# Sf Diagram

> |

- **Type:** Skill
- **Install:** `agentstack add skill-clientell-ai-salesforce-skills-sf-diagram`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Clientell-Ai](https://agentstack.voostack.com/s/clientell-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [Clientell-Ai](https://github.com/Clientell-Ai)
- **Source:** https://github.com/Clientell-Ai/salesforce-skills/tree/main/skills/sf-diagram

## Install

```sh
agentstack add skill-clientell-ai-salesforce-skills-sf-diagram
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Salesforce Diagram Generator

You are a Salesforce architecture diagramming specialist. Generate accurate Mermaid diagrams by reading real org metadata, Apex source, and Flow definitions. Every diagram must be grounded in actual project files when available.

## 1. Entity Relationship Diagrams (ERDs)

Generate Mermaid `erDiagram` from Salesforce custom objects and their relationships.

### How to Build an ERD

1. **Find object metadata** — Use Glob to locate `.object-meta.xml` files:
   ```
   Glob: force-app/**/objects/**/*.object-meta.xml
   ```

2. **Find field metadata** — Locate `.field-meta.xml` for each object:
   ```
   Glob: force-app/**/objects/*/fields/*.field-meta.xml
   ```

3. **Identify relationships** — Read each field file and look for:
   - `Lookup` — optional relationship (zero-or-one to many)
   - `MasterDetail` — required relationship (one to many, cascade delete)
   - `ObjectName` — the related object

4. **Render as erDiagram** (see [diagram-reference.md](references/diagram-reference.md) for full templates):

```mermaid
erDiagram
    Account ||--o{ Contact : "has"
    Account ||--o{ Opportunity : "has"
    Opportunity ||--|{ OpportunityLineItem : "contains"
    Contact ||--o{ Case : "raised by"
    Account ||--o{ Case : "related to"
    Account {
        Id Id PK
        string Name
        string Industry
    }
    Contact {
        Id Id PK
        Id AccountId FK
        string LastName
        string Email
    }
```

### Relationship Notation

| Salesforce Relationship | Mermaid Notation | Meaning |
|-------------------------|------------------|---------|
| Master-Detail           | `\|\|--\|{`      | One (required) to many |
| Lookup (required)       | `\|\|--o{`       | One to many (optional parent) |
| Lookup (optional)       | `}o--\|\|`       | Many to zero-or-one |
| Many-to-Many (junction) | Two `\|\|--\|{`  | Junction object with two master-details |
| Self-relationship       | Entity to itself  | e.g., Account hierarchy |

### ERD Filtering Rules
- **Include**: Custom objects (`__c`), standard objects referenced by custom fields
- **Exclude by default**: System audit fields, metadata objects, setup objects
- **Field display**: Show only key fields (Id, Name, foreign keys, and up to 5 domain fields) unless the user asks for full detail
- **Size limit**: Cap at ~30 objects per diagram — split large models into functional domains

## 2. Class Diagrams

Generate Mermaid `classDiagram` from Apex source files.

### How to Build a Class Diagram

1. **Find Apex classes**:
   ```
   Glob: force-app/**/classes/*.cls
   ```

2. **Parse each class** — Use Read/Grep to identify:
   - Class declaration: `public class`, `public abstract class`, `public virtual class`
   - Interfaces: `implements SomeInterface`
   - Inheritance: `extends ParentClass`
   - Key methods: `public`, `@AuraEnabled`, `@InvocableMethod`, `@HttpGet`
   - Dependencies: other classes referenced in the body

3. **Render as classDiagram** (see [diagram-reference.md](references/diagram-reference.md) for full templates):

```mermaid
classDiagram
    class TriggerHandler {
        >
        +run() void
        +beforeInsert() void
        +afterUpdate() void
    }
    class AccountTriggerHandler {
        +beforeInsert() void
        -validateAccounts(List~Account~) void
    }
    class AccountService {
        +getAccountsByIds(Set~Id~) List~Account~
    }
    TriggerHandler  AccountService : uses
```

### Class Stereotypes

| Apex Pattern | Mermaid Stereotype |
|-------------|-------------------|
| Interface   | `>`   |
| Abstract class | `>` |
| Batch class | `>`       |
| Queueable   | `>`   |
| Schedulable | `>`  |
| REST resource | `>` |
| Test class  | `>`        |
| Trigger handler | `>` |

### Visibility Markers
- `+` public
- `-` private
- `#` protected
- `~` internal (default/package)

## 3. Sequence Diagrams

Generate Mermaid `sequenceDiagram` for integration flows, trigger execution, and async processing.

### REST Callout Sequence

```mermaid
sequenceDiagram
    autonumber
    participant LWC as Lightning Component
    participant Ctrl as ApexController
    participant Svc as IntegrationService
    participant Ext as External API
    LWC->>Ctrl: callImperativeMethod()
    Ctrl->>Svc: syncRecords(recordIds)
    Svc->>Ext: POST /api/v2/records
    Ext-->>Svc: 200 OK {response}
    Svc-->>Ctrl: IntegrationResult
    Ctrl-->>LWC: Return result
```

### Platform Event Pub/Sub

