guides/

This hub, as a tree

• _boot/1f · 6,964t
  • Start here — how to use the Salesforce hub, the rules an agent must follow, and the release notes6,964 tok
• changelog/7f · 5,893t
  • Salesforce hub — family 3, Agentforce agents with Agent Script (2026-10-22)1,076 tok
  • Salesforce hub — family 2, Salesforce DX and deployment, plus family 1 gap fill (2026-10-22)740 tok
  • Salesforce hub — family 1, Orgs, editions and API access (2026-10-22)714 tok
  • Salesforce hub — family 4, agent testing, evaluation and observability (2026-10-23)618 tok
  • Salesforce hub — Data 360 families (7, 11, 12, 13) and the golden-record RAG pipeline for revenue (2026-10-23)900 tok
  • Salesforce hub — the Data 360 official API reference mirror under reference/official/data360 (2026-10-23)1,320 tok
  • Salesforce hub — tools and source repositories pages, sf-skills cross-check (2026-10-23)525 tok
• examples/1f · 2,400t
  • Example agent — Revenue Assistant, an Agent Script employee agent grounded on Data 360 golden records (account brief through a Data 360 flow, lookalike search through a custom-retriever Data Library, next best offer through a prompt template)2,400 tok
• guides/5f · 11,587t
  • agentforce/2f · 5,050t
    • Build an Agentforce agent with Agentforce DX — from an empty org to a published, active agent with the Salesforce CLI, using Agent Script, simulated and live preview, publish, activate and source control2,999 tok
    • Test an Agentforce agent from the CLI and gate CI on the results — write the test spec, create and run the test, read the JSON results, and fail the build on failed assertions2,051 tok
  • auth/1f · 1,844t
    • Connect a Node.js backend to Salesforce without passwords — client credentials and JWT bearer with jsforce, token refresh, API version, error codes1,844 tok
  • data360/2f · 4,693t
    • Automate the golden-record pipeline — a TypeScript orchestrator that captures Data 360 definitions from a reference org, applies them idempotently to any org, runs the credit-consuming jobs behind a flag, waits for readiness, and verifies each stage with SQL2,907 tok
    • Ground a revenue agent on Data 360 golden records — activate the retriever, wrap it in an Agentforce Data Library, build the revenue-context flow and next-best-offer prompt, give users Data 360 access, publish the Revenue Assistant, and test it1,786 tok
• patterns/2f · 3,079t
  • GitHub Actions to Salesforce — JWT login with an External Client App, validate on pull request, quick deploy on merge, agents and their actions in one manifest1,313 tok
  • Golden-record RAG pipeline for revenue — accounts, people and orders from CRM into Data 360, unified into golden records, rolled up into revenue insights, served as real-time context (data graph) and semantic context (narrative search index and retriever), and used by a revenue agent; fully automated and verified stage by stage1,766 tok
• raw/0f · 0t
• reference/360f · 423,790t
  • access/1f · 1,395t
    • Salesforce users for integrations and agents — integration users, Run As users, agent users, permission sets, and assigning them from the CLI1,395 tok
  • agentforce/5f · 12,807t
    • Agentforce agent errors — Agent Script compile and lint errors, sf agent validate, preview, publish and activate failures, the named-user JWT and scope errors, exit codes, and how the CLI talks to Salesforce2,938 tok
    • Agentforce observability — preview traces and sf agent trace, the trace step types, Apex debug in preview, enhanced event logs, Session Tracing in Data 360 with its data model, and the OpenTelemetry export API1,856 tok
    • Agent Script actions and targets — declaring an action, the target schemes (flow, apex, prompt and 20 more), input and output types, complex_data_type_name, matching Apex invocable variables and prompt template inputs, and the metadata a published agent becomes2,370 tok
