salesforce-metadata-fetcher-skill

salesforce-metadata-fetcher-skill

Fetches Salesforce metadata live from a connected org under T1 least-privilege scope, sanitizes output, and routes sanitized payloads to the appropriate downstream review skill. This skill eliminates the hand-paste requirement across the entire Vanguard Salesforce review portfolio — admins no longer need to manually export XML and paste it into review skills.

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When This Skill Owns the Task

This skill owns the task when the user wants live metadata from a connected org rather than supplying a pre-exported file.

Explicit ownership signals

• "Fetch the Account object schema from my org"
• "List all flows in production"
• "Show me the PermissionSet called Sales_Rep"
• "Retrieve the ContactTrigger Apex class"
• "Get the validation rules on Opportunity"
• "Pull the LWC bundle for accountCard from dev org"

Explicit delegation routing (do not own these tasks)

Request type	Delegate to
Live SOQL record queries	salesforce-soql-explorer-skill
Static review of already-pasted XML	salesforce-metadata-review-skill
Deploy or validate a deployment	salesforce-deployment-validator-skill (T2)
Full org posture assessment	salesforce-org-assessment-skill
Permission topology across profiles + PSGs	salesforce-permission-model-review-skill
Flow logic review (user has flow XML)	salesforce-flow-automation-review-skill
Apex code review (user has class code)	salesforce-apex-lwc-code-review-skill
Certificate lifecycle / Connected App review	salesforce-integration-agent + salesforce-certificate-lifecycle-agent

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Required Context to Gather First

Before executing any CLI command, confirm all of the following:

1. Target org alias — the authenticated org alias (sf org list to verify connectivity). Never default to the defaultusername if the user has not confirmed the target.
2. Metadata type(s) requested — must be from the allowed list below. If the user's request maps to an unlisted type, surface the gap and ask to confirm before proceeding.
3. Sensitivity classification — is this a production org? sandbox? regulated vertical (healthcare, financial services, government)? Regulated-vertical production orgs require explicit human confirmation before any retrieval.
4. Downstream review skill (if known) — if the user already knows what review they want, declare the handoff destination before fetching so the routing is explicit.

Allowed metadata types (T1 scope)

The following types can be fetched without requiring ModifyMetadata permission via the REST describe or list paths:

• CustomObject and CustomField — via /sobjects/<Object>/describe
• Flow — via Tooling API /tooling/sobjects/Flow
• ValidationRule — via Tooling API
• PermissionSet — via sf org list metadata --metadata-type PermissionSet
• Profile — via sf org list metadata --metadata-type Profile (list only; full retrieval is elevated — see note)
• ApexClass — via sf org list metadata --metadata-type ApexClass + sf project retrieve start (Tooling API preferred)
• ApexTrigger — via Tooling API /tooling/sobjects/ApexTrigger
• LightningComponentBundle (LWC) — via sf org list metadata --metadata-type LightningComponentBundle
• AuraDefinitionBundle (Aura) — via sf org list metadata --metadata-type AuraDefinitionBundle
• CustomMetadata — via REST describe (type definitions only, not record values)
• CustomSetting — via REST describe (type definitions only)

Profile full retrieval note: Full profile XML retrieval via sf project retrieve start requires Customize Application or elevated permissions on some orgs. Prefer listing profiles and confirming with the user before full retrieval.

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Recommended Workflow

Step 1 — Verify org connectivity

sf org display --target-org <alias>

• Confirm Status: Connected and that the Access Token Expiry is not expired.
• Record the org type (production vs. sandbox) from the instance URL pattern.
• If org type is ambiguous, check whether the URL contains .sandbox. or .scratch..
• Stop if: connectivity fails. Do not proceed without a confirmed connected org.

Step 2 — Confirm metadata type is in the allowed list

Before issuing any retrieval command:

1. Map the user's request to a concrete metadata type from the allowed list.
2. If the type is not on the allowed list, explain which type is closest and ask the user to confirm.
3. If the type is on the elevated list (e.g., full Profile XML, Connected App), surface the elevated requirement before proceeding and require explicit user confirmation.
4. Record the confirmed metadata type in the session context.

Step 3 — List available metadata

Prefer listing before retrieving. This step has the lowest privilege footprint and confirms what is actually in the org.

sf org list metadata --metadata-type <Type> --target-org <alias>

• For object fields: use /services/data/vXX.X/sobjects/<Object>/describe via REST.
• Capture the list output. Do not proceed to retrieval if the list is empty (nothing to fetch).
• If the list is large (> 50 results), surface a summary and ask the user to confirm which specific items to retrieve.

Step 4 — Prefer REST describe over sf project retrieve start

sf project retrieve start writes files to disk and may require Modify Metadata on some orgs. Prefer REST describe paths wherever possible:

Object describe (no ModifyMetadata required):

sf sobject describe --sobject <ObjectApiName> --target-org <alias>

Flow via Tooling API (requires only View Setup and Configuration):

# List flows
sf org list metadata --metadata-type Flow --target-org <alias>

# Retrieve specific flow definition via REST
# GET /services/data/v62.0/tooling/sobjects/Flow/<flowId>

Apex class via Tooling API:

# GET /services/data/v62.0/tooling/sobjects/ApexClass/<classId>

Only fall back to sf project retrieve start when no REST equivalent exists, and always declare the elevated path in the audit envelope.

Step 5 — Sanitize output

Apply all sanitization rules from references/sanitization-rules.md before passing output to any downstream skill or surfacing it to the user:

1. Redact org IDs (15/18-char Salesforce ID format starting with 00D).
2. Redact user IDs (15/18-char format starting with 005).
3. Redact profile/permission set IDs (starting with 00e).
4. Scan field defaults for email addresses, phone numbers, and account-name-like strings — flag and redact.
5. Scan for URL credentials (https://user:pass@) — reject the entire payload and stop.
6. Scan for Named Credential headers — reject and stop.
7. Identify encrypted field markers (Shield Platform Encryption, PMLE) — skip those fields entirely; do not attempt to read their values.
8. Scan Apex class body for hardcoded session ID literals — flag as Critical, escalate, do not pass to downstream skill until resolved.

Sanitization must complete before any output is emitted. If sanitization cannot be confirmed (e.g., the payload is too large to inspect), surface this as a gap and do not proceed.

Step 6 — Emit audit envelope

Every retrieval operation must emit a structured audit envelope before handing off to a downstream skill. See Audit Envelope Schema below. The envelope must include:

• operation — the CLI command or REST path used
• metadata_type — the type retrieved
• org_type — production or sandbox
• org_id_placeholder — <org_id_placeholder> (never the real org ID)
• run_as_user_id_placeholder — <user_id_placeholder>
• items_retrieved — count
• sanitization_applied — boolean
• timestamp — ISO 8601
• elevated_path_used — boolean (true if sf project retrieve start was used instead of REST)
• escalation_triggers_fired — list of any stop conditions that fired

Step 7 — Hand off sanitized output to the appropriate downstream skill

Use the delegation routing table in references/delegation-routing.md to determine the correct downstream skill. Emit the required handoff fields for that route.

Every handoff must include:

• The sanitized metadata payload (structured YAML/JSON, not raw XML unless the downstream skill specifically requires XML)
• The audit envelope
• The downstream_skill_recommendation field identifying which skill to invoke next

Step 8 — Stop conditions

Stop and do not proceed if any of the following are true:

• The retrieved payload contains what appears to be encrypted field data (Shield PE or PMLE markers present).
• A field default or formula contains what appears to be a real secret, token, or API key (pattern matches token-like strings).
• The org is a regulated-vertical production org and no compliance review skill is declared in the session context.
• Sanitization cannot be fully applied to the payload.
• URL-embedded credentials are found anywhere in the payload.
• A Named Credential header value is exposed in the retrieval output.
• The Apex class body contains a hardcoded UserInfo.getSessionId call being stored in a field or sent externally.

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Quality Scoring Rubric (100-point)

Score the output of this skill before handing off. Outputs scoring below 60 must be rejected. Outputs scoring 60–79 may proceed with a caveat flag. Outputs scoring 80+ are acceptable.

Dimension	Max points	Scoring guidance
Completeness	25	All requested metadata types retrieved and present in output. Partial retrieval: deduct 5 per missing type. Empty retrieval: 0.
Sanitization quality	35	All org IDs, user IDs, and profile IDs redacted: 20 pts. Field default scan complete: 8 pts. Encrypted field markers identified and skipped: 7 pts. Any unredacted Salesforce ID found: deduct 20. Any real credential found unredacted: 0 pts for entire dimension + stop.
Audit envelope	15	All required envelope fields present: 15 pts. Missing 1–2 fields: 8 pts. Missing > 2 fields or envelope absent: 0 pts.
Proper delegation routing	15	Downstream skill correctly identified and declared: 15 pts. Wrong skill recommended: 5 pts. No recommendation made: 0 pts.
Governor-limit awareness	10	Large payloads (> 50 items) summarized before full retrieval; user confirmation obtained: 10 pts. Large retrieval without confirmation: 0 pts.

