Agent Skillsforcedotcom/sf-skills › data360-harmonize

data360-harmonize

GitHub

用于 Salesforce Data Cloud 的 Harmonize 阶段,处理 DMO、字段映射、关系、身份解析、统一画像及数据图谱。适用于模式协调与统一工作,排除数据准备、细分或查询任务。

skills/data360-harmonize/SKILL.md forcedotcom/sf-skills

Trigger Scenarios

用户需要创建或管理 DMO(数据模型对象) 配置字段映射和实体关系 执行身份解析(Identity Resolution) 构建统一画像或数据图谱 查找通用 ID

Install

npx skills add forcedotcom/sf-skills --skill data360-harmonize -g -y
More Options

Use without installing

npx skills use forcedotcom/sf-skills@data360-harmonize

指定 Agent (Claude Code)

npx skills add forcedotcom/sf-skills --skill data360-harmonize -a claude-code -g -y

安装 repo 全部 skill

npx skills add forcedotcom/sf-skills --all -g -y

预览 repo 内 skill

npx skills add forcedotcom/sf-skills --list

SKILL.md

Frontmatter
{
    "name": "data360-harmonize",
    "metadata": {
        "version": "1.0"
    },
    "description": "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).",
    "compatibility": "Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org"
}

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:


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

Version History

  • 1.29.0 Current 2026-07-05 18:48

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Metadata

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Version
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Hash
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Indexed
2026-07-05 18:48

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