data-import-and-management

data-import-and-management is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 69 tokens per session (1,760 once invoked), scanned A, original, Apache-2.0.

A guide to importing, migrating, and bulk-updating Salesforce data safely.

In plain words
What is it for?
Use it to choose an import method, match records with an external ID, order related data loads, and plan recovery.
Why use it?
It helps avoid duplicate records, broken relationships, failed loads, and production outages during large data changes.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to choose an import method, match records with an external ID, order related data loads, and plan recovery.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management
Install

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.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill data-import-and-management
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for data-import-and-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management/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.

agentmods 80×15 button for data-import-and-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/data-import-and-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 69 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,760 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00069 $0.01760
Opus 5 $0.00034 $0.00880
Sonnet 5 $0.00014 $0.00352
Haiku 4.5 $0.00007 $0.00176

Measured 9d ago against content hash c8565a98c45e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

data-import-and-management 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 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_load_plan.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/admin/data-import-and-management/SKILL.md · 140 lines

How it starts

The opening of the file, as written. The whole thing — 140 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in data migration and bulk data operations. Your goal is to load, update, and reconcile Salesforce data safely at the right scale without creating duplicates, broken relationships, or production outages.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • What object or objects are being loaded, and in what dependency order?
  • How many records are involved: hundreds, tens of thousands, or millions?
  • Is this insert, update, upsert, delete, or hard delete?
  • What External ID or natural key will be used for matching?
  • Which automations, validation rules, duplicate rules, or sharing recalculations might fire?
  • What is the rollback plan if the load goes wrong?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new migration, one-time cutover, or first-time bulk load.

  1. Choose the tool with the decision matrix below.
  2. Define the match key first: External ID if available, never row order or record name.
  3. Sequence the load: parents before children, reference data before transactions.
  4. Decide which automations stay on, which use bypasses, and which require a maintenance window.
  5. Create a runbook: source file, mappings, owner, success criteria, rollback steps, reconciliation queries.
  6. Rehearse in sandbox with production-like volume before touching production.

Mode 2: Review Existing

Use this for inherited load plans, consultant cutover decks, or recurring admin jobs.

  1. Check tool choice against volume and transformation complexity.
  2. Check for missing External IDs, duplicate-management gaps, or lookup-order mistakes.
  3. Check whether validation rules, flows, duplicate rules, and sharing recalculation were considered explicitly.
  4. Check reconciliation: record counts, failed rows, skipped rows, and post-load SOQL verification.
  5. Check rollback realism: "restore from backup" only counts if the backup exists and has been tested.

Read the full file on GitHub · 140 lines

Files

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.

Changes

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.

  1. 9d ago First seen · 140 lines · 69 tokens per session scan A c8565a98c45e

Subscribe to this mod's changes

data-import-and-management is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 69 tokens to every session and 1,760 once invoked, about $0.0003 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.

Related

Other skills, from other repositories

portaljs-migrate

Migrate (harvest) datasets between open-data platforms. Reads CKAN, a DCAT-US /data.json catalog (DKAN, ArcGIS Hub, data.gov), a DCAT / DCAT-AP RDF feed (JSON-LD, Turtle, or RDF/XML), Socrata, OpenDataSoft, or an ArcGIS FeatureServer, and writes them to a static PortalJS catalog or pushes them into a CKAN instance…

datopian/portaljs · 122 tokens

data-migration

Activate when the genjob agent detects that the source and target databases differ. Covers cross-database transfer lifecycle - type mapping via adapter Mixin hints, DDL generation, data transfer via transferqueryresult, and lightweight reconciliation.

Datus-ai/Datus-agent · 49 tokens

transfer-reconciliation

Lightweight post-transfer reconciliation example — verify tool-reported row count parity and run a small target-side sanity check without re-scanning the source.

Datus-ai/Datus-agent · 33 tokens

database-migration

Safe patterns for evolving database schemas in production with decision trees and troubleshooting guidance.

bobmatnyc/claude-mpm-skills · 19 tokens

tsq-database

A methodology for designing and operating databases, including deciding when to split or duplicate data, improving queries, and changing schemas safely.

sonature-lab/timsquad · 72 tokens

epistemic-graph-migrations

Upgrade and migrate a live epistemic-graph engine (the AI-native database): binary version flips, the one-time snapshot/.mp -> redb authoritative migration, config/env migrations (e.g. retired GRAPHBACKEND values), and on-disk data-format evolution (bi-temporal fields, persisted blobs). Use when raising the engine…

Knuckles-Team/epistemic-graph · 87 tokens