Fetches Salesforce metadata (objects, fields, flows, validation rules, permission sets, profiles, Apex classes/triggers, Lightning components) live from a connected org under T1 least-privilege scope (api + refresh_token only, no ModifyMetadata grant — uses sf org list metadata and REST describe endpoints requiring only View Setup and Configuration). Sanitizes output (redacts org IDs, user IDs, hardcoded values) and feeds downstream review skills: salesforce-metadata-review-skill, salesforce-flow-automation-review-skill, salesforce-permission-model-review-skill, salesforce-apex-lwc-code-review-skill. TRIGGER when: user asks to fetch metadata live, retrieve object schema, list flows, list permission sets, retrieve Apex classes, fetch validation rules, or wants live org schema rather than pasting XML. Trigger phrases: fetch metadata, retrieve from org, show me the schema, list my flows, get object describe, pull validation rules from prod. DO NOT TRIGGER when: only data records are needed (use salesforce-soql-e
Instrucciones de origen · Vista previa de solo lectura
name
salesforce-metadata-fetcher-skill
description
Fetches Salesforce metadata (objects, fields, flows, validation rules, permission sets, profiles, Apex classes/triggers, Lightning components) live from a connected org under T1 least-privilege scope (api + refresh_token only, no ModifyMetadata grant — uses sf org list metadata and REST describe endpoints requiring only View Setup and Configuration). Sanitizes output (redacts org IDs, user IDs, hardcoded values) and feeds downstream review skills: salesforce-metadata-review-skill, salesforce-flow-automation-review-skill, salesforce-permission-model-review-skill, salesforce-apex-lwc-code-review-skill. TRIGGER when: user asks to fetch metadata live, retrieve object schema, list flows, list permission sets, retrieve Apex classes, fetch validation rules, or wants live org schema rather than pasting XML. Trigger phrases: fetch metadata, retrieve from org, show me the schema, list my flows, get object describe, pull validation rules from prod. DO NOT TRIGGER when: only data records are needed (use salesforce-soql-explorer-skill); user has already pasted metadata XML (use salesforce-metadata-review-skill directly); request requires deploying metadata (T2/T3 — use salesforce-deployment-validator-skill).
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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.
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)
Before executing any CLI command, confirm all of the following:
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.
— 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.
Metadata type(s) requested
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.
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.
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:
Map the user's request to a concrete metadata type from the allowed list.
If the type is not on the allowed list, explain which type is closest and ask the user to confirm.
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.
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:
Redact org IDs (15/18-char Salesforce ID format starting with 00D).
Redact user IDs (15/18-char format starting with 005).
Redact profile/permission set IDs (starting with 00e).
Scan field defaults for email addresses, phone numbers, and account-name-like strings — flag and redact.
Scan for URL credentials (https://user:pass@) — reject the entire payload and stop.
Scan for Named Credential headers — reject and stop.
Identify encrypted field markers (Shield Platform Encryption, PMLE) — skip those fields entirely; do not attempt to read their values.
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)
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.
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.
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.
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
Refusal Triggers
Stop immediately and do not emit output (except a structured refusal message) if:
The user requests retrieval of all metadata types at once (* wildcard or "dump everything").
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.
The metadata type requested is EncryptionKey, TenantSecret, ManagedContentType, or any type that directly exposes encryption configuration.
The retrieval output contains URL-embedded credentials.
The retrieval output contains Named Credential header values.
A hardcoded session ID literal is found in an Apex class body being passed externally.
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.
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# requiredskill_version:"0.1.0"# requiredoperation:"<sf command or REST path used>"# requiredmetadata_type:"<Type>"# requiredorg_type:"production | sandbox | scratch | unknown"# requiredorg_id_placeholder:"<org_id_placeholder>"# required; never the real org IDrun_as_user_id_placeholder:"<user_id_placeholder>"# required; never the real user IDitems_retrieved:<integer># requiredsanitization_applied:true# required; false triggers rejectionelevated_path_used:<boolean># required; true if sf project retrieve start was usedtimestamp:"<ISO 8601>"# requiredescalation_triggers_fired: [] # required; empty list if nonequality_score:<integer0-100># required
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 typemetadata_summary:total_items:<integer>types_retrieved: [<listoftypes>]
items_skipped:<integer>skip_reasons: [<listofreasons—e.g., "encrypted field skipped", "field default redacted">]
fls_notes:# For object/field retrieval: list fields where FLS was not readableinaccessible_fields: [<list>]
encrypted_fields_skipped: [<list>]
audit_envelope:# Full audit envelope as defined abovedownstream_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.mdescalation_triggers_fired: [] # empty if nonemissing_evidence: [] # gaps that would improve coverageassumptions: [] # any assumptions made during retrieval
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.
Handoff Rules
Full routing map is in references/delegation-routing.md. Summary:
Stop processing and emit a structured stop message (not a refusal — stop conditions fire mid-execution, refusal triggers fire pre-execution) when:
Retrieved payload contains Shield PE or PMLE encrypted field markers.
Field default or Apex class body contains a suspected secret, token, or API key.
Org is a regulated-vertical production org with no compliance review skill declared.
Sanitization cannot be fully applied to the payload.
URL-embedded credentials found in retrieval output.
Named Credential header value exposed in retrieval output.
Apex class body contains UserInfo.getSessionId result being stored externally or in a field default.
Stop message format:
stop:condition_fired: [whichcondition]
mid_execution:trueitems_sanitized_before_stop:<integer>items_not_sanitized:<integer>recommended_action: [whattheuseroroperatorshoulddo]
escalation_required:trueaudit_envelope:# Partial audit envelope up to point of stop
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.
