sshvarzman-salesforce/claude-skills

handling-locked-standard-objects

Detect and work around standard industry/FSC objects (e.g.

Voir la source

Mode d’emploi

  1. Copiez la commande et examinez le paquet avant de l’installer dans votre environnement agent.
  2. Consultez le document original pour les outils, identifiants et environnements requis.
  3. Décrivez les entrées et le livrable souhaité ; comparez la sortie aux sources.
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill handling-locked-standard-objects

Avant de commencer

  • L’installation n’inclut ni abonnement au modèle, ni quota API, ni accès aux fichiers.
  • Étoiles et installations reflètent l’activité, pas un test indépendant de qualité ou de sécurité.
Document Skill original

Rendu depuis le dépôt source en conservant titres, exemples, code, tableaux, liens et images.

Handling Locked Standard Objects (custom fields that never materialize)

The trap

Some standard industry / Financial Services Cloud objects — confirmed on the standard `Claim` object (KeyPrefix 0Zk) in the CommericalDemos org — are structurally locked: you can create custom fields on them through every normal channel and get success every time, but the column never physically exists.

  • A CustomField metadata deploy returns success: true.
  • A Tooling API POST to /sobjects/CustomField returns created: true.
  • EntityDefinition.IsCustomizable reports true.
  • …and yet the field is invisible to SOQL (No such column), to REST describe, and to Apex Schema.getGlobalDescribe().get('Claim').getDescribe().fields.getMap() — a field "created" seconds earlier returns false from .containsKey(...).

This is structural (a locked managed/standard object), not a propagation delay or cache staleness. Waiting does not fix it. The "created" field records are orphaned metadata no-ops — harmless, but never queryable.

Detect it before you design around it

Don't trust the deploy's success:true. Prove the column exists at runtime with Apex `getGlobalDescribe` — this is the authoritative check:

apex
// run via: sf apex run --file check.apex --target-org <org>
Map<String, Schema.SObjectField> f =
    Schema.getGlobalDescribe().get('Claim').getDescribe().fields.getMap();
System.debug('HAS FIELD: ' + f.containsKey('provider_name__c'));  // false on a locked object

If this prints false for a field you just deployed successfully, the object is locked. A SOQL smoke test on the field (SELECT Provider_Name__c FROM Claim LIMIT 1) failing with No such column corroborates it.

The workaround: structured lines in a standard long-text field

Since you can't add columns, pack the structured data into an existing standard long-text field (Claim.Summary, 32,000 chars) as delimited Key: Value lines, and parse them back out in the prompt template / flow:

Provider: Bright Smile Dental
Service Date: 2026-07-12
Referral Required: No
Referral On File: No
Details: Dental claim for a crown replacement. Currently under review.
  • Write side (system-context create flow): build the block with a formula using BR() between lines (see building-system-context-agent-data-flows), assign to Summary.
  • Read side (flex prompt template): instruct the model to parse Provider: / Service Date: / Referral Required: / Referral On File: / Details: out of the Summary text into whatever sections the customer sees. The template does the parsing — no custom fields required.
  • Use only standard createable/queryable fields otherwise: on Claim those are Name, AccountId, ClaimType, Status, ClaimReason, EstimatedAmount, Summary, PolicyNumberId (all confirmed queryable at runtime).

When you hit a new object

  1. Deploy/create the field as normal.
  2. Immediately run the `getGlobalDescribe` Apex check. If true, you're fine — use the field. If false, the object is locked.
  3. If locked: leave the orphaned field record (harmless), switch to the long-text-with-structured-lines design, and note it so nobody re-litigates it.

Gotchas

  • `success:true` is a lie here. Deploy/Tooling success does not mean the column exists. Always confirm with getGlobalDescribe.
  • `IsCustomizable=true` is also misleading on these objects — it does not guarantee runtime materialization.
  • Not fixable by retry/wait/cache-clear — it's structural. Don't burn time re-deploying.
  • Relationships to these objects still work — e.g. ClaimParticipant (a separate object) links Contact→Claim normally; only custom fields on the locked object itself fail. Model the extra data as a long-text block or on a related object you can customize.

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