Agent skill

Platform Docs Get

by forcedotcom in forcedotcom/sf-skills

Official Salesforce documentation retrieval skill. An agent skill from forcedotcom/sf-skills.

Apache-2.0Auto-check passedSales & Support

Install Platform Docs Get

skills CLI
$ npx skills add forcedotcom/sf-skills --skill platform-docs-get -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install forcedotcom/sf-skills platform-docs-get --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/platform-docs-get .claude/skills/platform-docs-get && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
platform-docs-get
GitHub stars
1.1k
Token cost
~2.3k tokens
SKILL.md length
1,120 words
Files
6 (incl. scripts)
Skills in repo
248
Repo updated
First seen
Licence
Apache-2.0

At a glance

Official Salesforce documentation retrieval skill. An agent skill from forcedotcom/sf-skills.

  • Works in 6 steps: Classify the request first → Identify the exact concept → Prefer targeted official retrieval → …
  • You need authoritative Salesforce docs from developer.salesforce.com
  • SKILL.md covers Scope, Required Inputs, Official Sources Only and Retrieval Workflow, plus 7 more sections
  • Runs Python scripts from its folder

What it does

Platform Docs Get is an agent skill from forcedotcom/sf-skills. Official Salesforce documentation retrieval skill. Use when you need authoritative Salesforce docs from developer.salesforce.com, help.salesforce.com, architect.salesforce.com, admin.salesforce.com, or lightningdesignsystem.com, especially when pages are JS-heavy, shell-rendered, or hard to extract with naive fetching. Use to ground answers in official Salesforce sources instead of third-party blogs or summaries. TRIGGER when: user asks for official Salesforce documentation, Apex or API reference, LWC docs…

Its SKILL.md is about 2.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 6 other files, including scripts (for example `README.md`, `scripts/extract_help_salesforce.py` and `scripts/extract_salesforce_doc.py`).

It sits in Sales & Support, covering CRM management. It works with Salesforce. The repository describes itself as: Salesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools. The licence is Apache-2.0.

When your agent uses it

  • You need authoritative Salesforce docs from developer.salesforce.com
  • Help.salesforce.com
  • Architect.salesforce.com
  • Admin.salesforce.com

Example prompts

  • “/platform-docs-get”

Requirements

  • Python 3

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Classify the request first
  2. Identify the exact concept
  3. Prefer targeted official retrieval
  4. Do not stop at broad landing pages
  5. For developer.salesforce.com
  6. For help.salesforce.com

What it can do on your machine

Read from SKILL.md and the folder at commit 3c15867. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 4 files in scripts/ (Python), which the agent can run.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Platform Docs Get loads about 2.3k tokens when it runs. Until then it costs about 195 tokens; SKILL.md has 1,120 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~195
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from forcedotcom/sf-skills at commit 3c15867, republished under its Apache-2.0 licence (© forcedotcom). 1,120 words, ~2,334 tokens.

Download SKILL.mdSave it as .claude/skills/platform-docs-get/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
platform-docs-get
description
Official Salesforce documentation retrieval skill. Use when you need authoritative Salesforce docs from developer.salesforce.com, help.salesforce.com, architect.salesforce.com, admin.salesforce.com, or lightningdesignsystem.com, especially when pages are JS-heavy, shell-rendered, or hard to extract with naive fetching. Use to ground answers in official Salesforce sources instead of third-party blogs or summaries. TRIGGER when: user asks for official Salesforce documentation, Apex or API reference, LWC docs, Agentforce docs, setup or help articles, or any doc from a Salesforce-owned domain. DO NOT TRIGGER when: user is asking for a code change, deployment task, or anything not requiring documentation retrieval — use the appropriate sf-* skill instead.
metadata.version
1.2
metadata.domains
Platform

platform-docs-get

Use this skill to retrieve and ground answers in official Salesforce documentation on the public web.

This skill provides a reliable online retrieval playbook for Salesforce docs that are hard to fetch, especially help.salesforce.com, JS-heavy developer.salesforce.com, Lightning Design System docs on lightningdesignsystem.com, and other official Salesforce-owned doc pages such as architect.salesforce.com and admin.salesforce.com.

Optional extraction scripts are available in scripts/ — see the Reference File Index below.

Scope

In scopeOfficial Salesforce doc retrieval: Apex, API, LWC, metadata, Agentforce, setup articles, SLDS, architect/admin guidance
Out of scopeThird-party blogs, PDF fallback, local corpus indexing, benchmark workflows, generating code or metadata

Required Inputs

Before fetching, identify:

  • The exact concept, identifier, class, method, or feature name being requested
  • The likely doc family (developer docs, help articles, design system, architect/admin)

No additional setup is required to use the retrieval playbook in this skill. The optional extraction scripts require playwright — see scripts/requirements.txt.

