platform-custom-object-generate

When to Use This Skill

Use this skill when you need to:

• Create new custom objects
• Generate custom object metadata XML
• Configure object sharing and security settings
• Set up object features and capabilities
• Troubleshoot deployment errors related to custom objects
• Add, update, or delete a field OR a validation rule on an existing object — any of these may make the object's <description> stale, so you must refresh it (propose + confirm). This applies equally to validation-rule changes, not just fields. See Section 3.B.

Specification

1. Overview and Purpose

This document defines the mandatory constraints for generating CustomObject metadata XML (.object-meta.xml file). The agent must verify these constraints before outputting XML to prevent Metadata API deployment errors.

File extension: .object-meta.xml

🔔 Description freshness — applies to EVERY object change, fields AND validation rules: Whenever you add, update, or delete a field or a validation rule on an object, the <description> may now be stale. Before finishing, refresh it per Section 3.B (propose, confirm with the user, write). A validation-rule change counts exactly like a field change — the change is not done until the description has been reconciled. This is easy to forget on validation-rule edits/deletes — don't.

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2. Syntactic Essentials (Tier 1)

The following constraints must be true for the XML body to deploy successfully.

Note: The API Name (fullName) is NOT a tag; it is the filename (e.g., Vehicle__c.object-meta.xml).

Required Elements

Element	Requirement	Notes
<label>	Required	Singular UI name
<pluralLabel>	Required	Plural UI name
<sharingModel>	Required	See Sharing Model Rules below
<deploymentStatus>	Required	Always set to Deployed
<nameField>	Required	Primary record identifier (requires <label> and <type>)
<visibility>	Required	Always set to Public

Sharing Model Rules

Default: Set <sharingModel> to ReadWrite.

Exception: If this object contains a Master-Detail relationship field, <sharingModel> MUST be ControlledByParent.

Decision Logic:

• IF object has NO Master-Detail field → use ReadWrite
• IF object has Master-Detail field → use ControlledByParent
• IF a Master-Detail field is being added to an existing child object → that existing object's <sharingModel> must also be updated to ControlledByParent

❌ INCORRECT — Will cause error: Cannot set sharingModel to ReadWrite on a CustomObject with a MasterDetail relationship field

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Order Line Item</label>
  <pluralLabel>Order Line Items</pluralLabel>
  <sharingModel>ReadWrite</sharingModel>  <!-- WRONG: Object has a M-D field -->
  <deploymentStatus>Deployed</deploymentStatus>
</CustomObject>

✅ CORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Order Line Item</label>
  <pluralLabel>Order Line Items</pluralLabel>
  <sharingModel>ControlledByParent</sharingModel>  <!-- CORRECT -->
  <deploymentStatus>Deployed</deploymentStatus>
</CustomObject>

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3. Smart Defaults & Decision Logic (Tier 2)

The agent must choose which features to enable based on the object's intended use case.

A. The Name Field Decision

Type	When to Use	Additional Requirements
Text	Default for human-named entities (Projects, Locations, Teams)	None
AutoNumber	Use for transactions, logs, or IDs (Invoices, Requests, Tickets)	Must include <displayFormat> (e.g., INV-{0000}) and <startingNumber>1</startingNumber>

Text Name Field Example:

<nameField>
  <label>Project Name</label>
  <type>Text</type>
</nameField>

AutoNumber Name Field Example:

<nameField>
  <label>Invoice Number</label>
  <type>AutoNumber</type>
  <displayFormat>INV-{0000}</displayFormat>
  <startingNumber>1</startingNumber>
</nameField>

B. Object Description (Enrichment)

<description>: Mandatory — every Custom Object MUST have one. It must read like human-written documentation, never a generic template ("Object used to track and manage...") or a metadata dump ("Contains 8 fields including Project_Name__c...").

Always compose an enriched description — when creating the object, and again on any change to it: adding, updating, or deleting a field or a validation rule (so it never goes stale). The change — field or validation rule — is never "done" until you've refreshed the object's description. This is not optional; do not ask whether to add a description.

Confirm per change — every time. Propose and confirm on each field/rule change separately. A previous "keep current" applies only to that one change; it is never standing permission to skip the proposal on a later change. Do not infer a preference from an earlier answer — re-propose and re-ask for every new change.

Compose the description (steps below). If the object already has one, use it as a strong signal — preserve the business context it carries (domain, team, intent the schema can't reveal) and fold the new field/rule in rather than discarding it.

Then branch on whether a description already exists:

• No existing description (brand-new object): there is nothing to overwrite — just write the composed description. Do not prompt.

• An existing description (update, delete, or any re-enrichment): never overwrite it silently — you can't tell from the file whether it was hand-written by an admin or generated earlier. Show the proposal, ask, and STOP — wait for the user's reply before writing:

  Proposed description for {Object}: <the enriched description> Current: <the existing description> Use this? (yes / keep current / edit)

  You MUST NOT write the <description> until the user replies — showing the diff is not approval, even when the change looks obvious or minor. Then act: yes → write the proposed text · keep current → leave the existing one untouched (this applies to this change only — re-propose on the next one) · edit → use the user's wording.

Always end with a <description> written.

Composing the description:

1. Classify each field by how it appears in the description:
   • Constrained (required, unique, externalId, restricted picklist) → selective parenthetical: VIN (required, external ID), Color (Red/Green only)
   • Behavioral (formula, roll-up) → describe what it computes: "the Age Years field auto-calculates vehicle age"
   • Relationship (master-detail, lookup) → woven context: "as a child of Account" (never "(Master-Detail to Account)")
   • Standard → label only
2. Compose in this order, using field labels not API names:

   Purpose → key fields → computed fields → validation rules (as business rules) → "Commonly used for {use cases}."

