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Skills/forcedotcom/sf-skills/data360-harmonize
data360-harmonize logo

data360-harmonize

forcedotcom/sf-skills
665 installs677 stars

Installation

npx skills add https://github.com/forcedotcom/sf-skills --skill data360-harmonize

Summary

Salesforce Data Cloud Harmonize phase. Use this skill when the user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use data360-prepare), segments/insights (use data360-segment), retrieval/search (use data360-query), or STDM/session tracing (use agentforce-observe).

SKILL.md

data360-harmonize: 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 data360-harmonize 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:

  • still ingesting streams or building DLOs → data360-prepare
  • working on segment logic or calculated insights → data360-segment
  • running SQL, describe, or search-index workflows → data360-query

---

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 ../data360-orchestrate/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

node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase harmonize --json

2. Inspect the catalog

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

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

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

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

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

  • README.md
  • ../data360-orchestrate/assets/definitions/dmo.template.json
  • ../data360-orchestrate/assets/definitions/mapping.template.json
  • ../data360-orchestrate/assets/definitions/relationship.template.json
  • ../data360-orchestrate/assets/definitions/identity-resolution.template.json
  • ../data360-orchestrate/assets/definitions/data-graph.template.json
  • ../data360-orchestrate/references/feature-readiness.md

Featured

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A live, always-on OpenClaw agent that handles your tasks around the clock. No servers, no setup — pick a model, connect Telegram, and it starts working.

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SetupClaw: done-for-you OpenClaw for founders & exec teams logoSetupClaw: done-for-you OpenClaw for founders & exec teams

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Launch your own OpenClaw agent in one click logoLaunch your own OpenClaw agent in one click

A live, always-on OpenClaw agent that handles your tasks around the clock. No servers, no setup — pick a model, connect Telegram, and it starts working.

Try it for free →
SetupClaw: done-for-you OpenClaw for founders & exec teams logoSetupClaw: done-for-you OpenClaw for founders & exec teams

White-glove OpenClaw for founders and exec teams (4–50+ employees): we install, harden, integrate your tools, and maintain it — secured from day one.

Get it set up for you →
One API to scrape, enrich, and extract the internet. logoOne API to scrape, enrich, and extract the internet.

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Start building free →
CLN.Work — Stop prompting, start hiring AI employees logoCLN.Work — Stop prompting, start hiring AI employees

Turn your Claude agents into a real team — onboard them, assign tasks, and manage them like staff.

Hire AI employees →
Launch OpenClaw or Hermes on Hostinger in 60 seconds logoLaunch OpenClaw or Hermes on Hostinger in 60 seconds

Your OpenClaw or Hermes agent, live around the clock on a Hostinger VPS. Set up in about 60 seconds, from a few dollars a month, with 20% off through this link.

Launch on Hostinger →
Launch your OpenClaw wrapper and start making money today logoLaunch your OpenClaw wrapper and start making money today

Auth, billing, and AI already wired in. Skip months of boilerplate and get paying customers now, not next quarter.

See the kit →
Launch your own OpenClaw agent in one click logoLaunch your own OpenClaw agent in one click

A live, always-on OpenClaw agent that handles your tasks around the clock. No servers, no setup — pick a model, connect Telegram, and it starts working.

Try it for free →
SetupClaw: done-for-you OpenClaw for founders & exec teams logoSetupClaw: done-for-you OpenClaw for founders & exec teams

White-glove OpenClaw for founders and exec teams (4–50+ employees): we install, harden, integrate your tools, and maintain it — secured from day one.

Get it set up for you →
One API to scrape, enrich, and extract the internet. logoOne API to scrape, enrich, and extract the internet.

Context.dev gives your agents a single API to scrape, enrich, and extract live web data — no proxies, no parsers, no maintenance.

Start building free →
CLN.Work — Stop prompting, start hiring AI employees logoCLN.Work — Stop prompting, start hiring AI employees

Turn your Claude agents into a real team — onboard them, assign tasks, and manage them like staff.

Hire AI employees →
Launch OpenClaw or Hermes on Hostinger in 60 seconds logoLaunch OpenClaw or Hermes on Hostinger in 60 seconds

Your OpenClaw or Hermes agent, live around the clock on a Hostinger VPS. Set up in about 60 seconds, from a few dollars a month, with 20% off through this link.

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