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platform-metadata-retrieve

forcedotcom/sf-skills

Retrieve Salesforce metadata from an org to your local project using sf project retrieve start.

What is platform-metadata-retrieve?

Pulls metadata, Apex classes, and custom objects from a Salesforce org into your local project. Supports retrieval by all changes, source directory, metadata type (with wildcards), manifest (package.xml), or package name in source or metadata format. Use this when syncing or downloading metadata from an org.

  • Retrieve all remote changes to local project
  • Retrieve by source directory, metadata type, or manifest
  • Support wildcard patterns for metadata type filtering
  • Retrieve multiple metadata types in a single command
  • Output in source format (default) or metadata format (ZIP)
  • Ignore conflicts on trackable orgs (scratch/sandbox)

How to install platform-metadata-retrieve

npx skills add https://github.com/forcedotcom/sf-skills --skill platform-metadata-retrieve
Prerequisites
  • Salesforce CLI (sf) version 2.0.0 or later
  • Active Salesforce org authentication with sf org login
  • Project must have sfdx-project.json at root
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How to use platform-metadata-retrieve

  1. 1.Determine your retrieval mode: all changes, source directory, metadata type, manifest, or package name
  2. 2.Run sf project retrieve start with appropriate flags (e.g., --metadata, --source-dir, --manifest)
  3. 3.Optionally add --ignore-conflicts to overwrite local changes on trackable orgs
  4. 4.Optionally specify --output-dir to retrieve to a separate location instead of package directory
  5. 5.Review the JSON output for retrieved components count and file paths

Use cases

Good for
  • Pull all recent changes from a sandbox back to your local project
  • Retrieve specific Apex classes or custom objects by name or pattern
  • Sync metadata from a source directory in the org
  • Retrieve metadata defined in a package.xml manifest
  • Download a package's metadata for reference
Who it's for
  • Salesforce developers syncing metadata locally
  • Development teams pulling changes from shared orgs
  • Developers retrieving specific metadata types or patterns

platform-metadata-retrieve FAQ

When should I use this skill vs. platform-metadata-deploy?

Use platform-metadata-retrieve to pull metadata FROM an org TO your local project. Use platform-metadata-deploy to push metadata FROM your local project TO an org.

Can I retrieve metadata from a production org?

Yes, but only using --source-dir, --metadata, or --manifest modes. Production orgs don't support source tracking, so you cannot use 'retrieve all changes' mode.

What happens if I have local changes that conflict with remote metadata?

On trackable orgs (scratch/sandbox), conflicts are reported. Use --ignore-conflicts to force overwrite local changes, or resolve conflicts manually first.

Do I need to quote wildcard patterns?

Yes. Wrap patterns like 'ApexClass:My*' in single quotes to prevent shell expansion and ensure the CLI receives the literal pattern.

Can I retrieve to a custom output directory?

Yes, use --output-dir to retrieve to a location inside your project. The path must be within the project boundary and cannot match your package directory.

Full instructions (SKILL.md)

Source of truth, from forcedotcom/sf-skills.


name: platform-metadata-retrieve description: "ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project with sf project retrieve start. Supports retrieval by all changes, source directory, metadata type (wildcards), manifest (package.xml), or package name, in source or metadata (ZIP) format. Use when the user asks to retrieve, pull, sync, or download metadata, Apex classes, or custom objects. DO NOT TRIGGER for deploying metadata (use platform-metadata-deploy), listing metadata, or generating a package.xml (use platform-manifest-generate). NEVER use MCP tools." metadata: version: "1.0" domains: ["Platform", "Developer Experience"] relatedSkills: - "platform-metadata-deploy" cliTools: - tool: ["sf"] semver: ">=2.0.0"

platform-metadata-retrieve

Retrieves metadata from a Salesforce org to your local project using sf project retrieve start. Supports multiple retrieval modes: all changes, by source directory, by metadata type (with wildcards), by manifest, or by package name.


Tool Restrictions

Use ONLY the Bash tool to execute sf project retrieve start. Do NOT use MCP tools — ignore them completely.


