Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill compliance-documentation-requirementsgit clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/compliance-documentation-requirements)<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/compliance-documentation-requirements"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/compliance-documentation-requirements/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/compliance-documentation-requirements"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/compliance-documentation-requirements.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00148 | $0.04514 |
| Opus 5 | $0.00074 | $0.02257 |
| Sonnet 5 | $0.00030 | $0.00903 |
| Haiku 4.5 | $0.00015 | $0.00451 |
Grade A, and why
compliance-documentation-requirements scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 231 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Compliance Documentation Requirements
Use this skill when configuring how compliance documentation is structured, collected, and preserved in Salesforce FSC for regulatory purposes. This skill covers the admin-layer setup of KYC data collection workflows using FSC's native data model and Discovery Framework, the integration setup for AML screening via third-party vendors, and the layered audit trail configuration required for regulatory audit readiness. It produces configured org metadata and documented compliance data flows — not architecture design artifacts.
This skill is distinct from admin/compliant-data-sharing-setup, which governs WHO can see deal and client data (Compliant Data Sharing). This skill governs HOW compliance documentation is structured, collected, and preserved for regulatory audit obligations.
Before Starting
- Verify FSC license type. The FSC KYC data model objects —
PartyIdentityVerification,IdentityDocument,PartyProfileRisk, andPartyScreeningSummary— are part of the FSC data model and require an FSC license. They are not available in standard CRM. - Confirm OmniStudio licensing for Discovery Framework. The Discovery Framework — the recommended FSC mechanism for structured, versioned data collection — is backed by OmniStudio (OmniScript + DataRaptor). It requires OmniStudio or Industries Cloud licenses. Without OmniStudio, custom Screen Flows must substitute but lose native versioning.
- Determine whether Shield is in scope. Field Audit Trail — required to retain historical values of sensitive KYC fields beyond the standard 18-month field history — is a Salesforce Shield add-on. It is not included in base FSC. If the regulatory retention obligation exceeds 18 months for field-level data (common under BSA/FinCEN: 5 years), Shield must be licensed. Setup Audit Trail and Event Monitoring have different scopes and different add-on requirements.
- Do not assume FSC has a native AML engine. FSC provides objects to store screening results but has no internal watchlist, PEP database, or sanctions list matching capability. Every AML screening decision comes from a third-party vendor integrated via the Set Up Integrations pattern. This is non-negotiable for regulatory compliance.
- Identify which audit trail components address which regulatory obligation. Setup Audit Trail covers configuration changes; Field Audit Trail covers field value history at scale; Event Monitoring covers user activity and login behavior. All three serve distinct compliance documentation purposes and are often required in combination.
What ships with it
6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 8d ago First seen · 231 lines · 148 tokens per session scan A 8d7a780e476e
compliance-documentation-requirements is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 148 tokens to every session and 4,514 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.
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