Purpose | When to Update |
|---|---|---|
task_plan.md | Phases, progress, decisions | After each phase |
findings.md | Research, discoveries | After ANY discovery |
progress.md | Session log, test results | Throughout session |
Never start a complex task without task_plan.md. Non-negotiable.
"After every 2 view/browser/search operations, IMMEDIATELY save key findings to text files."
This prevents visual/multimodal information from being lost.
Before major decisions, read the plan file. This keeps goals in your attention window.
After completing any phase:
in_progress → completeEvery error goes in the plan file. This builds knowledge and prevents repetition.
## Errors Encountered
| Error | Attempt | Resolution |
|-------|---------|------------|
| FileNotFoundError | 1 | Created default config |
| API timeout | 2 | Added retry logic |
if action_failed:
next_action != same_action
Track what you tried. Mutate the approach.
ATTEMPT 1: Diagnose & Fix
→ Read error carefully
→ Identify root cause
→ Apply targeted fix
ATTEMPT 2: Alternative Approach
→ Same error? Try different method
→ Different tool? Different library?
→ NEVER repeat exact same failing action
ATTEMPT 3: Broader Rethink
→ Question assumptions
→ Search for solutions
→ Consider updating the plan
AFTER 3 FAILURES: Escalate to User
→ Explain what you tried
→ Share the specific error
→ Ask for guidance
| Situation | Action | Reason |
|---|---|---|
| Just wrote a file | DON'T read | Content still in context |
| Viewed image/PDF | Write findings NOW | Multimodal → text before lost |
| Browser returned data | Write to file | Screenshots don't persist |
| Starting new phase | Read plan/findings | Re-orient if context stale |
| Error occurred | Read relevant file | Need current state to fix |
| Resuming after gap | Read all planning files | Recover state |
If you can answer these, your context management is solid:
| Question | Answer Source |
|---|---|
| Where am I? | Current phase in task_plan.md |
| Where am I going? | Remaining phases |
| What's the goal? | Goal statement in plan |
| What have I learned? | findings.md |
| What have I done? | progress.md |
Use for:
Skip for:
Copy these templates to start:
Helper scripts for automation:
scripts/init-session.sh — Initialize all planning filesscripts/check-complete.sh — Verify all phases complete| Don't | Do Instead |
|---|---|
| Use TodoWrite for persistence | Create task_plan.md file |
| State goals once and forget | Re-read plan before decisions |
| Hide errors and retry silently | Log errors to plan file |
| Stuff everything in context | Store large content in files |
| Start executing immediately | Create plan file FIRST |
| Repeat failed actions | Track attempts, mutate approach |
| Create files in skill directory | Create files in your project |
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