Home / data
Data skills (101)
Data model, migration, bulk loads, query optimisation, deduplication at volume and archival.
- ai-training-data-preparationJudging whether Salesforce data is fit to train an Einstein model: feature field selection, outcome definition, data quality and fill-rate thresholds, leakage detection.
- analytics-data-governanceUse when implementing or auditing data governance controls for CRM Analytics (Tableau CRM / Wave Analytics): dataset lineage tracing, access audit logging, data classification handling, and retention management.
- analytics-data-preparationUse this skill when customizing CRM Analytics dataset field metadata via the XMD (Extended Metadata) REST API, or augmenting recipes with external non-Salesforce data: field labels, display formats, measures vs dimensions, user XMD PUT and WaveXmd deploys.
- analytics-dataset-optimizationUse this skill when tuning CRM Analytics dataset performance through field selection, date granularity choices, dataset splitting strategy, and run-budget optimization.
- analytics-external-dataUse when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets.
- attachment-to-files-migrationMigrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing translation, idempotent re-runs, and post-migration cleanup.
- batch-data-cleanup-patternsUse when scheduling automated deletion of temporary records, enforcing data retention policies, running nightly cleanup jobs, reclaiming org storage, managing recycle bin, or performing async bulk deletion of aged records.
- billing-data-reconciliationInvestigate billing data mismatches across Quote, Order, Invoice, Payment, and Allocation.
- bulk-api-and-large-data-loadsUse when choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk pipelines.
- bulk-api-patternsUse when implementing Bulk API 2.0 REST calls, choosing between Bulk API 2.0 and legacy Bulk API v1, handling CSV format requirements for bulk ingest, paginating query job results with locators, or constructing multipart job requests.
- case-history-migrationUse when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud.
- cdc-data-sync-patternsUse this skill for the replication lifecycle of CDC-based data synchronization: day-0 full load, incremental delta processing, replay ID management, gap event fallback, and ordering/deduplication using transactionKey and sequenceNumber.
- clinical-data-qualityUse this skill when configuring duplicate detection for Health Cloud patient records, managing Person Account merges in a clinical org, or designing pre-merge clinical record reassignment strategies.
- commerce-analytics-dataUse when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app, or when deriving B2B Commerce analytics.
- commerce-inventory-dataUse when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability queries, reservation management, and reorder point design.
- commerce-order-history-migrationUse when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem > OrderSummary), LifeCycleType=Unmanaged for historical orders, and OrderSummary creation via...
- community-analytics-dataUse when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance.
- community-user-data-migrationUse to migrate external community/portal user accounts at scale — bulk user creation via Data Loader, license-type moves (Customer Community to Customer Community Plus, or to Partner Community), Customer Portal imports, and Contact/Account hierarchy...
- consent-data-model-healthDesigning, querying, or troubleshooting the Health Cloud consent data model — the five-object HIPAA authorization hierarchy (DataUsePurpose → AuthorizationForm → AuthorizationFormText → AuthorizationFormDataUse → AuthorizationFormConsent).
- constituent-data-migrationUse this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, and donations loaded in the same run) into an NPSP org using the NPSP Data Importer.
- cpq-data-modelUse when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule, Subscription.
- cpq-performance-optimizationUse when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes.
- crm-analytics-security-predicatesRow-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user.
- currency-management-patternsWorking with multi-currency Salesforce orgs at the data layer — `CurrencyIsoCode` field semantics, the `CurrencyType` and `DatedConversionRate` standard objects, the `convertCurrency()` SOQL function, Advanced Currency Management vs basic multi-currency...
- custom-index-requestsUse when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying custom field indexes via Metadata API, requesting skinny tables, or designing...
- data-archival-strategiesUse when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies.
- data-cloud-code-extensionsUse when native Data 360 (formerly Data Cloud) transforms and pipelines can't express your logic and you need to deploy custom Python into the platform — a Code Extension — either as a batch data transform script or as a search-index chunking function, built...
- data-cloud-consent-and-privacyUse this skill when implementing consent management, data subject request processing, or data retention policies in Data Cloud — including the ssot__ContactPointConsent__dlm DMO, consent-aware segmentation filters, GDPR/CCPA data deletion requests via Privacy...
- data-cloud-data-model-objectsUse when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD (extended metadata) layer management, data transforms (streaming vs.
- data-cloud-data-streamsStep-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity resolution rulesets, defining Calculated Insights, and activating unified profiles.
- data-extension-designUse this skill when designing, creating, or troubleshooting Marketing Cloud Data Extensions — including sendable vs.
- data-loader-and-toolsUse this skill when selecting or configuring Salesforce data load tools: Data Loader, Data Import Wizard, Workbench, Salesforce Inspector, or Salesforce CLI for import/export.
- data-loader-batch-window-sizingChoose the right batch size, parallel/serial mode, and load window for Data Loader, Bulk API V1/V2, and custom Database.executeBatch jobs against a given object volume and complexity profile.
- data-loader-csv-column-mappingMapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads.
