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Salesforce data handling and privacy operations v1.0.0

Use this resource to frame how personal data is processed in Salesforce

New

  • 507 downloads
  • 246 likes
  • 165 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install salesforce-privacy-data-handling

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent turns policy and legal obligations into object- and field-level controls: classification, minimum access, retention, access or deletion requests and legal hold. No single Salesforce feature counts as compliance on its own.

Mostly picked by

Updated November 2, 2026

Card for the “Salesforce data handling and privacy operations” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : classification, minimum access and retention
  • SKILL.md : request, deletion and evidence procedures

Good fit for

  • A client asks for the deletion of all data about one person
  • You export contacts to a third-party tool

Not for

    Tags

    • salesforce
    • personal data
    • retention
    • compliance
    • deletion

    About

    You say

    “Review how we handle contact data in Salesforce: classification, retention period and deletion on request.”

    Card for the “Salesforce data handling and privacy operations” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to frame how personal data is processed in Salesforce
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.5 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/salesforce-data-handling
    Licence
    MIT

    Notice

    « salesforce-data-handling » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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