sf-metadata

Salesforce metadata generation and querying with 120-point scoring. TRIGGER when: user creates custom objects, fields, validation rules, or touches .object-meta.xml, .field-meta.xml, .profile-meta.xml files. DO NOT TRIGGER when: permission set analysis (use sf-permissions), deploying metadata (use s

By jaganpro · 1,490 installs

npx skills add jaganpro/sf-skills --skill sf-metadata

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sf metadata: Salesforce Metadata Generation and Org Querying Use this skill when the user needs metadata definition or org metadata discovery : custom objects, fields, validation rules, record types, page layouts, permission sets, or schema inspection with sf CLI. When This Skill Owns the Task Use sf metadata when the work involves: object, field, validation rule, record type, layout, profile, or permission set metadata .object meta.xml , .field meta.xml , .profile meta.xml , and related metadata files describing schema before coding or Flow work generating metadata XML from requirements Delegate elsewhere when the user is: analyzing permission access rather than defining metadata → [sf permissions](../sf permissions/SKILL.md) deploying metadata → [sf deploy](../sf deploy/SKILL.md) editing Flow XML → [sf flow](../sf flow/SKILL.md) Required Context to Gather First Ask for or infer: whether the user wants generation or querying metadata type(s) involved target object / field / package directory target org alias if querying is required whether new custom objects or fields should also include permission set / FLS generation Unless the user explicitly opts out, assume new custom objects or fields need permission set follow up. Recommended Workflow 1. Choose the mode Mode Use when generation the user wants new or updated metadata XML querying the user needs object / field / metadata discovery 2. Start from templates or CLI describe data For generation, use the assets under: assets/objects/ assets/fields/ assets/permission sets/ assets/profiles/ assets/record types/ assets/validation rules/ assets/layouts/ For querying, prefer sf metadata and sobject describe commands. Recent SDR/CLI support worth knowing when reading older examples: CnfgItemSourceDefinition , ExtlClntAppOauthSecuritySettings , and UIBundle are now source supported under their current names. See [references/metadata types reference.md](references/metadata types reference.md). 3. Validate metadata quality Check: naming conventions structural correctness field type fit security / FLS implications downstream deployment dependencies 4. Plan permission impact by default When new custom fields or objects are created: default to generating or updating a Permission Set unless the user opts out include fieldPermissions for eligible custom fields note any metadata categories that are excluded because Salesforce treats them as system managed or always available remember that object CRUD alone does not make custom fields visible 5. Hand off deployment Use [sf deploy](../sf deploy/SKILL.md) when the user needs the metadata rolled out. High Signal Rules field level security is often the hidden blocker after deployment object permissions ≠ field permissions prefer permission sets over profile centric access patterns generate Permission Set follow up by default for new custom objects and fields include fieldPermissions for eligible custom fields instead of leaving FLS as a manual afterthought avoid hardcoded IDs in formulas or metadata logic validation rules should have intentional bypass strategy when operationally necessary create metadata before attempting Flow or data tasks that depend on it Output Format When finishing, report in this order: 1. Metadata created or queried 2. Files created or updated 3. Key schema/security decisions 4. Permission / layout follow ups 5. Deploy next step Suggested shape: Cross Skill Integration Need Delegate to Reason deploy metadata [sf deploy](../sf deploy/SKILL.md) rollout and validation build Flows on new schema [sf flow](../sf flow/SKILL.md) declarative automation build Apex on new schema [sf apex](../sf apex/SKILL.md) code against metadata analyze permission access after creation [sf permissions](../sf permissions/SKILL.md) access auditing seed data after deploy [sf data](../sf data/SKILL.md) test data creation Reference Map Start here [references/field and cli reference.md](references/field and cli reference.md) [references/metadata types reference.md](references/metadata types reference.md) [references/naming conventions.md](references/naming conventions.md) [references/orchestration.md](references/orchestration.md) Security / scoring / examples [references/fls best practices.md](references/fls best practices.md) [references/permset auto generation.md](references/permset auto generation.md) [references/best practices scoring.md](references/best practices scoring.md) [references/field types guide.md](references/field types guide.md) [references/field types example.md](references/field types example.md) [references/custom object example.md](references/custom object example.md) [references/permission set example.md](references/permission set example.md) [references/profile permission guide.md](references/profile permission guide.md) [references/sf cli commands.md](references/sf cli commands.md) [assets/](assets/) Score Guide Score Meaning 108+ strong production ready metadata 96–107 good metadata with minor review items 84–95 acceptable but validate carefully < 84 block deployment until corrected