Governed Salesforce Record and SOQL Workflow

Overview

Turn a record request into a permission-aware, selective, idempotent, and auditable operation instead of embedding fixed object assumptions.

Prerequisites

• Authorized org, object, business purpose, selection rule, and data owner
• Current object metadata, CRUD and field access, sharing context, automation, and duplicate rules
• Expected counts, external keys, mutation policy, rollback method, and reconciliation owner

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

REST and SOQL operations are versioned and execute in the security context of the authorized principal. Object metadata, fields, validation, triggers, flows, sharing, and duplicate behavior vary by org.