preparing-datacloud

preparing-datacloud

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Salesforce Data Cloud Prepare phase. Use this skill when the user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use connecting-datacloud), DMOs and identity resolution (use harmonizing-datacloud), or query/search work (use retrieving-datacloud).

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Updated 8/7/2026
SKILL.md
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name
preparing-datacloud
description

Salesforce Data Cloud Prepare phase. Use this skill when the user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use connecting-datacloud), DMOs and identity resolution (use harmonizing-datacloud), or query/search work (use retrieving-datacloud).

preparing-datacloud: Data Cloud Prepare Phase

Use this skill when the user needs ingestion and lake preparation work: data streams, Data Lake Objects (DLOs), transforms, Document AI, unstructured ingestion, or the handoff from connector setup into a live stream.

When This Skill Owns the Task

Use preparing-datacloud when the work involves:

  • sf data360 data-stream *

  • sf data360 dlo *

  • sf data360 transform *

  • sf data360 docai *

  • choosing how data should enter Data Cloud

  • rerunning or rescanning ingestion after a source update

  • preparing Ingestion API-backed streams after connector setup is complete

Delegate elsewhere when the user is: