afv-library/skills/data360-orchestrate/references/feature-readiness.md

7.2 KiB

Data Cloud Feature Readiness

Use this guide when a Data Cloud command fails and you need to decide whether the issue is:

  • runtime / plugin setup
  • org authentication
  • product provisioning
  • feature gating
  • empty-but-enabled configuration
  • a bad table name or wrong probe

The goal is to detect first, classify second, and guide third instead of blindly executing a command and surfacing a raw error.

Core principle

Do not treat one failing command as proof that all of Data Cloud is unavailable.

Different command families hit different backend surfaces. A failure in one area can coexist with successful read-only access in another.

Examples:

  • sf data360 doctor checks the search-index endpoint only.
  • sf data360 query describe checks the query plane and requires a real DMO/DLO table name.
  • sf data360 dmo list checks a catalog/listing endpoint.
  • sf data360 activation platforms checks the activation destination surface.

Run the shared readiness classifier before mutation-heavy work:

node ../scripts/diagnose-org.mjs -o myorg --json

For retrieve/query work, only add a table probe when you already know the table name is real:

node ../scripts/diagnose-org.mjs -o myorg --phase retrieve --describe-table MyDMO__dlm --json

Signal matrix

Signal What it usually means What to do next What not to assume
sf data360 man fails Runtime/plugin missing Install or relink the community runtime Do not debug org features yet
sf org display -o <org> fails Org auth missing Re-authenticate the org Do not blame Data Cloud
No results. Feature is reachable but currently empty Continue with create/setup flow Do not say the feature is disabled
This feature is not currently enabled for this user type or org: [CdpXxx] Specific module is gated for the current org/user Guide the user to setup/provisioning/permission review for that module Do not say the entire product is disabled
Couldn't find CDP tenant ID. Please enable CDP first. The query plane could not resolve a CDP tenant for that request Re-check broader readiness with data-space list, dmo list, and doctor; then retry with a known table if appropriate Do not treat this as universal proof that all Data Cloud endpoints are off
NOT_FOUND: DataModelEntity ... is not found The table name is not queryable in that org Pick a real DMO/DLO from dmo list, dlo list, or dmo get Do not say the whole query feature is unavailable
Request failed Generic endpoint failure or inconclusive response Fall back to neighboring read-only probes Do not stop after one generic failure

High-signal feature gates

CdpDataStreams

Typical impact:

  • sf data360 data-stream list
  • prepare / ingestion workflows

Suggested guidance:

  • review Data Cloud Setup provisioning
  • review source connector readiness
  • confirm the user has the right Data Cloud permissions
  • for Salesforce CRM ingestion, confirm the connector/integration user has object + field read access in the source org

CdpIdentityResolution

Typical impact:

  • sf data360 identity-resolution list
  • harmonize / unified profile workflows

Suggested guidance:

  • review harmonization and identity-resolution entitlements
  • verify Data Cloud permission sets for the acting user
  • confirm upstream DLO/DMO work is already healthy before retrying IR

CdpActivationTarget

Typical impact:

  • sf data360 activation-target list
  • downstream audience delivery setup

Suggested guidance:

  • review Data Cloud activation permissions
  • review target/destination setup in Data Cloud Setup
  • confirm the org/edition actually exposes activation-target management for that user

CdpActivationExternalPlatform

Typical impact:

  • sf data360 activation platforms
  • platform catalog for destinations such as ads or storage targets

Suggested guidance:

  • review Activation Targets setup
  • review destination-specific authentication/configuration
  • check whether the org exposes additional toggles in Data Cloud Setup → Feature Manager

CdpDataSpace

Typical impact:

  • sf data360 data-space list
  • core multi-space administration

Suggested guidance:

  • review core Data Cloud provisioning and user access
  • confirm the user is intended to administer/view data spaces

What is usually not fully programmatic

Do not promise a pure CLI flow for:

  • initial Data Cloud tenant provisioning
  • license assignment
  • every org-wide Data Cloud enablement step

These commonly require Setup UI, provisioning, licensing, or account-level activation.

What is often programmatic after provisioning

Once the org is properly provisioned, many workflows are programmatic through sf data360, including:

  • data-space listing / get / create / update
  • DMO catalog inspection and some DMO mutations
  • segment and calculated insight lifecycle operations
  • activation target and data action target operations
  • search-index lifecycle operations
  • hybrid search and related retrieve-plane workflows on newer runtime versions

Exact coverage still depends on org entitlements and the user's permissions.

Known partial-automation gap

Some external database connectors can be created via API while the corresponding data-stream creation flow still requires UI steps or org-specific browser automation.

Practical guidance:

  • treat connection creation and stream creation as separate capability checks
  • do not assume a successful external connection create call means data-stream create will work for that connector
  • if the org relies on that path, guide the user toward manual UI creation or a locally validated Playwright/browser automation helper rather than promising a generic CLI-only workflow

User-facing guidance model

When blocked, respond in this order:

  1. Classify the failing surface — runtime, auth, provisioning, feature gate, empty state, or bad table
  2. Show the evidence — the specific command + high-signal error text
  3. Give the next setup step — Data Cloud Setup, permissions, Feature Manager, source-object permissions, destination auth, etc.
  4. Avoid false claims — don't say "Data Cloud is off" unless multiple core probes support that conclusion

Setup guidance to point users toward

Depending on the failing feature, guide users to review:

  • Setup → Data Cloud Setup for core provisioning / Get Started flow
  • Standard Data Cloud permission sets appropriate to the task (for example Architect/Admin vs activation-focused roles)
  • Data Cloud Setup → Feature Manager for org-specific toggles or beta features that are actually exposed there
  • Source org permissions for CRM ingestion users when streams/connectors depend on object/field access
  • Activation target and destination authentication when activation features are partially enabled but not usable yet

Skill author checklist

Before telling the user a feature is unavailable:

  • Did I run a targeted probe for this phase?
  • Did I check at least one neighboring read-only probe?
  • Did I avoid treating doctor as a full product readiness check?
  • Did I avoid treating query describe as a universal tenant probe?
  • Did I tell the user exactly what setup area to review next?