data360-harmonize
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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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/forcedotcom/sf-skills --skill data360-harmonize- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads data360-harmonize automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
data360-harmonize: Data Cloud Harmonize Phase
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.
When This Skill Owns the Task
Use data360-harmonize when the work involves:
sf data360 dmo *sf data360 identity-resolution *sf data360 data-graph *sf data360 profile *sf data360 universal-id lookup
Delegate elsewhere when the user is:
- still ingesting streams or building DLOs → data360-prepare
- working on segment logic or calculated insights → data360-segment
- running SQL, describe, or search-index workflows → data360-query
Required Context to Gather First
Ask for or infer:
- source DLO and target DMO names
- whether the task is schema creation, mapping, IR, or graph-related
- target org alias
- whether a ruleset already exists
- the user’s desired unified entity model
Core Operating Rules
- Inspect DMO schema before creating mappings.
- Run the shared readiness classifier before mutating harmonization assets:
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase harmonize --json. - Prefer
dmo list --allwhen browsing the catalog, but use first-pagedmo listfor fast readiness checks. - Use
query describeordmo get --jsoninstead of inventing unsupported describe flows. - Treat identity resolution runs as asynchronous and verify results after execution.
- Keep unified-profile work separate from STDM/session tracing work.
Recommended Workflow
1. Classify readiness for harmonize work
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase harmonize --json
2. Inspect the catalog
sf data360 dmo list --all -o <org> 2>/dev/null
sf data360 identity-resolution list -o <org> 2>/dev/null
3. Inspect schema before mapping
sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null
sf data360 dmo get -o <org> --name ssot__Individual__dlm --json 2>/dev/null
4. Create or review mappings intentionally
sf data360 dmo mapping-list -o <org> --source Contact_Home__dll --target ssot__Individual__dlm 2>/dev/null
sf data360 dmo map-to-canonical -o <org> --dlo Contact_Home__dll --dmo ssot__Individual__dlm --dry-run 2>/dev/null
5. Run IR only after mappings are trustworthy
sf data360 identity-resolution create -o <org> -f ir-ruleset.json 2>/dev/null
sf data360 identity-resolution run -o <org> --name Main 2>/dev/null
High-Signal Gotchas
dmo listshould usually use--all.- Use
query describeordmo get --json; there is nodmo describecommand. - Mapping and related commands can be sensitive to API-version differences.
- Unified DMO names are ruleset-specific rather than generic.
- Data graph definitions are sensitive to field selection and relationship shape.
- If
dmo listworks butidentity-resolution listis gated, treat that as a phase-specific gap rather than a full Data Cloud outage.
Output Format
Harmonize task: <dmo / mapping / relationship / ir / data-graph>
Source/target: <dlo → dmo or ruleset/graph names>
Target org: <alias>
Artifacts: <json files / commands>
Verification: <passed / partial / blocked>
Next step: <segment / retrieve / follow-up>
References
- ../data360-orchestrate/assets/definitions/dmo.template.json
- ../data360-orchestrate/assets/definitions/mapping.template.json
- ../data360-orchestrate/assets/definitions/relationship.template.json
- ../data360-orchestrate/assets/definitions/identity-resolution.template.json
- ../data360-orchestrate/assets/definitions/data-graph.template.json
- ../data360-orchestrate/references/feature-readiness.md
FAQ
What does the data360-harmonize skill do?
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).
How do I install data360-harmonize?
Run npx skills add https://github.com/forcedotcom/sf-skills --skill data360-harmonize in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/data360-harmonize/ (personal) or .claude/skills/data360-harmonize/ (project).
Which AI agents can use data360-harmonize?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is data360-harmonize safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains data360-harmonize?
It is published by forcedotcom in forcedotcom/sf-skills. It has 3,807 recorded installs.
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