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116 lines
4.9 KiB
Markdown
116 lines
4.9 KiB
Markdown
---
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name: data360-harmonize
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description: "Salesforce Data Cloud Harmonize phase. Use this skill when the user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use data360-prepare), segments/insights (use data360-segment), retrieval/search (use data360-query), or STDM/session tracing (use agentforce-observe)."
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compatibility: "Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org"
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metadata:
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version: "1.0"
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---
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# data360-harmonize: Data Cloud Harmonize Phase
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Use this skill when the user needs **schema harmonization and unification work**: DMOs, field mappings, relationships, identity resolution, unified profiles, data graphs, or universal ID lookup.
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## When This Skill Owns the Task
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Use `data360-harmonize` when the work involves:
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- `sf data360 dmo *`
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- `sf data360 identity-resolution *`
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- `sf data360 data-graph *`
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- `sf data360 profile *`
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- `sf data360 universal-id lookup`
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Delegate elsewhere when the user is:
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- still ingesting streams or building DLOs → [data360-prepare](../data360-prepare/SKILL.md)
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- working on segment logic or calculated insights → [data360-segment](../data360-segment/SKILL.md)
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- running SQL, describe, or search-index workflows → [data360-query](../data360-query/SKILL.md)
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---
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## Required Context to Gather First
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Ask for or infer:
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- source DLO and target DMO names
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- whether the task is schema creation, mapping, IR, or graph-related
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- target org alias
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- whether a ruleset already exists
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- the user’s desired unified entity model
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---
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## Core Operating Rules
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- Inspect DMO schema before creating mappings.
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- Run the shared readiness classifier before mutating harmonization assets: `node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase harmonize --json`.
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- Prefer `dmo list --all` when browsing the catalog, but use first-page `dmo list` for fast readiness checks.
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- Use `query describe` or `dmo get --json` instead of inventing unsupported describe flows.
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- Treat identity resolution runs as asynchronous and verify results after execution.
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- Keep unified-profile work separate from STDM/session tracing work.
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---
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## Recommended Workflow
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### 1. Classify readiness for harmonize work
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```bash
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node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase harmonize --json
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```
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### 2. Inspect the catalog
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```bash
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sf data360 dmo list --all -o <org> 2>/dev/null
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sf data360 identity-resolution list -o <org> 2>/dev/null
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```
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### 3. Inspect schema before mapping
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```bash
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sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null
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sf data360 dmo get -o <org> --name ssot__Individual__dlm --json 2>/dev/null
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```
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### 4. Create or review mappings intentionally
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```bash
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sf data360 dmo mapping-list -o <org> --source Contact_Home__dll --target ssot__Individual__dlm 2>/dev/null
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sf data360 dmo map-to-canonical -o <org> --dlo Contact_Home__dll --dmo ssot__Individual__dlm --dry-run 2>/dev/null
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```
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### 5. Run IR only after mappings are trustworthy
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```bash
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sf data360 identity-resolution create -o <org> -f ir-ruleset.json 2>/dev/null
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sf data360 identity-resolution run -o <org> --name Main 2>/dev/null
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```
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---
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## High-Signal Gotchas
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- `dmo list` should usually use `--all`.
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- Use `query describe` or `dmo get --json`; there is no `dmo describe` command.
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- Mapping and related commands can be sensitive to API-version differences.
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- Unified DMO names are ruleset-specific rather than generic.
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- Data graph definitions are sensitive to field selection and relationship shape.
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- If `dmo list` works but `identity-resolution list` is gated, treat that as a phase-specific gap rather than a full Data Cloud outage.
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---
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## Output Format
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```text
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Harmonize task: <dmo / mapping / relationship / ir / data-graph>
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Source/target: <dlo → dmo or ruleset/graph names>
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Target org: <alias>
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Artifacts: <json files / commands>
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Verification: <passed / partial / blocked>
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Next step: <segment / retrieve / follow-up>
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```
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---
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## References
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- [../data360-orchestrate/assets/definitions/dmo.template.json](../data360-orchestrate/assets/definitions/dmo.template.json)
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- [../data360-orchestrate/assets/definitions/mapping.template.json](../data360-orchestrate/assets/definitions/mapping.template.json)
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- [../data360-orchestrate/assets/definitions/relationship.template.json](../data360-orchestrate/assets/definitions/relationship.template.json)
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- [../data360-orchestrate/assets/definitions/identity-resolution.template.json](../data360-orchestrate/assets/definitions/identity-resolution.template.json)
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- [../data360-orchestrate/assets/definitions/data-graph.template.json](../data360-orchestrate/assets/definitions/data-graph.template.json)
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- [../data360-orchestrate/references/feature-readiness.md](../data360-orchestrate/references/feature-readiness.md)
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