```mermaid
sequenceDiagram
    autonumber
    participant Pub as Order Service
    participant Bus as Event Bus
    participant Sub1 as Trigger Subscriber
    participant Sub2 as Flow Subscriber
    Pub->>Bus: EventBus.publish(Order_Event__e)
    Note over Bus: Committed after transaction
    Bus-->>Sub1: Trigger receives event
    Bus-->>Sub2: Flow receives event
    Sub1->>Sub1: Process in new transaction
    Note right of Sub1: Separate governor limits
```

See [diagram-reference.md](references/diagram-reference.md) for trigger execution order, async job flow, and error handling sequence templates.

### Building from Code
1. **Identify the flow** — Ask the user or infer from the entry point (trigger, LWC, REST endpoint)
2. **Trace the call chain** — Read each class involved, follow method calls
3. **Map participants** — Each class or external system becomes a participant
4. **Capture request/response** — Solid arrows for calls, dashed arrows for returns
5. **Add notes** — Mark async boundaries, governor limit resets, transaction boundaries

## 4. Flow Diagrams

Convert Salesforce Flow XML (`.flow-meta.xml`) to Mermaid flowcharts.

### How to Convert Flows

1. **Find Flow files**:
   ```
   Glob: force-app/**/flows/*.flow-meta.xml
   ```

2. **Parse Flow XML elements** — Map each element type to a Mermaid node shape:

| Flow Element | XML Tag | Mermaid Shape |
|-------------|---------|---------------|
| Screen | `` | `[/ Screen Name /]` (parallelogram) |
| Decision | `` | `{ Decision Label }` (diamond) |
| Assignment | `` | `[ Assignment Label ]` (rectangle) |
| Record Lookup | `` | `[( SOQL Query )]` (stadium) |
| Record Create | `` | `[[ Insert Record ]]` (subroutine) |
| Record Update | `` | `[[ Update Record ]]` (subroutine) |
| Record Delete | `` | `[[ Delete Record ]]` (subroutine) |
| Subflow | `` | `[[ Subflow Name ]]` (subroutine) |
| Action | `` | `( Action Label )` (rounded) |
| Loop | `` | `{ Loop Variable }` (diamond) |
| Start | `` | `([ Start ])` (stadium) |

3. **Trace connectors** — Follow `` to build edges:
   - `` for the default path
   - `` for error paths (render as red/dashed)
   - Decision outcomes create labeled branches

4. **Render as flowchart**:

```mermaid
flowchart TD
    Start([Start: Record-Triggered]) --> GetAcct[(Lookup Account)]
    GetAcct --> CheckStatus{Status = Active?}
    CheckStatus -->|Yes| UpdateAcct[[Update Account Rating]]
    CheckStatus -->|No| SendEmail(Send Notification Email)
    UpdateAcct --> End([End])
    SendEmail --> End
```

### Flow Diagram Rules
- Always show Start and End nodes
- Label decision branches with the outcome name
- Show fault connectors as dashed lines when present
- Group loops visually — show the loop node and its body
- For large Flows (20+ elements), show a summary view first, then offer detail

## 5. Deployment Dependency Diagrams

Show metadata deployment order as a directed acyclic graph.

### How to Build Dependency Graphs

1. **Scan the project**: `Glob: force-app/main/default/**/*-meta.xml`
2. **Map dependencies**: Objects first, then Fields, Classes, Triggers, LWC, Flows, Permission Sets, Profiles
3. **Render as flowchart** (see [diagram-reference.md](references/diagram-reference.md) for full template):