    • Agent Script language reference — blocks, access and default_agent_user, variables and linked sources, subagents, reasoning and tools, before and after reasoning, utils, conditions, templates, operators, and where the docs and the compiler disagree2,997 tok
    • Agentforce agent testing — test spec YAML, AiEvaluationDefinition and AiTestingDefinition, expectations and scorers, sf agent test commands, run-eval, the Testing Connect API, limits, exit codes, and the failures that trip tests up2,646 tok
  • auth/3f · 5,505t
    • External Client Apps as source — the ExternalClientApplication and ExtlClntApp* metadata files, what goes in source and what stays in Setup, retrieve and deploy1,449 tok
    • Salesforce API access — External Client Apps vs connected apps, which OAuth flow to use, scopes (including the Agent API's), and the flows being retired1,902 tok
    • Salesforce OAuth and session errors — token endpoint error codes, invalid_grant variants, JWT and client credentials failures, 401 INVALID_SESSION_ID, CLI auth errors2,154 tok
  • data360/6f · 12,291t
    • Automating Data 360 — what can be scripted with the Connect API, what moves between orgs with data kits, which metadata types exist, what stays manual in Setup, capture-and-replay of definitions, idempotence, credit gates, and the order of operations1,960 tok
    • Data 360 identity resolution and golden records — rulesets for individuals and accounts, match rules, reconciliation rules, unified and link objects, the Connect API (create, run now, read status), limits, verification SQL, and failures2,064 tok
    • Data 360 calculated insights and data graphs — revenue metrics on golden records (lifetime value, order count, last order, average order value), CI SQL and its API, running insights, and data graphs that serve a golden record with its orders as JSON for grounding1,808 tok
    • Data 360 object model and APIs — DLOs, DMOs, unified DMOs, calculated insight objects, naming suffixes, the revenue DMOs, the two API planes (Connect /ssot with a normal session, tenant APIs with a token exchange), scopes, and the Query Connect API2,200 tok
    • Data 360 search indexes, retrievers and Agentforce Data Libraries — vector vs hybrid search, chunking and embedding settings, the chunk and index objects, individual retrievers and their returned fields, grounding a prompt template, and wiring a custom retriever into an agent with sf agent adl and the knowledge block2,293 tok
    • Data 360 connections, data streams and mapping — the Salesforce CRM connection, creating CRM data streams by API, refresh modes, mapping DLOs to DMOs, why Order and OrderItem need their own mapping, and the endpoints and metadata types involved1,966 tok
  • dx/4f · 6,586t
    • Agentforce metadata types — Bot, BotVersion, GenAiPlannerBundle, GenAiPlugin, GenAiFunction, GenAiPromptTemplate, AiAuthoringBundle, AiEvaluationDefinition, and how they reference each other1,815 tok
    • Salesforce deploy and retrieve errors — CLI messages, source-format errors, server component failures, coverage, quick deploy, and Agentforce-specific deploy failures1,868 tok
    • Deploying and retrieving Salesforce metadata — sf project deploy and retrieve, source tracking, validate and quick deploy, Apex test levels and the 75% coverage rule, retrieving an agent with its dependencies1,460 tok
    • Salesforce DX projects — sfdx-project.json, source vs metadata format, folders and suffixes, .forceignore, manifests, API version precedence, project templates including agent1,443 tok
  • official/336f · 376,790t
    • data360/336f · 376,790t
      • connectapi/11f · 12,397t
        • guide/10f · 11,587t
          • Data Streams: Bulk Disable Salesforce CRM Fields1,284 tok
