Individual skill

platform-metadata-grounding-get

Find metadata that already exists in a Salesforce org by meaning, when you do not know its exact API name. Use to find objects, fields, flows, Apex classes, picklist values, permission sets, validation rules, record types, and sharing rules by what they store or do. Use before creating metadata to check whether something similar already exists, and before writing Apex, LWC, SOQL, or Flow logic to confirm the real names. Use to read how a field, object, or validation rule is configured, and which profiles and permission sets can read or edit a field. Works through the Metadata Grounding MCP (search_metadata, query_metadata, describe_metadata) or the Salesforce MCP operations searchMetadata, queryMetadata, and describeMetadata. Needs Salesforce Catalog in the org. DO NOT TRIGGER for choosing between grounding, SOQL, and the CLI (use platform-metadata-discovery-get), retrieving source (platform-metadata-retrieve), or Data Cloud DLO and DMO schema (data360-code-extension-generate).

plugins/builder/salesforce-development/skills/platform-metadata-grounding-get/SKILL.md

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Nov 6, 2026
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# Salesforce Metadata Grounding

Metadata grounding searches the org's Salesforce Catalog, an index of the org's metadata with names, labels, descriptions, and configuration properties. It finds metadata by meaning, so "customer rewards status" can find a field labeled Loyalty Tier. It has three read-only operations: search, query, and describe.

Results are ranked and capped. They are never a complete list, and grounding never returns source.

## When Not to Use Grounding

- Questions about standard Salesforce features or product behavior that do not depend on this org.
- A name you already know. Check it with scoped SOQL, which is exact and real time.
- A complete list, a count, or proof that something does not exist. Use scoped SOQL or `sf org list metadata`.
- Source to edit or deploy. Retrieve it with `platform-metadata-retrieve`.
- Where something is used, or what breaks if it changes. Grounding has no reference data.
- Metadata already returned in this conversation that has not changed since.