sshvarzman-salesforce/claude-skills

harmonizing-datacloud

Salesforce Data Cloud Harmonize phase.

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使い方

  1. インストールコマンドをコピーし、自分の環境へ導入する前にソースを確認します。
  2. 必要なツール、認証情報、対応環境を原文で確認します。
  3. 入力と成果物を指定し、出力を資料と照合します。
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill harmonizing-datacloud

開始前の確認

  • 導入にはモデル契約、API枠、ファイルへのアクセス許可は含まれません。
  • スター数や導入数は活動の指標であり、独立した品質・安全性試験ではありません。
リポジトリの原文

見出し、例、コード、表、リンク、参照画像を含む原文を表示しています。

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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