Skills for “data”

Deploy the TPM Accruals Data Kit components specifically required for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to install or deploy the TPM data kit for TPE dashboards, or as a…

Use this skill to deploy the TPM Liability Accruals data kit end to end to a Salesforce org. Invoke when a customer or teammate wants to install the accrual engine, verify the Data Cloud connection, deploy the Data Kit…

…Reporting) export pipeline to push promotion measures into Data Cloud (Data 360) for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to set up the RTR export for Data Cloud measures,…

Use when a Lightning Web Component data need is described in ambiguous natural language — turn "get contact info" or "show account data" into a clear, PRD-ready data-requirements spec. TRIGGER when the user says "define…

Use when reviewing or implementing Lightning Data Service best practices in an LWC (.js, .html, .js-meta.xml) — UIAPI vs Apex, refreshApex / notifyRecordUpdateAvailable, @salesforce/schema imports, LDS record-form data…

…to an EXISTING SFDX project, or configuring UI bundle metadata and config files. TRIGGER when: adding or scaffolding a new UI bundle — including adding one more or another UI bundle — into a project that already…

…project reads, writes, or displays Salesforce data — INCLUDING building a page, list, table, card grid, dashboard, or form that shows, filters, counts, or edits records of any object (e.g. Property__c,…

Generate AgentforcePlatformTracingSettings metadata to enable or disable Agentforce agent execution trace spans flowing to Data Cloud. Use this skill for any AgentforcePlatformTracingSettings metadata work. TRIGGER…

Use to create, generate, or validate Salesforce Custom Metadata Type metadata — the __mdt object, fields, and deployable records. Trigger on custom metadata types, CMDT, __mdt objects, .md-meta.xml files, or cross-org…

Salesforce data operations with 130-point scoring. Use to create, update, delete, bulk import/export, generate test data, and clean up org records via sf CLI and anonymous Apex. TRIGGER on creating test data, bulk…

REQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generator (if you load a generator, you ALSO load this). Use whenever you create, generate,…

…automation using sf CLI v2. TRIGGER when: user deploys metadata, validates a deploy or does a dry-run, deploys to a Production org, quick-deploys a validated job ID, ships/promotes to prod, creates/manages scratch orgs…

…creating, changing, or writing code against Salesforce metadata, to find out what already exists in the org with the right tool. Routes each question to metadata grounding, scoped SOQL with sf data query, sf sobject…

Find metadata that already exists in a Salesforce org by meaning, when you do not know its exact API name. Use to find objects, fields, flows, Apex classes, picklist values, permission sets, validation rules, record…

ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project with sf project retrieve start. Supports retrieval by all changes, source directory, metadata type (wildcards), manifest (package.xml), or…

…authoring/deploying *-meta.xml or sfdx source (use the Metadata API…

…import, multi-table foreign-key loads, AI-generated sample data. Use when the user wants to write, modify, seed, or import data records into Dataverse tables, or plan or perform Finance and Operations (ERP) record…

Dataverse schema authoring and inspection — tables, columns, relationships, forms, and views. Use when the user wants to define, evolve, or inspect the data model — add a column, create a table, set up a lookup,…

Patterns for visualizing data on maps including choropleth maps, heat maps, 3D visualizations, data-driven styling, and animated data. Covers layer types, color scales, and performance optimization.

Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails,…