platform-metadata-retrieve
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.
Full skill instructions
Retrieves metadata from a Salesforce org to your local project using sf project retrieve start. Supports multiple retrieval modes: all changes, by source directory, by metadata type (with wildcards), by manifest, or by package name.
Use ONLY the Bash tool to execute sf project retrieve start. Do NOT use MCP tools — ignore them completely.
sf project retrieve start in all supported modes (all changes, source-dir, metadata type, manifest, package name), source and metadata format outputplatform-metadata-deploy), listing metadata types, generating package.xml files, source tracking commands (sf project retrieve preview)Infer from the user's request:
sf project retrieve start with appropriate flags and --json flag| User intent | Execute via Bash tool |
|---|---|
| Retrieve all remote changes | sf project retrieve start --json |
| Retrieve by source directory | sf project retrieve start --source-dir <path> --target-org <alias> --json |
| Retrieve by metadata type | sf project retrieve start --metadata <MetadataType:Name> --target-org <alias> --json |
| Retrieve by metadata type with wildcard | sf project retrieve start --metadata '<MetadataType:Pattern*>' --target-org <alias> --json |
| Retrieve multiple metadata types | sf project retrieve start --metadata <Type1> --metadata <Type2> --target-org <alias> --json |
| Retrieve by manifest | sf project retrieve start --manifest <path/to/package.xml> --target-org <alias> --json |
| Retrieve by package name | sf project retrieve start --package-name <PackageName> --target-org <alias> --json |
| Retrieve to metadata format (ZIP) | sf project retrieve start --source-dir <path> --target-metadata-dir <output> --unzip --target-org <alias> --json |
| Ignore conflicts | sf project retrieve start --source-dir <path> --ignore-conflicts --target-org <alias> --json |
| Constraint | Rationale |
|---|---|
Always use --json flag | Provides structured output for reliable parsing and error handling |
| Must run from within Salesforce project | Command requires sfdx-project.json at repo root |
| Wildcard patterns must be quoted | Shell expansion breaks unquoted wildcards like ApexClass:My* |
| Cannot mix --manifest with --metadata or --source-dir | Mutually exclusive flags — command will error |
| Retrieve all changes requires source tracking | Production orgs don't support source tracking — must use other retrieval modes |
| --ignore-conflicts only works on trackable orgs | No effect on production orgs; applies to scratch/sandbox only |
| --output-dir must be inside project directory | Command validates output path is within project boundary |
| --output-dir cannot match package directory | Command fails if target matches sfdx-project.json packageDirectories |
| Default wait time is 33 minutes | Use --wait flag to override for large retrievals |
| Package retrieval is for reference only | Retrieved package metadata should not be added to source control for development |
| CustomField retrieval auto-includes CustomObject | When retrieving CustomField, CLI automatically adds CustomObject to get full context |
| Issue | Resolution |
|---|---|
| "This command is required to run from within an SFDX project" | Not in Salesforce project directory — cd to project root with sfdx-project.json |
| "No org found for <alias>" error | Org alias doesn't exist or isn't authenticated — verify with sf org list |
| "This org does not support source tracking" | Production org doesn't allow "retrieve all changes" mode — use --source-dir, --metadata, or --manifest instead |
| "ERROR running project retrieve start: Cannot mix --manifest with --metadata or --source-dir" | Remove conflicting flags — use one retrieval mode only |
| Wildcard pattern retrieves nothing | Pattern not quoted — wrap in single quotes: 'ApexClass:My*' |
| "The package directory path in sfdx-project.json does not exist" | Output directory conflicts with package directory — use different path |
| "Output directory must be inside the project" | --output-dir path is outside project boundary — use relative path inside project |
| Retrieve times out | Increase wait time with --wait 60 for large metadata volumes |
| Retrieved files overwrite local changes | Use --output-dir to retrieve to separate location, or commit local changes first |
| SourceConflictError with conflict table | Conflicts detected between local and remote on trackable org (scratch/sandbox) — resolve conflicts manually or use --ignore-conflicts to force overwrite |
The command returns JSON output with retrieved components details.
See examples/success_output.json and examples/error_output.json for response structures.
| Need | Delegate to |
|---|---|
| Deploy metadata to org | platform-metadata-deploy skill |
| Preview retrieve without executing | Execute sf project retrieve preview --target-org <alias> --json |
| List available metadata types | Execute sf org list metadata-types --target-org <alias> --json |
| File | When to read |
|---|---|
examples/success_output.json | To understand successful retrieve response structure |
examples/error_output.json | To handle common error scenarios |
references/retrieval_modes.md | For detailed explanation of all retrieval modes and when to use each |
references/cli_flags.md | For complete flag reference with usage patterns |
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).
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.
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).
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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