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Procédure d'Intégration OmniStudio

Qu'est-ce que Procédure d'Intégration OmniStudio ?

Cette compétence vous assiste dans la création et la validation de procédures d'intégration (Integration Procedures) OmniStudio, en attribuant un score sur 110 points pour garantir leur qualité et leur conformité. Elle est conçue pour les développeurs Salesforce construisant des orchestrations de processus côté serveur qui combinent des actions Data Mapper, des Remote Actions Apex, des appels HTTP et de la logique conditionnelle. La compétence s'active lorsque l'utilisateur crée des procédures d'intégration, ajoute des étapes Data Mapper, configure des Remote Actions ou examine des configurations existantes. En revanche, elle ne doit pas être déclenchée pour la création d'OmniScripts, la manipulation directe de Data Mappers ou l'analyse de dépendances entre composants. Son objectif est de standardiser et d'optimiser le développement d'intégrations complexes dans l'écosystème OmniStudio de Salesforce.

Compatible avec~Claude Code~Codex CLI~Cursor

Part ofAgent Workflows

npx skills add https://github.com/jaganpro/sf-skills/tree/main/skills/sf-industry-commoncore-integration-procedure

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Que fait Procédure d'Intégration OmniStudio ?

Création et validation de procédures d'intégration OmniStudio avec un score sur 110 points. À utiliser lors de la construction d'orchestrations de processus côté serveur combinant des actions Data Mapper, des Remote Actions Apex, des appels HTTP et de la logique conditionnelle. DÉCLENCHEMENT lorsque : l'utilisateur crée des procédures d'intégration, ajoute des étapes Data Mapper, configure des Remote Actions ou examine des configurations existantes. NE PAS DÉCLENCHER lorsque : vous construisez des OmniScripts (utilisez sf-industry-commoncore-omniscript), créez directement des Data Mappers (utilisez sf-industry-commoncore-datamapper) ou analysez des dépendances entre composants (utilisez sf-industry-commoncore-omnistudio-analyze).

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

jaganpro/sf-ai-agentforce

Agentforce Builder metadata path for Builder-managed topics/actions, Prompt Builder templates, GenAiFunction/GenAiPlugin, Models API, and custom Lightning types. TRIGGER when: user maintains or configures Builder metadata agents, creates topics/actions, works with Prompt Builder templates, or touches .genAiFunction, .genAiPlugin, or .genAiPromptTemplate metadata XML files. DO NOT TRIGGER when: Agent Script DSL .agent files (use sf-ai-agentscript), agent testing (use sf-ai-agentforce-testing), or persona design (use sf-ai-agentforce-persona).

jaganpro/sf-ai-agentforce-observability

Agentforce session tracing extraction and analysis. TRIGGER when: user extracts STDM data from Data Cloud, analyzes agent session traces, debugs agent conversations via telemetry, or works with .parquet files from Agentforce. DO NOT TRIGGER when: testing agents (use sf-ai-agentforce-testing), Apex debug logs (use sf-debug), or building agents (use sf-ai-agentforce).

jaganpro/sf-ai-agentforce-persona

Deep persona design for Agentforce agents with 50-point scoring. TRIGGER when: user designs agent personas, defines agent personality/identity, creates persona documents, encodes persona into Agentforce Builder fields or Agent Script, translates brand guidelines to agent voice, or asks about agent tone/voice/register. DO NOT TRIGGER when: building agent metadata (use sf-ai-agentforce), testing agents (use sf-ai-agentforce-testing), or Agent Script DSL (use sf-ai-agentscript).

jaganpro/sf-ai-agentforce-testing

Agentforce agent testing with dual-track workflow and 100-point scoring. TRIGGER when: user tests Agentforce agents, runs sf agent test commands, creates test specs, validates topic routing, or analyzes agent test coverage. DO NOT TRIGGER when: Apex unit tests (use sf-testing), building agents (use sf-ai-agentforce), or Agent Script DSL (use sf-ai-agentscript).

jaganpro/sf-ai-agentscript

Agent Script DSL for deterministic Agentforce agents. TRIGGER when: user writes or edits .agent files, builds FSM-based agents, uses Agent Script CLI (sf agent generate authoring-bundle, sf agent validate authoring-bundle, sf agent preview, sf agent publish authoring-bundle, sf agent activate), or asks about deterministic agent patterns, slot filling, or instruction resolution. DO NOT TRIGGER when: Builder metadata work (use sf-ai-agentforce), agent testing (use sf-ai-agentforce-testing), or persona design (use sf-ai-agentforce-persona).

