Agent skill

Salesforce Data Handling

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence.

MITAuto-check passedSales & Support

Install Salesforce Data Handling

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-data-handling -a claude-code

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-data-handling --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/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/salesforce-data-handling .claude/skills/salesforce-data-handling && 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
salesforce-data-handling
GitHub stars
2.8k
Token cost
~1.1k tokens
SKILL.md length
447 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence.

  • Works in 7 steps: Map objects and fields to data classes,… → Discover current metadata, permissions,… → Minimize selected fields and rows,… → …
  • Operating privacy-sensitive workflows
  • SKILL.md covers Overview, Prerequisites, Tool Discipline and Current Contract, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Salesforce Data Handling is an agent skill from jeremylongshore/tons-of-skills-marketplace. Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence. Use when operating privacy-sensitive workflows. Trigger with "review Salesforce data handling".

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code; personal-data access, export, retention, correction, and deletion require privacy, legal, security, and data-owner approval

It sits in Sales & Support, covering CRM management. It works with Salesforce. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Operating privacy-sensitive workflows
  • With review Salesforce data handling

Example prompts

  • “review Salesforce data handling”
  • “/salesforce-data-handling”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code; personal-data access, export, retention, correction, and deletion require privacy, legal, security, and data-owner approval
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Map objects and fields to data classes, purposes, legal bases, subjects, sources of truth, recipients, residency, retention, and owners.
  2. Discover current metadata, permissions, sharing, encryption, audit, Individual-object or alternative mapping, and downstream copies.
  3. Minimize selected fields and rows, parameterize queries, redact logs, encrypt transport and storage, and restrict exports.
  4. Define correction, access, portability, restriction, deletion, anonymization, and legal-hold actions across every authoritative and copied…
  5. Use stable case identifiers and approval gates; never assume deleting one Salesforce record satisfies a multi-system request.
  6. Test the workflow with synthetic subjects, inaccessible fields, holds, duplicates, relationships, events, backups, and failures.
  7. Execute approved cases, reconcile every system and exception, retain minimum evidence, and delete temporary exports on schedule.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • WebFetch
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

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

  • Network

    Links to these hosts (documentation or services it may open):

    • help.salesforce.com
    • developer.salesforce.com

    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.

  • Compatibility

    Designed for Claude Code; personal-data access, export, retention, correction, and deletion require privacy, legal, security, and data-owner approval

    From compatibility in the SKILL.md frontmatter.

Context cost

Salesforce Data Handling loads about 1.1k tokens when it runs. Until then it costs about 67 tokens; SKILL.md has 447 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~67
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 447 words, ~1,143 tokens.

Download SKILL.mdSave it as .claude/skills/salesforce-data-handling/SKILL.md (or your agent's skills folder).
name
salesforce-data-handling
description
Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence. Use when operating privacy-sensitive workflows. Trigger with "review Salesforce data handling".
allowed-tools
Read, Glob, Grep, WebFetch, Write, Edit
compatibility
Designed for Claude Code; personal-data access, export, retention, correction, and deletion require privacy, legal, security, and data-owner approval
argument-hint
[org-alias] [dataset-or-object]
version
1.8.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, salesforce, privacy, data-governance, retention
model
inherit
effort
high

Salesforce Data Handling and Privacy Operations

Overview

Translate policy and legal obligations into object- and field-level controls without treating one Salesforce feature or object as automatic compliance.

Prerequisites

  • Dataset, objects, fields, data subjects, purposes, jurisdictions, systems of record, recipients, and owners
  • Current object metadata, CRUD and field access, sharing, encryption, retention, audit, export, and deletion capabilities
  • Privacy policy, legal basis, subject-request process, legal holds, incident process, and evidence requirements

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

Salesforce provides data, security, privacy, encryption, and metadata capabilities that vary by product and entitlement. The Individual object can support privacy use cases where enabled, but its presence alone does not prove GDPR, CCPA, retention, or subject-request compliance.

