Individual skill

salesforce-data-handling

Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence. Use when operating privacy-sensitive workflows. Trigger with "review Salesforce data handling".

plugins/saas-packs/salesforce-pack/skills/salesforce-data-handling/SKILL.md

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Repository last updated
Nov 12, 2026
License
MIT

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# Salesforce Data Handling and Privacy Operations

## Overview

Translate policy and legal obligations into object- and field-level controls without treating one Salesforce feature or object as automatic compliance.

## Prerequisites

- Dataset, objects, fields, data subjects, purposes, jurisdictions, systems of record, recipients, and owners
- Current object metadata, CRUD and field access, sharing, encryption, retention, audit, export, and deletion capabilities
- Privacy policy, legal basis, subject-request process, legal holds, incident process, and evidence requirements

## Tool Discipline

Use `Read`, `Glob`, and `Grep` to inspect approved repository and evidence files, `WebFetch` to re-check current first-party Salesforce documentation, and `Write` or `Edit` only for secretless plans, fixtures, configuration, and redacted receipts.
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