afv-library/skills/platform-data-manage

platform-data-manage

Salesforce data operations skill for Claude Code. Create, validate, bulk-load, clean up, and troubleshoot org data with a describe-first workflow.

Features

• CRUD Operations: Create, read, update, delete records via sf CLI
• Describe-First Validation: Inspect required fields, picklists, and createable fields before data creation
• CLI-First Test Data: Prefer sf data commands for straightforward seed data
• Bulk Operations: Import/export via Bulk API 2.0
• Record Tracking & Cleanup: Savepoint/rollback, cleanup scripts, delete-by-pattern workflows
• 130-Point Validation: Automated scoring across 7 categories

Installation

Add the skill to your Cursor project by placing the platform-data-manage directory under your skills/ folder and enabling it in your agent configuration.

Usage

Invoke the skill:

Skill(skill="platform-data-manage")
Request: "Create 251 test Account records with varying Industries for trigger testing in org dev"

Common Operations

Operation	Example Request
Query	"Query all Accounts with related Contacts in org dev"
Create	"Create 10 test Opportunities at various stages"
Bulk Insert	"Insert 500 accounts from accounts.csv"
Update	"Update Account 001xxx with new Industry"
Delete	"Delete all test records with Name LIKE 'Test%'"
Cleanup	"Generate cleanup script for all records created today"

Recommended workflow

1. Describe the target object when schema constraints are uncertain
2. Validate required fields, picklist values, and createable fields
3. Choose CLI, tree import, bulk import, or anonymous Apex intentionally
4. Verify results and provide cleanup instructions

Validation Scoring (130 Points)

Category	Points	Focus
Query Efficiency	25	SOQL selectivity, indexed fields, no N+1
Bulk Safety	25	Governor limits, batch sizing
Data Integrity	20	Required fields, relationships
Security & FLS	20	Field-level security, no PII
Test Patterns	15	200+ records, edge cases
Cleanup & Isolation	15	Rollback, cleanup scripts
Documentation	10	Purpose, expected outcomes

Cross-Skill Integration

With platform-metadata-deploy

Skill(skill="platform-metadata-deploy")
Request: "Describe Invoice__c in org dev - show all fields"

Then use platform-data-manage with accurate field names and permitted values.

From platform-apex-generate / automation-flow-generate

Skill(skill="platform-data-manage")
Request: "Create 251 test Accounts to trigger AccountTrigger bulk testing"

Directory Structure

platform-data-manage/
├── SKILL.md                   # Main skill prompt
├── assets/
│   ├── factories/             # Apex test data factories
│   ├── soql/                  # SOQL query templates
│   ├── bulk/                  # Bulk operation templates
│   ├── csv/                   # CSV import templates
│   ├── json/                  # JSON tree templates
│   └── cleanup/               # Cleanup scripts
├── scripts/                   # Pre-flight validation scripts
└── references/                # Documentation and examples

Key documentation

• SKILL.md - Full workflow and orchestration guidance
• references/test-data-best-practices.md - Describe-first validation and retry strategy
• references/sf-cli-data-commands.md - sf CLI command patterns
• references/cleanup-rollback-guide.md - Cleanup strategies

sf CLI Commands Wrapped

Operation	Command
Query	sf data query --query "..." --target-org [alias]
Create	sf data create record --sobject [Object] --values "..."
Update	sf data update record --sobject [Object] --record-id [Id] --values "..."
Delete	sf data delete record --sobject [Object] --record-id [Id]
Bulk Import	sf data import bulk --file [csv] --sobject [Object]
Bulk Delete	sf data delete bulk --file [csv] --sobject [Object]
Tree Export	sf data export tree --query "..." --output-dir [dir]
Tree Import	sf data import tree --files [json]
Apex Run	sf apex run --file [script.apex]

Requirements

• sf CLI v2
• Target Salesforce org (sandbox or production)
• Claude Code with skill plugins enabled