sshvarzman-salesforce/claude-skills

harmonizing-datacloud

Salesforce Data Cloud Harmonize phase.

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 harmonizing-datacloud

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.

harmonizing-datacloud: Data Cloud Harmonize Phase

Use this skill when the user needs schema harmonization and unification work: DMOs, field mappings, relationships, identity resolution, unified profiles, data graphs, or universal ID lookup.

When This Skill Owns the Task

Use harmonizing-datacloud when the work involves:

  • sf data360 dmo *
  • sf data360 identity-resolution *
  • sf data360 data-graph *
  • sf data360 profile *
  • sf data360 universal-id lookup

Delegate elsewhere when the user is:


Required Context to Gather First

Ask for or infer:

  • source DLO and target DMO names
  • whether the task is schema creation, mapping, IR, or graph-related
  • target org alias
  • whether a ruleset already exists
  • the user’s desired unified entity model

Core Operating Rules

  • Inspect DMO schema before creating mappings.
  • Run the shared readiness classifier before mutating harmonization assets: node ~/.claude/skills/orchestrating-datacloud/scripts/diagnose-org.mjs -o <org> --phase harmonize --json.
  • Prefer dmo list --all when browsing the catalog, but use first-page dmo list for fast readiness checks.
  • Use query describe or dmo get --json instead of inventing unsupported describe flows.
  • Treat identity resolution runs as asynchronous and verify results after execution.
  • Keep unified-profile work separate from STDM/session tracing work.

Recommended Workflow

1. Classify readiness for harmonize work

bash
node ~/.claude/skills/orchestrating-datacloud/scripts/diagnose-org.mjs -o <org> --phase harmonize --json

2. Inspect the catalog

bash
sf data360 dmo list --all -o <org> 2>/dev/null
sf data360 identity-resolution list -o <org> 2>/dev/null

3. Inspect schema before mapping

bash
sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null
sf data360 dmo get -o <org> --name ssot__Individual__dlm --json 2>/dev/null

4. Create or review mappings intentionally

bash
sf data360 dmo mapping-list -o <org> --source Contact_Home__dll --target ssot__Individual__dlm 2>/dev/null
sf data360 dmo map-to-canonical -o <org> --dlo Contact_Home__dll --dmo ssot__Individual__dlm --dry-run 2>/dev/null

5. Run IR only after mappings are trustworthy

bash
sf data360 identity-resolution create -o <org> -f ir-ruleset.json 2>/dev/null
sf data360 identity-resolution run -o <org> --name Main 2>/dev/null

High-Signal Gotchas

  • dmo list should usually use --all.
  • Use query describe or dmo get --json; there is no dmo describe command.
  • Mapping and related commands can be sensitive to API-version differences.
  • Unified DMO names are ruleset-specific rather than generic.
  • Data graph definitions are sensitive to field selection and relationship shape.
  • If dmo list works but identity-resolution list is gated, treat that as a phase-specific gap rather than a full Data Cloud outage.

Output Format

text
Harmonize task: <dmo / mapping / relationship / ir / data-graph>
Source/target: <dlo → dmo or ruleset/graph names>
Target org: <alias>
Artifacts: <json files / commands>
Verification: <passed / partial / blocked>
Next step: <segment / retrieve / follow-up>

References

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