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salesforce-data

Router for the 101 SfSkills `data` skill packages. Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect. Use when the request mentions data model, data migration, data load, Data Loader, Bulk API, external id, deduplication at volume, archival, SOSL, cross-object search, sandbox seed data, SandboxPostCopy, native Data Seeding. Finds and opens the exact skill package to read; it does not contain the guidance itself.

PranavNagrecha/AwesomeSalesforceSkills
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含まれるファイル（2）

  • SKILL.md5.1 KB
  • references/skill-index.md27.9 KB

SKILL.md（原文）

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Salesforce data — SfSkills domain router

Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect.

101 skill packages live under ${CLAUDE_PLUGIN_ROOT}/skills/data/<slug>/SKILL.md. They are not loaded — reach them by path, on demand.

Generated by scripts/build_plugin.py. Do not hand-edit.

How to find the right skill

Three mechanisms, listed in order of reliability on a fresh install. Use the first one that is available; do not stop at a guess.

1. The shipped roster (always works, no setup). Read references/skill-index.md next to this file. It lists every data skill package with a one-line gloss, generated from registry/skills.json. Scan it and pick by name.

2. The MCP server (fast, needs the sfskills-mcp server connected). Call the search_skill tool with the user's phrasing and domain: "data". It returns ranked skill ids. get_skill then returns the package contents.

3. The search CLI (fast, needs a locally built index).

python3 "${CLAUDE_PLUGIN_ROOT}/scripts/search_knowledge.py" "<the user's question>" --domain data --json

This needs vector_index/, which is not shipped — it is gitignored and must be built once per clone:

cd "${CLAUDE_PLUGIN_ROOT}" && python3 -m pip install -r requirements.txt && python3 scripts/build_index.py

If the command errors or reports Coverage: NONE, fall back to mechanism 1 rather than telling the user the topic is uncovered.

Then read the package. Open the exact ${CLAUDE_PLUGIN_ROOT}/skills/<domain>/<slug>/SKILL.md the lookup returned, plus its references/gotchas.md and references/llm-anti-patterns.md. Do not answer from this router: it is a map, not the territory.

Featured entry points

Curated starting points when the request is broad or the lookup is ambiguous. This is a shortlist, not the catalogue — the roster at references/skill-index.md has all 101.

  • ${CLAUDE_PLUGIN_ROOT}/skills/data/data-model-design-patterns/SKILL.md — relationship choices, junctions, and normalisation on a multi-tenant platform
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/data-migration-planning/SKILL.md — sequencing, dependencies, and the dry runs that keep a cutover honest
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/bulk-api-and-large-data-loads/SKILL.md — batch sizing, parallel vs serial, and lock contention during a load
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/external-id-strategy/SKILL.md — upsert keys, idempotency, and cross-system record identity
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/soql-query-optimization/SKILL.md — selective filters, index usage, and reading the query plan
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/data-quality-and-governance/SKILL.md — ownership, standards, and the metrics that keep quality from decaying
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/large-scale-deduplication/SKILL.md — deduplicating at volume without a merge storm
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/data-archival-strategies/SKILL.md — Big Objects, off-platform archives, and storage-limit relief

Decision trees

Read the tree before activating a skill when the request could be solved more than one way, and cite the branch that decided it.

  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/integration-pattern-selection.md — read before moving data in or out at volume
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/performance-tuning.md — SOQL, indexing, sharing recalculation and LDV symptoms
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/sharing-selection.md — read when a data model change moves record visibility

Run-time agents for this domain

Invoke one of these subagents when the ask is a whole workflow rather than a single question:

  • data-loader-pre-flight — Go/no-go checklist for a planned data load
  • data-migration-reconciler — Data Migration Reconciliation
  • data-model-reviewer — Review a data-model domain
  • duplicate-rule-designer — Design a Matching Rule + Duplicate Rule pair

Rules

  1. Answer from the opened data package, never from this router.
  2. Cite the skill id and, where one applied, the decision-tree branch.
  3. Never claim a topic is uncovered without pasting lookup output.
  4. Never deploy to an org.

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日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

activity-and-task-patterns

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Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries. NOT for turning on EAC or calendar sync — use admin/einstein-activity-capture-setup. NOT for Email-to-Case — use admin/case-management-setup. Covers ActivitiesSettings metadata, enableActivities, shared Task/Event custom fields and FLS, TaskStatus value sets, Shared Activities and TaskRelation/EventRelation, recurring and child activities, and partial-success bulk DML on Task.

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PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

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日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

agent-action-input-slot-extraction

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日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

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日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

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日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

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