sf-integration
Salesforce integration architecture with 120-point scoring. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use sf-connected-apps), Apex-only logic (use sf-apex), or data import/export (use sf-data).
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/jaganpro/sf-skills --skill sf-integration- 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 sf-integration 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.
sf-integration: Salesforce Integration Patterns Expert
Use this skill when the user needs integration architecture and runtime plumbing: Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, CDC, and event-driven integration design.
When This Skill Owns the Task
Use sf-integration when the work involves:
.namedCredential-meta.xmlor External Credential metadata- outbound REST/SOAP callouts
- External Service registration from OpenAPI specs
- Platform Events, CDC, and event-driven architecture
- choosing sync vs async integration patterns
Delegate elsewhere when the user is:
- configuring the OAuth app itself → sf-connected-apps
- writing Apex-only business logic → sf-apex
- deploying metadata → sf-deploy
- importing/exporting data → sf-data
Required Context to Gather First
Ask for or infer:
- integration style: outbound callout, inbound event, External Service, CDC, platform event
- auth method
- sync vs async requirement
- system endpoint / spec details
- rate limits, retry expectations, and failure tolerance
- whether this is net-new design or repair of an existing integration
Recommended Workflow
1. Choose the integration pattern
| Need | Default pattern |
|---|---|
| authenticated outbound API call | Named Credential / External Credential + Apex or Flow |
| spec-driven API client | External Service |
| trigger-originated callout | async callout pattern |
| decoupled event publishing | Platform Events |
| change-stream consumption | CDC |
2. Choose the auth model
Prefer secure runtime-managed auth:
- Named Credentials / External Credentials
- OAuth or JWT via the right credential model
- no hardcoded secrets in code
3. Generate from the right templates
Use the provided assets under:
assets/named-credentials/assets/external-credentials/assets/external-services/assets/callouts/assets/platform-events/assets/cdc/assets/soap/
4. Validate operational safety
Check:
- timeout and retry handling
- async strategy for trigger-originated work
- logging / observability
- event retention and subscriber implications
5. Hand off deployment or implementation details
Use:
- sf-deploy for deployment
- sf-apex for deeper service / retry code
- sf-flow for declarative HTTP callout orchestration
High-Signal Rules
- never hardcode credentials
- do not do synchronous callouts from triggers
- define timeout behavior explicitly
- plan retries for transient failures
- use middleware / event-driven patterns when outbound volume is high
- prefer External Credentials architecture for new development when supported
Common anti-patterns:
- sync trigger callouts
- no retry or dead-letter strategy
- no request/response logging
- mixing auth setup responsibilities with runtime integration design
Output Format
When finishing, report in this order:
- Integration pattern chosen
- Auth model chosen
- Files created or updated
- Operational safeguards
- Deployment / testing next step
Suggested shape:
Integration: <summary>
Pattern: <named credential / external service / event / cdc / callout>
Files: <paths>
Safety: <timeouts, retries, async, logging>
Next step: <deploy, register, test, or implement>
Cross-Skill Integration
| Need | Delegate to | Reason |
|---|---|---|
| OAuth app setup | sf-connected-apps | consumer key / cert / app config |
| advanced callout service code | sf-apex | Apex implementation |
| declarative HTTP callout / Flow wrapper | sf-flow | Flow orchestration |
| deploy integration metadata | sf-deploy | validation and rollout |
| use integration from Agentforce | sf-ai-agentscript | agent action composition |
Reference Map
Start here
- references/named-credentials-guide.md
- references/external-services-guide.md
- references/callout-patterns.md
- references/security-best-practices.md
Event-driven / platform patterns
- references/event-patterns.md
- references/platform-events-guide.md
- references/cdc-guide.md
- references/event-driven-architecture-guide.md
- references/messaging-api-v2.md
CLI / automation / scoring
- references/cli-reference.md
- references/named-credentials-automation.md
- references/scoring-rubric.md
- assets/
Score Guide
| Score | Meaning |
|---|---|
| 108+ | strong production-ready integration design |
| 90–107 | good design with some hardening left |
| 72–89 | workable but needs architectural review |
| < 72 | unsafe / incomplete for deployment |
FAQ
What does the sf-integration skill do?
Salesforce integration architecture with 120-point scoring. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use sf-connected-apps), Apex-only logic (use sf-apex), or data import/export (use sf-data).
How do I install sf-integration?
Run npx skills add https://github.com/jaganpro/sf-skills --skill sf-integration 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-integration/ (personal) or .claude/skills/sf-integration/ (project).
Which AI agents can use sf-integration?
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-integration 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-integration?
It is published by jaganpro in jaganpro/sf-skills. It has 1,405 recorded installs.
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