Agent skill · data analytics · jeremylongshore
salesforce-data-handling
Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence. Use when operating privacy-sensitive workflows. Trigger with "review Salesforce data handling".
Why this skill is useful
Provides specific patterns and code snippets for handling GDPR/CCPA compliance and PII in Salesforce that the AI wouldn't reliably generate on its own.
What it needs
Requires salesforce account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Salesforce Data Handling and Privacy Operations Overview Translate policy and legal obligations into object- and field-level controls without treating one Salesforce feature or object as automatic compliance. Prerequisites Dataset, objects, fields, data subjects, purposes, jurisdictions, systems of record, recipients, and owners Current object metadata, CRUD and field access, sharing, encryption, retention, audit, export, and deletion capabilities Privacy policy, legal basis, subject-request process, legal holds, incident process, and evidence requirements Tool Discipline Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts. Current Contract Salesforce provides data, security, privacy, encryption, and metadata capabilities that vary by product and entitlement. The Individual object can support privacy use cases where enabled, but its presence alone does not prove GDPR, CCPA, retention, or subject-request compliance. Authentication Use minimum object, field, record, and export access for the approved purpose. Separate administrators, privacy operators, integration principals, and support access; never place tokens or raw personal data in fixtures, logs, or receipts. Instructions 1. Map objects and fields to data classes, purposes, legal bases, subjects, sources of truth, recipients, residency, retention, and owners. 2. Discover current metadata, permissions, sharing, encryption, audit, Individual-object or alternative mapping, and downstream copies. 3. Minimize selected fields and rows, parameterize queries, redact logs, encrypt transport and storage, and restrict exports. 4. Define correction, access, portability, restriction, deletion, anonymization, and legal-hold actions across every authoritative and copied system. 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/salesforce-data-handling