Individual skill

salesforce-core-workflow-a

Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation. Use when operating transactional objects. Trigger with "operate Salesforce records".

skills/.curated/salesforce-core-workflow-a/SKILL.md

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Nov 12, 2026
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# Governed Salesforce Record and SOQL Workflow

## Overview

Turn a record request into a permission-aware, selective, idempotent, and auditable operation instead of embedding fixed object assumptions.

## Prerequisites

- Authorized org, object, business purpose, selection rule, and data owner
- Current object metadata, CRUD and field access, sharing context, automation, and duplicate rules
- Expected counts, external keys, mutation policy, rollback method, and reconciliation owner

## 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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