3. Count and trim before writing (required): count the words; aim ~45, hard ceiling 50. If over, tighten wording first, then drop whole sentences in priority order (use cases → rules → computed; never drop sentences 1–2). Recount. Do not write until ≤ 50.

Example (Car, 46 words):

<description>The Car object tracks vehicle inventory and maintenance. It captures Year, VIN (required, external ID), Color (Red/Green only), and Location; the Age Years field auto-calculates vehicle age. VIN is required and Black cars cannot be sold. Commonly used for fleet management, inventory tracking, and service scheduling.</description>

→ For the full workflow and examples, read references/description-enrichment.md.

C. Junction Object Naming

If the object is a many-to-many link between two parents, name the object by combining the two parent entities to ensure the schema remains intuitive.

Examples:

• Position_Candidate__c (links Position and Candidate)
• Job_Application__c (links Job and Application)

D. Feature Enablement (Clean XML)

To maintain "Clean XML," only include optional tags when deviating from the Salesforce platform default of false.

Scenario A: User-Facing Objects (Apps, Trackers, Business Entities)

• Trigger: The object is intended for direct user interaction
• Action: Set <enableSearch>, <enableReports>, <enableActivities>, and <enableHistory> to true

Scenario B: System-Facing Objects (Junctions, Background Logs)

• Trigger: The object exists for technical associations or background data
• Action: Omit these tags to keep the UI clean and the XML lean

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4. Critical Constraints & Common Failures

Reserved Words

Never use reserved words as API names for Custom Objects or Custom Fields:

Category	Reserved Words (Do Not Use as API Names)
SOQL/SQL	Select, From, Where, Limit, Order, Group
System	User, External, View, Type
Temporal	Date, Number

Relationship Cap

Do not create more than 2 Master-Detail relationships for a single object. If a third relationship is required, use a Lookup instead.

XML Root Element

Do NOT include the <fullName> tag at the root of the .object-meta.xml file. The API name is derived from the filename.

❌ INCORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <fullName>Vehicle__c</fullName>  <!-- WRONG: Remove this -->
  <label>Vehicle</label>
</CustomObject>

✅ CORRECT:

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
  <label>Vehicle</label>
  <!-- fullName comes from filename: Vehicle__c.object-meta.xml -->
</CustomObject>

Validation Rule Naming Convention

Validation rule names follow different conventions than custom fields.

Rules:

• Must contain only alphanumeric characters and underscores
• Must begin with a letter
• Cannot end with an underscore
• Cannot contain two consecutive underscores
• Must NOT end with __c (unlike custom fields)

❌ INCORRECT:

<validationRules>
  <fullName>Require_Start_Date__c</fullName>  <!-- WRONG: Has __c suffix -->
  <active>true</active>
  <errorMessage>Start Date is required.</errorMessage>
  <formula>ISBLANK(Start_Date__c)</formula>
</validationRules>

Error: The validation name can only contain alphanumeric characters, must begin with a letter, cannot end with an underscore...

✅ CORRECT:

<validationRules>
  <fullName>Require_Start_Date</fullName>  <!-- CORRECT: No __c suffix -->
  <active>true</active>
  <errorMessage>Start Date is required.</errorMessage>
  <formula>ISBLANK(Start_Date__c)</formula>
</validationRules>

Naming Pattern Reference:

Metadata Type	Naming Pattern	Example
Custom Fields	Ends with __c	Start_Date__c
Validation Rules	No suffix	Require_Start_Date
Custom Objects	Ends with __c	Vehicle__c

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5. Verification Checklist

Before generating the Custom Object XML, verify:

Syntactic Checks

• [ ] Are both <label> and <pluralLabel> present?
• [ ] Is <deploymentStatus> set to Deployed?
• [ ] Is <visibility> set to Public?
• [ ] Does <nameField> include both <label> and <type>?
• [ ] If <type> is AutoNumber, are <displayFormat> and <startingNumber> included?

Sharing Model Check (Critical)

• [ ] Does this object have a Master-Detail relationship field?
  • If YES → <sharingModel> MUST be ControlledByParent
  • If NO → <sharingModel> should be ReadWrite

Constraint Checks

• [ ] Is the API name free of reserved words?
• [ ] Are there 2 or fewer Master-Detail relationships?
• [ ] Is <fullName> absent from the XML root?

Validation Rule Checks (if applicable)

• [ ] Do validation rule names NOT end with __c?
• [ ] Do validation rule names follow alphanumeric + underscore pattern?

Description Enrichment Quality Checks

• [ ] Opens with "The {Object} object..." + business purpose (not "Object used to track and manage...")
• [ ] Uses field labels, never API names; no "Contains N fields including" dump
• [ ] Formulas/rollups described by behavior; validations stated as business rules; relationships as context
• [ ] Includes common use cases ("Commonly used for...") and is under 50 words
• [ ] Folded any current description's business context into the proposed one (didn't discard it)
• [ ] For an existing description (update/delete/re-enrich), STOPPED and waited for the user's reply before writing — did not treat showing the diff as approval

Architectural Checks

• [ ] Is <description> present? (Enriched per Section B — proposed and confirmed with the user before writing.)
• [ ] Are <enableSearch> and <enableReports> set to true if user-facing?
• [ ] Does the filename match the intended API name?

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Reference File Index

File	When to read
references/description-enrichment.md	Composing or refreshing an object's <description> (on create, or when a field/rule changes) — full enrichment workflow, field-prioritization tiers, junction/child handling, edge cases, and more examples