Queries Salesforce Telemetry & Data Management (STDM) and Data Cloud for live Agentforce session traces, faithfulness scores, answer relevance scores, action invocation telemetry, and quality metrics under T1 least-privilege scope (api + refresh_token + cdp_query_api). Answers the production observability question: "is my Agentforce agent working correctly right now?" Operational counterpart to the static-review salesforce-agentforce-risk-review-skill. TRIGGER when: user asks for Agentforce session metrics, faithfulness scores, answer relevance, AI Evaluation results, action telemetry, STDM queries, agent performance KPIs, hallucination rates. Trigger phrases: "how is my agent performing", "show STDM data", "agent observability", "agent telemetry", "AiAgentTagAssociation", "AiEvaluationDefinition results", "agentforce production metrics". DO NOT TRIGGER when: user wants static configuration review (use salesforce-agentforce-risk-review-skill); when modifying agent configurations (T3 — escalate to salesforce-l
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name
salesforce-agentforce-stdm-observer-skill
description
Queries Salesforce Telemetry & Data Management (STDM) and Data Cloud for live Agentforce session traces, faithfulness scores, answer relevance scores, action invocation telemetry, and quality metrics under T1 least-privilege scope (api + refresh_token + cdp_query_api). Answers the production observability question: "is my Agentforce agent working correctly right now?" Operational counterpart to the static-review salesforce-agentforce-risk-review-skill. TRIGGER when: user asks for Agentforce session metrics, faithfulness scores, answer relevance, AI Evaluation results, action telemetry, STDM queries, agent performance KPIs, hallucination rates. Trigger phrases: "how is my agent performing", "show STDM data", "agent observability", "agent telemetry", "AiAgentTagAssociation", "AiEvaluationDefinition results", "agentforce production metrics". DO NOT TRIGGER when: user wants static configuration review (use salesforce-agentforce-risk-review-skill); when modifying agent configurations (T3 — escalate to salesforce-live-guard-agent); when Agent Script authoring is needed (out of Wave 4 scope, route to forcedotcom/sf-skills developing-agentforce reference).
license
MIT
allowed-tools
Bash(sf data query:*) Bash(sf agent test:*) Bash(sf org display:*) Read Grep Glob Bash(sf api request:*) Bash(sf apex run:*)
metadata
{"author":"github: Raishin","version":"0.1.0","updated":"2026-05-21T00:00:00.000Z","category":"operational","lifecycle":"experimental","execution_tier":"read-only-runtime","mcp_servers":[],"oauth_scopes":["api","refresh_token","cdp_query_api"],"run_as_permissions":{"required":["View Setup and Configuration","Data Cloud Query API access"],"denied":["ModifyAllData","ViewAllData","ViewEncryptedData","ModifyMetadata","AuthorApex","ManageConnectedApps","Customize Application","Manage Agentforce"]}}
salesforce-agentforce-stdm-observer-skill
Production observability for Agentforce agents via STDM and Data Cloud. This skill
is a live evidence reader, not a configuration reviewer. It queries session
telemetry, quality scores, and action traces to answer: "Is my agent working
correctly right now?" It does not modify agents, configurations, or any org data.
Adaptation note: Query mechanics in this skill are adapted from the
observing-agentforce skill published by Salesforce in the
forcedotcom/sf-skills repository (Apache-2.0). Vanguard-specific additions
include the T1 least-privilege contract, structured audit envelope, explicit
aggregate-only output policy, and the handoff routing model.
Verify-before-merge notice: All Agentforce, STDM, Data Cloud, and Einstein
AI feature names evolve rapidly. Validate all product references, DMO field
names, and API structures against current official Salesforce documentation
before use in production.
When This Skill Owns the Task
Use salesforce-agentforce-stdm-observer-skill when the goal is live
production observability for an Agentforce agent:
"How is my Order Service agent performing over the last 7 days?"
"Show me faithfulness and answer relevance scores for the Support agent"
"Are there action invocation errors for the Case Routing agent?"
"What is the session abandonment rate for the HR Self-Service agent?"
"Show me STDM session telemetry for the last 48 hours"
"Is the agent hallucinating? What do the quality scores say?"
