platform-metadata-deploy
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 componen
By forcedotcom · 5,839 installs
npx skills add forcedotcom/sf-skills --skill platform-metadata-deploy
Source repository · Upstream listing
platform metadata deploy: Comprehensive Salesforce DevOps Automation
Use this skill when the user needs deployment orchestration : dry run validation, targeted or manifest based deploys, CI/CD workflow advice, scratch org management, failure triage, or safe rollout sequencing for Salesforce metadata.
When This Skill Owns the Task
Use platform metadata deploy when the work involves:
sf project deploy start , quick , report , or retrieval workflows
release sequencing across objects, permission sets, Apex, and Flows
CI/CD gates, test level selection, or deployment reports
troubleshooting deployment failures and dependency ordering
Delegate elsewhere when the user is:
authoring Apex code → [platform apex generate](../platform apex generate/SKILL.md)
authoring LWC components → [experience lwc generate](../experience lwc generate/SKILL.md)
creating custom objects or fields → [platform custom object generate](../platform custom object generate/SKILL.md), [platform custom field generate](../platform custom field generate/SKILL.md)
building Flows → [automation flow generate](../automation flow generate/SKILL.md)
doing org data operations → [platform data manage](../platform data manage/SKILL.md)
authoring or testing Agentforce agents → [agentforce generate](../agentforce generate/SKILL.md)
Critical Operating Rules
Use sf CLI v2 only .
On non source tracking orgs, deploy/retrieve commands require an explicit scope such as source dir , metadata , or manifest .
Prefer dry run first before real deploys.
For Flows, deploy safely and activate only after validation.
Keep test data creation guidance delegated to platform data manage after metadata is validated or deployed.
Default deployment order
Phase Metadata
1 Custom objects / fields
2 Permission sets
3 Apex
4 Flows as Draft
5 Flow activation / post verify
This ordering prevents many dependency and FLS failures.
Required Context to Gather First
Ask for or infer:
target org alias and environment type
deployment scope: source dir, metadata list, or manifest
whether this is validate only, deploy, quick deploy, retrieve, or CI/CD guidance
required test level and rollback expectations
whether special metadata types are involved (Flow, permission sets, agents, packages)
Preflight checks:
Recommended Workflow
1. Preflight
Confirm auth, repo shape, package directories, and target scope.
2. Validate first
Use manifest or metadata scoped validation when the change set is targeted.
3. If validation succeeds, offer the next safe workflow
After a successful validation, guide the user to the correct next action:
1. deploy now
2. assign permission sets
3. create test data via [platform data manage](../platform data manage/SKILL.md)
4. run tests / smoke checks
5. orchestrate multiple post deploy steps in order
4. Deploy the smallest correct scope
5. Verify
Then verify tests, Flow state, permission assignments, and smoke test behavior.
6. Report clearly
Summarize what deployed, what failed, what was skipped, and what the next safe action is.
Output template: [references/deployment report template.md](references/deployment report template.md)
High Signal Failure Patterns
Error / symptom Likely cause Default fix direction
FIELD CUSTOM VALIDATION EXCEPTION validation rule or bad test data adjust data or rule timing
INVALID CROSS REFERENCE KEY missing dependency include referenced metadata first
CANNOT INSERT UPDATE ACTIVATE ENTITY trigger / Flow / validation side effect inspect automation stack and failing logic
tests fail during deploy broken code or fragile tests run targeted tests, fix root cause, revalidate
field/object not found in permset wrong order deploy objects/fields before permission sets
Flow invalid / version conflict dependency or activation problem deploy as Draft, verify, then activate
Full workflows: [references/orchestration.md](references/orchestration.md), [references/trigger deployment safety.md](references/trigger deployment safety.md)
CI/CD Guidance
Default pipeline shape:
1. authenticate
2. validate repo / org state
3. static analysis
4. dry run deploy
5. tests + coverage gates
6. deploy
7. verify + notify
When org policy and release risk allow it, consider test level RunRelevantTests for Apex heavy deployments.
Pair this with modern Apex test annotations such as @IsTest(testFor=...) and @IsTest(isCritical=true) — see [platform apex generate](../platform apex generate/SKILL.md) for authoring guidance.
Static analysis now uses Code Analyzer v5 ( sf code analyzer ), not retired sf scanner .
Deep reference: [references/deployment workflows.md](references/deployment workflows.md)
Agentforce Deployment Note
Use this skill to orchestrate deployment/publish sequencing around agents, but use the agent specific skill for authoring decisions:
[agentforce generate](../agentforce generate/SKILL.md) for .agent authoring, Agent Builder, Prompt Builder, and metadata config
For full agent DevOps details, including Agent: pseudo metadata, publish/activate, and sync between orgs, see:
[references/agent deployment guide.md](references/agent deployment guide.md)
Cross Skill Integration
Need Delegate to Reason
custom object creation [platform custom object generate](../platform custom object generate/SKILL.md) define objects before deploy
custom field creation [platform custom field generate](../platform custom field generate/SKILL.md) define fields before deploy
Apex authoring / fixes [platform apex generate](../platform apex generate/SKILL.md) code authoring and repair
Flow creation / repair [automation flow generate](../automation flow generate/SKILL.md) Flow authoring and activation guidance
test data or seed records [platform data manage](../platform data manage/SKILL.md) describe first data setup and cleanup
Agent authoring and publish readiness [agentforce generate](../agentforce generate/SKILL.md) agent specific correctness
Reference Map
Start here
[references/orchestration.md](references/orchestration.md)
[references/deployment workflows.md](references/deployment workflows.md)
[references/deployment report template.md](references/deployment report template.md)
Specialized deployment safety
[references/trigger deployment safety.md](references/trigger deployment safety.md)
[references/agent deployment guide.md](references/agent deployment guide.md)
[references/deploy.sh](references/deploy.sh)
Asset templates
[assets/package.xml](assets/package.xml) — manifest template covering common metadata types
[assets/destructiveChanges.xml](assets/destructiveChanges.xml) — template for removing metadata from target orgs
Score Guide
Score Meaning
90+ strong deployment plan and execution guidance
75–89 good deploy guidance with minor review items
60–74 partial coverage of deployment risk
< 60 insufficient confidence; tighten plan before rollout
Completion Format