/data360-query

name: data360-query
description: "Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use platform-soql-query), segment creation or calculated insight design (use data360-segment), or STDM/session tracing/parquet analysis (use agentforce-observe)."
compatibility: "Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org"
metadata:
  cliTools:
    - tool: ["node"]
      semver: ">=18.0.0"
    - tool: ["sf"]
      semver: ">=2.0.0"
  relatedSkills:
    - "agentforce-observe"
    - "data360-orchestrate"
    - "data360-segment"
    - "platform-soql-query"
  version: "1.0"

data360-query: Data Cloud Retrieve Phase

Use this skill when the user needs **query, search, and metadata introspection** for Data Cloud: sync SQL, paginated SQL, async query workflows, table describe, vector search, hybrid search, or search index operations.

When This Skill Owns the Task

Use `data360-query` when the work involves:

• `sf data360 query *`
• `sf data360 search-index *`
• `sf data360 metadata *`
• `sf data360 profile *` or `sf data360 insight *` inspection
• understanding Data Cloud SQL results or query shape

Delegate elsewhere when the user is:

• writing standard CRM SOQL only → [platform-soql-query](../platform-soql-query/SKILL.md)
• designing segment or calculated insight assets → [data360-segment](../data360-segment/SKILL.md)
• analyzing STDM/session tracing/parquet telemetry → [agentforce-observe](../agentforce-observe/SKILL.md)

---

Required Context to Gather First

Ask for or infer:

• target org alias
• whether the user needs quick count, medium result set, large export, schema inspection, or semantic search
• table/index name if known
• whether the task is read-only SQL or search-index lifecycle management

---

Core Operating Rules

• Treat Data Cloud SQL as its own query language, not SOQL.
• Run the shared readiness classifier before relying on query/search surfaces: `node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --json`.
• Use describe before guessing columns.
• Prefer `sqlv2` or async query flows for larger result sets.
• Use vector search or hybrid search only when the search index lifecycle is healthy.
• Keep STDM/parquet/session-tracing workflows out of this skill family.

---

Recommended Workflow

1. Classify readiness for retrieve work

node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --json
# optional query-plane probe, only with a real table name
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --describe-table MyDMO__dlm --json

2. Choose the smallest correct query shape

sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query sqlv2 -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query async-create -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null

3. Use describe before guessing fields

sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null

4. Use vector or hybrid search only when an index exists

sf data360 search-index list -o <org> 2>/dev/null
sf data360 query vector -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Insurance_Index --query "weather damage coverage" --prefilter "Type_of_Insurance__c='Home'" --limit 10 2>/dev/null

5. Reuse curated search-index examples when creating indexes

Use the phase-owned examples instead of inventing JSON from scratch:

• `examples/search-indexes/vector-knowledge.json`
• `examples/search-indexes/hybrid-structured.json`

---

High-Signal Gotchas

• Data Cloud SQL is not SOQL.
• Table names should be double-quoted in SQL.
• `sqlv2` is better than ad hoc OFFSET paging for medium result sets.
• async query is preferable for large results.
• search-index operations and vector/hybrid queries depend on the index lifecycle being healthy.
• Hybrid search can use `--prefilter`, but only on fields configured as prefilter-capable when the search index was created.
• HNSW index parameters are typically read-only on create; leave `userValues: []` unless the platform explicitly documents otherwise.
• `query describe` is not a universal tenant probe; only run it with a known DMO or DLO table after broader readiness has been confirmed.

---

Output Format

Retrieve task: <sql / sqlv2 / async / describe / vector / search-index>
Target org: <alias>
Target object: <table or index>
Commands: <key commands run>
Verification: <query rows / schema / status>
Next step: <segment / harmonize / follow-up>

---

References

• [examples/search-indexes/vector-knowledge.json](examples/search-indexes/vector-knowledge.json)
• [examples/search-indexes/hybrid-structured.json](examples/search-indexes/hybrid-structured.json)
• [../data360-orchestrate/assets/definitions/search-index.template.json](../data360-orchestrate/assets/definitions/search-index.template.json)
• [../data360-orchestrate/references/plugin-setup.md](../data360-orchestrate/references/plugin-setup.md)
• [../data360-orchestrate/references/feature-readiness.md](../data360-orchestrate/references/feature-readiness.md)