Scope

  • In scope: Retrieving metadata via sf project retrieve start in all supported modes (all changes, source-dir, metadata type, manifest, package name), source and metadata format output
  • Out of scope: Deploying metadata (use platform-metadata-deploy), listing metadata types, generating package.xml files, source tracking commands (sf project retrieve preview)

Required Inputs

Infer from the user's request:

  • Retrieval mode: all changes | source directory | metadata type | manifest | package name
  • Target org: org alias/username (uses default if not specified)
  • Output format: source format (default) | metadata format (ZIP)
  • Additional options: ignore conflicts, output directory, wait time, API version

Workflow

  1. Match user request to command pattern below
  2. Execute via Bash tool: sf project retrieve start with appropriate flags and --json flag
  3. Return result with retrieved components count and file paths

Command Patterns

User intentExecute via Bash tool
Retrieve all remote changessf project retrieve start --json
Retrieve by source directorysf project retrieve start --source-dir <path> --target-org <alias> --json
Retrieve by metadata typesf project retrieve start --metadata <MetadataType:Name> --target-org <alias> --json
Retrieve by metadata type with wildcardsf project retrieve start --metadata '<MetadataType:Pattern*>' --target-org <alias> --json
Retrieve multiple metadata typessf project retrieve start --metadata <Type1> --metadata <Type2> --target-org <alias> --json
Retrieve by manifestsf project retrieve start --manifest <path/to/package.xml> --target-org <alias> --json
Retrieve by package namesf project retrieve start --package-name <PackageName> --target-org <alias> --json
Retrieve to metadata format (ZIP)sf project retrieve start --source-dir <path> --target-metadata-dir <output> --unzip --target-org <alias> --json
Ignore conflictssf project retrieve start --source-dir <path> --ignore-conflicts --target-org <alias> --json

Rules / Constraints

ConstraintRationale
Always use --json flagProvides structured output for reliable parsing and error handling
Must run from within Salesforce projectCommand requires sfdx-project.json at repo root
Wildcard patterns must be quotedShell expansion breaks unquoted wildcards like ApexClass:My*
Cannot mix --manifest with --metadata or --source-dirMutually exclusive flags — command will error
Retrieve all changes requires source trackingProduction orgs don't support source tracking — must use other retrieval modes
--ignore-conflicts only works on trackable orgsNo effect on production orgs; applies to scratch/sandbox only
--output-dir must be inside project directoryCommand validates output path is within project boundary
--output-dir cannot match package directoryCommand fails if target matches sfdx-project.json packageDirectories
Default wait time is 33 minutesUse --wait flag to override for large retrievals
Package retrieval is for reference onlyRetrieved package metadata should not be added to source control for development
CustomField retrieval auto-includes CustomObjectWhen retrieving CustomField, CLI automatically adds CustomObject to get full context

Troubleshooting

IssueResolution
"This command is required to run from within an SFDX project"Not in Salesforce project directory — cd to project root with sfdx-project.json
"No org found for <alias>" errorOrg alias doesn't exist or isn't authenticated — verify with sf org list
"This org does not support source tracking"Production org doesn't allow "retrieve all changes" mode — use --source-dir, --metadata, or --manifest instead
"ERROR running project retrieve start: Cannot mix --manifest with --metadata or --source-dir"Remove conflicting flags — use one retrieval mode only
Wildcard pattern retrieves nothingPattern not quoted — wrap in single quotes: 'ApexClass:My*'
"The package directory path in sfdx-project.json does not exist"Output directory conflicts with package directory — use different path
"Output directory must be inside the project"--output-dir path is outside project boundary — use relative path inside project
Retrieve times outIncrease wait time with --wait 60 for large metadata volumes
Retrieved files overwrite local changesUse --output-dir to retrieve to separate location, or commit local changes first
SourceConflictError with conflict tableConflicts detected between local and remote on trackable org (scratch/sandbox) — resolve conflicts manually or use --ignore-conflicts to force overwrite

Output Expectations

The command returns JSON output with retrieved components details.

See examples/success_output.json and examples/error_output.json for response structures.


Cross-Skill Integration

NeedDelegate to
Deploy metadata to orgplatform-metadata-deploy skill
Preview retrieve without executingExecute sf project retrieve preview --target-org <alias> --json
List available metadata typesExecute sf org list metadata-types --target-org <alias> --json

Reference File Index

FileWhen to read
examples/success_output.jsonTo understand successful retrieve response structure
examples/error_output.jsonTo handle common error scenarios
references/retrieval_modes.mdFor detailed explanation of all retrieval modes and when to use each
references/cli_flags.mdFor complete flag reference with usage patterns