          • Supported Component Types for Data Kit Deployment1,048 tok
          • DMOs: Map External Subscriber Data1,448 tok
          • Supported Validations for DBT Segments913 tok
          • Get Started with Data 360 Connect API1,144 tok
          • Data 360 Connect API Postman Collection1,136 tok
          • Query: Retrieve Campaign Engagement Records1,603 tok
          • Set Up the Connect API Postman Collection845 tok
          • Data 360 Connect REST API Use Cases1,112 tok
          • Use the Connect API Postman Collection1,054 tok
        • Cookie Consent Manager810 tok
      • data-cloud-dev/23f · 33,158t
        • guide/23f · 33,158t
          • Differences Between Developing Apps on Data 360 and the Salesforce Platform996 tok
          • Best Practices for Optimizing Usage891 tok
          • Additional Developer Resources for Data 3601,076 tok
          • API End-of-Life Policy715 tok
          • component cheatsheet636 tok
          • Custom App Development3,924 tok
          • Workflow for Data 360 Second-Generation Managed Packages3,180 tok
          • Data Integration936 tok
          • Make Data 360 REST API Calls with Postman1,023 tok
          • Data 360 APIs and SDKs By Category1,075 tok
          • App Development Lifecycle1,517 tok
          • Data 360 Architecture2,216 tok
          • Cost and Usage1,054 tok
          • Deploy Data Kit Components by Using Deploy Data Kit Components Flow1,207 tok
          • Use CLI to Deploy Changes from a Sandbox to Data 3603,037 tok
          • Data 360 Development Environments677 tok
          • Data 360 Development Cycle1,000 tok
          • Data 360 Features Brief Overview1,362 tok
          • Get Started with Data 360 Development2,018 tok
          • dc jobs565 tok
          • Object Model in Data 360786 tok
          • Quick Start2,036 tok
          • Packages and Data Kits1,231 tok
      • data-cloud-query-guide/301f · 322,812t
        • guide/24f · 26,693t
          • Aggregate Your Query Results1,011 tok
          • Simplify Complex Queries with Common Table Expressions904 tok
          • Get Started With Data 360 Java Database Connectivity (JDBC) Driver714 tok
          • Get Started with the Power BI Connector for Data 3601,448 tok
          • Query Data 360 Data with Apex1,255 tok
          • Get Started With Data 360 SQL648 tok
          • Using the Salesforce Object Query Language (SOQL) to Query Data in Data 3601,020 tok
          • Data 360 SQL Query APIs1,135 tok
          • Filter Your Query Results1,629 tok
          • Data 360 Python Connector1,132 tok
          • Integrated Apps that Connect to Data 360627 tok
          • Connecting to Data 360 in DBeaver1,138 tok
          • Using the Driver from Java1,514 tok
          • Set up JDBC with External Client Apps2,252 tok
          • Language-Specific Client Libraries685 tok
          • Limit and Order Your Query Results892 tok
          • Data 360 Object-Specific APIs1,156 tok
          • Use a Conditional Expression1,018 tok
          • Query Data in Data 3602,089 tok
          • Join Records from Different DMOs and DLOs1,311 tok
          • Perform String Manipulations653 tok
          • Add Comments to Your SQL Statements974 tok
          • subqueries related data611 tok
          • Write a Simple Query877 tok
        • references/277f · 296,119t
          • data-cloud-query-api-reference/32f · 35,763t
            • Query Calculated Insights1,011 tok
            • Query Data Graph Data1,015 tok
            • Retrieve Batch Data with Query V2928 tok
            • Get Calculated Insight Data876 tok
            • c360a api insights meta ci name744 tok
            • c360a api metadata api949 tok
            • Query Customer Profile Information1,403 tok
            • Get Profile Child Data835 tok
