Insurance Brokerage Agency Billing Configure
forcedotcom/sf-skills
Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.
Agent skill
Salesforce Migration Deep Dive
by jeremylongshore in jeremylongshore/tons-of-skills-marketplace
Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback.
Install Salesforce Migration Deep Dive
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-dive --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ 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-migration-deep-dive .claude/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.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/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .claude/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-diveType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-dive --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/.curated/salesforce-migration-deep-dive .agents/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .agents/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-dive --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/.curated/salesforce-migration-deep-dive .cursor/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .cursor/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/jeremylongshore/tons-of-skills-marketplace.git --path skills/.curated/salesforce-migration-deep-dive--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-dive --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/.curated/salesforce-migration-deep-dive .gemini/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .gemini/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-diveInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/.curated/salesforce-migration-deep-dive .github/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .github/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-migration-deep-dive --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/.curated/salesforce-migration-deep-dive .opencode/skills/salesforce-migration-deep-dive && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "salesforce-migration-deep-dive" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-migration-deep-dive into .opencode/skills/salesforce-migration-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-migration-deep-dive", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
salesforce-migration-deep-dive- GitHub stars
- 2.8k
- Token cost
- ~1.1k tokens
- SKILL.md length
- 439 words
- Files
- 1
- Skills in repo
- 3,342
- Repo updated
- First seen
- Licence
- MIT
At a glance
Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback.
- Works in 7 steps: Freeze scope, source snapshot or… → Profile data quality and map source… → Discover target API versions, metadata,… → …
- Conducting large migrations
- 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 Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback. Use when conducting large migrations. Trigger with "migrate Salesforce data".
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; data extraction, transformation, loading, deletion, and cutover require source, target, privacy, and business-owner approval
It sits in Sales & Support, covering CRM management and Accounting and bookkeeping. 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
- Conducting large migrations
- With migrate Salesforce data
Example prompts
- “migrate Salesforce data”
- “/salesforce-migration-deep-dive”
Requirements
- Compatibility (from SKILL.md): Designed for Claude Code; data extraction, transformation, loading, deletion, and cutover require source, target, privacy, and business-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.
- Freeze scope, source snapshot or watermark, objects, fields, filters, counts, classifications, owners, and cutover criteria.
- Profile data quality and map source keys, target external IDs, required fields, lookups, parents, children, owners, picklists, and…
- Discover target API versions, metadata, permissions, sharing, validation, automation, duplicate rules, storage, limits, and lock behavior.
- Order deterministic migration waves, create immutable manifests and hashes, and separate valid, rejected, and quarantined records.
- Run dry-run transformations, then small synthetic and representative non-production canaries with full dependency reconciliation.
- Execute approved production waves within limits; preserve job IDs and result files and never blindly replay uncertain batches.
- Re-query by stable keys, reconcile counts, values, relationships, ownership, duplicates, and downstream effects; cut over or roll back.
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:
ReadGlobGrepWebFetchWriteEdit
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):
developer.salesforce.comhelp.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; data extraction, transformation, loading, deletion, and cutover require source, target, privacy, and business-owner approval
From compatibility in the SKILL.md frontmatter.
Context cost
Salesforce Migration Deep Dive loads about 1.1k tokens when it runs. Until then it costs about 65 tokens; SKILL.md has 439 words of instructions outside code blocks.
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). 439 words, ~1,116 tokens.
Download SKILL.mdSave it as
.claude/skills/salesforce-migration-deep-dive/SKILL.md (or your agent's skills folder).- name
- salesforce-migration-deep-dive
- description
- Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback. Use when conducting large migrations. Trigger with "migrate Salesforce data".
- allowed-tools
- Read, Glob, Grep, WebFetch, Write, Edit
- compatibility
- Designed for Claude Code; data extraction, transformation, loading, deletion, and cutover require source, target, privacy, and business-owner approval
- argument-hint
- [source] [target-org] [dataset]
- version
- 1.8.0
- author
- Jeremy Longshore <jeremy@intentsolutions.io>
- license
- MIT
- tags
- saas, salesforce, data-migration, bulk-api, cutover
- model
- inherit
- effort
- high
Salesforce Governed Data Migration
Overview
Move data as a controlled accounting exercise in which every source key, transformation, dependency, target result, exception, and rollback obligation is traceable.
Prerequisites
- Source and target systems, objects, owners, data classes, migration scope, cutover window, and success criteria
- Current source schema, Salesforce metadata, external IDs, relationships, validation, automation, sharing, and limits
- Mapping and transform rules, quality thresholds, quarantine, reconciliation, rollback or compensating action, and retention plan
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
Bulk API 2.0 supports asynchronous CSV ingest and query, including insert, update, upsert, and delete where documented and entitled. Data Loader and other tools have separate contracts; object behavior, automation, and limits remain org-specific.
