jaganpro/sf-datacloud-retrieve
skills/sf-datacloud-retrieve/SKILL.md
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 design (use sf-datacloud-segment), or STDM/session tracing/parquet analysis (use sf-ai-agentforce-observability).
$ install --global
skillsauthnpx skillsauth add jaganpro/sf-skills sf-datacloud-retrieveInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- sf-datacloud-retrieve
- description:
- >
- TRIGGER when:
- user runs Data Cloud SQL, describe, async queries, vector search,
- DO NOT TRIGGER when:
- the task is standard CRM SOQL (use sf-soql), segment creation
- license:
- MIT
- compatibility:
- Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org
- version:
- 1.0.0
- author:
- Gnanasekaran Thoppae
- phase:
- Retrieve
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 *orsf data360 insight *inspection- understanding Data Cloud SQL results or query shape
Delegate elsewhere when the user is:
- writing standard CRM SOQL only → sf-soql
- designing segment or calculated insight assets → sf-datacloud-segment
- analyzing STDM/session tracing/parquet telemetry → sf-ai-agentforce-observability
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
sqlv2or 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
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase retrieve --json
# optional query-plane probe, only with a real table name
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase retrieve --describe-table MyDMO__dlm --json
2. Choose the smallest correct query shape
sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query sqlv2 -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query async-create -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null
3. Use describe before guessing fields
sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null
4. Use vector or hybrid search only when an index exists
sf data360 search-index list -o <org> 2>/dev/null
sf data360 query vector -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Insurance_Index --query "weather damage coverage" --prefilter "Type_of_Insurance__c='Home'" --limit 10 2>/dev/null
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.jsonexamples/search-indexes/hybrid-structured.json
High-Signal Gotchas
- Data Cloud SQL is not SOQL.
- Table names should be double-quoted in SQL.
sqlv2is 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 describeis not a universal tenant probe; only run it with a known DMO or DLO table after broader readiness has been confirmed.
Output Format
Retrieve task: <sql / sqlv2 / async / describe / vector / search-index>
Target org: <alias>
Target object: <table or index>
Commands: <key commands run>
Verification: <query rows / schema / status>
Next step: <segment / harmonize / follow-up>
References
- README.md
- examples/search-indexes/vector-knowledge.json
- examples/search-indexes/hybrid-structured.json
- ../sf-datacloud/assets/definitions/search-index.template.json
- ../sf-datacloud/references/plugin-setup.md
- ../sf-datacloud/references/feature-readiness.md
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