            • Get Profile Calculated Insights Data753 tok
            • Get Profile Data by ID707 tok
            • Get Profile Data796 tok
            • c360a api profile meta dmname746 tok
            • c360a api profile meta691 tok
            • Request Data With Query V2962 tok
            • Retrieve Data with Query V21,102 tok
            • Query V1 and V2 API910 tok
            • Query Data 360 Data using Query API2,920 tok
            • Query Services Status Codes881 tok
            • Query Unified Record ID1,153 tok
            • Retrieve Individual Records by Unified ID874 tok
            • Get Data Graph Data with Lookup Keys2,247 tok
            • c360a api v1 data graphs metadata733 tok
            • Get Data Graph Data by Record ID711 tok
            • c360a api v1 insight metadata696 tok
            • Authenticate with the Data Cloud Rest API1,103 tok
            • Migrate to Query API V32,697 tok
            • Cancel SQL Query762 tok
            • Get SQL Query Chunks1,029 tok
            • query api v3 get metadata857 tok
            • Get SQL Query Status957 tok
            • Get SQL Query Rows1,125 tok
            • Submit SQL Query2,590 tok
          • dc-sql-reference/244f · 259,110t
            • `ABS`975 tok
            • Aggregate Functions2,235 tok
            • `AI_CLASSIFY`1,074 tok
            • AI Functions697 tok
            • `AI_SENTIMENT`957 tok
            • ALTER SCHEMA938 tok
            • ALTER TABLE989 tok
            • `ANY_VALUE`1,065 tok
            • `APPROX_COUNT_DISTINCT`627 tok
            • `ARRAY_AGG`1,093 tok
            • `ARRAY_APPEND`1,048 tok
            • `ARRAY_CAT`1,050 tok
            • `ARRAY_COMPACT`985 tok
            • Array Constructor899 tok
            • `ARRAY_CONTAINS_ANY`1,020 tok
            • `ARRAY_CONTAINS`518 tok
            • `ARRAY_DISTINCT`1,021 tok
            • `ARRAY_FILTER`770 tok
            • `ARRAY_GENERATE_SERIES` (Time-based)848 tok
            • `ARRAY_GENERATE_SERIES` (Numerical)979 tok
            • `ARRAY_LENGTH`990 tok
            • `ARRAY_POSITION`1,048 tok
            • `ARRAY_POSITIONS`1,040 tok
            • `ARRAY_PREPEND`1,050 tok
            • `ARRAY_REMOVE_AT`1,023 tok
            • `ARRAY_REMOVE`1,012 tok
            • Array Slice (`[start:end]`)1,029 tok
            • `ARRAY_SORT`601 tok
            • Array Element Access (`[]`)1,016 tok
            • `ARRAY_TO_STRING`1,084 tok
            • `ARRAY_TRANSFORM`894 tok
            • Array Type1,324 tok
            • Array Functions1,909 tok
            • `ASCII`973 tok
            • `AVG`592 tok
            • `BINARY_QUANTIZE`528 tok
            • Binary Data Type597 tok
            • `BIT_AND`1,037 tok
            • `BIT_LENGTH`978 tok
            • `BIT_OR`1,036 tok
            • `BOOL_AND` / `EVERY`1,016 tok
            • `BOOL_OR`1,004 tok
            • Boolean Type722 tok
            • `BTRIM`489 tok
            • `CASE`959 tok
            • `CBRT`1,030 tok
            • `CEIL` / `CEILING`1,038 tok
            • `CHAR_LENGTH` / `CHARACTER_LENGTH`1,000 tok
            • `CHR`981 tok
            • `COALESCE`678 tok
            • Comparison Operators and Predicates929 tok
            • `CONCAT`1,001 tok
            • String Concatenation Operator (`||`)1,084 tok
            • Conditional Expressions948 tok
            • `CONTAINS` / `ICONTAINS`821 tok
            • COPY FROM1,340 tok
            • COPY TO1,176 tok
            • `CORR`618 tok
            • `COSINE_SIMILARITY`581 tok
            • `COUNT`1,073 tok
            • `COVAR_POP`1,097 tok
            • `COVAR_SAMP`1,097 tok
            • CREATE DATABASE685 tok
            • CREATE EXTERNAL TABLE1,537 tok
            • CREATE SCHEMA596 tok
            • CREATE TABLE AS1,001 tok
            • CREATE TABLE2,700 tok
            • `CURRENT_DATE`1,090 tok
