platform-data-manage
Salesforce data operations with 130-point scoring. Use this skill to create, update, delete, bulk import/export, generate test data, and clean up org records using sf CLI and anonymous Apex. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, needs data factory patterns for Apex tests, or needs to seed/clean records in a Salesforce org. DO NOT TRIGGER when: SOQL query writing only (use platform-soql-query), Apex test execution (use platform-apex-test-run), or metadata deployment (use platform-metadata-deploy).
Full skill instructions
Use this skill when the user needs Salesforce data work: record CRUD, bulk import/export, test data generation, cleanup scripts, or data factory patterns for validating Apex, Flow, or integration behavior.
Use platform-data-manage when the work involves:
sf data CLI commandsDelegate elsewhere when the user is:
Confirm which mode the user wants:
| Mode | Use when |
|---|---|
| Script generation | they want reusable .apex, CSV, or JSON assets without touching an org yet |
| Remote execution | they want records created / changed in a real org now |
Do not assume remote execution if the user may only want scripts.
Ask for or infer:
platform-data-manage acts on remote org data unless the user explicitly wants local script generation.If metadata is missing, stop and hand off to:
Confirm object / field availability, org auth, and required parent records.
Before creating or updating records, use object describe data to validate:
See references/sf-cli-data-commands.md for the sf sobject describe command and jq filter patterns for inspecting fields, picklist values, and createable constraints.
| Need | Default approach |
|---|---|
| small one-off CRUD | sf data single-record commands |
| large import/export | Bulk API 2.0 via sf data ... bulk |
| parent-child seed set | tree import/export |
| reusable test dataset | factory / anonymous Apex script |
| reversible experiment | cleanup script or savepoint-based approach |
Use the built-in templates under assets/ when they fit:
assets/factories/assets/bulk/assets/cleanup/assets/soql/assets/csv/assets/json/Check counts, relationships, and record IDs after creation or update.
If creation fails:
Do not repeat the same failing command indefinitely.
Provide exact cleanup commands or rollback assets whenever data was created.
Prefer one of:
| Error | Likely cause | Default fix direction |
|---|---|---|
INVALID_FIELD | wrong field API name or FLS issue | verify schema and access |
REQUIRED_FIELD_MISSING | mandatory field omitted | include required values from describe data |
INVALID_CROSS_REFERENCE_KEY | bad parent ID | create / verify parent first |
FIELD_CUSTOM_VALIDATION_EXCEPTION | validation rule blocked the record | use valid test data or adjust setup |
| invalid picklist value | guessed value instead of describe-backed value | inspect picklist values first |
| non-writeable field error | field is not createable / updateable | remove it from the payload |
| bulk limits / timeouts | wrong tool for the volume | switch to bulk / staged import |
When finishing, report in this order:
Suggested shape:
Data operation: <create / update / delete / export / seed>
Objects: <object + counts>
Target: <org alias or local path>
Artifacts: <record ids / csv / apex / json files>
Verification: <passed / partial / failed>
Cleanup: <exact delete or rollback guidance>
| Need | Delegate to | Reason |
|---|---|---|
| create missing custom objects | platform-custom-object-generate | schema must exist before data operations |
| create missing custom fields | platform-custom-field-generate | field-level schema must exist before data creation |
| run bulk-sensitive Apex validation | platform-apex-test-run | test execution and coverage |
| deploy missing schema first | platform-metadata-deploy | metadata readiness |
| implement production Apex logic consuming the data | platform-apex-generate | Apex class / trigger authoring |
| implement Flow logic consuming the data | automation-flow-generate | Flow authoring and automation |
assets/factories/ — Apex test data factory scripts (account, contact, opportunity, lead, user, etc.)assets/bulk/ — Bulk API 2.0 Apex templates (insert 200, 500, 10000 records; upsert by external ID)assets/cleanup/ — Cleanup and rollback scripts (delete by name, date, pattern; transaction rollback)assets/soql/ — SOQL query templates (aggregate, subquery, parent-to-child, child-to-parent, polymorphic)assets/csv/ — CSV import templates for Account, Contact, Opportunity, custom objectsassets/json/ — JSON tree import templates (account-contact, account-opportunity, full hierarchy)| Score | Meaning |
|---|---|
| 117+ | strong production-safe data workflow |
| 104–116 | good operation with minor improvements possible |
| 91–103 | acceptable but review advised |
| 78–90 | partial / risky patterns present |
| < 78 | blocked until corrected |
Salesforce debug log analysis and troubleshooting with 100-point scoring. TRIGGER when: user analyzes debug logs, hits governor limits, reads stack traces, or touches .log files from Salesforce orgs. DO NOT TRIGGER when: running Apex tests (use platform-apex-test-run), generating or fixing Apex code (use platform-apex-generate), or Agentforce session tracing (use agentforce-observe).
SOQL query generation, optimization, and analysis with 100-point scoring. Use this skill when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan analysis, and performance or safety improvements for Salesforce queries. TRIGGER when: user writes, optimizes, or debugs SOQL/SOSL queries, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER when: bulk data operations (use platform-data-manage), Apex DML logic (use platform-apex-generate), or report/dashboard queries.
Salesforce DevOps automation using sf CLI v2. TRIGGER when: user deploys metadata, creates/manages scratch orgs or sandboxes, sets up CI/CD pipelines, or troubleshoots deployment errors with sf project deploy. DO NOT TRIGGER when: writing Apex code (use platform-apex-generate), building LWC components (use experience-lwc-generate), creating metadata definitions (use platform-custom-object-generate or platform-custom-field-generate), or querying org data (use platform-data-manage).
ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project using the sf project retrieve start command. Supports multiple retrieval modes: retrieve all remote changes, retrieve by source directory, retrieve by metadata type with wildcards, retrieve by manifest (package.xml), or retrieve by package name. Use when the user asks to retrieve, pull, sync, or download metadata, Apex classes, custom objects, or org changes. Supports source format (default) or metadata format (ZIP). DO NOT TRIGGER for deploying metadata (use platform-metadata-deploy skill), listing metadata, or generating package.xml. NEVER use MCP tools - always use this skill and the Bash tool with sf project retrieve start.
Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relationships, formula fields, picklists, dependent (controlling) picklists, referencing a value set from a field, or scoping/limiting picklist values for a specific record type. Also use when users encounter field deployment errors, especially around Roll-up Summary format, Master-Detail constraints, formula issues, or a record type that won't deploy without a business process. Use this skill for custom field metadata work, field generation, and field troubleshooting. DO NOT TRIGGER for creating or customizing the value set itself — defining a new GlobalValueSet, or modifying a StandardValueSet catalog like Industry or Lead Source — use platform-value-set-generate instead; this skill covers the field that references a value set, not the value set definition.
Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.
Run Salesforce Code Analyzer to scan code for security, performance, best practice, and code style violations. Supports all engines (PMD, ESLint, CPD, RetireJS, Flow, SFGE, ApexGuru), targets (files, folders, git diff), categories, and severities. Also handles post-scan exploration: filtering results by engine/severity/category/file, and explaining what rules mean. TRIGGER when: user says 'scan my code', 'check security issues', 'run PMD/ESLint', 'find duplicates', 'analyze Flows', 'check vulnerable libraries', 'AppExchange review', 'lint my LWC', 'static analysis', 'code quality', 'show security violations', 'what is this rule', 'explain ApexCRUDViolation', 'filter results', or mentions engines/file types (.cls, .trigger, .js, .flow-meta.xml). Use this skill for scanning, exploring results, and listing rules. DO NOT TRIGGER when: user asks only about installation/configuration (use dx-code-analyzer-configure), or wants to create a custom rule (use dx-code-analyzer-custom-rule-create).
Generate Salesforce Flows using the MCP tool execute_metadata_action. Use when the user asks to create, build, or generate a flow — including Screen, Autolaunched, Record-Triggered (before/after-save), Scheduled. Also trigger for flow-like requests such as "when a record is created", "trigger daily at", "send an email when", "update the field when", "automate", "workflow", or "flow XML/metadata". This is the only skill for Salesforce Flow generation.
Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a custom object", "generate object metadata", "set up an object for...", or when they're troubleshooting object deployment errors especially around sharing models and Master-Detail relationships. Always use this skill for any custom object metadata work, including enriching and keeping the object's description current whenever its fields or validation rules change. Do NOT use this skill for non-Custom-Object metadata (Apex, Flows, LWC, Permission Sets, Custom Metadata Types) or for standard Salesforce objects.
Lightning Web Components with PICKLES methodology and 165-point scoring. Use this skill when the user creates or edits LWC components, builds wire service patterns, or writes Jest tests for LWC. TRIGGER when: user creates/edits LWC components, touches lwc/**/*.js, .html, .css, .js-meta.xml files, or asks about wire service, SLDS, or Jest LWC tests. DO NOT TRIGGER when: Apex classes (use platform-apex-generate), Aura components, or Visualforce.
Apply SLDS-compliant UI using the correct blueprints, styling hooks, utility classes, and icons. Use when building any UI that needs SLDS, choosing between Lightning Base Components and SLDS Blueprints, applying styling hooks for theming, using utility classes for layout and spacing, or selecting icons. Triggers include "build a modal", "create a form", "data table", "SLDS styling", "style with hooks", "add an icon".
REQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generation skill; if you load a generator, you ALSO load this. Use it whenever you create, generate, add, edit, or author metadata or a *-meta.xml file: custom object, custom field, formula field, picklist, lookup, master-detail, validation rule, permission set, profile, custom tab, lightning record page, flexipage, list view, custom application, flow, layout, record type, sharing rules, report, and 604 Metadata API types. It provides the authoritative schema, fields, field properties, required flags, allowed enum values, and XML structure so generated *-meta.xml deploys cleanly — skipping it causes hallucinated element names and deploy failures. Trigger on *-meta.xml, metadata schema, api context, 'Salesforce metadata', or 'sfdx project'. DO NOT use for SOQL, DML, runtime sObject access, or Tooling API records.
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