admin-documentation-generators

name

admin-documentation-generators

description

Answers Salesforce admin documentation-generation requests: "generate a data dictionary for Account", "create an admin handbook for this org", "write an onboarding doc for a new developer", "generate an architecture overview", "produce a sharing-model summary", "draft a compliance report on PII". Drives the v2.5 documentation-generator tier (`generate_data_dictionary`, `generate_admin_handbook`, `generate_onboarding_doc`, `generate_architecture_overview`, `generate_sharing_summary`, `generate_compliance_report`). Every generator emits a `GeneratedDocument` with frontmatter (`generatedAt`, `sourceTreeHash`, `componentIds`), structured markdown body, per-section confidence labels, and verbatim `boundaries[]` disclosures. Discloses the v2.5 Q125 freshness disclosure on every generated doc, the inherited-confidence rule, the heuristic-tagged sections (Domain Clustering, PII Inventory, Field Label Glossary), and the v1.7-enrichment- missing fallback for Recent Changes / Key Contacts.

Admin documentation generators

Overview

This skill is the admin persona's companion to v2.5's six documentation-generator tools. The admin's first-line ask is "draft me a doc about X" — and the honest answer is a structured markdown document with explicit per-section confidence labels, verbatim boundary disclosures, and a frontmatter timestamp naming when the underlying vault was last refreshed.

The six generators share the same output shape:

interface GeneratedDocument {
  frontmatter: {
    title: string;
    generatedAt: string;          // ISO-8601, when the document was generated
    sourceTreeHash: string;       // The vault's manifest sourceTreeHash; ties the doc to its source state
    componentIds: ComponentId[];  // Every component the doc named, for cross-reference
  };
  body: string;                                                 // Structured markdown
  sectionConfidence: Record<string, 'declared' | 'parsed' | 'heuristic'>;
  boundaries: string[];                                          // Verbatim disclosures
}

The v2.5 constitutional rule is the Q125 freshness disclosure. Every generated doc carries a footer line:

Generated on {generatedAt} from vault at sourceTreeHash: {sourceTreeHash}. If your org has changed since this hash, the document is stale; re-run /sfi-refresh and regenerate.

This is verbatim, surfaced on every doc, regardless of which generator produced it. The admin reading the doc weeks later can compare the hash against the current vault and know instantly whether to trust the content.

The boundary that matters for admins: the document is structure, not narrative. v2.5 generators COMPOSE existing graph queries (sfi.list_components, sfi.org_overview, sfi.integration_map, sfi.domain_clusters, sfi.pii_inventory, sfi.field_access_audit) into one markdown document. They do NOT generate prose explanations beyond the structural scaffolding. A section labeled "Domain Clustering" with heuristic confidence is the v2.0g clustering algorithm's output; the doc surfaces the cluster labels and per-cluster member counts, not a "this is what each cluster does" narrative.

The skill picks the right generator by user intent, sets per-tool parameters when the question hints at them, and SURFACES the generated document to the user with the verbatim Q125 disclosure intact.

When to fire

Fire this skill on documentation-generation phrasing. Concrete triggers:

• "Generate a data dictionary for Account." / "Document the Account object." / "Draft me a schema doc for Account." — Use sfi.generate_data_dictionary with objectId: 'CustomObject:Account'.
• "Create an admin handbook for this org." / "Write a guide to this org for a new admin." — Use sfi.generate_admin_handbook with appropriate personaFocus.
• "Write an onboarding doc for a new developer." / "Generate an onboarding doc for new admins." — Use sfi.generate_onboarding_doc with the matching personaFocus.
• "Generate an architecture overview." / "Produce a high-level architecture diagram." — Use sfi.generate_architecture_overview.
• "Generate a sharing-model summary." / "Document our org's sharing model." / "Produce a security summary for Account." — Use sfi.generate_sharing_summary (optionally with objectFilter).
• "Draft me a compliance report on PII." / "Generate a PII inventory document." / "Produce a compliance audit for this org." — Use sfi.generate_compliance_report.