            • `CURRENT_TIME`1,041 tok
            • `CURRENT_TIMESTAMP`1,094 tok
            • Data 360 SQL Reference747 tok
            • Data Types934 tok
            • `DATE_ADD`1,047 tok
            • `DATE_TRUNC`1,061 tok
            • `DATEDIFF`1,124 tok
            • Date/Time Functions and Operators2,146 tok
            • Date/Time Operators1,346 tok
            • Date/Time Types2,505 tok
            • `DAY`1,019 tok
            • `DAYNAME`1,046 tok
            • `DAYOFWEEK`1,028 tok
            • DEALLOCATE1,021 tok
            • `DECODE`964 tok
            • `DEGREES`1,023 tok
            • DELETE1,192 tok
            • `DIV`1,104 tok
            • `DOT_PRODUCT`1,062 tok
            • DROP DATABASE983 tok
            • DROP SCHEMA570 tok
            • DROP TABLE594 tok
            • `ENCODE`986 tok
            • `ENDS_WITH`467 tok
            • EXECUTE775 tok
            • `EXP`1,017 tok
            • EXPLAIN1,064 tok
            • External Formats1,155 tok
            • External Formats and Options4,922 tok
            • External Locations1,026 tok
            • Reading External Data in SQL1,055 tok
            • `external`1,010 tok
            • `EXTRACT` and `DATE_PART`1,893 tok
            • `FILTER` Clause735 tok
            • `FIRST_VALUE`1,501 tok
            • Fiscal Calendar Options1,154 tok
            • `FLOOR`1,067 tok
            • `FORMAT_NUMBER`1,083 tok
            • Data Type Formatting Functions890 tok
            • `generate_series` (Time-based)1,014 tok
            • `generate_series` (Numerical)1,170 tok
            • `GETDATE`1,026 tok
            • `GREATEST` and `LEAST`698 tok
            • `GROUPING`731 tok
            • `HAMMING_SIMILARITY`1,051 tok
            • `HOUR`1,015 tok
            • `IFF`1,117 tok
            • `INITCAP`990 tok
            • INSERT1,559 tok
            • `JSON_ARRAYAGG`957 tok
            • JSON Functions802 tok
            • `JSON_SCALAR`890 tok
            • JSON Type995 tok
            • `JUSTIFY_DAYS`1,029 tok
            • `JUSTIFY_HOURS`1,030 tok
            • `JUSTIFY_INTERVAL`1,050 tok
            • `KURTOSIS`732 tok
            • Lambda Expressions859 tok
            • `LEFT`992 tok
            • `LENGTH`958 tok
            • `LIKE` / `ILIKE`791 tok
            • `LISTAGG`1,080 tok
            • `LN`1,025 tok
            • Localized Week Options984 tok
            • `LOG`1,087 tok
            • Logical Operators1,022 tok
            • `LOWER`945 tok
            • `LPAD`991 tok
            • `LTRIM`996 tok
            • `MAKE_DATE`1,018 tok
            • `MAKE_TIME`1,024 tok
            • `MAKE_TIMESTAMP`1,061 tok
            • Mathematical Functions and Operators1,554 tok
            • Mathematical Operators678 tok
            • `MAX_BY`1,006 tok
            • `MAX`1,063 tok
            • `MD5`469 tok
            • `MIN_BY`906 tok
            • `MIN`1,062 tok
            • `MINUTE`1,022 tok
            • `MOD`1,067 tok
            • `MODE`1,102 tok
            • `MONTH`1,022 tok
            • `MONTHNAME`1,049 tok
            • `NOW`1,035 tok
            • `NULLIF`1,099 tok
            • `NULLIFZERO`1,071 tok
            • Numeric Types1,815 tok
            • `NVL` and `IFNULL`1,113 tok
            • `OCTET_LENGTH`995 tok
            • `OVERLAY`998 tok
            • `PERCENTILE_CONT`633 tok
            • `PERCENTILE_DISC`632 tok
            • `PI`960 tok
            • `POSITION`1,047 tok
            • `POWER`1,100 tok
            • PREPARE1,550 tok
            • `QUARTER`992 tok
            • `QUOTE_IDENT`986 tok
            • `QUOTE_LITERAL`984 tok
            • `RADIANS`1,019 tok
            • `RANDOM`507 tok
            • Regular Expression Match Operators889 tok
            • `REGEXP_COUNT`1,181 tok
            • `REGEXP_INSTR`1,149 tok
