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omnistudio-datapacks-deploy

Salesforce Industries DataPack deployment automation using Vlocity Build. TRIGGER when: user deploys or validates OmniStudio/Vlocity DataPacks with …

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技能内容

omnistudio-datapacks-deploy: 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 omnistudio-datapacks-deploy 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 -> [platform-metadata-deploy](../platform-metadata-deploy/SKILL.md)
  • building OmniScripts, FlexCards, IPs, or Data Mappers -> omnistudio-*-build
  • designing Product2 EPC bundles -> [omnistudio-epc-catalog-generate](../omnistudio-epc-catalog-generate/SKILL.md)
  • writing Apex/LWC code -> [platform-apex-generate](../platform-apex-generate/SKILL.md), [experience-lwc-generate](../experience-lwc-generate/SKILL.md)

Critical Operating Rules

  • Use Vlocity Build (vlocity) commands for DataPacks, not sf 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:
  1. validateLocalData
  2. optional packGetDiffs
  3. then packDeploy
  • Use packRetry repeatedly 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](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](references/troubleshooting-matrix.md)


CI/CD Guidance

Default pipeline shape:

  1. authenticate orgs (sf org login ...)
  2. validate local DataPack integrity (validateLocalData)
  3. export changed scope (packExport or manifest-driven export)
  4. deploy (packDeploy)
  5. retry loop (packRetry) until stable
  6. compare (packGetDiffs) and publish deployment report

For incremental deploy optimization, use job-file options such as:

  • gitCheck: true
  • gitCheckKey: <folder>
  • manifest for deterministic scope control

Cross-Skill Integration

| Need | Delegate to | Reason |

|---|---|---|

| metadata deploy outside DataPacks | [platform-metadata-deploy](../platform-metadata-deploy/SKILL.md) | Metadata API workflows |

| OmniStudio component authoring | omnistudio-*-build | build artifacts before deploy |

| EPC product and offer payload authoring | [omnistudio-epc-catalog-generate](../omnistudio-epc-catalog-generate/SKILL.md) | Product2/DataPack model quality |

| Apex trigger/log error diagnosis | [platform-apex-logs-debug](../platform-apex-logs-debug/SKILL.md), [platform-apex-generate](../platform-apex-generate/SKILL.md) | 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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