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T1 Least-Privilege Contract

This skill operates under the T1 read-only-runtime tier as defined in docs/salesforce-wave-4-plan.md.

OAuth scopes

Scope	Required	Rationale
api	Yes	Enables REST API and Tooling API calls
refresh_token	Yes	Allows token refresh without re-authentication
full	Denied	Excessive; grants admin-level access
web	Denied	Not required for CLI/API operations
sfap_api	Denied	Agentforce platform scope; out of T1 scope
cdp_query_api	Denied	Data Cloud scope; out of T1 scope

Run As service account permissions

Permission	Status
View Setup and Configuration	Required
Per-object Read FLS (on target objects)	Required
ModifyAllData	Denied
ViewAllData (system-level)	Denied
ViewEncryptedData	Denied
ModifyMetadata	Denied (REST describe paths avoid this)
AuthorApex	Denied
ManageConnectedApps	Denied
Customize Application	Denied (flag as elevated if full Profile XML is needed)

CLI command scope

Only the following CLI command families are pre-approved:

• sf org display — connectivity check only
• sf org list metadata — enumeration only, no retrieval
• sf sobject describe — REST describe, read-only
• sf project retrieve start — elevated path, must be declared in audit envelope; only used when no REST equivalent exists

Commands that are explicitly out of scope:

• sf project deploy (any form) — T2/T3
• sf data (DML) — T2/T3
• sf apex run — T2/T3
• Any command with --full flag — excessive scope

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Refusal Triggers

Stop immediately and do not emit output (except a structured refusal message) if:

1. The user requests retrieval of all metadata types at once (* wildcard or "dump everything").
2. The target org appears to be a production org in a regulated vertical (healthcare, financial services, government) and the user has not confirmed compliance review coverage.
3. The metadata type requested is EncryptionKey, TenantSecret, ManagedContentType, or any type that directly exposes encryption configuration.
4. The retrieval output contains URL-embedded credentials.
5. The retrieval output contains Named Credential header values.
6. A hardcoded session ID literal is found in an Apex class body being passed externally.
7. The org alias is production, prod, PROD, or any variant that suggests a production org and the metadata type includes Profile or PermissionSet full retrieval — require explicit confirmation.

Refusal message format:

refusal:
  trigger: [which refusal condition fired]
  reason: [plain-language explanation]
  recommended_action: [what the user should do instead]
  escalation_required: [true/false]

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Audit Envelope Schema

Every retrieval operation must emit this envelope. Fields marked required must be present for the output to be accepted by downstream skills.

audit_envelope:
  skill_id: salesforce-metadata-fetcher-skill          # required
  skill_version: "0.1.0"                              # required
  operation: "<sf command or REST path used>"          # required
  metadata_type: "<Type>"                              # required
  org_type: "production | sandbox | scratch | unknown" # required
  org_id_placeholder: "<org_id_placeholder>"           # required; never the real org ID
  run_as_user_id_placeholder: "<user_id_placeholder>"  # required; never the real user ID
  items_retrieved: <integer>                            # required
  sanitization_applied: true                           # required; false triggers rejection
  elevated_path_used: <boolean>                        # required; true if sf project retrieve start was used
  timestamp: "<ISO 8601>"                              # required
  escalation_triggers_fired: []                        # required; empty list if none
  quality_score: <integer 0-100>                       # required

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Output Format

All output from this skill is YAML. Raw XML from sf project retrieve start must be converted to structured YAML before emission.