When NOT to fire

Defer to another skill when:

• The user asks "what fields does Account have?" That's schema lookup, not document generation. Defer to answering-org-questions → sfi.list_components / sfi.get_component. The data-dictionary generator is appropriate when the user wants a full structured doc; not when they want a single answer.
• The user asks "who can see Account records?" That's a sharing-troubleshooting question. Defer to admin-sharing-troubleshooting → sfi.why_cant_user_see_record. The sharing-summary generator produces a static report; the troubleshooting skill answers per-user cascades.
• The user asks "what's the org's integration topology?" That's an integration-topology question. Defer to architect-integration-topology → sfi.integration_map. The architecture-overview generator INCLUDES integration topology as one section; the integration-topology skill is the deep drill-in.
• The user asks for a SINGLE field's documentation. Defer to developer-field-deep-dive → sfi.field_360. The data dictionary documents every field on an OBJECT; field-360 documents one specific field across every dimension.
• The user wants to MODIFY metadata ("update the Account description"). v2.5 is read-only. Refuse.
• The user wants a Word / PDF export. v2.5 emits markdown. Tell the admin to pipe the markdown through their preferred converter.

The cascade

The six generators by user intent. They are NOT redundant — each covers a distinct admin question shape. Pick the right entry point.

1. sfi.generate_data_dictionary — per-object schema doc

The anchor generator. Given a CustomObject: id, emits a markdown document covering:

• Overview — object label, plural label, API name, parent object (if Master-Detail relationship), sharing model.
• Fields — table of every CustomField with apiName, label, type, required flag, description.
• Relationships — outgoing lookups + master-details from this object to others; incoming lookups from others to this object.
• Entity Relationship Diagram (R6-19) — a mermaid erDiagram fence covering the SAME two directions (this object's own outgoing Lookup/Master-Detail fields, plus every other object's inbound lookupTo reference to it), rendered visually rather than tabulated. Capped at 40 relationships; the cap and the lookupTo-extraction-time scope are disclosed in boundaries[].
• Validation Rules — every ValidationRule whose parentId matches.
• Page Layouts — every Layout whose parentId matches.
• Related Triggers / Flows — every ApexTrigger / Flow with a triggersOn edge to this object.
• Boundaries — verbatim disclosure.

{ "objectId": "CustomObject:Account" }

Fire this when the admin asks for the object-level schema documentation. The output is a self-contained markdown doc with every cross-component reference in one place — the admin sends it to the new joiner, the new joiner has everything they need to understand this object's surface.

2. sfi.generate_admin_handbook — org-level admin guide

A wider doc covering the org's purpose, main objects, automation summary, permission structure, integration topology, and recent changes. Composed from sfi.org_overview + sfi.integration_map

• per-object summaries.

Persona-driven section emphasis:

{ "personaFocus": "admin" }      // default
{ "personaFocus": "architect" }  // leads with Integration Topology
{ "personaFocus": "business-user" }
{ "personaFocus": "developer" }  // adds Codebase Footprint

Fire this when the admin asks for an org-level guide. The default 'admin' persona emphasizes Permission Structure and Automation Summary — exactly what a new admin needs to onboard.

3. sfi.generate_onboarding_doc — new-hire tour

The MOST COMPOSITE generator. Chains:

• sfi.generate_admin_handbook (for org context).
• sfi.generate_architecture_overview (architecture map).
• sfi.org_overview (identifies top 3 objects worth a spotlighted data-dictionary entry).
• sfi.get_naming_convention_report (conventions section).
• Custom-field-label glossary builder (heuristic on labels appearing in fewer than 5 objects).

{ "personaFocus": "admin" }     // default
{ "personaFocus": "developer" } // adds Codebase Footprint subsections

Fire this when the admin asks for the new-joiner tour. The doc covers "What This Org Does", "Main Data Model", "Common Workflows", "How Security Works", "Naming Conventions", "Glossary", "Key Contacts" (or v1.7-enrichment-missing disclosure), and "Where To Go Next" (persona-specific tool hints).

4. sfi.generate_architecture_overview — 3-4 page architecture doc

Composes sfi.org_overview + sfi.domain_clusters + sfi.integration_map into a structured markdown document with FOUR mermaid diagrams (org structure, an entity-relationship diagram, domain clustering, integration topology) and supporting tables.

{}

Takes no arguments. Fire this when the admin asks for the high-level architecture map. The mermaid diagrams render inline in most markdown viewers; the supporting tables list the top components per cluster.

