MCPInstall

generating-custom-object

Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a custom object", "generate object metadata", "set up an object for...", or when they're troubleshooting object deployment errors especially around sharing models and Master-Detail relationships. Always use this skill for any custom object metadata work.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/forcedotcom/sf-skills --skill generating-custom-object
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads generating-custom-object automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

Security audits

Independent scans of the skill's instructions and bundled files.

Gen Agent Trust Hub PassSAFE ·This skill provides technical guidelines and constraints for generating Salesforce Custom Object metadata XML files. It contains no executable code, network operations, or security risks.
Socket PassNo alerts
Snyk PassLOW ·Risk: LOW · No issues

SKILL.md

The instructions your agent reads when the skill is triggered.

When to Use This Skill

Use this skill when you need to:

  • Create new custom objects
  • Generate custom object metadata XML
  • Configure object sharing and security settings
  • Set up object features and capabilities
  • Troubleshoot deployment errors related to custom objects

Specification

1. Overview and Purpose

This document defines the mandatory constraints for generating CustomObject metadata XML (.object-meta.xml file). The agent must verify these constraints before outputting XML to prevent Metadata API deployment errors.

File extension: .object-meta.xml


2. Syntactic Essentials (Tier 1)

The following constraints must be true for the XML body to deploy successfully.

Note: The API Name (fullName) is NOT a tag; it is the filename (e.g., Vehicle__c.object-meta.xml).

Required Elements

ElementRequirementNotes
<label>RequiredSingular UI name
<pluralLabel>RequiredPlural UI name
<sharingModel>RequiredSee Sharing Model Rules below
<deploymentStatus>RequiredAlways set to Deployed
<nameField>RequiredPrimary record identifier (requires <label> and <type>)
<visibility>RequiredAlways set to Public

Sharing Model Rules

Default: Set <sharingModel> to ReadWrite.

Exception: If this object contains a Master-Detail relationship field, <sharingModel> MUST be ControlledByParent.

Decision Logic:

  • IF object has NO Master-Detail field → use ReadWrite
  • IF object has Master-Detail field → use ControlledByParent
  • IF a Master-Detail field is being added to an existing child object → that existing object's <sharingModel> must also be updated to ControlledByParent

❌ INCORRECT — Will cause error: Cannot set sharingModel to ReadWrite on a CustomObject with a MasterDetail relationship field

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Order Line Item</label>
  <pluralLabel>Order Line Items</pluralLabel>
  <sharingModel>ReadWrite</sharingModel>  <!-- WRONG: Object has a M-D field -->
  <deploymentStatus>Deployed</deploymentStatus>
</CustomObject>

✅ CORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Order Line Item</label>
  <pluralLabel>Order Line Items</pluralLabel>
  <sharingModel>ControlledByParent</sharingModel>  <!-- CORRECT -->
  <deploymentStatus>Deployed</deploymentStatus>
</CustomObject>

3. Smart Defaults & Decision Logic (Tier 2)

The agent must choose which features to enable based on the object's intended use case.

A. The Name Field Decision

TypeWhen to UseAdditional Requirements
TextDefault for human-named entities (Projects, Locations, Teams)None
AutoNumberUse for transactions, logs, or IDs (Invoices, Requests, Tickets)Must include <displayFormat> (e.g., INV-{0000}) and <startingNumber>1</startingNumber>

Text Name Field Example:

<nameField>
  <label>Project Name</label>
  <type>Text</type>
</nameField>

AutoNumber Name Field Example:

<nameField>
  <label>Invoice Number</label>
  <type>AutoNumber</type>
  <displayFormat>INV-{0000}</displayFormat>
  <startingNumber>1</startingNumber>
</nameField>

B. Object Description

<description>: Mandatory. Every object must contain a professional summary.

If the intent is vague, generate a summary:

"Object used to track and manage [Intent] within the organization."

C. Junction Object Naming

If the object is a many-to-many link between two parents, name the object by combining the two parent entities to ensure the schema remains intuitive.

Examples:

  • Position_Candidate__c (links Position and Candidate)
  • Job_Application__c (links Job and Application)

D. Feature Enablement (Clean XML)

To maintain "Clean XML," only include optional tags when deviating from the Salesforce platform default of false.