jaganpro/sf-apex

Generates and reviews Salesforce Apex code with 150-point scoring. TRIGGER when: user writes, reviews, or fixes Apex classes, triggers, test classes, batch/queueable/schedulable jobs, or touches .cls/.trigger files. DO NOT TRIGGER when: LWC JavaScript (use sf-lwc), Flow XML (use sf-flow), SOQL-only queries (use sf-soql), or non-Salesforce code.

jaganpro/sf-connected-apps

Salesforce Connected Apps and OAuth configuration with 120-point scoring. TRIGGER when: user configures OAuth flows, JWT bearer auth, Connected Apps, or touches .connectedApp-meta.xml / .eca-meta.xml files. DO NOT TRIGGER when: Named Credentials for callouts (use sf-integration), permission policies (use sf-permissions), or API endpoint code (use sf-apex).

jaganpro/sf-data

Salesforce data operations with 130-point scoring. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, or needs data factory patterns for Apex tests. DO NOT TRIGGER when: SOQL query writing only (use sf-soql), Apex test execution (use sf-testing), or metadata deployment (use sf-deploy).

jaganpro/sf-datacloud

Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase `sf data360` workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching sf-datacloud-* skill), the task is STDM/session tracing/parquet telemetry (use sf-ai-agentforce-observability), standard CRM SOQL (use sf-soql), or Apex implementation (use sf-apex).

jaganpro/sf-datacloud-act

Salesforce Data Cloud Act phase. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use sf-datacloud-segment), data retrieval/search work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).

jaganpro/sf-datacloud-connect

Salesforce Data Cloud Connect phase. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use sf-datacloud-prepare), DMOs or identity resolution (use sf-datacloud-harmonize), retrieval/search (use sf-datacloud-retrieve), or STDM telemetry (use sf-ai-agentforce-observability).

jaganpro/sf-datacloud-harmonize

Salesforce Data Cloud Harmonize phase. 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 sf-datacloud-prepare), segments/insights (use sf-datacloud-segment), retrieval/search (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).

jaganpro/sf-datacloud-prepare

Salesforce Data Cloud Prepare phase. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use sf-datacloud-connect), DMOs and identity resolution (use sf-datacloud-harmonize), or query/search work (use sf-datacloud-retrieve).

jaganpro/sf-datacloud-retrieve

Salesforce Data Cloud Retrieve phase. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use sf-soql), segment creation or calculated insight design (use sf-datacloud-segment), or STDM/session tracing/parquet analysis (use sf-ai-agentforce-observability).

jaganpro/sf-datacloud-segment

Salesforce Data Cloud Segment phase. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use sf-datacloud-harmonize), activation work (use sf-datacloud-act), query/search-index work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).

jaganpro/sf-debug

Salesforce debug log analysis and troubleshooting with 100-point scoring. TRIGGER when: user analyzes debug logs, hits governor limits, reads stack traces, or touches .log files from Salesforce orgs. DO NOT TRIGGER when: running Apex tests (use sf-testing), fixing Apex code (use sf-apex), or Agentforce session tracing (use sf-ai-agentforce-observability).

jaganpro/sf-deploy

Salesforce DevOps automation using sf CLI v2. TRIGGER when: user deploys metadata, creates/manages scratch orgs or sandboxes, sets up CI/CD pipelines, or troubleshoots deployment errors with sf project deploy. DO NOT TRIGGER when: writing Apex/LWC code (use sf-apex/sf-lwc), creating metadata XML (use sf-metadata), or querying org data (use sf-data).

jaganpro/sf-diagram-mermaid

Salesforce architecture diagrams using Mermaid with ASCII fallback. TRIGGER when: user says "diagram", "visualize", "ERD", or asks for sequence diagrams, flowcharts, class diagrams, or architecture visualizations in Mermaid. DO NOT TRIGGER when: user wants PNG/SVG image output (use sf-diagram-nanobananapro), or asks about non-Salesforce systems.

jaganpro/sf-diagram-nanobananapro

AI-powered image generation for Salesforce visuals via Nano Banana Pro. TRIGGER when: user asks for PNG/SVG output, UI mockups, wireframes, visual ERDs, or says "generate image" / "create mockup". DO NOT TRIGGER when: text-based Mermaid diagrams (use sf-diagram-mermaid), or non-visual documentation tasks.

jaganpro/sf-docs

Official Salesforce documentation retrieval guidance. Use when you need authoritative Salesforce docs from developer.salesforce.com or help.salesforce.com, especially when pages are JS-heavy, shell-rendered, or hard to extract with naive fetching.

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