Agent skill
sf-datacloud-act
Salesforce Data Cloud Act phase. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use sf-datacloud-segment), data retrieval/search work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).
Install this agent skill to your Project
npx add-skill https://github.com/Jaganpro/sf-skills/tree/main/skills/sf-datacloud-act
Metadata
Additional technical details for this skill
- phase
- Act
- author
- Gnanasekaran Thoppae
- version
- 1.0.0
SKILL.md
sf-datacloud-act: Data Cloud Act Phase
Use this skill when the user needs downstream delivery work: activations, activation targets, data actions, or pushing Data Cloud outputs into other systems.
When This Skill Owns the Task
Use sf-datacloud-act when the work involves:
sf data360 activation *sf data360 activation-target *sf data360 data-action *sf data360 data-action-target *- verifying downstream delivery setup
Delegate elsewhere when the user is:
- still building the audience or insight → sf-datacloud-segment
- exploring query/search or search indexes → sf-datacloud-retrieve
- setting up base connections or ingestion → sf-datacloud-connect, sf-datacloud-prepare
Required Context to Gather First
Ask for or infer:
- target org alias
- destination platform or downstream system
- whether the segment already exists and is published
- whether the user needs create, inspect, update, or delete
- whether the task is activation-focused or data-action-focused
Core Operating Rules
- Verify the upstream segment or insight is healthy before creating downstream delivery assets.
- Run the shared readiness classifier before mutating activation assets:
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase act --json. - Inspect available platforms and targets before mutating activation setup.
- Keep destination definitions deterministic and reusable where possible.
- Treat downstream credential and platform constraints as separate validation concerns.
- Prefer read-only inspection first when the destination state is unclear.
Recommended Workflow
1. Classify readiness for act work
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase act --json
2. Inspect destinations first
sf data360 activation platforms -o <org> 2>/dev/null
sf data360 activation-target list -o <org> 2>/dev/null
sf data360 data-action-target list -o <org> 2>/dev/null
3. Create the destination before the activation
sf data360 activation-target create -o <org> -f target.json 2>/dev/null
sf data360 data-action-target create -o <org> -f target.json 2>/dev/null
4. Create the activation or data action
sf data360 activation create -o <org> -f activation.json 2>/dev/null
sf data360 data-action create -o <org> -f action.json 2>/dev/null
5. Verify downstream readiness
sf data360 activation list -o <org> 2>/dev/null
sf data360 activation data -o <org> --name <activation> 2>/dev/null
High-Signal Gotchas
- Activation design depends on a healthy published upstream segment.
- Destination configuration usually comes before activation creation.
- Downstream credential and platform constraints may live outside the Data Cloud CLI alone.
- Read-only inspection is the safest first move when the destination setup is unclear.
CdpActivationTargetorCdpActivationExternalPlatformmeans the activation surface is gated for the current org/user; guide the user toward activation setup, permissions, and destination configuration instead of retrying blindly.
Output Format
Act task: <activation / activation-target / data-action / data-action-target>
Destination: <platform or target>
Target org: <alias>
Artifacts: <definition files / commands>
Verification: <listed / created / blocked>
Next step: <destination validation or downstream testing>
References
- README.md
- ../sf-datacloud/assets/definitions/activation-target.template.json
- ../sf-datacloud/assets/definitions/activation.template.json
- ../sf-datacloud/assets/definitions/data-action-target.template.json
- ../sf-datacloud/assets/definitions/data-action.template.json
- ../sf-datacloud/UPSTREAM.md
- ../sf-datacloud/references/plugin-setup.md
- ../sf-datacloud/references/feature-readiness.md
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
sf-diagram-mermaid
Salesforce architecture diagrams using Mermaid with ASCII fallback. TRIGGER when: user says "diagram", "visualize", "ERD", or asks for sequence diagrams, flowcharts, class diagrams, or architecture visualizations in Mermaid. DO NOT TRIGGER when: user wants PNG/SVG image output (use sf-diagram-nanobananapro), or asks about non-Salesforce systems.
sf-integration
Salesforce integration architecture with 120-point scoring. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use sf-connected-apps), Apex-only logic (use sf-apex), or data import/export (use sf-data).
sf-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/LWC code (use sf-apex/sf-lwc), creating metadata XML (use sf-metadata), or querying org data (use sf-data).
sf-industry-commoncore-omnistudio-analyze
Cross-cutting OmniStudio analysis skill for namespace detection, dependency visualization, and impact analysis across OmniScripts, FlexCards, Integration Procedures, and Data Mappers. TRIGGER when: user asks about OmniStudio dependencies, wants namespace detection (Core vs vlocity_cmt vs vlocity_ins), needs impact analysis, or requests dependency diagrams. DO NOT TRIGGER when: authoring OmniScripts (use sf-industry-commoncore-omniscript), building FlexCards (use sf-industry-commoncore-flexcard), creating Integration Procedures (use sf-industry-commoncore-integration-procedure), or configuring Data Mappers (use sf-industry-commoncore-datamapper).
sf-industry-commoncore-callable-apex
Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review with 120-point scoring. TRIGGER when: user creates or reviews System.Callable classes, migrates `VlocityOpenInterface` / `VlocityOpenInterface2`, or builds Industries callable extensions used by OmniStudio, Integration Procedures, or DataRaptors. DO NOT TRIGGER when: generic Apex classes/triggers (use sf-apex), building Integration Procedures (use sf-industry-commoncore-integration-procedure), authoring OmniScripts (use sf-industry-commoncore-omniscript), configuring Data Mappers (use sf-industry-commoncore-datamapper), or analyzing namespace/dependency issues (use sf-industry-commoncore-omnistudio-analyze).
sf-datacloud
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase `sf data360` workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching sf-datacloud-* skill), the task is STDM/session tracing/parquet telemetry (use sf-ai-agentforce-observability), standard CRM SOQL (use sf-soql), or Apex implementation (use sf-apex).
Didn't find tool you were looking for?