- data-loader-picklist-validation-pre-loadWhen and how to pre-validate a CSV against Salesforce picklist rules and record-type assignments BEFORE running a Data Loader / Bulk API insert or upsert — restricted picklists, record-type-scoped values, inactive values, Global Value Sets, dependent...
- data-migration-planningUse when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration sequencing for parent-child objects, external ID strategy for upsert idempotency...
- data-model-design-patternsUse when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy, and data model anti-patterns.
- data-quality-and-governanceUse this skill when designing data quality gates, auditing data quality posture, troubleshooting validation failures, or implementing governance controls (field history, GDPR erasure, data classification, duplicate strategy).
- data-reconciliation-patternsPatterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for delta detection, and soft-delete tombstone strategies.
- data-storage-managementSalesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and ContentDocument (Files), and planning storage reclamation.
- data-virtualization-patternsChoosing between virtualizing external data into Salesforce (External Objects via Salesforce Connect / OData 2.0 / 4.0 / cross-org adapter) and replicating it into a custom object.
- deployment-data-dependenciesUse this skill when managing data record dependencies during deployments: resolving org-specific record type IDs that differ between source and target orgs, remapping queue IDs and user IDs in data plans, seeding Custom Settings values post-deployment, and...
- duplicate-rule-person-account-edge-casesDuplicate Rules and Matching Rules for Person Accounts — PA shape, lead convert, PII.
- eda-data-model-and-patternsEducation Data Architecture (EDA) data model deep dive: Contact-centric, Affiliations, Relationships, Account record types (Academic Program, Educational Institution, Sports Organization), Course_Offering__c, Term__c, Course_Connection__c patterns.
- einstein-analytics-data-modelUse this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system controlling field display labels, aliases, number and date formatting, measure/dimension classification, and dataset versioning.
- etl-vs-api-data-patternsUse this skill when selecting between ETL/ELT tools and API-based integration for ongoing data pipelines between Salesforce and external systems: Informatica Cloud, MuleSoft Batch, Jitterbit, and direct Bulk API patterns.
- external-data-and-big-objectsUse this skill when storing large historical datasets in Salesforce using Big Objects, querying them with Async SOQL, or deciding between Big Objects and External Objects for high-volume or external data access patterns.
- external-id-strategyUse this skill when designing, selecting, or troubleshooting external ID fields on Salesforce objects for upsert operations, cross-system record correlation, or idempotent data loads.
- external-user-data-sharingConfigure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules.
- fhir-data-mappingUse this skill when mapping FHIR R4 clinical resources (Patient, Observation, Condition, CarePlan, CodeableConcept) to Salesforce Health Cloud objects.
- field-history-trackingUse when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time.
- financial-account-migrationUse when bulk-migrating financial account data into Salesforce FSC — FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountTransaction, and balance history records.
- financial-data-qualityUse when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and custodial source systems.
- fsc-data-modelUse when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account...
- fsl-reporting-data-modelUse this skill when building Salesforce reports and dashboards on FSL operational data: job completion metrics, travel time analytics, first-time fix rate, utilization, and service performance.
- fsl-resource-and-skill-dataUse this skill when bulk loading FSL ServiceResource records, ServiceResourceSkill data, skill certifications, capacity-based resource setup, and availability patterns.
- fsl-territory-data-setupUse this skill when bulk loading Service Territory data: boundary polygons, ServiceTerritoryMember assignments, OperatingHours, TimeSlots, and territory hierarchy setup.
- fsl-work-order-migrationUse this skill when migrating Work Order, Work Order Line Item, Service Appointment, AssignedResource, and ProductConsumed data into a Salesforce Field Service org.
- gift-history-importUse when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via Opportunity Contact Roles, GAU allocation, and campaign attribution.
- health-cloud-data-modelUse this skill when choosing, enabling, or querying Health Cloud clinical data objects — including the dual-layer architecture of legacy managed-package EHR objects (HC24__ namespace) and FHIR R4-aligned standard objects (ClinicalEncounter, HealthCondition...
- historical-order-migrationUse when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy Data Upload mechanism, strict object load sequencing, required field values, and...
- industries-data-migrationUse this skill when bulk-migrating data into Salesforce Industries clouds — including InsurancePolicy and its child objects for Insurance, ServicePoint/Premise for Energy and Utilities, or subscriber/account hierarchies for Communications.
- knowledge-article-importUse this skill when bulk-importing Knowledge articles into Salesforce from an external source using the ZIP-based import mechanism.
- large-scale-deduplicationStrategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools, Cloudingo), surviving record selection logic, and post-merge validation.
- lead-data-import-and-dedupLead data import quality and deduplication strategy: matching rule design for Leads, Data Import Wizard dedup behavior, Web-to-Lead data quality controls, cross-object Lead-to-Contact fuzzy dedup, and enrichment patterns.
- marketing-cloud-data-syncUse this skill when configuring, diagnosing, or extending Marketing Cloud Connect Synchronized Data Sources — the mechanism that pulls Salesforce CRM object records into read-only Synchronized Data Extensions (SDEs) in Marketing Cloud.
