sf-metadata

Generate and validate Salesforce metadata definitions via sf CLI v2.

6|Updated Dec 20, 2023

Search Tags:#automation #deployment #validation #orchestration #metadata #salesforce

Ready to run

npx skills add https://github.com/ronitnuguru/Package-Visualizer --skill sf-metadata-ronitnuguru

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: sf-metadata
Source: https://github.com/ronitnuguru/Package-Visualizer/tree/main/.cursor/skills/sf-metadata
Command: npx skills add https://github.com/ronitnuguru/Package-Visualizer --skill sf-metadata-ronitnuguru

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires validate_metadata, and includes references (resource) and assets (resource) components.

What problem does it solve?

Manages and validates Salesforce metadata across the full lifecycle, eliminating manual errors in object/field definitions and deployment.

Core Features & Use Cases

Automated generation of standard Salesforce metadata templates (objects, fields, validation rules, record types, permission sets)
Integrated validation scoring and pre-deploy checks to enforce naming, structure, and security best practices
End-to-end orchestration that coordinates local definitions with deployment to Salesforce orgs and subsequent data operations

Quick Start

Create a new sf-metadata project from local Salesforce metadata definitions and run an initial deploy plan.

Frequently Asked Questions about sf-metadata

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate Salesforce metadata validation before deployment?▼

You can automate Salesforce metadata validation by using pre-deploy checks that enforce naming conventions, structural integrity, and security scoring across multiple metadata types. This eliminates manual errors in object and field definitions before org deployment.

What is the best way to generate Salesforce metadata templates for custom objects?▼

The best way to generate Salesforce metadata templates is through automated generation of standard definitions for objects, fields, validation rules, and permission sets. This includes templated guidance for fields and relationships based on local definitions.

Can I query Salesforce org metadata structures using sf CLI v2?▼

Yes, you can query Salesforce org metadata structures using sf CLI v2. The automation applies across end-to-end workflows from local templates to org deployment, coordinating definitions with subsequent data operations.

Does this metadata automation support permission sets and validation rules?▼

Yes, this metadata automation supports permission sets and validation rules. It automates generation and validation of Salesforce metadata definitions for custom objects, fields, profiles, permission sets, and validation rules across the full lifecycle.

What is the orchestration order for Salesforce metadata deployment workflows?▼

The orchestration order for Salesforce metadata deployment workflows follows a strict sequence: sf-metadata, then sf-flow, followed by sf-deploy, and finally sf-data. This maintains dependency tracking across all stages.

Do I need to run validate_metadata before generating Salesforce metadata definitions?▼

Yes, you need to run validate_metadata as a dependency before generating Salesforce metadata definitions. This ensures that frontmatter-based discovery and pre-deploy validation checks are properly enforced during the automation process.