Official Sources Only

Prefer Salesforce-owned documentation sources:

  • developer.salesforce.com
  • help.salesforce.com
  • architect.salesforce.com
  • admin.salesforce.com
  • lightningdesignsystem.com
  • other official Salesforce documentation pages when Salesforce uses them as the source of truth

Avoid third-party blogs, videos, or summary articles unless the user explicitly asks for them.

Do not fall back to PDFs.

Retrieval Workflow

1. Classify the request first

Before fetching anything, identify the likely doc family.

FamilyTypical SourceUse For
Developer docsdeveloper.salesforce.com/docs/...Apex, APIs, LWC, metadata, Agentforce developer docs
Help docshelp.salesforce.com/...setup, admin, product configuration
Architect/Admin docsarchitect.salesforce.com/..., admin.salesforce.com/...best practices, patterns, well-architected guidance, admin enablement
Design system docslightningdesignsystem.com/...SLDS, Cosmos, design tokens, component and styling guidance
Legacy atlas docsdeveloper.salesforce.com/docs/atlas.en-us.*older official guide and reference docs
2. Identify the exact concept

Extract the real target before you search:

  • exact API/class/method name
  • exact feature name
  • exact product phrase
  • exact setup concept

Examples:

  • Lightning Message Service
  • Wire Service
  • System.StubProvider
  • Agentforce Actions
  • Messaging for In-App and Web allowed domains
3. Prefer targeted official retrieval

Do not broad-crawl Salesforce docs.

Instead:

  1. identify the most likely official guide root or article
  2. if search is needed, restrict it to official Salesforce domains only
  3. fetch that official page
  4. check whether the exact concept actually appears on the page
  5. if not, inspect and follow the most relevant 1–3 official child links
  6. stop once you have grounded evidence
4. Do not stop at broad landing pages

A guide landing page is not enough unless it clearly contains the exact requested concept.

This is especially important for:

  • LWC docs
  • Agentforce docs
  • broad platform guide homepages
  • help landing pages that link to the real article
5. For developer.salesforce.com

Use this playbook:

  • start with the most likely official guide root
  • if the page is JS-heavy, prefer browser-rendered extraction
  • check whether the exact concept appears on the page
  • if the concept is missing, inspect official child links and follow the best matching 1–3 links
  • prefer exact concept pages over broad guide roots
  • legacy atlas pages are valid if they are the real official reference for the concept
6. For help.salesforce.com

Help pages often fail with naive fetching.

Use this playbook:

  • prefer exact articleView?id=... URLs when available
  • use browser-rendered extraction when plain fetch returns shell content
  • treat outputs like Loading, Sorry to interrupt, CSS Error, or mostly chrome/navigation text as failed extraction, not evidence
  • look for the real article body, not just header, nav, or footer text
  • reject shell pages and soft-404 pages such as:
    • "We looked high and low but couldn't find that page"
    • generic empty help shells
  • if starting from a nearby guide or hub page, follow linked Help articles until you reach the real article body
  • if extraction still fails after targeted retries, return the best official Help URLs you found and explicitly say that article-body extraction was unsuccessful

Acceptance Rules

A page is good enough to answer from only when at least one of these is true:

  • the exact identifier appears on the page
  • the exact concept phrase appears on the page
  • multiple query-specific phrases appear in the correct official context

A page is not good enough when:

  • it is only a broad landing page
  • it is a shell page with little real article text
  • it is from the wrong product area
  • it does not contain the requested identifier or concept
  • it is a third-party explanation when an official page should exist
Show full SKILL.md (414 more words)Show less

Rejection Rules

Reject these as final evidence:

  • broad guide homepages without the exact concept
  • release notes when a concept/reference page is expected
  • admin blog posts when developer docs are requested
  • third-party blogs when official docs are available
  • shell-rendered pages with no real article body
  • pages whose titles sound right but whose body does not contain the requested concept

Grounding Requirements

When answering, include:

  1. guide/article title
  2. exact official URL
  3. source type:
    • developer doc page
    • atlas reference page
    • help article page
  4. any caveat if extraction was partial or browser-rendered

If evidence is weak, say so plainly.

Examples

Example: Lightning Message Service

Do not stop at the general LWC guide root. Find the exact LWC page for Lightning Message Service or follow the most relevant child links from the LWC docs until the exact concept appears.

Example: Wire Service

Do not answer from the LWC homepage unless Wire Service is actually present there. Follow the relevant child doc page for wire service or wire adapters.

