afv-library/skills/handling-sf-data/references/crud-workflow-example.md

CRUD Workflow Example

Complete end-to-end example of data operations using handling-sf-data skill.

Scenario

Create a Deal Desk workflow test environment with:

• Accounts with varying revenue tiers
• Contacts as decision makers
• Opportunities at different stages

Phase 1: Discovery (sf-metadata)

Skill(skill="sf-metadata")
Request: "Describe object Account in org dev - show required fields and picklist values"

Response shows:

• Required: Name
• Picklists: Industry, Type, Rating

Phase 2: Create Records

sf CLI - Single Record

sf data create record \
  --sobject Account \
  --values "Name='Enterprise Corp' Industry='Technology' AnnualRevenue=5000000" \
  --target-org dev \
  --json

Output:

{
  "status": 0,
  "result": {
    "id": "001XXXXXXXXXXXX",
    "success": true
  }
}

sf CLI - Query Created Record

sf data query \
  --query "SELECT Id, Name, Industry, AnnualRevenue FROM Account WHERE Name = 'Enterprise Corp'" \
  --target-org dev \
  --json

Phase 3: Update Records

Update Single Record

sf data update record \
  --sobject Account \
  --record-id 001XXXXXXXXXXXX \
  --values "Rating='Hot' Type='Customer - Direct'" \
  --target-org dev

Verify Update

sf data get record \
  --sobject Account \
  --record-id 001XXXXXXXXXXXX \
  --target-org dev

Phase 4: Create Related Records

Create Contact for Account

sf data create record \
  --sobject Contact \
  --values "FirstName='John' LastName='Smith' AccountId='001XXXXXXXXXXXX' Title='CTO'" \
  --target-org dev

Create Opportunity

sf data create record \
  --sobject Opportunity \
  --values "Name='Enterprise Deal' AccountId='001XXXXXXXXXXXX' StageName='Prospecting' CloseDate=2025-03-31 Amount=250000" \
  --target-org dev

Phase 5: Query Relationships

Parent-to-Child (Subquery)

sf data query \
  --query "SELECT Id, Name, (SELECT Id, Name, Title FROM Contacts), (SELECT Id, Name, Amount, StageName FROM Opportunities) FROM Account WHERE Name = 'Enterprise Corp'" \
  --target-org dev \
  --json

Child-to-Parent (Dot Notation)

sf data query \
  --query "SELECT Id, Name, Account.Name, Account.Industry FROM Contact WHERE Account.Name = 'Enterprise Corp'" \
  --target-org dev

Phase 6: Delete Records

Delete in Correct Order

Children first, then parents:

# Delete Opportunities
sf data delete record \
  --sobject Opportunity \
  --record-id 006XXXXXXXXXXXX \
  --target-org dev

# Delete Contacts
sf data delete record \
  --sobject Contact \
  --record-id 003XXXXXXXXXXXX \
  --target-org dev

# Delete Account
sf data delete record \
  --sobject Account \
  --record-id 001XXXXXXXXXXXX \
  --target-org dev

Anonymous Apex Alternative

For complex operations, use Anonymous Apex:

// Create complete hierarchy in one transaction
Account acc = new Account(
    Name = 'Enterprise Corp',
    Industry = 'Technology',
    AnnualRevenue = 5000000
);
insert acc;

Contact con = new Contact(
    FirstName = 'John',
    LastName = 'Smith',
    AccountId = acc.Id,
    Title = 'CTO'
);
insert con;

Opportunity opp = new Opportunity(
    Name = 'Enterprise Deal',
    AccountId = acc.Id,
    ContactId = con.Id,
    StageName = 'Prospecting',
    CloseDate = Date.today().addDays(90),
    Amount = 250000
);
insert opp;

System.debug('Created hierarchy: Account=' + acc.Id + ', Contact=' + con.Id + ', Opp=' + opp.Id);

Execute:

sf apex run --file create-hierarchy.apex --target-org dev

Validation Score

Score: 125/130 ⭐⭐⭐⭐⭐ Excellent
├─ Query Efficiency: 25/25 (indexed fields, no N+1)
├─ Bulk Safety: 23/25 (single records OK for demo)
├─ Data Integrity: 20/20 (all required fields)
├─ Security & FLS: 20/20 (no PII exposed)
├─ Test Patterns: 12/15 (single record demo)
├─ Cleanup & Isolation: 15/15 (proper delete order)
└─ Documentation: 10/10 (fully documented)