platform-docs-get

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
name: platform-docs-get
description: "Official Salesforce documentation retrieval skill. Use when you need authoritative Salesforce docs from developer.salesforce.com, help.salesforce.com, architect.salesforce.com, admin.salesforce.com, or lightningdesignsystem.com, especially when pages are JS-heavy, shell-rendered, or hard to extract with naive fetching. Use to ground answers in official Salesforce sources instead of third-party blogs or summaries. TRIGGER when: user asks for official Salesforce documentation, Apex or API reference, LWC docs, Agentforce docs, setup or help articles, or any doc from a Salesforce-owned domain. DO NOT TRIGGER when: user is asking for a code change, deployment task, or anything not requiring documentation retrieval — use the appropriate sf-* skill instead."
metadata:
  version: "1.2"
  domains: ["Platform"]
  cliTools:
    - tool: ["python3"]
      semver: ">=3.10.0"
---

# platform-docs-get

Use this skill to retrieve and ground answers in **official Salesforce documentation on the public web**.

This skill provides a **reliable online retrieval playbook** for Salesforce docs that are hard to fetch, especially `help.salesforce.com`, JS-heavy `developer.salesforce.com`, Lightning Design System docs on `lightningdesignsystem.com`, and other official Salesforce-owned doc pages such as `architect.salesforce.com` and `admin.salesforce.com`.

Optional extraction scripts are available in `scripts/` — see the Reference File Index below.

## Scope

| | |
|---|---|
| **In scope** | Official Salesforce doc retrieval: Apex, API, LWC, metadata, Agentforce, setup articles, SLDS, architect/admin guidance |
| **Out of scope** | Third-party blogs, PDF fallback, local corpus indexing, benchmark workflows, generating code or metadata |

## Required Inputs

Before fetching, identify:
- The exact concept, identifier, class, method, or feature name being requested
- The likely doc family (developer docs, help articles, design system, architect/admin)

No additional setup is required to use the retrieval playbook in this skill. The optional extraction scripts require `playwright` — see `scripts/requirements.txt`.

## Official Sources Only

Prefer Salesforce-owned documentation sources:
- `developer.salesforce.com`
- `help.salesforce.com`
- `architect.salesforce.com`
- `admin.salesforce.com`
- `lightningdesignsystem.com`
- other official Salesforce documentation pages when Salesforce uses them as the source of truth

Avoid third-party blogs, videos, or summary articles unless the user explicitly asks for them.

Do **not** fall back to PDFs.

## Retrieval Workflow

### 1. Classify the request first

Before fetching anything, identify the likely doc family.

| Family | Typical Source | Use For |
|---|---|---|
| Developer docs | `developer.salesforce.com/docs/...` | Apex, APIs, LWC, metadata, Agentforce developer docs |
| Help docs | `help.salesforce.com/...` | setup, admin, product configuration |
| Architect/Admin docs | `architect.salesforce.com/...`, `admin.salesforce.com/...` | best practices, patterns, well-architected guidance, admin enablement |
| Design system docs | `lightningdesignsystem.com/...` | SLDS, Cosmos, design tokens, component and styling guidance |
| Legacy atlas docs | `developer.salesforce.com/docs/atlas.en-us.*` | older official guide and reference docs |

### 2. Identify the exact concept

Extract the real target before you search:
- exact API/class/method name
- exact feature name
- exact product phrase
- exact setup concept

Examples:
- `Lightning Message Service`
- `Wire Service`
- `System.StubProvider`
- `Agentforce Actions`
- `Messaging for In-App and Web allowed domains`

### 3. Prefer targeted official retrieval

Do **not** broad-crawl Salesforce docs.

Instead:
1. identify the most likely official guide root or article
2. if search is needed, restrict it to official Salesforce domains only
3. fetch that official page
4. check whether the **exact concept actually appears on the page**