deploying-omnistudio-datapacks
forcedotcom/sf-skills
Automate Vlocity DataPack deployment, validation, and retry workflows for OmniStudio/Industries configurations.
What is deploying-omnistudio-datapacks?
This skill orchestrates Salesforce Industries DataPack deployment using Vlocity Build commands (packDeploy, packRetry, packExport, packGetDiffs). Use it when deploying or validating OmniStudio/Vlocity DataPacks, setting up DataPack CI/CD pipelines, or troubleshooting migration errors. Do not use for standard metadata deployment, OmniStudio artifact authoring, or Apex/LWC code generation.
- Execute Vlocity DataPack export, deploy, retry, and diff operations with org-to-org migration
- Validate DataPack integrity locally before deployment using validateLocalData quality gates
- Design and manage job files with manifest-driven scope control for deterministic deployments
- Diagnose and resolve DataPack dependency, matching-key, and GlobalKey issues
- Orchestrate CI/CD pipelines with pre-deploy validation, staged deployment, and post-deploy verification
- Continue interrupted DataPack jobs and optimize incremental deployments using git-based change detection
How to install deploying-omnistudio-datapacks
npx skills add https://github.com/forcedotcom/sf-skills --skill deploying-omnistudio-datapacks- Vlocity Build tool installed globally (npm install --global vlocity)
- Salesforce CLI (sf) installed and authenticated with source and target org aliases
- Valid job file (.yaml) with project path, expansion path, and deployment scope defined
- Access to both source and target Salesforce orgs with appropriate DataPack permissions
How to use deploying-omnistudio-datapacks
- 1.Install Vlocity Build globally and verify readiness with 'vlocity help' and 'sf org list'
- 2.Gather required context: source/target org aliases, job file path, deployment scope, and namespace model
- 3.Run validateLocalData to perform pre-deploy quality checks on local DataPack data
- 4.Execute packExport from source org if exporting new or changed DataPacks
- 5.Run packDeploy to deploy DataPacks to target org, then packRetry repeatedly until error counts stabilize
- 6.Execute packGetDiffs to verify post-deploy parity and generate deployment report
- 7.For interrupted jobs, use packContinue to resume from the last checkpoint
Use cases
- Migrating OmniStudio configurations (OmniScripts, FlexCards, Integration Procedures) between Salesforce orgs using DataPacks
- Setting up automated DataPack CI/CD pipelines with validation gates and retry loops
- Troubleshooting DataPack deployment failures caused by missing dependencies, duplicate records, or matching-key mismatches
- Exporting DataPacks from a source org and deploying to sandbox or production targets with manifest-driven scope control
- Recovering from partial DataPack deployments using packContinue and packRetry until stability is achieved
- Salesforce Industries/OmniStudio administrators managing cross-org configuration migrations
- DevOps engineers building CI/CD pipelines for DataPack deployments
- Salesforce architects designing DataPack job files and deployment strategies
- Integration specialists troubleshooting DataPack dependency and matching-key issues
deploying-omnistudio-datapacks FAQ
Use deploying-omnistudio-datapacks for Vlocity DataPack operations (packDeploy, packExport, packRetry) and OmniStudio configurations. Use deploying-metadata for standard Salesforce metadata deployed via 'sf project deploy'.
validateLocalData performs pre-deploy quality checks on local DataPack data, validating integrity before deployment. Always run it as the first step in the recommended workflow before packDeploy.
'No match found' indicates missing dependencies in the target org—include the missing DataPack key and redeploy. 'Duplicate Results found' means duplicate records exist in the target—clean duplicates and re-run the deploy.
Yes, use packRetry repeatedly when error counts are dropping. Stop retrying when subsequent retries no longer improve results, indicating the issue requires manual intervention or dependency resolution.
Follow the default pipeline shape: authenticate orgs, validate with validateLocalData, export changed scope, deploy with packDeploy, retry until stable, and compare with packGetDiffs. Use job-file options like gitCheck for incremental optimization.
Full instructions (SKILL.md)
Source of truth, from forcedotcom/sf-skills.
name: deploying-omnistudio-datapacks description: "Salesforce Industries DataPack deployment automation using Vlocity Build. TRIGGER when: user deploys or validates OmniStudio/Vlocity DataPacks with vlocity commands (packDeploy/packRetry/packExport/packGetDiffs), sets up DataPack CI/CD pipelines, or troubleshoots DataPack migration errors. DO NOT TRIGGER when: deploying Salesforce metadata with sf project deploy (use deploying-metadata), authoring OmniStudio artifacts (use building-omnistudio-*), or writing Apex/LWC business logic (use generating-apex/generating-lwc-components)." metadata: version: "1.0"
deploying-omnistudio-datapacks: Vlocity Build DataPack Deployment
Use this skill when the user needs Vlocity DataPack deployment orchestration: export/deploy workflow, manifest-driven deploys, failure triage, and CI/CD sequencing for OmniStudio/Industries DataPacks.
