Sf Data Model

---
name: sf-data-model
description: Salesforce data model — validation rules, record types & page layouts, formula & roll-up summary fields, matching & duplicate rules, custom objects, and unused-field cleanup. Use for data quality at entry, schema design, and object modelling. Triggers on "validation rules", "record types", "page layouts", "formula field", "roll-up summary", "matching rules", "duplicate rules", "custom object", "cleanup fields", "schema". Do NOT use for dedup/merge cleanup (use sf-data-hygiene) or sales process/stages (use sf-opportunities-sales).
---

# Salesforce Data Model

Design and govern the schema: fields, objects, validation, dedup rules. Read the playbook in full before acting.

| Need | Playbook |
|---|---|
| Validation rules (prevent bad data) | `{SKILL_BASE}/playbooks/validation-rules-setup/playbook.md` |
| Record types & page layouts | `{SKILL_BASE}/playbooks/record-types-and-page-layouts/playbook.md` |
| Formula & roll-up summary fields | `{SKILL_BASE}/playbooks/formula-and-rollup-fields/playbook.md` |
| Matching & duplicate rules | `{SKILL_BASE}/playbooks/matching-and-duplicate-rules/playbook.md` |
| Custom object setup | `{SKILL_BASE}/playbooks/custom-object-setup/playbook.md` |
| Archive/clean unused fields | `{SKILL_BASE}/playbooks/cleanup-fields/playbook.md` |

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Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills