MCPInstall

sf-datacloud-retrieve

by jaganproData & Databases

Salesforce Data Cloud Retrieve phase. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use sf-soql), segment creation or calculated insight design (use sf-datacloud-segment), or STDM/session tracing/parquet analysis (use sf-ai-agentforce-observability).

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/jaganpro/sf-skills --skill sf-datacloud-retrieve
  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 sf-datacloud-retrieve automatically when relevant.

  3. 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.

sf-datacloud-retrieve: Data Cloud Retrieve Phase

Use this skill when the user needs query, search, and metadata introspection for Data Cloud: sync SQL, paginated SQL, async query workflows, table describe, vector search, hybrid search, or search index operations.

When This Skill Owns the Task

Use sf-datacloud-retrieve when the work involves:

  • sf data360 query *
  • sf data360 search-index *
  • sf data360 metadata *
  • sf data360 profile * or sf data360 insight * inspection
  • understanding Data Cloud SQL results or query shape

Delegate elsewhere when the user is:

  • writing standard CRM SOQL only → sf-soql
  • designing segment or calculated insight assets → sf-datacloud-segment
  • analyzing STDM/session tracing/parquet telemetry → sf-ai-agentforce-observability

Required Context to Gather First

Ask for or infer:

  • target org alias
  • whether the user needs quick count, medium result set, large export, schema inspection, or semantic search
  • table/index name if known
  • whether the task is read-only SQL or search-index lifecycle management

Core Operating Rules

  • Treat Data Cloud SQL as its own query language, not SOQL.
  • Run the shared readiness classifier before relying on query/search surfaces: node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase retrieve --json.
  • Use describe before guessing columns.
  • Prefer sqlv2 or async query flows for larger result sets.
  • Use vector search or hybrid search only when the search index lifecycle is healthy.
  • Keep STDM/parquet/session-tracing workflows out of this skill family.

Recommended Workflow

1. Classify readiness for retrieve work

node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase retrieve --json
# optional query-plane probe, only with a real table name
node ~/.claude/skills/sf-datacloud/scripts/diagnose-org.mjs -o <org> --phase retrieve --describe-table MyDMO__dlm --json

2. Choose the smallest correct query shape

sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query sqlv2 -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query async-create -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null

3. Use describe before guessing fields

sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null

4. Use vector or hybrid search only when an index exists

sf data360 search-index list -o <org> 2>/dev/null
sf data360 query vector -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Insurance_Index --query "weather damage coverage" --prefilter "Type_of_Insurance__c='Home'" --limit 10 2>/dev/null

5. Reuse curated search-index examples when creating indexes

Use the phase-owned examples instead of inventing JSON from scratch:

  • examples/search-indexes/vector-knowledge.json
  • examples/search-indexes/hybrid-structured.json

High-Signal Gotchas

  • Data Cloud SQL is not SOQL.
  • Table names should be double-quoted in SQL.
  • sqlv2 is better than ad hoc OFFSET paging for medium result sets.
  • async query is preferable for large results.
  • search-index operations and vector/hybrid queries depend on the index lifecycle being healthy.
  • Hybrid search can use --prefilter, but only on fields configured as prefilter-capable when the search index was created.
  • HNSW index parameters are typically read-only on create; leave userValues: [] unless the platform explicitly documents otherwise.
  • query describe is not a universal tenant probe; only run it with a known DMO or DLO table after broader readiness has been confirmed.

Output Format

Retrieve task: <sql / sqlv2 / async / describe / vector / search-index>
Target org: <alias>
Target object: <table or index>
Commands: <key commands run>
Verification: <query rows / schema / status>
Next step: <segment / harmonize / follow-up>

References

  • README.md
  • examples/search-indexes/vector-knowledge.json
  • examples/search-indexes/hybrid-structured.json
  • ../sf-datacloud/assets/definitions/search-index.template.json
  • ../sf-datacloud/references/plugin-setup.md
  • ../sf-datacloud/references/feature-readiness.md

FAQ

What does the sf-datacloud-retrieve skill do?

Salesforce Data Cloud Retrieve phase. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use sf-soql), segment creation or calculated insight design (use sf-datacloud-segment), or STDM/session tracing/parquet analysis (use sf-ai-agentforce-observability).

How do I install sf-datacloud-retrieve?

Run npx skills add https://github.com/jaganpro/sf-skills --skill sf-datacloud-retrieve 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/sf-datacloud-retrieve/ (personal) or .claude/skills/sf-datacloud-retrieve/ (project).

Which AI agents can use sf-datacloud-retrieve?

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 sf-datacloud-retrieve 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 sf-datacloud-retrieve?

It is published by jaganpro in jaganpro/sf-skills. It has 982 recorded installs.

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