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Found 15 Skills
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use observing-agentforce), standard CRM SOQL (use querying-soql), or Apex implementation (use generating-apex).
Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use segmenting-datacloud), data retrieval/search work (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).
Develop and deploy Data Cloud Code Extensions using SF CLI plugin. Use this skill when creating custom Python transformations for Data Cloud, deploying code extensions, or testing data transformations. Supports init, run, scan, and deploy operations.
Salesforce Data Cloud Connect phase. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use sf-datacloud-prepare), DMOs or identity resolution (use sf-datacloud-harmonize), retrieval/search (use sf-datacloud-retrieve), or STDM telemetry (use sf-ai-agentforce-observability).
Salesforce Data Cloud Segment phase. Use this skill when the user creates or publishes segments, manages calculated insights, or troubleshoots audience SQL in Data Cloud. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use harmonizing-datacloud), activation work (use activating-datacloud), query/search-index work (use retrieving-datacloud), or Standard Data Model (STDM)/session tracing (use observing-agentforce).
Salesforce Data Cloud Harmonize phase. Use this skill when the user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use preparing-datacloud), segments/insights (use segmenting-datacloud), retrieval/search (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).
Develop and deploy Data Cloud Code Extensions using SF CLI plugin. Use this skill when creating custom Python transformations for Data Cloud, deploying code extensions, or testing data transformations. Supports init, run, scan, and deploy operations.
Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use data360-segment), data retrieval/search work (use data360-query), or STDM/session tracing (use agentforce-observe).
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use agentforce-observe), standard CRM SOQL (use platform-soql-query), or Apex implementation (use platform-apex-generate).
Salesforce Data Cloud Prepare phase. Use this skill when the user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use data360-connect), DMOs and identity resolution (use data360-harmonize), or query/search work (use data360-query).
Salesforce Data Cloud Connect phase. Use this skill when the user manages Data Cloud connections, connectors, or sets up a new source system. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use data360-prepare), DMOs or identity resolution (use data360-harmonize), retrieval/search (use data360-query), or STDM telemetry (use agentforce-observe).
Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use platform-soql-query), segment creation or calculated insight design (use data360-segment), or STDM/session tracing/parquet analysis (use agentforce-observe).