Authentication

Use minimum object, field, record, and export access for the approved purpose. Separate administrators, privacy operators, integration principals, and support access; never place tokens or raw personal data in fixtures, logs, or receipts.

Instructions

  1. Map objects and fields to data classes, purposes, legal bases, subjects, sources of truth, recipients, residency, retention, and owners.
  2. Discover current metadata, permissions, sharing, encryption, audit, Individual-object or alternative mapping, and downstream copies.
  3. Minimize selected fields and rows, parameterize queries, redact logs, encrypt transport and storage, and restrict exports.
  4. Define correction, access, portability, restriction, deletion, anonymization, and legal-hold actions across every authoritative and copied system.
  5. Use stable case identifiers and approval gates; never assume deleting one Salesforce record satisfies a multi-system request.
  6. Test the workflow with synthetic subjects, inaccessible fields, holds, duplicates, relationships, events, backups, and failures.
  7. Execute approved cases, reconcile every system and exception, retain minimum evidence, and delete temporary exports on schedule.
Show full SKILL.md (148 more words)Show less

Approval Boundaries

Do not export, disclose, correct, merge, anonymize, delete, unencrypt, shorten retention, or override a legal hold without accountable approval.

Output

Return the data map, control and permission evidence, minimum query or export contract, case plan, approvals, system results, exceptions, reconciliation, and expiry.

Error Handling

ConditionResponse
Legal hold conflicts with deletionStop deletion and route the case to legal with the held systems identified.
Field or copy ownership is unknownTreat completion as unproven until an owner and disposition are established.
Temporary export exceeds approved scopeQuarantine and securely delete it, assess exposure, and regenerate the minimum dataset.

Example

A redacted completion receipt might look like this:

text
case=DSR-88; systems=4; fields=approved-minimum; hold=none; actions=completed; exceptions=0; exports=deleted

Resources

Next Steps

Run the workflow first in the lowest-risk authorized org and preserve its redacted receipt. Schedule a review against the next Salesforce seasonal release and the customer change calendar.

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

Files

Just SKILL.md in skills/.curated/salesforce-data-handling of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Salesforce Data Handling 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.

Salesforce Data Handling compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce Data Handling this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.1kAutomated safety check: PassMIT
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/Portwood126—~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 Salesforce Data Handling

What does Salesforce Data Handling do?

Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence. Salesforce Data Handling is an agent skill from jeremylongshore/tons-of-skills-marketplace. Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence.

When should I use Salesforce Data Handling?

Salesforce Data Handling fits situations like: operating privacy-sensitive workflows; with review Salesforce data handling.

How do I install Salesforce Data Handling in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-data-handling -a claude-code`. Or copy the skill folder (skills/.curated/salesforce-data-handling in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesforce-data-handling in your project. Claude Code loads it when a task matches its description.

How do I install Salesforce Data Handling in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-data-handling -a codex`. Or copy the skill folder (skills/.curated/salesforce-data-handling in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesforce-data-handling in your project. Codex loads it when a task matches its description.

Can I use Salesforce Data Handling 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 jeremylongshore/tons-of-skills-marketplace --skill salesforce-data-handling -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/salesforce-data-handling, .gemini/skills/salesforce-data-handling, .github/skills/salesforce-data-handling and .opencode/skills/salesforce-data-handling in your project.

What does Salesforce Data Handling need to run?

SKILL.md names no scripts, command-line tools or credentials: Salesforce Data Handling is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, WebFetch, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code; personal-data access, export, retention, correction, and deletion require privacy, legal, security, and data-owner approval.

Does Salesforce Data Handling access the network?

SKILL.md names 2 domains. As links in the text: help.salesforce.com and developer.salesforce.com. This is read from the text; nothing was executed.

Is Salesforce Data Handling 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. Review the folder before installing.

What licence does Salesforce Data Handling use?

Salesforce Data Handling is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Salesforce Data Handling use?

About 1.1k tokens (SKILL.md is roughly 4.6k 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 Salesforce Data Handling?

Skills that share tags, products or a category with Salesforce Data Handling: 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, 126 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Salesforce Data Handling?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

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