mirror of
https://github.com/forcedotcom/afv-library.git
synced 2026-07-30 11:43:26 +08:00
120 lines
5.4 KiB
Markdown
120 lines
5.4 KiB
Markdown
---
|
|
name: data360-query
|
|
description: "Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. 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 platform-soql-query), segment creation or calculated insight design (use data360-segment), or STDM/session tracing/parquet analysis (use agentforce-observe)."
|
|
compatibility: "Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org"
|
|
metadata:
|
|
version: "1.0"
|
|
---
|
|
|
|
# data360-query: 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 `data360-query` 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 → [platform-soql-query](../platform-soql-query/SKILL.md)
|
|
- designing segment or calculated insight assets → [data360-segment](../data360-segment/SKILL.md)
|
|
- analyzing STDM/session tracing/parquet telemetry → [agentforce-observe](../agentforce-observe/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 ../data360-orchestrate/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
|
|
```bash
|
|
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --json
|
|
# optional query-plane probe, only with a real table name
|
|
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --describe-table MyDMO__dlm --json
|
|
```
|
|
|
|
### 2. Choose the smallest correct query shape
|
|
```bash
|
|
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
|
|
```bash
|
|
sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null
|
|
```
|
|
|
|
### 4. Use vector or hybrid search only when an index exists
|
|
```bash
|
|
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.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
|
|
|
|
```text
|
|
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](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)
|
|
- [../data360-orchestrate/assets/definitions/search-index.template.json](../data360-orchestrate/assets/definitions/search-index.template.json)
|
|
- [../data360-orchestrate/references/plugin-setup.md](../data360-orchestrate/references/plugin-setup.md)
|
|
- [../data360-orchestrate/references/feature-readiness.md](../data360-orchestrate/references/feature-readiness.md)
|