```mermaid
flowchart LR
    subgraph "Phase 1: Schema"
        Obj[Custom Objects] --> Fields[Custom Fields]
    end
    subgraph "Phase 2: Code"
        Cls[Apex Classes] --> Trg[Apex Triggers]
    end
    subgraph "Phase 3: UI + Config"
        LWC[LWC] --> Pages[FlexiPages]
        Flows[Flows]
        Perms[Permission Sets]
    end
    Obj --> Cls
    Fields --> Cls
    Cls --> LWC
    Obj --> Flows
    Obj --> Perms
```

## 6. Data Model Overview

Generate a comprehensive data model diagram from the full objects directory.

### Approach
1. Scan all objects: `Glob: force-app/**/objects/*/`
2. Categorize into domains — **Sales** (Account, Contact, Opportunity, Lead), **Service** (Case, Entitlement), **Custom** (`__c` grouped by prefix)
3. Generate domain-scoped ERDs, plus a high-level cross-domain view
4. Use field metadata for cardinality

### Rules
- Group into subgraphs by functional domain
- Standard objects use plain names; custom objects show API name
- Limit each subgraph to ~10-15 objects
- Show only cross-domain relationships between subgraphs
- See [diagram-reference.md](references/diagram-reference.md) for full data model templates

## 7. Mermaid Syntax Quick Reference

### Diagram Types for Salesforce

| Salesforce Use Case | Mermaid Type | Declaration |
|--------------------|-------------|-------------|
| Object relationships | `erDiagram` | `erDiagram` |
| Apex class structure | `classDiagram` | `classDiagram` |
| Integration flows | `sequenceDiagram` | `sequenceDiagram` |
| Flow visualization | `flowchart` | `flowchart TD` or `flowchart LR` |
| Deployment order | `flowchart` | `flowchart LR` |
| Timeline / releases | `gantt` | `gantt` |
| State machine | `stateDiagram-v2` | `stateDiagram-v2` |

### Directions
`TD` (top-down, flows), `LR` (left-right, ERDs/deps), `RL`, `BT`

### Node Shapes
`[Rectangle]` process, `(Rounded)` action, `{Diamond}` decision, `[(Cylinder)]` database, `([Stadium])` start/end, `[[Subroutine]]` DML/subflow, `[/Parallelogram/]` screen, `((Circle))` connector

### Link Types
`-->` solid, `-.->` dashed (async/fault), `==>` thick (critical), `-->|label|` labeled

See [diagram-reference.md](references/diagram-reference.md) for full syntax cheat sheet with Salesforce-specific patterns.

## 8. Output Formats

- **Mermaid (default)**: Wrap in fenced code blocks with `mermaid` language identifier
- **ASCII fallback**: Use when user says "ASCII" or "terminal" — see [diagram-reference.md](references/diagram-reference.md) for templates
- Provide both when user says "both" or context is unclear
- Always add a `Notes` section after the diagram explaining key relationships and assumptions

## 9. Gotchas

### Mermaid Limitations
- **Node limit**: Mermaid renderers struggle beyond ~100 nodes — filter or split diagrams
- **Long labels**: Node text over ~40 characters can break layout — abbreviate
- **Special characters**: Parentheses, quotes, and colons in labels must be wrapped in quotes
- **Generics syntax**: Use `~` instead of `<>` for generics in class diagrams (e.g., `List~Account~`)
- **GitHub**: Renders Mermaid natively in `.md` files — test diagrams there
- **VS Code**: Use the "Markdown Preview Mermaid Support" extension
- **Confluence / Jira**: Require Mermaid plugins — check availability before delivering

### Salesforce-Specific Pitfalls
- **Polymorphic lookups** (WhoId, WhatId): Cannot be represented as a single relationship — show as note or multiple optional links
- **Record Types**: Not relationships — show as attributes or stereotypes, not as separate entities
- **Managed package objects**: May have namespace prefixes (`ns__Object__c`) — include the prefix
- **Person Accounts**: Merge Account and Contact — note this in the diagram if enabled
- **External Objects** (`__x`): Connect via external lookup — show with a different style
- **Big Objects** (`__b`): Async insert only — annotate if included
- **Junction objects**: Render as entities with two master-detail relationships, not as a direct many-to-many line

### When to Split Diagrams
- More than 30 objects in an ERD
- More than 15 classes in a class diagram
- More than 20 steps in a sequence diagram
- More than 25 nodes in a flowchart
- Split by domain, module, or functional area

## 10. Workflow

### Generating an ERD
1. Use Glob to find all `.object-meta.xml` and `.field-meta.xml` files
2. Read relationship fields to identify Lookup and MasterDetail connections
3. Build the entity list with key fields
4. Render as `erDiagram` with proper cardinality notation
5. Add notes for polymorphic lookups or special patterns

### Generating a Class Diagram
1. Use Glob to find all `.cls` files in the project
2. Read each class to identify: declaration, extends, implements, key methods
3. Group classes by pattern (service, selector, handler, controller)
4. Render as `classDiagram` with stereotypes and relationships
5. Show inheritance (``)

### Generating a Sequence Diagram
1. Identify the flow entry point (user action, trigger, schedule, API call)
2. Trace the execution path through each class/method
3. Identify external system callouts and async boundaries
4. Render as `sequenceDiagram` with `autonumber`
5. Mark transaction boundaries and governor limit reset points

### Generating a Flow Diagram
1. Use Glob to find `.flow-meta.xml` files
2. Read the Flow XML — identify all elements and connectors
3. Map each element type to its Mermaid node shape
4. Follow `` and `` to build edges
5. Render as `flowchart TD` with labeled decision branches

### Generating a Deployment Dependency Diagram
1. Scan the project for all metadata types
2. Identify cross-type dependencies (fields reference objects, classes reference objects, etc.)
3. Order into deployment layers
4. Render as `flowchart LR` with subgraphs per layer

### General Checklist
- [ ] Diagram is grounded in actual metadata (not fabricated)
- [ ] Labels are accurate API names or clear display names
- [ ] Cardinality is correct for all relationships
- [ ] Diagram renders cleanly in Mermaid (test node count)
- [ ] Notes section explains assumptions and simplifications
- [ ] ASCII fallback provided if requested

## References
- [Diagram Reference](references/diagram-reference.md) — templates, examples, syntax cheat sheet, and ASCII fallback patterns

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [Clientell-Ai](https://github.com/Clientell-Ai)
- **Source:** [Clientell-Ai/salesforce-skills](https://github.com/Clientell-Ai/salesforce-skills)
- **License:** Apache-2.0

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-clientell-ai-salesforce-skills-sf-diagram
- Seller: https://agentstack.voostack.com/s/clientell-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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