Two of the diagrams cap their node count (Org Structure: top 5 CustomObjects by inbound references; Integration Topology: first 20 integration surfaces — its Type/Count table is never capped, only the diagram). When an org exceeds either cap, an inline "showing the top/first N of M" line renders under the diagram and document.boundaries gets a matching entry — a large org's overview never silently reads as a complete picture.

The Entity Relationship Diagram (R6-19) is a SEPARATE ranking from Org Structure: Org Structure ranks by total inbound-reference count (any edge type); the ERD ranks by Lookup/Master-Detail relationship DEGREE (in + out lookupTo edges only) and shows the top 12 objects — a relationship line renders ONLY when BOTH its endpoints made that top-12 cut, so a disconnected or thinly-linked object can be ranked-in but show no lines. Both the object cap and the true object count are disclosed. For a complete relationship picture of ONE object, use sfi.generate_data_dictionary instead — its ERD is not object-count-capped.

5. sfi.generate_sharing_summary — per-object or org-wide sharing doc

Given an optional objectFilter, emits a markdown document covering every CustomObject's OWD, the SharingRules that apply, and the Profile / PermissionSet grants that surface as incoming grantedBy edges to the object's children. Role hierarchy as a mermaid diagram when Role nodes are present.

{}                              // org-wide (capped at 50 objects)
{ "objectFilter": "Account" }   // single-object focus

A >50-object org's response carries scanTruncated: true + totalMatchingObjects (the TRUE count), disclosed inline in the document's Overview line and boundaries too — never silently read as complete; narrow with objectFilter for full per-object coverage of the objects the cap dropped.

Fire this when the admin asks for the sharing-model write-up. For "why can't user X see record Y?" cascades, defer to admin-sharing-troubleshooting — that's the per-user troubleshooting tool, not the org-wide summary.

6. sfi.generate_compliance_report — PII + access audit doc

Composes sfi.pii_inventory + sfi.field_access_audit (per PII field, capped to keep response bounded) + per-object sharingModel lookup into a structured compliance report.

{}

Takes no arguments. Fire this when the admin asks for the compliance / PII audit document. Every PII classification inherits the v2.0d recognizer's heuristic confidence — a field flagged as pii may not store PII at runtime, and a field flagged as public may. The Boundaries footer carries the recognizer- heuristic disclosure verbatim.

Honesty axes

Q125 freshness disclosure (verbatim on EVERY generated doc)

Generated on {generatedAt} from vault at sourceTreeHash: {sourceTreeHash}. If your org has changed since this hash, the document is stale; re-run /sfi-refresh and regenerate.

This is non-negotiable. The skill ECHOES this footer when presenting the doc to the user; do NOT strip it during rendering.

Inherited-confidence rule (v2.5 constitutional)

The document is structure, not narrative. Section confidence is inherited from the UPSTREAM edges and recognizers that produced the section's data:

Section / Generator	Confidence	Source
Fields / Validation Rules / Layouts	declared	Metadata XML
Relationships (lookup / master-detail)	declared	Metadata XML
Triggers (incoming triggersOn) from ApexTrigger	declared	Apex header
Triggers from Flow	parsed	Flow XML walker
Domain Clustering (in architecture / onboarding)	heuristic	v2.0g clustering algorithm
PII Inventory (in compliance / data-dictionary)	heuristic	v2.0d PII recognizer
Field Label Glossary (in onboarding / data-dictionary)	heuristic	Single-object-label heuristic
Recent Changes (in admin handbook / onboarding)	parsed	v1.7 enrichment (lastModifiedDate)
Key Contacts (in onboarding / handbook)	declared	v1.7 enrichment (createdBy / lastModifiedBy)

When a section's confidence is heuristic, the per-section disclosure is verbatim in the doc body itself (not just the footer). The admin reading the doc sees "Domain Clustering (heuristic)" as the section heading.

Heuristic-tagged sections (verbatim per-section disclosures)

Domain Clustering disclosure (in architecture-overview / onboarding-doc / admin-handbook with architect persona):

Domain clusters are computed by the v2.0g clustering algorithm over the org's reference-edge density. A component's cluster assignment reflects which other components it interacts with most heavily — it does NOT reflect the team that owns the component or the business domain the component serves. Treat cluster labels as a structural recommendation, not a certification.