Scope
Use deploying-omnistudio-datapacks when work involves:
vlocity packDeploy,packRetry,packContinue,packExport,packGetDiffs,validateLocalData- DataPack job-file design (
projectPath,expansionPath,manifest,queries) - org-to-org DataPack migration and retry loops
- troubleshooting DataPack dependency, matching-key, and GlobalKey issues
Delegate elsewhere when the user is:
- deploying standard metadata with
sf project deploy-> deploying-metadata - building OmniScripts, FlexCards, IPs, or Data Mappers ->
building-omnistudio-* - designing Product2 EPC bundles -> modeling-omnistudio-epc-catalog
- writing Apex/LWC code -> generating-apex, generating-lwc-components
Critical Operating Rules
- Use Vlocity Build (
vlocity) commands for DataPacks, notsf project deploy. - Prefer Salesforce CLI auth integration (
-sfdx.username <alias>) over username/password files when available. - Always run a pre-deploy quality gate before full deploy:
validateLocalData- optional
packGetDiffs - then
packDeploy
- Use
packRetryrepeatedly when error counts are dropping; stop when retries no longer improve results. - Keep matching-key strategy and GlobalKey integrity consistent across source and target orgs.
Required Context to Gather First
Ask for or infer:
- source org and target org aliases
- job file path and DataPack project path
- deployment scope (full project, manifest subset, or specific
-key) - whether this is export, deploy, retry, continue, or diff-only
- namespace model (
%vlocity_namespace%,vlocity_cmt, or core) - known constraints (new sandbox bootstrap, trigger behavior, matching key customizations)
Preflight checks:
vlocity help
sf org list
sf org display --target-org <alias> --json
test -f <job-file>.yaml
Recommended Workflow
1. Ensure tool readiness
npm install --global vlocity
vlocity help
2. Validate project data locally
vlocity -sfdx.username <source-alias> -job <job-file>.yaml validateLocalData
Use --fixLocalGlobalKeys only when explicitly requested and after explaining impact.
3. Export from source (when needed)
vlocity -sfdx.username <source-alias> -job <job-file>.yaml packExport
vlocity -sfdx.username <source-alias> -job <job-file>.yaml packRetry
4. Deploy to target
vlocity -sfdx.username <target-alias> -job <job-file>.yaml packDeploy
vlocity -sfdx.username <target-alias> -job <job-file>.yaml packRetry
5. Continue interrupted jobs
vlocity -sfdx.username <target-alias> -job <job-file>.yaml packContinue
6. Verify post-deploy parity
vlocity -sfdx.username <target-alias> -job <job-file>.yaml packGetDiffs
Job-file starter: references/job-file-template.md
Gotchas
| Error / symptom | Likely cause | Default fix direction |
|---|---|---|
No match found for ... | missing dependency in target org | include missing DataPack key and redeploy |
Duplicate Results found for ... GlobalKey | duplicate records in target | clean duplicates and re-run deploy |
Multiple Imported Records ... same Salesforce Record | source duplicate matching-key records | remove duplicates in source and re-export |
No Configuration Found | outdated DataPack settings | run packUpdateSettings or enable autoUpdateSettings |
Some records were not processed | settings mismatch / partial dependency state | refresh settings both orgs, then retry |
| SASS / template compile failures | missing referenced UI template assets | export/deploy referenced template dependencies first |
Detailed matrix: references/troubleshooting-matrix.md
CI/CD Guidance
Default pipeline shape:
- authenticate orgs (
sf org login ...) - validate local DataPack integrity (
validateLocalData) - export changed scope (
packExportor manifest-driven export) - deploy (
packDeploy) - retry loop (
packRetry) until stable - compare (
packGetDiffs) and publish deployment report
For incremental deploy optimization, use job-file options such as:
gitCheck: truegitCheckKey: <folder>manifestfor deterministic scope control
Cross-Skill Integration
| Need | Delegate to | Reason |
|---|---|---|
| metadata deploy outside DataPacks | deploying-metadata | Metadata API workflows |
| OmniStudio component authoring | building-omnistudio-* | build artifacts before deploy |
| EPC product and offer payload authoring | modeling-omnistudio-epc-catalog | Product2/DataPack model quality |
| Apex trigger/log error diagnosis | debugging-apex-logs, generating-apex | automation-side root-cause fixes |
Output Expectations
After completing a DataPack operation, deliver a completion block:
DataPack goal: <export / deploy / retry / diff / ci-cd>
Source org: <alias or N/A>
Target org: <alias or N/A>
Scope: <job file + manifest/key/full>
Result: <passed / failed / partial>
Key findings: <errors, dependencies, retries, diffs>
Next step: <safe follow-up action>
Reference File Index
| File | When to read |
|---|---|
references/job-file-template.md | Before advising on job file structure — load as baseline configuration reference |
references/troubleshooting-matrix.md | When user reports deploy failures — load to diagnose DataPack errors and apply fix directions |
examples/business-internet-plus-bundle/TRANSCRIPT.md | Example of validation planning and execution for a Product2 bundle |
examples/business-internet-plus-bundle/deploy-business-internet-plus-bundle.yaml | Example job file for scope-limited validateLocalData run |
examples/business-internet-plus-bundle-deploy/TRANSCRIPT.md | Example of full deploy cycle including packDeploy and packRetry outcomes |
examples/business-internet-plus-bundle-deploy/deploy-business-internet-plus-bundle.yaml | Example job file for staged deployment with manifest targeting |
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