Authentication
Separate source read, transformation, target write, verification, and support access. Keep tokens and private keys out of migration files; encrypt and expire approved extracts and restrict raw personal data.
Instructions
- Freeze scope, source snapshot or watermark, objects, fields, filters, counts, classifications, owners, and cutover criteria.
- Profile data quality and map source keys, target external IDs, required fields, lookups, parents, children, owners, picklists, and transforms.
- Discover target API versions, metadata, permissions, sharing, validation, automation, duplicate rules, storage, limits, and lock behavior.
- Order deterministic migration waves, create immutable manifests and hashes, and separate valid, rejected, and quarantined records.
- Run dry-run transformations, then small synthetic and representative non-production canaries with full dependency reconciliation.
- Execute approved production waves within limits; preserve job IDs and result files and never blindly replay uncertain batches.
- Re-query by stable keys, reconcile counts, values, relationships, ownership, duplicates, and downstream effects; cut over or roll back.
Show full SKILL.md (144 more words)Show less
Approval Boundaries
Do not extract production data, disable automation, change external IDs, overwrite owners, delete records, start a load, or cut over without owners.
Output
Return scope and snapshot, mappings, quality report, dependency graph, manifests, job results, quarantine, reconciliation, cutover decision, rollback, and expiry.
Error Handling
| Condition | Response |
|---|---|
| External IDs are not unique | Stop upsert planning and resolve the source and target identity model. |
| Automation changes migrated values | Classify the intended behavior, revise transforms or approved automation, and rerun the canary. |
| Job outcome is incomplete or unavailable | Do not replay; retrieve result evidence and reconcile target keys first. |
Example
A redacted completion receipt might look like this:
migration=legacy-accounts; source=watermarked; rows=850000; waves=6; success=849920; quarantine=80; reconcile=exactResources
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-migration-deep-dive of jeremylongshore/tons-of-skills-marketplace.
Open the folder on GitHubat commit cfae287
Compare with similar skills
Salesforce Migration Deep Dive 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Salesforce Migration Deep Dive this skilljeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | |
| Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib | 154 | — | ~4.3k | Automated safety check: Pass | MIT | |
| Sf DatacloudJaganpro/sf-skills | 424 | — | ~2.7k | Automated safety check: Pass | MIT | |
| Soql Lib Selectorbeyond-the-cloud-dev/soql-lib | 154 | — | ~2k | Automated safety check: Pass | MIT | |
| Dev SetupPortwood-Global-Solutions/Portwood | 126 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 |
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Questions about Salesforce Migration Deep Dive
What does Salesforce Migration Deep Dive do?
Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback. Salesforce Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback.
When should I use Salesforce Migration Deep Dive?
Salesforce Migration Deep Dive fits situations like: conducting large migrations; with migrate Salesforce data.
How do I install Salesforce Migration Deep Dive in Claude Code?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a claude-code`. Or copy the skill folder (skills/.curated/salesforce-migration-deep-dive in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesforce-migration-deep-dive in your project. Claude Code loads it when a task matches its description.
How do I install Salesforce Migration Deep Dive in Codex?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-migration-deep-dive -a codex`. Or copy the skill folder (skills/.curated/salesforce-migration-deep-dive in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesforce-migration-deep-dive in your project. Codex loads it when a task matches its description.
Can I use Salesforce Migration Deep Dive 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-migration-deep-dive -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-migration-deep-dive, .gemini/skills/salesforce-migration-deep-dive, .github/skills/salesforce-migration-deep-dive and .opencode/skills/salesforce-migration-deep-dive in your project.
What does Salesforce Migration Deep Dive need to run?
SKILL.md names no scripts, command-line tools or credentials: Salesforce Migration Deep Dive 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; data extraction, transformation, loading, deletion, and cutover require source, target, privacy, and business-owner approval.
Does Salesforce Migration Deep Dive access the network?
SKILL.md names 2 domains. As links in the text: developer.salesforce.com and help.salesforce.com. This is read from the text; nothing was executed.
Is Salesforce Migration Deep Dive 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 Migration Deep Dive use?
Salesforce Migration Deep Dive 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 Migration Deep Dive use?
About 1.1k tokens (SKILL.md is roughly 4.5k 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 Migration Deep Dive?
Skills that share tags, products or a category with Salesforce Migration Deep Dive: Insurance Brokerage Agency Billing Configure (forcedotcom/sf-skills, 1.1k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars) and Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Salesforce Migration Deep Dive?
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.