PII Inventory disclosure (in compliance-report / data-dictionary / admin-handbook):

PII classifications are emitted by the v2.0d recognizer pattern- matching field apiNames and labels against a known-PII keyword set (SSN, Date_Of_Birth, Tax_ID, Drivers_License, etc.) and field type / length heuristics. A field flagged as pii may not store PII at runtime; a field flagged as public may. Verify per-field intent before relying on this inventory for compliance attestation.

Field Label Glossary disclosure (in onboarding-doc / data-dictionary):

The glossary surfaces labels appearing on a single CustomObject as org-specific terminology candidates. A label appearing on one CustomObject MAY be org-specific terminology OR may simply be an underused standard label. Verify each entry's intent before relying on the glossary as authoritative.

v1.7-enrichment-missing fallback (Recent Changes / Key Contacts)

The Recent Changes and Key Contacts sections in the admin handbook and onboarding doc depend on the v1.7 Tooling-API enrichment pass (lastModifiedDate, lastModifiedBy, createdBy). If the enrichment hasn't run, BOTH sections surface the v1.7-not- extracted disclosure rather than fabricating activity:

The Recent Changes / Key Contacts section requires the v1.7 Tooling-API enrichment to populate lastModifiedDate and lastModifiedBy on every node. Your vault was last refreshed without enrichment; run /sfi-refresh --tooling-api to enable. Until then, this section is suppressed rather than fabricated.

The admin reading the doc sees a placeholder section, not an invented entry. This is constitutional.

Composition vs narrative (verbatim)

v2.5 generators COMPOSE existing graph queries (sfi.org_overview, sfi.integration_map, sfi.domain_clusters, etc.) into structured markdown. They do NOT generate prose explanations of WHY a cluster exists, WHAT a Flow does, or WHO the org's stakeholders are. The doc is a structural scaffold for an admin / architect / developer to READ INTO; it does not replace the admin's own write-up.

Worked example

User: "Generate a data dictionary for Account."

Claude's flow:

1. Classify → per-object schema doc.
2. Fire sfi.generate_data_dictionary with { "objectId": "CustomObject:Account" }.
3. Receive (illustrative):

{
  "data": {
    "document": {
      "frontmatter": {
        "title": "Data Dictionary — Account",
        "generatedAt": "2026-05-28T14:23:17.005Z",
        "sourceTreeHash": "a1b2c3d4e5f6g7h8",
        "componentIds": ["CustomObject:Account", "CustomField:Account.Industry__c", "CustomField:Account.Tier__c", "ValidationRule:Account.Require_Industry", "Layout:Account.Standard_Layout", "ApexTrigger:AccountTrigger", "Flow:Set_Account_Region"]
      },
      "body": "# Data Dictionary — Account\n\n## Overview\n\n- **Label:** Account\n- **API Name:** `Account`\n- **Plural Label:** Accounts\n- **Sharing Model:** Private\n\n## Fields\n\n| API Name | Label | Type | Required | Description |\n|---|---|---|---|---|\n| `Industry__c` | Industry | Picklist | Yes | Industry segment for the account. |\n| `Tier__c` | Tier | Number | No | 1-4 tier classification. |\n| ...\n\n## Relationships\n\n- **Outgoing lookups:** None.\n- **Incoming lookups:** `Contact.AccountId`, `Opportunity.AccountId`, `Case.AccountId`.\n\n## Validation Rules\n\n- `ValidationRule:Account.Require_Industry` — Requires `Industry__c` to be set on save.\n\n## Page Layouts\n\n- `Layout:Account.Standard_Layout` (default for `Profile:Standard_User`).\n- `Layout:Account.Sales_Manager_Layout` (assigned to `Profile:Sales_Manager`).\n\n## Related Triggers / Flows\n\n- **Apex triggers:** `ApexTrigger:AccountTrigger` (`triggersOn`, `declared`).\n- **Flows:** `Flow:Set_Account_Region` (`triggersOn`, `parsed`).\n\n## Boundaries\n\n- ...\n- ...\n\n---\n\n_Generated on 2026-05-28T14:23:17.005Z from vault at sourceTreeHash: a1b2c3d4e5f6g7h8. If your org has changed since this hash, the document is stale; re-run `/sfi-refresh` and regenerate._\n",
      "sectionConfidence": {
        "Fields": "declared",
        "Relationships": "declared",
        "Validation Rules": "declared",
        "Page Layouts": "declared",
        "Related Triggers / Flows": "declared",
        "Boundaries": "declared"
      },
      "boundaries": [
        "Generated on 2026-05-28T14:23:17.005Z from vault at sourceTreeHash: a1b2c3d4e5f6g7h8. If your org has changed since this hash, the document is stale; re-run `/sfi-refresh` and regenerate.",
        "Field types and required flags are read from declared metadata. The 'required' flag covers metadata-required only; Apex-enforced required-ness via validation or trigger is not surfaced as required here.",
        "Layout assignments are sourced from incoming usedInLayout edges; if a Profile / Permission Set assigns the layout via runtime context (Record Type-routed), the per-context cascade lives in admin-page-layout-routing."
      ]
    }
  }
}

