Agent skill

Salesforce Upgrade Migration

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

Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls.

MITAuto-check passedSales & Support

Install Salesforce Upgrade Migration

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

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-upgrade-migration --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-upgrade-migration .claude/skills/salesforce-upgrade-migration && 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-upgrade-migration
GitHub stars
2.8k
Token cost
~1.1k tokens
SKILL.md length
438 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls.

  • Works in 7 steps: Inventory every explicit and… → Re-fetch the API EOL table, release… → Classify each dependency as supported,… → …
  • Planning platform upgrades
  • 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 Upgrade Migration is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls. Use when planning platform upgrades. Trigger with "plan a Salesforce upgrade".

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; API version, dependency, metadata, and production changes require code and Salesforce platform 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

  • Planning platform upgrades
  • With plan a Salesforce upgrade

Example prompts

  • “plan a Salesforce upgrade”
  • “/salesforce-upgrade-migration”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code; API version, dependency, metadata, and production changes require code and Salesforce platform 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. Inventory every explicit and library-default API version, CLI and library version, endpoint, schema snapshot, event client, and metadata…
  2. Re-fetch the API EOL table, release notes, client-library releases, CLI contract, and org upgrade schedule.
  3. Classify each dependency as supported, deprecated, retired, preview, beta, or customer-specific and name an owner.
  4. Build fixtures for response, error, pagination, metadata, event schema, limits, and partial-failure compatibility.
  5. Upgrade one boundary at a time in a branch and validate static, unit, contract, sandbox, and deployment checks.
  6. Canary representative reads and approved non-production writes, then migrate consumers in reversible cohorts.
  7. Reconcile results, remove old versions only after all consumers and rollback windows close, and schedule the next review.

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):

    • developer.salesforce.com
    • help.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; API version, dependency, metadata, and production changes require code and Salesforce platform owner approval

    From compatibility in the SKILL.md frontmatter.

Context cost

Salesforce Upgrade Migration loads about 1.1k tokens when it runs. Until then it costs about 62 tokens; SKILL.md has 438 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~62
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). 438 words, ~1,085 tokens.

Download SKILL.mdSave it as .claude/skills/salesforce-upgrade-migration/SKILL.md (or your agent's skills folder).
name
salesforce-upgrade-migration
description
Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls. Use when planning platform upgrades. Trigger with "plan a Salesforce upgrade".
allowed-tools
Read, Glob, Grep, WebFetch, Write, Edit
compatibility
Designed for Claude Code; API version, dependency, metadata, and production changes require code and Salesforce platform owner approval
argument-hint
[repository] [target-release]
version
1.8.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, salesforce, upgrade, api-lifecycle, compatibility
model
inherit
effort
high

Salesforce API and Toolchain Upgrade Control

Overview

Replace fixed-version guesswork with a complete inventory, compatibility matrix, staged validation, explicit ownership, and reversible consumer migration.

Prerequisites

  • Repository and org inventory with API versions, libraries, CLI, metadata, events, packages, and consumers
  • Current Salesforce API EOL policy, seasonal release notes, dependency releases, and customer support constraints
  • Test environments, representative fixtures, compatibility owner, migration window, and rollback point

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 supports REST API versions for a documented lifecycle and retires older versions after notice. As of this review, versions 21.0 through 30.0 are unavailable, while the current support table must be re-fetched before every migration.

Authentication

Use existing approved app and principal contracts for compatibility tests. Do not add a password fallback, copy production tokens into test, or broaden access to compensate for an upgrade defect.

Instructions

  1. Inventory every explicit and library-default API version, CLI and library version, endpoint, schema snapshot, event client, and metadata consumer.
  2. Re-fetch the API EOL table, release notes, client-library releases, CLI contract, and org upgrade schedule.
  3. Classify each dependency as supported, deprecated, retired, preview, beta, or customer-specific and name an owner.
  4. Build fixtures for response, error, pagination, metadata, event schema, limits, and partial-failure compatibility.
  5. Upgrade one boundary at a time in a branch and validate static, unit, contract, sandbox, and deployment checks.
  6. Canary representative reads and approved non-production writes, then migrate consumers in reversible cohorts.
  7. Reconcile results, remove old versions only after all consumers and rollback windows close, and schedule the next review.
Show full SKILL.md (152 more words)Show less

Approval Boundaries

Do not change API versions, dependencies, org settings, metadata, event consumers, or production traffic without code, platform, security, and business-owner approval.

Output

Return the version inventory, authority evidence, compatibility matrix, changed contracts, test results, cohort plan, rollback point, and retirement date.

Error Handling

ConditionResponse
Requested API version is retiredStop requests and migrate through a supported version after contract testing; do not retry the retired URI.
Library default differs from configured versionPin and test the effective version at the raw request boundary.
Seasonal release changes org behaviorHold rollout, reproduce in the preview or sandbox path, and update the compatibility decision.

Example

A redacted completion receipt might look like this:

text
apis=14; retired=2; target=discovered-supported; fixtures=12; sandbox=pass; cohorts=3; rollback=tagged

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-upgrade-migration of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Salesforce Upgrade Migration 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 Upgrade Migration compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce Upgrade Migration 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 Upgrade Migration

What does Salesforce Upgrade Migration do?

Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls. Salesforce Upgrade Migration is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls.

When should I use Salesforce Upgrade Migration?

Salesforce Upgrade Migration fits situations like: planning platform upgrades; with plan a Salesforce upgrade.

How do I install Salesforce Upgrade Migration in Claude Code?

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

How do I install Salesforce Upgrade Migration in Codex?

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

Can I use Salesforce Upgrade Migration 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-upgrade-migration -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-upgrade-migration, .gemini/skills/salesforce-upgrade-migration, .github/skills/salesforce-upgrade-migration and .opencode/skills/salesforce-upgrade-migration in your project.

What does Salesforce Upgrade Migration need to run?

SKILL.md names no scripts, command-line tools or credentials: Salesforce Upgrade Migration 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; API version, dependency, metadata, and production changes require code and Salesforce platform owner approval.

Does Salesforce Upgrade Migration 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 Upgrade Migration 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 Upgrade Migration use?

Salesforce Upgrade Migration 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 Upgrade Migration use?

About 1.1k tokens (SKILL.md is roughly 4.3k 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 Salesforce Upgrade Migration?

Skills that share tags, products or a category with Salesforce Upgrade Migration: 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 Upgrade Migration?

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.