            • `REGEXP_LIKE`855 tok
            • `regexp_matches`1,030 tok
            • `REGEXP_REPLACE`837 tok
            • `REGEXP_SPLIT_TO_ARRAY`1,250 tok
            • `REGEXP_SUBSTR`715 tok
            • `REPEAT`975 tok
            • `REPLACE`985 tok
            • `result_scan`1,176 tok
            • `REVERSE`961 tok
            • `RIGHT`978 tok
            • `ROUND`669 tok
            • `RPAD`984 tok
            • `RTRIM`992 tok
            • Scalar Functions and Operators1,242 tok
            • `SECOND`1,031 tok
            • `FROM` Clause1,436 tok
            • `GROUP BY` Clause1,871 tok
            • `LIMIT`, `FETCH`, and `OFFSET` Clauses755 tok
            • `SELECT` List1,053 tok
            • `ORDER BY` Clause1,176 tok
            • `UNION`, `INTERSECT`, and `EXCEPT` Operators855 tok
            • `WINDOW` Clause1,450 tok
            • `WITH` Clause809 tok
            • `SELECT`1,846 tok
            • Set Returning Functions965 tok
            • `SHA256`988 tok
            • `SIGN`983 tok
            • `SKEWNESS_POP`768 tok
            • `SKEWNESS_SAMP`766 tok
            • `SPACE`459 tok
            • `SPLIT_PART`1,025 tok
            • `SPLIT`1,129 tok
            • Data 360 SQL Syntax1,021 tok
            • `SQRT`1,062 tok
            • `STARTS_WITH`986 tok
            • `STDDEV_POP`1,126 tok
            • `STDDEV/STDDEV_SAMP`1,140 tok
            • String Functions and Operators2,501 tok
            • String Pattern Matching2,000 tok
            • String Types753 tok
            • `STRPOS`972 tok
            • Subquery Comparisons829 tok
            • `SUBSTR`992 tok
            • `SUBSTRING`1,032 tok
            • `SUM`1,063 tok
            • Data 360 SQL Syntax2,382 tok
            • `SYSDATE`1,028 tok
            • SQL Commands for Tableau Hyper API942 tok
            • `TO_BASE64`953 tok
            • `TO_CHAR`2,966 tok
            • `TO_DATE`740 tok
            • `TO_HEX`966 tok
            • `TO_TIMESTAMP`839 tok
            • `TO_TIMESTAMP`1,187 tok
            • Trigonometric Functions706 tok
            • `TRIM_ARRAY`1,005 tok
            • `TRIM`1,027 tok
            • `TRUNC`644 tok
            • TRUNCATE926 tok
            • Type Conversions1,161 tok
            • `unnest`711 tok
            • UPDATE1,800 tok
            • `UPPER`957 tok
            • VALUES712 tok
            • `VAR_POP`1,145 tok
            • `VARIANCE/VAR_SAMP`1,136 tok
            • `WEEK`993 tok
            • `WIDTH_BUCKET`661 tok
            • Window Functions2,229 tok
            • `YEAR`1,016 tok
            • `ZEROIFNULL`1,052 tok
          • Query Data in Data 3601,246 tok
      • Data 360 official documentation mirror — index of every developer.salesforce.com page held under reference/official/data360, by guide8,423 tok
  • orgs/1f · 1,918t
    • Salesforce orgs for Agentforce work — Developer Edition with Agentforce and Data 360, scratch orgs with the AI features, My Domain, releases and API versions1,918 tok
  • overview/4f · 6,498t
    • Salesforce hub map — families, what each covers, and their documents1,358 tok
    • Salesforce source repositories — the official GitHub repositories this hub was built from (pinned commits) and the others worth knowing, with what each holds and where the hub uses it1,237 tok
    • Salesforce AI, MCP, Data 360 and editor tools — sf-skills, the DX MCP server (end of life November 2, 2026), Hosted MCP Servers, Agentforce Vibes, Data 360 API references and tools, and the VS Code extensions, with checked versions and where each is used1,618 tok
    • Salesforce tools — every official CLI, plugin, library, MCP server, skills library and editor extension the hub uses, with install commands, checked versions and where each is used2,285 tok
• Salesforce hub — Agentforce-first documentation for AI coding agents608 tok