Scenario A: User-Facing Objects (Apps, Trackers, Business Entities)

  • Trigger: The object is intended for direct user interaction
  • Action: Set <enableSearch>, <enableReports>, <enableActivities>, and <enableHistory> to true

Scenario B: System-Facing Objects (Junctions, Background Logs)

  • Trigger: The object exists for technical associations or background data
  • Action: Omit these tags to keep the UI clean and the XML lean

4. Critical Constraints & Common Failures

Reserved Words

Never use reserved words as API names for Custom Objects or Custom Fields:

CategoryReserved Words (Do Not Use as API Names)
SOQL/SQLSelect, From, Where, Limit, Order, Group
SystemUser, External, View, Type
TemporalDate, Number

Relationship Cap

Do not create more than 2 Master-Detail relationships for a single object. If a third relationship is required, use a Lookup instead.

XML Root Element

Do NOT include the <fullName> tag at the root of the .object-meta.xml file. The API name is derived from the filename.

❌ INCORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Vehicle__c</fullName>  <!-- WRONG: Remove this -->
  <label>Vehicle</label>
</CustomObject>

✅ CORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Vehicle</label>
  <!-- fullName comes from filename: Vehicle__c.object-meta.xml -->
</CustomObject>

Validation Rule Naming Convention

Validation rule names follow different conventions than custom fields.

Rules:

  • Must contain only alphanumeric characters and underscores
  • Must begin with a letter
  • Cannot end with an underscore
  • Cannot contain two consecutive underscores
  • Must NOT end with __c (unlike custom fields)

❌ INCORRECT:

<validationRules>
  <fullName>Require_Start_Date__c</fullName>  <!-- WRONG: Has __c suffix -->
  <active>true</active>
  <errorMessage>Start Date is required.</errorMessage>
  <formula>ISBLANK(Start_Date__c)</formula>
</validationRules>

Error: The validation name can only contain alphanumeric characters, must begin with a letter, cannot end with an underscore...

✅ CORRECT:

<validationRules>
  <fullName>Require_Start_Date</fullName>  <!-- CORRECT: No __c suffix -->
  <active>true</active>
  <errorMessage>Start Date is required.</errorMessage>
  <formula>ISBLANK(Start_Date__c)</formula>
</validationRules>

Naming Pattern Reference:

Metadata TypeNaming PatternExample
Custom FieldsEnds with __cStart_Date__c
Validation RulesNo suffixRequire_Start_Date
Custom ObjectsEnds with __cVehicle__c

5. Verification Checklist

Before generating the Custom Object XML, verify:

Syntactic Checks

  • Are both <label> and <pluralLabel> present?
  • Is <deploymentStatus> set to Deployed?
  • Is <visibility> set to Public?
  • Does <nameField> include both <label> and <type>?
  • If <type> is AutoNumber, are <displayFormat> and <startingNumber> included?

Sharing Model Check (Critical)

  • Does this object have a Master-Detail relationship field?
    • If YES → <sharingModel> MUST be ControlledByParent
    • If NO → <sharingModel> should be ReadWrite

Constraint Checks

  • Is the API name free of reserved words?
  • Are there 2 or fewer Master-Detail relationships?
  • Is <fullName> absent from the XML root?

Validation Rule Checks (if applicable)

  • Do validation rule names NOT end with __c?
  • Do validation rule names follow alphanumeric + underscore pattern?

Architectural Checks

  • Is <description> present with a meaningful summary?
  • Are <enableSearch> and <enableReports> set to true if user-facing?
  • Does the filename match the intended API name?

FAQ

What does the generating-custom-object skill do?

Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a custom object", "generate object metadata", "set up an object for...", or when they're troubleshooting object deployment errors especially around sharing models and Master-Detail relationships. Always use this skill for any custom object metadata work.

How do I install generating-custom-object?

Run npx skills add https://github.com/forcedotcom/sf-skills --skill generating-custom-object 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/generating-custom-object/ (personal) or .claude/skills/generating-custom-object/ (project).

Which AI agents can use generating-custom-object?

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 generating-custom-object safe to install?

Security partners have reviewed it: Gen Agent Trust Hub passed; Socket passed; Snyk passed. As with any skill, read the SKILL.md and bundled scripts before installing.

Who maintains generating-custom-object?

It is published by forcedotcom in forcedotcom/sf-skills. It has 4,024 recorded installs.

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