salesforce_metadata_fetch:
  sanitized_metadata:
    metadata_type: "<Type>"
    items:
      - name: "<ApiName>"
        label: "<Label>"
        # Type-specific fields follow — see delegation-routing.md for required fields per type

  metadata_summary:
    total_items: <integer>
    types_retrieved: [<list of types>]
    items_skipped: <integer>
    skip_reasons: [<list of reasons — e.g., "encrypted field skipped", "field default redacted">]

  fls_notes:
    # For object/field retrieval: list fields where FLS was not readable
    inaccessible_fields: [<list>]
    encrypted_fields_skipped: [<list>]

  audit_envelope:
    # Full audit envelope as defined above

  downstream_skill_recommendation:
    skill_id: "<downstream-skill-id>"
    rationale: "<why this skill was chosen>"
    required_handoff_fields:
      # Type-specific handoff fields as defined in references/delegation-routing.md

  escalation_triggers_fired: []  # empty if none
  missing_evidence: []           # gaps that would improve coverage
  assumptions: []                # any assumptions made during retrieval

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Redaction Rules

Precise redaction rules are documented in references/sanitization-rules.md. Summary:

Pattern	Action
Org ID: 00D[A-Za-z0-9]{12,15}	Replace with <org_id_placeholder>
User ID: 005[A-Za-z0-9]{12,15}	Replace with <user_id_placeholder>
Profile/PermSet ID: 00e[A-Za-z0-9]{12,15}	Replace with <profile_id_placeholder>
Email address in field default	Flag and redact; note in skip_reasons
Phone number in field default	Flag and redact; note in skip_reasons
URL with embedded credentials	Reject entire payload; stop
Named Credential header value	Reject entire payload; stop
Shield PE / PMLE encrypted field	Skip field entirely; do not read value
Hardcoded session ID in Apex	Flag as Critical; escalate before handoff
Token-like string (> 20 chars, high entropy) in field default	Flag and redact; note in skip_reasons

Hardcoded ID values must never be repeated verbatim in output. Describe the pattern and location only.

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Handoff Rules

Full routing map is in references/delegation-routing.md. Summary:

Metadata type retrieved	Downstream skill	Key handoff fields
CustomObject, CustomField (ObjectDescribe)	salesforce-metadata-review-skill	object_summary, field_inventory, validation_rules_summary
Flow	salesforce-flow-automation-review-skill	flow_xml_sanitized, fault_path_present, automation_mix_summary
PermissionSet, Profile	salesforce-permission-model-review-skill	permission_set_summary, system_perms_granted, object_perms_summary, fls_summary
ApexClass, ApexTrigger	salesforce-apex-lwc-code-review-skill	class_name, with_sharing_status, soql_count, complexity_indicators
LightningComponentBundle, AuraDefinitionBundle	salesforce-apex-lwc-code-review-skill	component_name, js_imports, apex_calls, lwc_security_concerns
ConnectedApp	salesforce-integration-agent + salesforce-certificate-lifecycle-agent	oauth_scopes, ip_relaxation, certificate_thumbprint

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Stop Conditions

Stop processing and emit a structured stop message (not a refusal — stop conditions fire mid-execution, refusal triggers fire pre-execution) when:

1. Retrieved payload contains Shield PE or PMLE encrypted field markers.
2. Field default or Apex class body contains a suspected secret, token, or API key.
3. Org is a regulated-vertical production org with no compliance review skill declared.
4. Sanitization cannot be fully applied to the payload.
5. URL-embedded credentials found in retrieval output.
6. Named Credential header value exposed in retrieval output.
7. Apex class body contains UserInfo.getSessionId result being stored externally or in a field default.

Stop message format:

stop:
  condition_fired: [which condition]
  mid_execution: true
  items_sanitized_before_stop: <integer>
  items_not_sanitized: <integer>
  recommended_action: [what the user or operator should do]
  escalation_required: true
  audit_envelope:
    # Partial audit envelope up to point of stop

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Security Notes

• This skill is read-only at runtime. It never writes to the org, never deploys metadata, and never executes Apex.
• The Run As service account must not hold ModifyMetadata, AuthorApex, or ManageConnectedApps. If the org CLI session has these permissions, surface a warning before executing — the T1 contract is violated.
• Org IDs and user IDs are never repeated verbatim in any output. Placeholders are always used.
• REST describe paths are preferred over sf project retrieve start because they have a lower permission footprint. When sf project retrieve start is used, it is declared in the audit envelope as an elevated path.
• Downstream review skills receive sanitized YAML, not raw XML, minimizing the risk of accidentally propagating unsanitized values.
• This skill does not store, cache, or persist any org metadata beyond the active session context.
• For regulated-vertical orgs (healthcare, financial services, government), explicit operator confirmation is required before any production retrieval. Sandbox retrievals from regulated orgs are permitted without additional confirmation.