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deploying-omnistudio-datapacks

deploying-omnistudio-datapacks

github.com/forcedotcomCloud & DevOps1.1k2.4k installsUpdated 1d ago
Repository

About deploying-omnistudio-datapacks

A skill for orchestrating Vlocity Build DataPack exports, deployments, retries, and CI/CD sequencing for OmniStudio and Industries. It is intended for Salesforce teams managing org-to-org migrations and deployment failures, with manifest-based scoping and validation guidance.

Key features

  1. 01DataPack export and deployment workflows
  2. 02Manifest-driven deployment scope
  3. 03Pre-deploy data validation
  4. 04Retry and interrupted-job handling
  5. 05Failure and dependency troubleshooting
  6. 06CI/CD sequencing guidance

Use cases

  1. 01Migrating DataPacks between Salesforce orgs
  2. 02Diagnosing dependency or GlobalKey errors
  3. 03Preparing scoped deployments in CI/CD

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/forcedotcom/sf-skills --skill deploying-omnistudio-datapacks

After installing, type/deploying-omnistudio-datapacksin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

CREDITS.md
README.md
examples/business-internet-plus-bundle-deploy/
deploy-business-internet-plus-bundle.yaml
TRANSCRIPT.md
examples/business-internet-plus-bundle/
deploy-business-internet-plus-bundle.yaml
TRANSCRIPT.md
references/
job-file-template.md
troubleshooting-matrix.md

Details

From the project README

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:


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


Gotchas

Error / symptomLikely causeDefault fix direction
No match found for ...missing dependency in target orginclude missing DataPack key and redeploy
Duplicate Results found for ... GlobalKeyduplicate records in targetclean duplicates and re-run deploy
Multiple Imported Records ... same Salesforce Recordsource duplicate matching-key recordsremove duplicates in source and re-export
No Configuration Foundoutdated DataPack settingsrun packUpdateSettings or enable autoUpdateSettings
Some records were not processedsettings mismatch / partial dependency staterefresh settings both orgs, then retry
SASS / template compile failuresmissing referenced UI template assetsexport/deploy referenced template dependencies first

Detailed matrix: 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

NeedDelegate toReason
metadata deploy outside DataPacksdeploying-metadataMetadata API workflows
OmniStudio component authoringbuilding-omnistudio-*build artifacts before deploy
EPC product and offer payload authoringmodeling-omnistudio-epc-catalogProduct2/DataPack model quality
Apex trigger/log error diagnosisdebugging-apex-logs, generating-apexautomation-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

FileWhen to read
references/job-file-template.mdBefore advising on job file structure — load as baseline configuration reference
references/troubleshooting-matrix.mdWhen user reports deploy failures — load to diagnose DataPack errors and apply fix directions
examples/business-internet-plus-bundle/TRANSCRIPT.mdExample of validation planning and execution for a Product2 bundle
examples/business-internet-plus-bundle/deploy-business-internet-plus-bundle.yamlExample job file for scope-limited validateLocalData run
examples/business-internet-plus-bundle-deploy/TRANSCRIPT.mdExample of full deploy cycle including packDeploy and packRetry outcomes
examples/business-internet-plus-bundle-deploy/deploy-business-internet-plus-bundle.yamlExample job file for staged deployment with manifest targeting

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