Agent Skills

sf-integration

backendjaganpro1.4K installs

Salesforce integration architecture with 120-point scoring. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use sf-connected-apps), Apex-only logic (use sf-apex), or data import/export (use sf-data).

Install

npx skills add https://github.com/jaganpro/sf-skills --skill sf-integration
SKILL.md

sf-integration: Salesforce Integration Patterns Expert

Use this skill when the user needs integration architecture and runtime plumbing: Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, CDC, and event-driven integration design.

When This Skill Owns the Task

Use sf-integration when the work involves:

  • .namedCredential-meta.xml or External Credential metadata
  • outbound REST/SOAP callouts
  • External Service registration from OpenAPI specs
  • Platform Events, CDC, and event-driven architecture
  • choosing sync vs async integration patterns

Delegate elsewhere when the user is:


Required Context to Gather First

Ask for or infer:

  • integration style: outbound callout, inbound event, External Service, CDC, platform event
  • auth method
  • sync vs async requirement
  • system endpoint / spec details
  • rate limits, retry expectations, and failure tolerance
  • whether this is net-new design or repair of an existing integration

Recommended Workflow

1. Choose the integration pattern

Need Default pattern
authenticated outbound API call Named Credential / External Credential + Apex or Flow
spec-driven API client External Service
trigger-originated callout async callout pattern
decoupled event publishing Platform Events
change-stream consumption CDC

2. Choose the auth model

Prefer secure runtime-managed auth:

  • Named Credentials / External Credentials
  • OAuth or JWT via the right credential model
  • no hardcoded secrets in code

3. Generate from the right templates

Use the provided assets under:

  • assets/named-credentials/
  • assets/external-credentials/
  • assets/external-services/
  • assets/callouts/
  • assets/platform-events/
  • assets/cdc/
  • assets/soap/

4. Validate operational safety

Check:

  • timeout and retry handling
  • async strategy for trigger-originated work
  • logging / observability
  • event retention and subscriber implications

5. Hand off deployment or implementation details

Use:

  • sf-deploy for deployment
  • sf-apex for deeper service / retry code
  • sf-flow for declarative HTTP callout orchestration

High-Signal Rules

  • never hardcode credentials
  • do not do synchronous callouts from triggers
  • define timeout behavior explicitly
  • plan retries for transient failures
  • use middleware / event-driven patterns when outbound volume is high
  • prefer External Credentials architecture for new development when supported

Common anti-patterns:

  • sync trigger callouts
  • no retry or dead-letter strategy
  • no request/response logging
  • mixing auth setup responsibilities with runtime integration design

Output Format

When finishing, report in this order:

  1. Integration pattern chosen
  2. Auth model chosen
  3. Files created or updated
  4. Operational safeguards
  5. Deployment / testing next step

Suggested shape:

Integration: <summary>
Pattern: <named credential / external service / event / cdc / callout>
Files: <paths>
Safety: <timeouts, retries, async, logging>
Next step: <deploy, register, test, or implement>

Cross-Skill Integration

Need Delegate to Reason
OAuth app setup sf-connected-apps consumer key / cert / app config
advanced callout service code sf-apex Apex implementation
declarative HTTP callout / Flow wrapper sf-flow Flow orchestration
deploy integration metadata sf-deploy validation and rollout
use integration from Agentforce sf-ai-agentscript agent action composition

Reference Map

Start here

Event-driven / platform patterns

CLI / automation / scoring


Score Guide

Score Meaning
108+ strong production-ready integration design
90–107 good design with some hardening left
72–89 workable but needs architectural review
< 72 unsafe / incomplete for deployment

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