Example: Agentforce Actions

Do not answer from a broad Agentforce landing page or a blog post. Find the official Agentforce developer page for actions, or follow the best matching child pages from the official Agentforce docs.

Example: Messaging for In-App and Web allowed domains

Prefer official Help articles and browser-rendered extraction. Reject generic help shells. Follow linked Help articles from nearby official messaging docs if needed.

Example: System.StubProvider

Prefer the official Salesforce reference/developer page where the exact identifier appears. Do not substitute a broader Apex landing page if the identifier is absent.

Non-Goals

This skill should not:

  • maintain a local documentation corpus
  • rely on a local index
  • use PDF fallback
  • run benchmark workflows
  • depend on repo-specific scripts to be useful

Output Expectations

For each retrieval, include:

  1. Guide or article title
  2. Exact official URL
  3. Source type (developer doc page / atlas reference page / help article page)
  4. Any caveat if extraction was partial or browser-rendered

If evidence is weak, say so plainly rather than forcing an answer.


Reference File Index

FileWhen to read
scripts/extract_salesforce_doc.pyUse to fetch any official Salesforce doc URL; automatically routes help.salesforce.com into the dedicated Help extractor and supports browser-rendered extraction for all Salesforce-owned doc hosts
scripts/extract_help_salesforce.pyUse directly when targeting help.salesforce.com articleView URLs; use when the wrapper is not appropriate
scripts/runtime_bootstrap.pyImported by the extraction scripts to resolve the isolated platform-docs-get Python runtime and Playwright browser path; not called directly
scripts/requirements.txtLists Python dependencies (playwright, playwright-stealth) needed to run the extraction scripts

© forcedotcom, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 5 other files (scripts) in skills/platform-docs-get of forcedotcom/sf-skills.

  • SKILL.md
  • README.md
  • scripts/extract_help_salesforce.py
  • scripts/extract_salesforce_doc.py
  • scripts/requirements.txt
  • scripts/runtime_bootstrap.py

Open the folder on GitHubat commit 3c15867

Compare with similar skills

Platform Docs Get next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Platform Docs Get compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Platform Docs Get this skillforcedotcom/sf-skills1.1k—~2.3kAutomated safety check: PassApache-2.0
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT
Dev SetupPortwood-Global-Solutions/Portwood125—~1.1kAutomated safety check: PassApache-2.0
Sf FlowJaganpro/sf-skills424—~1.8kAutomated safety check: PassMIT

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Works with

Categories

Questions about Platform Docs Get

What does Platform Docs Get do?

Official Salesforce documentation retrieval skill. An agent skill from forcedotcom/sf-skills. Platform Docs Get is an agent skill from forcedotcom/sf-skills. Official Salesforce documentation retrieval skill.

When should I use Platform Docs Get?

Platform Docs Get fits situations like: you need authoritative Salesforce docs from developer.salesforce.com; help.salesforce.com; architect.salesforce.com; admin.salesforce.com.

How do I install Platform Docs Get in Claude Code?

Run `npx skills add forcedotcom/sf-skills --skill platform-docs-get -a claude-code`. Or copy the skill folder (skills/platform-docs-get in forcedotcom/sf-skills) into .claude/skills/platform-docs-get in your project. Claude Code loads it when a task matches its description.

How do I install Platform Docs Get in Codex?

Run `npx skills add forcedotcom/sf-skills --skill platform-docs-get -a codex`. Or copy the skill folder (skills/platform-docs-get in forcedotcom/sf-skills) into .agents/skills/platform-docs-get in your project. Codex loads it when a task matches its description.

Can I use Platform Docs Get in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add forcedotcom/sf-skills --skill platform-docs-get -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/platform-docs-get, .gemini/skills/platform-docs-get, .github/skills/platform-docs-get and .opencode/skills/platform-docs-get in your project.

What does Platform Docs Get need to run?

Going by SKILL.md and its folder, Platform Docs Get needs Python for the scripts in its folder. Our summary lists: Python 3.

Does Platform Docs Get access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Platform Docs Get safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Platform Docs Get use?

Platform Docs Get is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Platform Docs Get use?

About 2.3k tokens (SKILL.md is roughly 9.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Platform Docs Get?

Skills that share tags, products or a category with Platform Docs Get: Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars), Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars) and Dev Setup (Portwood-Global-Solutions/Portwood, 125 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Platform Docs Get?

forcedotcom (a GitHub organization) maintains it in forcedotcom/sf-skills, which has 1,058 GitHub stars. The repository holds 248 skills in this directory. The repository was last updated on October 3, 2026.

Source: forcedotcom/sf-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.