SKILL.md
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Critical Operating Rules
- Use **
sfCLI v2 only**.
- On non-source-tracking orgs, deploy/retrieve commands require an explicit scope such as
--source-dir,--metadata, or--manifest.
- Prefer **
--dry-runfirst** before real deploys.
- For Flows, deploy safely and activate only after validation.
- Keep test-data creation guidance delegated to **
sf-data** after metadata is validated or deployed.
Default deployment order
Phase
Metadata
1
Custom objects / fields
2
Permission sets
3
Apex
4
Flows as Draft
5
Flow activation / post-verify
This ordering prevents many dependency and FLS failures.
Required Context to Gather First
Ask for or infer:
- target org alias and environment type
- deployment scope: source-dir, metadata list, or manifest
- whether this is validate-only, deploy, quick deploy, retrieve, or CI/CD guidance
- required test level and rollback expectations
- whether special metadata types are involved (Flow, permission sets, agents, packages)
Preflight checks:
sf --version
sf org list
sf org display --target-org <alias> --json
test -f sfdx-project.json
Recommended Workflow
1. Preflight
Confirm auth, repo shape, package directories, and target scope.
2. Validate first
sf project deploy start --dry-run --source-dir force-app --target-org <alias> --wait 30 --json
Use manifest- or metadata-scoped validation when the change set is targeted.
3. If validation succeeds, offer the next safe workflow
After a successful validation, guide the user to the correct next action:
- deploy now
- assign permission sets
- create test data via sf-data
- run tests / smoke checks
- orchestrate multiple post-deploy steps in order
4. Deploy the smallest correct scope
# source-dir deploy
sf project deploy start --source-dir force-app --target-org <alias> --wait 30 --json
# manifest deploy
sf project deploy start --manifest manifest/package.xml --target-org <alias> --test-level RunLocalTests --wait 30 --json
# manifest deploy with Spring '26 relevant-test selection
sf project deploy start --manifest manifest/package.xml --target-org <alias> --test-level RunRelevantTests --wait 30 --json
# quick deploy after successful validation
sf project deploy quick --job-id <validation-job-id> --target-org <alias> --json
5. Verify
sf project deploy report --job-id <job-id> --target-org <alias> --json
Then verify tests, Flow state, permission assignments, and smoke-test behavior.
6. Report clearly
Summarize what deployed, what failed, what was skipped, and what the next safe action is.
Output template: references/deployment-report-template.md
High-Signal Failure Patterns
Error / symptom
Likely cause
Default fix direction
FIELD_CUSTOM_VALIDATION_EXCEPTION
validation rule or bad test data
adjust data or rule timing
INVALID_CROSS_REFERENCE_KEY
missing dependency
include referenced metadata first
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
trigger / Flow / validation side effect
inspect automation stack and failing logic
tests fail during deploy
broken code or fragile tests
run targeted tests, fix root cause, revalidate
field/object not found in permset
wrong order
deploy objects/fields before permission sets
Flow invalid / version conflict
dependency or activation problem
deploy as Draft, verify, then activate
Full workflows: references/orchestration.md, references/trigger-deployment-safety.md
CI/CD Guidance
Default pipeline shape:
- authenticate
- validate repo / org state
- static analysis
- dry-run deploy
- tests + coverage gates
- deploy
- verify + notify
- When org policy and release risk allow it, consider
--test-level RunRelevantTestsfor Apex-heavy deployments.
- Pair this with modern Apex test annotations such as
@IsTest(testFor=...)and@IsTest(isCritical=true)as documented insf-apex.
Static analysis now uses Code Analyzer v5 (sf code-analyzer), not retired sf scanner.
Deep reference: references/deployment-workflows.md
Agentforce Deployment Note
Use this skill to orchestrate deployment/publish sequencing around agents, but use the agent-specific skills for authoring decisions:
- sf-ai-agentscript for
.agentauthoring and validation
- sf-ai-agentforce for Agent Builder / Prompt Builder / metadata config
For full agent DevOps details, including Agent: pseudo metadata, publish/activate, and sync-between-orgs, see:
Cross-Skill Integration
Need
Delegate to
Reason
custom object / field creation
define metadata before deploy
Apex compile / review / fixes
code authoring and repair
Flow creation / repair
Flow authoring and activation guidance
test data or seed records
describe-first data setup and cleanup
Agent Script build/publish readiness
agent-specific correctness
Reference Map
Start here
Specialized deployment safety
Score Guide
Score
Meaning
90+
strong deployment plan and execution guidance
75–89
good deploy guidance with minor review items
60–74
partial coverage of deployment risk
< 60
insufficient confidence; tighten plan before rollout
Completion Format
Deployment goal: <validate / deploy / retrieve / pipeline>
Target org: <alias>
Scope: <source-dir / metadata / manifest>
Result: <passed / failed / partial>
Key findings: <errors, ordering, tests, skipped items>
Next step: <safe follow-up action>