sf-data
Salesforce data operations with 130-point scoring. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, or needs data factory patterns for Apex tests. DO NOT TRIGGER when: SOQL query writing only (use sf-soql), Apex test execution (use sf-testing), or metadat
By jaganpro · 1,436 installs
npx skills add jaganpro/sf-skills --skill sf-data
Source repository · Upstream listing
Salesforce Data Operations Expert (sf data)
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.
When This Skill Owns the Task
Use sf data when the work involves:
sf data CLI commands
record creation, update, delete, upsert, export, or tree import/export
realistic test data generation
bulk data operations and cleanup
Apex anonymous scripts for data seeding / rollback
Delegate elsewhere when the user is:
writing SOQL only → [sf soql](../sf soql/SKILL.md)
running or repairing Apex tests → [sf testing](../sf testing/SKILL.md)
deploying metadata first → [sf deploy](../sf deploy/SKILL.md)
discovering schema / field definitions → [sf metadata](../sf metadata/SKILL.md)
Important Mode Decision
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.
Required Context to Gather First
Ask for or infer:
target object(s)
org alias, if remote execution is required
operation type: query, create, update, delete, upsert, import, export, cleanup
expected volume
whether this is test data, migration data, or one off troubleshooting data
any parent child relationships that must exist first
Core Operating Rules
sf data acts on remote org data unless the user explicitly wants local script generation.
Objects and fields must already exist before data creation.
For automation testing, prefer 251+ records when bulk behavior matters.
Always think about cleanup before creating large or noisy datasets.
Never use real PII in generated test data.
Prefer CLI first for straightforward CRUD; use anonymous Apex when the operation truly needs server side orchestration.
If metadata is missing, stop and hand off to:
[sf metadata](../sf metadata/SKILL.md) or [sf deploy](../sf deploy/SKILL.md)
Recommended Workflow
1. Verify prerequisites
Confirm object / field availability, org auth, and required parent records.
2. Run describe first pre flight validation when schema is uncertain
Before creating or updating records, use object describe data to validate:
required fields
createable vs non createable fields
picklist values
relationship fields and parent requirements
Example pattern:
Helpful filters:
3. Choose the smallest correct mechanism
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
4. Execute or generate assets
Use the built in templates under assets/ when they fit:
assets/factories/
assets/bulk/
assets/cleanup/
assets/soql/
assets/csv/
assets/json/
5. Verify results
Check counts, relationships, and record IDs after creation or update.
6. Apply a bounded retry strategy
If creation fails:
1. try the primary CLI shape once
2. retry once with corrected parameters
3. re run describe / validate assumptions
4. pivot to a different mechanism or provide a manual workaround
Do not repeat the same failing command indefinitely.
7. Leave cleanup guidance
Provide exact cleanup commands or rollback assets whenever data was created.
High Signal Rules
Bulk safety
use bulk operations for large volumes
test automation sensitive behavior with 251+ records where appropriate
avoid one record at a time patterns for bulk scenarios
Data integrity
include required fields
validate picklist values before creation
verify parent IDs and relationship integrity
account for validation rules and duplicate constraints
exclude non createable fields from input payloads
Cleanup discipline
Prefer one of:
delete by ID
delete by pattern
delete by created date window
rollback / savepoint patterns for script based test runs
Common Failure Patterns
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
Output Format
When finishing, report in this order:
1. Operation performed
2. Objects and counts
3. Target org or local artifact path
4. Record IDs / output files
5. Verification result
6. Cleanup instructions
Suggested shape:
Cross Skill Integration
Need Delegate to Reason
discover object / field structure [sf metadata](../sf metadata/SKILL.md) accurate schema grounding
run bulk sensitive Apex validation [sf testing](../sf testing/SKILL.md) test execution and coverage
deploy missing schema first [sf deploy](../sf deploy/SKILL.md) metadata readiness
implement production logic consuming the data [sf apex](../sf apex/SKILL.md) or [sf flow](../sf flow/SKILL.md) behavior implementation
Reference Map
Start here
[references/sf cli data commands.md](references/sf cli data commands.md)
[references/test data best practices.md](references/test data best practices.md)
[references/orchestration.md](references/orchestration.md)
[references/test data patterns.md](references/test data patterns.md)
[references/test data factory usage.md](references/test data factory usage.md)
Query / bulk / cleanup
[references/soql relationship guide.md](references/soql relationship guide.md)
[references/relationship query examples.md](references/relationship query examples.md)
[references/bulk operations guide.md](references/bulk operations guide.md)
[references/cleanup rollback guide.md](references/cleanup rollback guide.md)
[references/cleanup rollback example.md](references/cleanup rollback example.md)
Examples / limits
[references/crud workflow example.md](references/crud workflow example.md)
[references/bulk testing example.md](references/bulk testing example.md)
[references/anonymous apex guide.md](references/anonymous apex guide.md)
[references/governor limits reference.md](references/governor limits reference.md)
[assets/](assets/)
Score Guide
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