Before you set up tariff comparison with AI tools, confirm that your org has the required products, permissions, licenses, and a supported edition. You also need admin credentials, the Salesforce CLI, and an AI coding agent such as Claude Code or Agentforce Vibes to run the tariff-comparison-setup recipe.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Prerequisites
- Set up your org for the Salesforce Hosted MCP Servers.
- Activate the Headless 360 MCP Server.
- Connect your coding agents.
- Access to a Salesforce Energy & Utilities org with all necessary licenses.
- Login URL and admin credentials for the target org.
- Access to an AI agent tool configured to run the setup skill (for example, Claude
Code or Agentforce Vibes running the setup skill that executes the
tariff-comparison-setup Setup Operation Recipe (SOR)
files).
Note For Claude Code, install the Salesforce Development plugin, which provides Salesforce-specific skills and org context through hosted Model Context Protocol (MCP) servers. - Salesforce CLI
Products and features
- Energy & Utilities Sales
- Revenue Management
- Salesforce Pricing
- Context Service
- Digital Experience
- Tariff Comparison feature
Permissions
- View Setup and Configuration
- Modify All Data or Customize Application
- Assign Permission Sets
- Manage Users
- Manage Profiles and Permission Sets
- Customize Application
Suggested Technology and Experience
To run this setup, an admin directs an AI coding agent, such as Claude Code or Agentforce Vibes, that calls headless Salesforce setup APIs. The tested workflow uses Claude or Agentforce Vibes as the agent. When a headless metadata call isn't available, the workflow falls back to the Salesforce CLI. See Agentic Tips for the fallback prompt.
The workflow relies on these components:
| Component | Purpose | Availability | Required |
|---|---|---|---|
| Coding agent (Claude Code or Agentforce Vibes) | Reads org state and executes the setup steps | Yes | Yes |
| Headless Model Context Protocol (MCP) server | Exposes the headless setup/metadata routes the agent calls | Yes | Yes |
Headless metadata skill (SOR steps that call the
/headless/metadata route)
|
Applies setup metadata during the workflow | Yes | Yes |
Tariff Comparison recipe
(tariff-comparison-setup) |
Drives the tariff comparison setup path | Yes | Yes |
Salesforce CLI (sf) |
Fallback to deploy metadata when a headless route is unavailable | Yes | Conditional (fallback) |
Agentic Tips
- Interaction pattern: Have the agent read the org state first, confirm prerequisites, then change order, and finish by verifying the end state and producing a handoff summary.
- Context to provide: org details, Energy & Utilities license visibility, and setup access for the relevant nodes. Never paste credentials into a prompt.