sf-datacloud-retrieve
Salesforce Data Cloud Retrieve phase. 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 sf-soql), segment creation or calculated insight des
By jaganpro · 980 installs
npx skills add jaganpro/sf-skills --skill sf-datacloud-retrieve
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sf datacloud retrieve: Data Cloud Retrieve Phase
Use this skill when the user needs query, search, and metadata introspection for Data Cloud: sync SQL, paginated SQL, async query workflows, table describe, vector search, hybrid search, or search index operations.
When This Skill Owns the Task
Use sf datacloud retrieve when the work involves:
sf data360 query
sf data360 search index
sf data360 metadata
sf data360 profile or sf data360 insight inspection
understanding Data Cloud SQL results or query shape
Delegate elsewhere when the user is:
writing standard CRM SOQL only → [sf soql](../sf soql/SKILL.md)
designing segment or calculated insight assets → [sf datacloud segment](../sf datacloud segment/SKILL.md)
analyzing STDM/session tracing/parquet telemetry → [sf ai agentforce observability](../sf ai agentforce observability/SKILL.md)
Required Context to Gather First
Ask for or infer:
target org alias
whether the user needs quick count, medium result set, large export, schema inspection, or semantic search
table/index name if known
whether the task is read only SQL or search index lifecycle management
Core Operating Rules
Treat Data Cloud SQL as its own query language, not SOQL.
Run the shared readiness classifier before relying on query/search surfaces: node ~/.claude/skills/sf datacloud/scripts/diagnose org.mjs o <org phase retrieve json .
Use describe before guessing columns.
Prefer sqlv2 or async query flows for larger result sets.
Use vector search or hybrid search only when the search index lifecycle is healthy.
Keep STDM/parquet/session tracing workflows out of this skill family.
Recommended Workflow
1. Classify readiness for retrieve work
2. Choose the smallest correct query shape
3. Use describe before guessing fields
4. Use vector or hybrid search only when an index exists
5. Reuse curated search index examples when creating indexes
Use the phase owned examples instead of inventing JSON from scratch:
examples/search indexes/vector knowledge.json
examples/search indexes/hybrid structured.json
High Signal Gotchas
Data Cloud SQL is not SOQL.
Table names should be double quoted in SQL.
sqlv2 is better than ad hoc OFFSET paging for medium result sets.
async query is preferable for large results.
search index operations and vector/hybrid queries depend on the index lifecycle being healthy.
Hybrid search can use prefilter , but only on fields configured as prefilter capable when the search index was created.
HNSW index parameters are typically read only on create; leave userValues: [] unless the platform explicitly documents otherwise.
query describe is not a universal tenant probe; only run it with a known DMO or DLO table after broader readiness has been confirmed.
Output Format
References
[README.md](README.md)
[examples/search indexes/vector knowledge.json](examples/search indexes/vector knowledge.json)
[examples/search indexes/hybrid structured.json](examples/search indexes/hybrid structured.json)
[../sf datacloud/assets/definitions/search index.template.json](../sf datacloud/assets/definitions/search index.template.json)
[../sf datacloud/references/plugin setup.md](../sf datacloud/references/plugin setup.md)
[../sf datacloud/references/feature readiness.md](../sf datacloud/references/feature readiness.md)