Delegate elsewhere when:
Situation
Skill to use
Static review of agent configuration (topics, actions, instructions)
salesforce-agentforce-risk-review-skill
Agent is misconfigured and must be changed
T3 — requires human approval via salesforce-live-guard-agent
Compliance/privacy review of session data handling
salesforce-compliance-privacy-agent
General SOQL record queries unrelated to Agentforce
salesforce-soql-explorer-skill
Metadata export and schema inspection
salesforce-metadata-fetcher-skill
Authoring or editing .agent files
developing-agentforce (forcedotcom/sf-skills)
Agent performance degrades and a fix must be deployed
Route through salesforce-live-guard-agent for human approval
Required Context to Gather First
Before executing any STDM query, confirm all of the following. Ask if missing.
Target org alias — the --target-org value recognized by sf org list.
Never accept a raw instance URL or session token.
Org type — production or sandbox. Flag production orgs; apply stricter
output scrutiny and confirm the Connected App allowlist authorizes this alias.
Agent name(s) to observe — the agent's display label (MasterLabel) or
API name. Resolve against the org before querying (see Step 2).
Time window — ISO 8601 start and end timestamps (UTC). Default to last
7 days if not specified.
Specific metrics requested — sessions summary, faithfulness, answer
relevance, action telemetry, or all. Prefer getAggregatedMetrics as the
first call to bound scope.
Sensitivity classification — does the org serve Health Cloud,
Financial Services Cloud, or other regulated verticals? If yes, extra
redaction scrutiny applies; route any anomalies involving session content
to salesforce-compliance-privacy-agent before sharing externally.
Data Cloud provisioned? — STDM requires Data Cloud and the Agentforce
Activity data stream enabled. Confirm before executing (see Step 1).
Recommended Workflow
Step 1 — Verify org connectivity and Data Cloud availability
Confirm the org alias is reachable and Data Cloud is provisioned:
sf org display --target-org <alias>
Then probe the Data Cloud data spaces endpoint to confirm STDM DMOs are
available:
sf api request rest "/services/data/v63.0/ssot/data-spaces" \
--target-org <alias>
Note: sf api request rest is a beta command — do not add --json (that
flag is unsupported and causes an error in this command).
Decision logic:
If the command fails (404 or permission error), assume DATA_SPACE=default
and log it as an assumption.
Filter to only status: "Active" data spaces.
If exactly one active data space exists, use it automatically.
If multiple exist, show the list and ask the user which to use.
Store the selected name as DATA_SPACE for all subsequent steps.
If Data Cloud is unavailable, stop and inform the user:
STDM requires Data Cloud with "Agentforce Activity" data stream active.
Navigate to Setup → Data Cloud → Data Streams to verify. This skill
cannot proceed without STDM. For local trace analysis without Data Cloud,
see the observing-agentforce skill from forcedotcom/sf-skills.
Step 2 — Resolve target agent and confirm AiAgentTag
Resolve the user-provided agent name to the exact MasterLabel used by STDM.
Field names and exact object names are drift-prone — run this query and use
the returned values, not the user-provided string:
sf data query \
--query "SELECT Id, MasterLabel, DeveloperName FROM GenAiPlannerDefinition WHERE MasterLabel LIKE '%<user-provided-name>%' OR DeveloperName LIKE '%<user-provided-name>%'" \
--target-org <alias> \
--result-format json
Store:
AGENT_MASTER_LABEL — for STDM findSessions agent filter
PLANNER_ID — the Salesforce record ID for this agent (redact in output)
If the query returns no results: The agent does not exist in this org.
Show the full list of agents and ask the user to identify the target.
Step 3 — Query AiAgentTagAssociation for tagging context
Retrieve tagging metadata to understand what quality evaluation definitions
are configured. This confirms the org has quality scoring enabled before
querying scores:
sf data query \
--query "SELECT Id, AiAgentTagId, EntityId, EntityType FROM AiAgentTagAssociation LIMIT 10" \
--target-org <alias> \
--result-format json
If AiAgentTagAssociation returns no rows, quality scores may not be configured.
Note this in the output and proceed with session-level metrics only.
Note:AiAgentTag, AiAgentTagDefinition, and AiAgentTagAssociation
are Tooling API objects. Use --use-tooling-api if the standard SOQL path
returns an "object not found" error:
sf data query \
--query "SELECT Id, AiAgentTagId, EntityId, EntityType FROM AiAgentTagAssociation LIMIT 10" \
--target-org <alias> \
--use-tooling-api \
--result-format json
Step 4 — Query STDM sessions via aggregated metrics
Start with getAggregatedMetrics via the AgentforceOptimizeService Apex
helper class to get the health dashboard before drilling into individual
sessions. This is the most efficient first call and avoids fetching session
content.
Full Apex service deployment steps and invocation patterns are documented
in references/stdm-queries.md (adapted from forcedotcom/sf-skills
observing-agentforce).
unavailable_dmos — list of DMOs that could not be queried
If findSessions returns empty: No production sessions exist in this
date window. Check that the date range is correct and that the agent is
actively receiving traffic. Consider widening the window.
Step 5 — Drill into faithfulness and answer relevance (if warranted)
If avg_faithfulness or avg_answer_relevance falls below the thresholds
defined in references/observability-rubric.md, run targeted observability
queries:
Available query types: KnowledgeGap, Hallucination, RetrievalQuality,
AnswerRelevancy, Leaderboard — see references/stdm-queries.md for the
full table.
Do NOT use getMultipleConversationDetails or getLlmStepDetails
in this skill. Those methods return raw session content (user messages, agent
responses) which may contain PII. This skill operates on aggregate metrics
only. See Redaction Rules below and references/privacy-redaction.md.
Step 6 — Sanitize output
Before emitting any result, apply all redaction rules from the Redaction
Rules section and references/privacy-redaction.md. Specifically:
Never include session text content (user messages, agent responses).
Aggregate metrics and structured scores only.
Replace all Salesforce record IDs with <record_id_placeholder>.
Replace all user IDs (session participants) with <user_id_placeholder>.
Mask raw record IDs in action invocation steps — hash them to detect
duplicates but never echo raw.
If the org is a regulated vertical (Health Cloud, Financial Services Cloud
), apply the compliance-vertical
flag and route any anomalies through salesforce-compliance-privacy-agent.
Step 7 — Emit audit envelope
Every execution must produce a complete audit envelope (see Audit Envelope
Schema). Emit it unconditionally — even if the result set is empty or an
error occurred.
Step 8 — Hand off if anomalies warrant
Compare results against the rubric in references/observability-rubric.md:
Faithfulness below threshold → hand off to salesforce-agentforce-risk-review-skill
Action error rate above threshold → hand off to salesforce-agentforce-risk-review-skill
A configuration change is required → route through salesforce-live-guard-agent
Score the observability execution quality before emitting results. Threshold:
80+ acceptable, 60–79 emit with caveat, below 60 reject and request revision.
Dimension
Points
What earns full marks
Query selectivity
25
Time-window applied; agent filter set; no full-DMO scans; aggregate-first approach used
Sanitization
30
No session content in output; all IDs redacted; regulated-vertical flag applied if applicable; audit envelope populated
Metric completeness
20
Sessions count, avg_faithfulness, avg_answer_relevance, action_invocation_count, error_rate all reported (or explicitly noted as unavailable)
Audit envelope
15
All required audit fields present; timestamp accurate; org_type_verified correct
Proper delegation
10
Anomalies routed to the correct downstream skill; no configuration changes attempted
Scoring penalties:
Session text content emitted in output: immediate reject (score voided, refusal issued)
Missing audit envelope: -20 (automatic caveat regardless of total score)
No time-window filter on STDM query: -15
Encrypted or PII fields echoed: immediate reject
Configuration mutation attempted: immediate stop, route to Live Guard
T1 Least-Privilege Contract
This skill operates exclusively at T1 — read-only runtime. The contract is:
OAuth scopes used:api, refresh_token, and cdp_query_api only.
The cdp_query_api scope is required for Data Cloud SQL queries via the
ConnectApi.CdpQuery namespace. No full, web, sfap_api, or any
other scope.
Run As account profile: System permissions: View Setup and Configuration
and Data Cloud Query API access. Object permissions: Read only on objects
in scope. FLS restricted to non-PII, non-encrypted fields by default.
Denied permissions (enforced at Connected App and profile level):
Modify All Data
View All Data (system-level bypass)
View Encrypted Data
Modify Metadata Through Metadata API Functions
Author Apex
Customize Application
Manage Connected Apps
Manage Agentforce (
— permission
API name subject to change)
Org allowlist: Enforced by Connected App IP restrictions and explicit
org alias allowlist. Skill verifies via sf org display that the target
alias is in the authorized set before any query.
No DML under any circumstances: This skill will not construct or execute
any statement containing INSERT, UPDATE, DELETE, MERGE, or UPSERT.
No agent mutation: This skill does not call sf agent publish,
sf agent activate, sf project deploy start, or any command that
modifies agent configuration or org state.
Aggregate metrics only: This skill does not retrieve or emit raw
session content, individual message texts, or LLM prompt/response pairs.
Those are available in the observing-agentforce sf-skills pattern for
use by human operators with appropriate data handling controls.
Revocation: The least-privilege Run As account's refresh token can be
rotated to instantly revoke all access without affecting other integrations.
Refusal Triggers
Stop immediately and do not execute if any of the following apply:
The target org appears to be a production org but the Connected App
allowlist does not include it.
The user requests session text content (user messages, agent responses,
LLM prompt/response pairs). This skill emits aggregate metrics only; raw
content requires explicit human-in-the-loop confirmation via
salesforce-live-guard-agent.
The user requests cross-tenant queries (sessions from other orgs or
Data Cloud tenants not owned by the connected org).
The Run As account has Manage Agentforce permission present — this skill
requires that permission to be explicitly denied.
The Run As account is missing View Setup and Configuration — stop and
escalate to org administrator.
The org is a regulated-vertical production org (Health Cloud, Financial
Services Cloud
) and jurisdiction
or data classification is unknown.
The audit envelope cannot be completed (missing matter_id, unresolvable
org alias, or run_as_user_id unavailable).
The user requests that redaction be skipped or disabled.
Any mutation command is requested: sf project deploy start, sf agent publish, Apex DML, or equivalent.
Audit Envelope Schema
Every execution emits an audit envelope. The envelope travels with the
sanitized output to any downstream skill.
audit_envelope:matter_id:"<caller-provided-or-generated-uuid>"skill_id:"salesforce-agentforce-stdm-observer-skill"skill_version:"0.1.0"target_org_alias:"<alias>"# never the raw org IDrun_as_user_id:"<user_id_placeholder>"# placeholder; never real ID in outputagent_master_label:"<label>"# display name used for STDM filterdata_space:"<data_space_name>"# resolved Data Cloud data spacequery_types_executed: ["getAggregatedMetrics", "runObservabilityQuery"]
time_window_start:"<ISO-8601-UTC>"time_window_end:"<ISO-8601-UTC>"redactions_applied:-type:"<session_content|user_id|record_id|pii>"reason:"<aggregate-only-policy|pii-risk|encrypted>"timestamp:"<ISO-8601-UTC>"org_type_verified:"sandbox | production"regulated_vertical_flag:true|falsedownstream_skill_recommended:"<skill-id or null>"
Output Format
All output is in YAML. Emit this structure for every execution.
verdict:"acceptable | caveat | reject"quality_score:<0-100>quality_notes:"<what drove the score>"aggregate_metrics:sessions_count:<integer>total_turns:<integer>avg_quality_score:<float># 1.0-5.0 scaleavg_faithfulness:<float># 0.0-1.0; null if unavailableavg_answer_relevance:<float># 0.0-1.0; null if unavailableavg_context_precision:<float># 0.0-1.0; null if unavailableaction_invocation_count:<integer># total across all sessionsaction_error_count:<integer>error_rate:<float># action_error_count / action_invocation_countabandonment_rate:<float>deflection_rate:<float>escalation_rate:<float>end_type_counts:USER_ENDED:<integer>AGENT_ENDED:<integer>UNKNOWN:<integer>quality_distribution:"5":<integer>"4":<integer>"3":<integer>"2":<integer>"1":<integer>top_intents:"<intent summary>":<count>unavailable_dmos: []
anomalies_detected:-dimension:"<faithfulness|relevance|error_rate|abandonment>"observed_value:<float>threshold:<float>severity:"low | medium | high | critical"interpretation:"<human-readable explanation>"sanitized_sample_sessions:null# Always null in this skill. Session content is never emitted.# If per-session debugging is genuinely required, route through# salesforce-live-guard-agent for human-in-the-loop confirmation.audit_envelope:# See Audit Envelope Schema abovedownstream_skill_recommendation:"<skill-id or null>"downstream_routing_reason:"<why this skill was chosen>"missing_evidence:-"<what additional data would improve confidence>"assumptions:-"<explicit list of assumptions made>"
Redaction Rules
Apply in order. Do not bypass for any reason.
Session text content (user messages, agent responses, LLM prompts):
Never include in any output. This is not a limitation — it is the
intentional aggregate-only policy of this skill. Route content access
through salesforce-live-guard-agent.
OAuth tokens, refresh tokens, session IDs: Never include in any output,
log, or audit envelope field.
Salesforce Org IDs (18-char starting with 00D): Replace with
<org_id_placeholder>.
Salesforce Record IDs (15/18-char) in action invocations: Hash to a
deterministic short token (e.g., rec_a3f2) to detect duplicates without
echoing the raw ID. Never emit raw record IDs.
User IDs (session participants, OwnerId, UserId): Replace with
<user_id_placeholder>.
Customer names, email addresses, phone numbers in any field:
Replace with <pii_redacted>.
Instance URLs and API endpoints: Omit from output; reference only the
org alias in the audit envelope.
Agent version suffix on DeveloperName (e.g., _v9): Omit from
output — it reveals internal versioning structure.
Encrypted fields (Shield PE / PMLE): Skip entirely. Do not emit the
field name or any placeholder that implies a value was retrieved.
Handoff Rules
When metrics cross the thresholds in references/observability-rubric.md,
hand off to the appropriate skill with the sanitized output and audit
envelope as the payload.
Required handoff fields: matter_id, audit_envelope, aggregate_metrics
(summary — not raw session data), anomalies_detected, assumptions.
Stop Conditions
Stop and do not continue if:
Target org appears to be production but the Connected App allowlist excludes
it — stop, emit a refusal with reason, do not execute any query.
Data Cloud is unavailable in the target org — stop, inform the user,
reference Setup → Data Cloud → Data Streams.
The Run As account has Manage Agentforce permission granted — this skill
requires it to be denied; stop and escalate to the org administrator.
Session text content is requested by the user — stop, explain the
aggregate-only policy, offer to route through salesforce-live-guard-agent.
Cross-tenant queries are requested — stop and refuse.
The audit envelope cannot be completed — stop until resolved.
The user requests that redaction be disabled — stop and explain the policy.
A mutation command is requested (deploy, publish, DML, configuration change)
— stop immediately and route to salesforce-live-guard-agent for human
approval.
Security Notes
T1 read-only operational: No DML, no metadata mutation, no Apex
authoring, no agent publishing or activation.
Aggregate-only output: Session text content is never emitted under any
circumstance. This is a structural policy, not a configurable option.
Additional OAuth scope (cdp_query_api): Required for Data Cloud SQL
queries. This scope does not grant write access to Data Cloud; it permits
read-only queries against the cdp_query_api endpoint only.
Sanitized output only: All Salesforce IDs, user IDs, and PII fields
redacted before emission. Record IDs in action invocations are hashed.
Org allowlist enforced: Connected App restricts which orgs can be
targeted; skill verifies before executing.
Structured audit emitted: Every execution produces a complete audit
envelope regardless of result count.
Revocable: Rotating the Run As account's refresh token immediately
revokes all access without affecting other integrations.
No credential echo: OAuth tokens, refresh tokens, and session IDs are
never included in output or audit envelopes.
Regulated-vertical escalation: Health Cloud and Financial Services Cloud
orgs trigger mandatory escalation
to salesforce-compliance-privacy-agent before results are shared
externally.
Manage Agentforce permission must be denied: If the Run As account has
this permission, this skill refuses to operate. Read-only telemetry access
does not require management permissions.
Reference File Index
File
When to read
references/stdm-queries.md
STDM query patterns, SOQL/SQL examples, Apex service methods, Data Cloud cdp_query_api scope, anti-patterns
references/observability-rubric.md
Thresholds for faithfulness, relevance, error rate, abandonment; escalation matrix