4. Respond:

Generated data dictionary for CustomObject:Account:

# Data Dictionary — Account

## Overview
- **Label:** Account
- **API Name:** `Account`
- **Plural Label:** Accounts
- **Sharing Model:** Private

## Fields
[table of 47 fields with apiName / label / type / required /
description]

## Relationships
- **Outgoing lookups:** None.
- **Incoming lookups:** `Contact.AccountId`, `Opportunity.AccountId`,
  `Case.AccountId`.

## Validation Rules
- `ValidationRule:Account.Require_Industry` — Requires `Industry__c`
  to be set on save.

## Page Layouts
- `Layout:Account.Standard_Layout` (default for
  `Profile:Standard_User`).
- `Layout:Account.Sales_Manager_Layout` (assigned to
  `Profile:Sales_Manager`).

## Related Triggers / Flows
- **Apex triggers:** `ApexTrigger:AccountTrigger`
  (`triggersOn`, `declared`).
- **Flows:** `Flow:Set_Account_Region` (`triggersOn`, `parsed`).

## Boundaries
- Field types and required flags are read from declared metadata.
  The 'required' flag covers metadata-required only; Apex-enforced
  required-ness via validation or trigger is not surfaced as
  required here.
- Layout assignments are sourced from incoming `usedInLayout` edges;
  if a Profile / Permission Set assigns the layout via runtime
  context (Record Type-routed), the per-context cascade lives in
  `admin-page-layout-routing`.

---

_Generated on 2026-05-28T14:23:17.005Z from vault at
sourceTreeHash: a1b2c3d4e5f6g7h8. If your org has changed since
this hash, the document is stale; re-run `/sfi-refresh` and
regenerate._

Every section above is sourced from declared metadata (XML); the confidence per section is uniformly declared. The doc names 47 fields + 1 validation rule + 2 layouts + 1 ApexTrigger + 1 Flow (component count: 53), and the frontmatter componentIds array lists every canonical ID for cross-reference.

If you want narrower or wider versions:

• Just the field list without the rest → sfi.list_components({ type: 'CustomField', parentId: 'CustomObject:Account' }).
• Single-field deep dive on Industry__c (writers, readers, v2.9 source-of-truth, similar fields) → sfi.field_360({ fieldId: 'CustomField:Account.Industry__c' }) via the developer-field-deep-dive skill.
• Sharing summary for Account (OWD + SharingRules + role hierarchy) → sfi.generate_sharing_summary({ objectFilter: 'Account' }).

The response surfaces the doc verbatim with the Q125 freshness footer intact, names every component with canonical IDs, and points the admin at narrower / wider drill-ins.