- marketing-cloud-sql-queriesUse this skill when writing, debugging, or optimizing SQL Query Activities in Salesforce Marketing Cloud Automation Studio.
- mcae-prospect-data-migrationUse when importing or migrating prospect records into MCAE (Marketing Cloud Account Engagement / Pardot) via the CSV list import tool, including field mapping for default and custom fields and handling of cross-BU prospect moves.
- multi-currency-and-advanced-currency-managementUse when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced Currency Management tradeoffs.
- nonprofit-data-architectureUse this skill when designing or querying the NPSP data model — constituent 360, household accounts, giving history rollups, and program participation.
- nonprofit-data-qualityUse when standardizing addresses, detecting duplicate household Contacts, running NCOA processing, or improving data hygiene in an NPSP org.
- npsp-data-modelUse when working with NPSP (Nonprofit Success Pack) objects, namespace prefixes, GAU allocations, recurring donation objects, relationship and affiliation objects, or the NPSP data dictionary.
- omni-channel-reporting-dataOmni-Channel analytics data: agent work records, queue metrics, capacity, wait times.
- omnistudio-datapack-migrationUse this skill when migrating OmniStudio components (OmniScript, Integration Procedures, DataRaptors, FlexCards) between Salesforce orgs using the DataPack export/import mechanism — covering version management, environment-specific data resolution, conflict...
- omnistudio-metadata-managementUse this skill when tracking, auditing, or cleaning up OmniStudio component dependencies and cross-references — covering the four OmniStudio metadata API types (OmniProcess, OmniDataTransform, OmniUiCard, OmniInteractionConfig), dependency graph construction...
- opportunity-pipeline-migrationUse when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and...
- partner-data-access-patternsUse this skill when designing or troubleshooting data visibility for partner (channel) users in a Salesforce Experience Cloud Partner Community.
- patient-data-migrationUse this skill when migrating patient records into Salesforce Health Cloud, including Person Account (Patient record type) setup, clinical history objects, and care plan data.
- person-accountsUse when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior differences, reporting impact, migration planning, and integration requirements.
- product-catalog-data-modelUse when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook constraints, bulk load sequencing (Product2 → Standard PBE → custom Pricebook2 →...
- product-catalog-migration-commerceUse when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce Import API.
- product-catalog-migration-cpqUse when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSchedule, ConfigurationAttribute, and OptionConstraint — across orgs or from an...
- record-merge-implicationsUse when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records.
- revenue-cloud-data-modelUse this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice and FinanceTransaction standard objects and...
- roll-up-summary-alternativesUse when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios.
- sales-reporting-data-modelUse when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis.
- salesforce-backup-and-restoreBackup and restore strategy for Salesforce org data — native Backup, third-party, RPO/RTO.
- salesforce-files-architectureWorking with Salesforce Files at the data layer — `ContentVersion` (binary content + version metadata), `ContentDocument` (the shareable parent handle), `ContentDocumentLink` (the sharing / parent-record join), the 2 GB single-file and 10 MB feed-attached...
- sandbox-refresh-data-strategiesUse this skill when designing data strategies for sandbox refreshes: which reference data must be re-seeded after every refresh, the native Data Seeding feature, SandboxPostCopy implementations that hand off to Queueable jobs for large data loads, and...
- service-data-archivalUse this skill when Service Cloud orgs are consuming excessive data or file storage due to Case-related records, or when compliance requirements demand structured retention and deletion of case history.
- service-metrics-data-modelUse when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting.
- sharing-recalculation-performancePlan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to avoid multi-hour background jobs and data-access blackouts.
- soql-query-optimizationUse when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs.
- sosl-external-object-search-limitsUse when a SOSL search (or global search) against a Salesforce Connect external object misbehaves: it returns no records, rejects an operator/function/clause, or silently drops matches.
- sosl-search-patternsUse when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search.
- sosl-search-result-limitsUse when a SOSL search silently omits a record that clearly matches the search term — diagnosing the search engine's internal per-stage record caps: the 2,000-record term-matching scan (API v28.0+), the 250-record single-object default and how a WHERE or...
- sosl-with-clausesUse when adding result-scoping or result-shaping WITH clauses to a SOSL FIND query — WITH DivisionFilter, WITH DATA CATEGORY, WITH SNIPPET, WITH NETWORK, WITH PricebookId, WITH METADATA, WITH HIGHLIGHT, and WITH SPELL_CORRECTION — including their fixed clause...
- subscriber-data-managementUse this skill when configuring or troubleshooting Marketing Cloud subscriber identity, opt-in/opt-out status, list membership, suppression, or deduplication behavior.
- territory-data-alignmentUse this skill when querying, migrating, auditing, or maintaining account-to-territory and user-to-territory data in a Salesforce Enterprise Territory Management (ETM) org.
- vector-database-managementUse this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI.
- volunteer-management-requirementsUse when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs.