Salesforce Sync Orchestrator

Salesforce Sync Orchestrator

Quick Reference

Why This Skill Exists

We need this skill because Salesforce workflows degrade when auth, schema, and side-effect handling drift when integrations are run ad hoc. This specific skill turns Salesforce Sync Orchestrator into a deterministic, auth-checked workflow for schedules and reconciles two-way sync for salesforce records..

Trigger Checklist

• The task explicitly requires Salesforce Sync Orchestrator rather than generic brainstorming.
• The provider tenant, workspace, or environment is known before execution begins.
• Credential reuse has been checked before asking for new secrets.
• Success criteria, side effects, and handoff owner are clear.
• If the run mutates provider state, the relevant approval gates are available.

Auth & Access Profile

Inputs (contract)

Outputs (contract)

Step-by-Step Implementation Guide

1. Define the systems, entities, and conflict policy for Salesforce Sync Orchestrator, then checkpoint the last known good cursor on both sides of Salesforce.
2. Validate credential reuse and rate-limit posture for every participating endpoint before the sync window opens.
3. Specify delta-fetch, reconciliation, and idempotency contracts for schedules and reconciles two-way sync for salesforce records., including replay safety and backfill rules.
4. Process deltas in deterministic batches, checkpoint after every write phase, and quarantine records that exceed conflict thresholds.
5. Exercise simulation and regression suites that cover stale cursors, duplicate deliveries, and asymmetric provider failures.
6. Publish a reconciliation bundle with drift metrics, conflict counts, and the next checkpoint required for autonomous continuation.

Operational Runbook

Preflight

• Verify both source and destination auth contexts and confirm the active cursor/checkpoint.
• Agree on the conflict policy before any mutation is emitted to the destination system.

Execution

• Fetch deltas deterministically, checkpoint every batch, and preserve replay inputs.
• Route unresolved conflicts into a human review queue instead of guessing.

Recovery

• Freeze the sync window when reconciliation diverges from the checkpointed baseline.
• Replay from the last stable cursor only after the conflict policy is corrected.

Handoff

• Return checkpoint state, drift summary, and unresolved conflicts with next owners.
• Document whether the destination is caught up, backfilled, or paused pending review.

Validation Gates & Test Matrix

• Required validation suites: unit, integration, simulation, regression-baseline

Failure Modes & Recovery Playbook

Tool Call Implementation

• Reuse existing credentials first. Check environment variables, secure stores, and active sessions before prompting.
• Start with the smallest authenticated read or validation call that proves identity and scope.
• Preserve request, response, and approval traces in salesforce-reconciliation-bundle so downstream owners do not need to rediscover context.
• If any auth, contract, or approval gate fails, halt execution and attach remediation guidance instead of guessing.

Credential Reuse Policy

• Reuse valid provider credentials by default and prefer tenant-scoped sessions over newly created secrets.
• Prompt for credentials only when they are missing, invalid, expired, or point at the wrong environment.
• For webhook flows, validate the signing secret against a known sample before accepting live traffic.

Guardrails

• quality: Checkpoint every delta batch before applying destination writes. (cursor-checkpoint)
• reliability: Reconcile from the last stable cursor after failures or drift. (cursor-replay)
• compliance: Escalate unresolved conflicts instead of auto-merging beyond policy. (conflict-review-queue)

Acceptance Checklist

• Credential preflight and scope validation completed successfully.
• Required validation suites ran and all fail-closed gates passed.
• salesforce-reconciliation-bundle, scorecard, and handoff packet were produced.
• Any mutations, approvals, or rollbacks are reflected in the artifact bundle.

Anti-Patterns

• Do not ask for new credentials before checking reusable auth context.
• Do not skip the read-only or dry-run validation step for mutating work.
• Do not proceed when approval gates, signing secrets, or rollback checkpoints are missing.
• Do not hand off partial or ambiguous provider state as complete.

Handoff Contract

• Produces: salesforce-reconciliation-bundle, execution scorecard, approval trace, and next actions.
• Consumes: source cursor, destination state, conflict policy.
• Readiness rule: release only after auth, contract, approval, and reliability gates all pass.
• Downstream hint: route to salesforce:sync-orchestrator consumers with approval and credential context attached.

Observability & Continuous Improvement

• SLO: >=99.7% successful runs per 7-day window
• Error budget: <=0.3% critical failures per 7-day window
• Alert triggers:
• credential validation failures exceed baseline
• schema or contract regressions persist for two consecutive runs
• critical posture or rollback events exceed tolerance
• Primary outcome metric: sync lag
• Secondary metrics: reconciliation completion rate, conflict resolution accuracy
• Review cadence: weekly