Agent skill

sf-datacloud-connect

Salesforce Data Cloud Connect phase. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use sf-datacloud-prepare), DMOs or identity resolution (use sf-datacloud-harmonize), retrieval/search (use sf-datacloud-retrieve), or STDM telemetry (use sf-ai-agentforce-observability).

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Install this agent skill to your Project

npx add-skill https://github.com/Jaganpro/sf-skills/tree/main/skills/sf-datacloud-connect

Metadata

Additional technical details for this skill

phase
Connect
author
Gnanasekaran Thoppae
version
1.0.0

SKILL.md

sf-datacloud-connect: Data Cloud Connect Phase

Use this skill when the user needs source connection work: connector discovery, connection metadata, connection testing, browsing source objects, or understanding what connector type to use.

When This Skill Owns the Task

Use sf-datacloud-connect when the work involves:

  • sf data360 connection *
  • connector catalog inspection
  • connection creation, update, test, or delete
  • browsing source objects, fields, databases, or schemas
  • identifying connector types already in use

Delegate elsewhere when the user is:

  • creating data streams or DLOs → sf-datacloud-prepare
  • creating DMOs, mappings, IR rulesets, or data graphs → sf-datacloud-harmonize
  • writing Data Cloud SQL or search-index workflows → sf-datacloud-retrieve

Required Context to Gather First

Ask for or infer:

  • target org alias
  • connector type or source system
  • whether the user wants inspection only or live mutation
  • connection name if one already exists
  • whether credentials are already configured outside the CLI

Core Operating Rules

  • Verify the plugin runtime first; see ../sf-datacloud/references/plugin-setup.md.
  • Run the shared readiness classifier before mutating connections: node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase connect --json.
  • Prefer read-only discovery before connection creation.
  • Suppress linked-plugin warning noise with 2>/dev/null for standard usage.
  • Remember that connection list requires --connector-type.
  • Discover existing connector types from streams first when the org is unfamiliar.
  • API-based external connector creation is supported, but payloads are connector-specific.
  • Do not use query-plane errors from other phases to declare connect work unavailable.

Recommended Workflow

1. Classify readiness for connect work

bash
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase connect --json

2. Discover connector types

bash
sf data360 connection connector-list -o <org> 2>/dev/null
sf data360 data-stream list -o <org> 2>/dev/null

3. Inspect connections by type

bash
sf data360 connection list -o <org> --connector-type SalesforceDotCom 2>/dev/null
sf data360 connection list -o <org> --connector-type REDSHIFT 2>/dev/null

4. Inspect a specific connection

bash
sf data360 connection get -o <org> --name <connection> 2>/dev/null
sf data360 connection objects -o <org> --name <connection> 2>/dev/null
sf data360 connection fields -o <org> --name <connection> 2>/dev/null

5. Test or create only after discovery

bash
sf data360 connection test -o <org> --name <connection> 2>/dev/null
sf data360 connection create -o <org> -f connection.json 2>/dev/null

6. Start from curated example payloads for external connectors

Use the phase-owned examples before inventing a payload from scratch:

  • examples/connections/heroku-postgres.json
  • examples/connections/redshift.json

To discover payload fields for a connector type not covered by those examples, create one in the UI and inspect it:

bash
sf api request rest "/services/data/v66.0/ssot/connections/<id>" -o <org>

High-Signal Gotchas

  • connection list has no true global "list all" mode; query by connector type.
  • The connection catalog name and connection connector type are not always the same label.
  • Some external connector credential setup still depends on UI-side configuration.
  • Use connection metadata inspection before guessing available source objects or databases.
  • An empty connection list usually means "enabled but not configured yet", not "feature disabled".
  • Heroku Postgres and Redshift payloads use different credential / parameter names. Reuse the curated examples instead of guessing.

Output Format

text
Connect task: <inspect / create / test / update>
Connector type: <SalesforceDotCom / REDSHIFT / S3 / ...>
Target org: <alias>
Commands: <key commands run>
Verification: <passed / partial / blocked>
Next step: <prepare phase or connector follow-up>

References

  • README.md
  • examples/connections/heroku-postgres.json
  • examples/connections/redshift.json
  • ../sf-datacloud/references/plugin-setup.md
  • ../sf-datacloud/references/feature-readiness.md
  • ../sf-datacloud/UPSTREAM.md

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