Anti-patterns

Mistake	Why it's wrong
Stripping the Q125 freshness footer when presenting the doc.	The footer is constitutional. The admin reading the doc next week needs to be able to compare the sourceTreeHash against the current vault. Stripping it breaks the trust contract.
Inventing a Recent Changes / Key Contacts section when v1.7 enrichment hasn't run.	The constitutional rule is fail-conservative: surface the v1.7-not-extracted disclosure, not a fabricated entry. The admin would treat a fake "Recent Changes" entry as ground truth.
Paraphrasing a heuristic-tagged section's disclosure ("the clustering algorithm is sometimes a bit off").	The verbatim disclosure exists for a reason — it states the failure modes precisely. Paraphrasing dilutes the warning. Use the section's verbatim disclosure intact.
Treating the generated doc as a narrative.	v2.5 generators emit STRUCTURE. The doc lists components, surfaces edge relationships, and tables out metadata. It does NOT explain WHY each component exists. Don't add interpretive prose to the doc; let the admin read the structure and write their own narrative if needed.
Calling sfi.generate_compliance_report and presenting PII classifications as authoritative.	The v2.0d PII recognizer is heuristic — keyword + type / length pattern matching. A field flagged pii may not store PII; a field flagged public may. State the v2.0d boundary verbatim.
Skipping per-section confidence labels in the response.	The admin reads the doc and acts on it. Without (declared) vs (heuristic) labels per section, the admin treats every section as equally trustworthy and misses that Domain Clustering is recognizer output, not metadata.
Generating the wrong doc for the user's question (e.g., generating a data dictionary when they asked "who can see Account").	Pick the right generator. Data dictionary is for OBJECT schema. Sharing summary is for OWD / SharingRules / grants. Compliance is for PII + access. Re-route to the right entry point.
Concatenating multiple generated docs into one mega-doc.	v2.5 emits one doc per call. Concatenating loses the per-doc frontmatter, the per-doc sourceTreeHash mapping, and the per-doc component-id cross-reference. Surface each doc separately.
Calling sfi.generate_onboarding_doc for a quick admin question.	The onboarding doc is the MOST COMPOSITE generator — it chains four sub-generators. For a quick admin question ("how does sharing work in this org"), the sharing-summary or admin-handbook generators are tighter.

See also

• architect-integration-topology — for live integration-topology questions ("what subscribes to this Platform Event"). The architecture-overview generator includes a static integration map; the architect skill answers per-event cascades.
• architect-impact-analysis — for "what breaks if I delete this" cross-component analysis. Documentation generators name every referrer; impact analysis walks them via sfi.get_impact.
• admin-sharing-troubleshooting — for per-user sharing cascades ("why can't user X see record Y"). The sharing-summary generator is the org-wide companion.
• admin-page-layout-routing — for per-user layout routing cascades ("what layout does this user see"). The data- dictionary generator surfaces every layout for the object; this skill answers the per-user routing.
• developer-field-deep-dive — for per-field synthesis. The data-dictionary generator surfaces every field on an object; this skill documents ONE field across every dimension.
• recognizing-naming-conventions — for the conventions section that the admin-handbook and onboarding-doc generators surface. Generators show the patterns the recognizer found; this skill is the deep recognizer drill-in.
• refreshing-the-org-vault — for /sfi-refresh to bump the sourceTreeHash. The Q125 disclosure tells the admin to come here when the doc is stale.

Verification

Before sending a response, confirm:

• I picked the right generator by user intent (data dictionary for per-object schema, admin handbook for org guide, onboarding for new-hire tour, architecture for high-level map, sharing summary for OWD / rules, compliance for PII).
• I surfaced the generated doc with the Q125 freshness footer INTACT — no stripping, no paraphrasing.
• I cited the per-section confidence label in the response so the admin can distinguish declared (metadata XML) from parsed (Flow walker / formula tokenizer) from heuristic (clustering / PII / glossary).
• For the heuristic-tagged sections (Domain Clustering, PII Inventory, Field Label Glossary), I surfaced the per-section verbatim disclosure intact rather than paraphrasing.
• When Recent Changes / Key Contacts would depend on v1.7 enrichment, I surfaced the v1.7-not-extracted disclosure and did NOT fabricate activity.
• I cited every component named in the doc by canonical ID.
• I did NOT add interpretive prose to the doc beyond the structural scaffold.
• I did NOT concatenate multiple generated docs into one response; each doc surfaced separately with its own frontmatter and footer.
• I offered the admin a concrete next step (narrower drill-in via field-360, broader context via a sibling generator, or a refresh via /sfi-refresh when the hash is stale).

---

Grounding & routing (shared contract). For a vague or broad ask, call sfi.route_question first — in the default hybrid mode it returns a meaning-ranked toolCandidates shortlist (which YOU pick from) plus a suggested plane and a route hint (and whether to sfi.resolve a name first). Every org fact must come from an sfi.* tool call, cited by its canonical id — never from memory. Build the answer only from what the tools returned, then pass it through sfi.synthesize_answer, which flags any hallucinatedIds (canonical ids no tool produced). Full cascade: using-sf-intelligence.