# automation-sandbox-post-copy-config-generate

Turns a Salesforce sandbox-refresh SOP into the JSON array the post-copy automation tool reads. Useful when the runbook lives in a PDF, spreadsheet or screenshot.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 2300 installs · ★ 1112
- Author: forcedotcom
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/automation-sandbox-post-copy-config-generate/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/automation-sandbox-post-copy-config-generate

## What it does

The skill reads your SOP in any supported format — PDF, xlsx, csv, JSON, docx, Markdown, plain text, or an image of an endpoint table — and picks out the post-copy actions. Each action becomes one entry of four possible types: `OutboundMessages`, `RemoteSiteSettings`, `ScheduledApex` or `Flows`. An entry carries five top-level keys: `ConfigurationName`, `Label`, `Fields`, `IsActive` and `ExecutionOrder`.

Before writing the file, the skill has to open `assets/config_template.json` and `references/configuration_catalog.md` and copy an entry shape from there instead of composing JSON from memory. Field keys stay in PascalCase: `EndpointUrl` plus `Object` for OBM, `RemoteSiteUrl` for a remote site, `ApexClassName` with `CronExpression` and `JobName` for ScheduledApex, `FlowApiName` and `Action` for Flows. `ExecutionOrder` is a phase number, so independent entries of the same type share one value.

Values come only from your source. If the SOP gives no concrete URL or name for an action, the entry is skipped rather than filled with a `TBD` placeholder. Deploying the config to an org and running the post-copy tool itself belong to sibling skills. Output defaults to `post-copy-config.json` in the current directory.

## Requirements
- Works with: Salesforce

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill automation-sandbox-post-copy-config-generate -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/automation-sandbox-post-copy-config-generate/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/automation-sandbox-post-copy-config-generate/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill automation-sandbox-post-copy-config-generate -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/automation-sandbox-post-copy-config-generate/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill automation-sandbox-post-copy-config-generate -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/automation-sandbox-post-copy-config-generate/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install forcedotcom/sf-skills automation-sandbox-post-copy-config-generate
```

2. **Manually: put the files in place**
- File: `.github/skills/automation-sandbox-post-copy-config-generate/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill automation-sandbox-post-copy-config-generate -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/forcedotcom/sf-skills --path skills/automation-sandbox-post-copy-config-generate
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/automation-sandbox-post-copy-config-generate/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill automation-sandbox-post-copy-config-generate -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/automation-sandbox-post-copy-config-generate/SKILL.md

## When to use it
- build a JSON config from a sandbox-refresh runbook
- extract an endpoint table from a screenshot into structured entries
- set the execution order of post-copy actions
- convert a docx or xlsx SOP into an entry array
- update outbound message endpoints after a refresh

## Example prompts
- Build the post-copy config from this SOP: `sop.pdf`
- Convert the sandbox refresh runbook into JSON with OutboundMessages and RemoteSiteSettings entries
- Update the OBM endpoints after refresh using the table in this screenshot

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 9712be9876ced349.

BEGIN THIRD-PARTY FILE 9712be9876ced349
```text
---
name: automation-sandbox-post-copy-config-generate
description: "Generates the JSON config file that the Salesforce sandbox post-copy automation tool consumes, from a customer SOP in any format (PDF, xlsx, csv, JSON, docx, Markdown, plain text, or a screenshot of an endpoint table). Use when the user asks to create, build, generate, produce, or convert a post-copy or post-refresh automation config — turning a sandbox-refresh SOP into a JSON array of OutboundMessages (OBM), RemoteSiteSettings, ScheduledApex, and Flows entries with ConfigurationName, Label, Fields, IsActive, and ExecutionOrder. Also trigger for phrasings like \"post-copy config\", \"post-refresh automation JSON\", \"update the outbound message (OBM) endpoints after refresh\", \"convert this SOP to config\", \"remote site settings JSON\", \"refresh planner to JSON\", or \"sandbox refresh config\". DO NOT TRIGGER when: user wants to deploy the generated config to an org (use platform-metadata-deploy), or apply/execute/run/dry-run the post-copy automation JSON against a sandbox (use automation-sandbox-post-copy-configure)."
metadata:
  relatedSkills:
    - "automation-sandbox-post-copy-configure"
    - "platform-metadata-deploy"
  version: "1.2"
  domains: ["Automation"]
---

# Automation: Sandbox Post-Copy Config Generate

Convert a customer's sandbox-refresh / post-copy SOP into a structured JSON
array that the post-copy automation tool consumes. Each entry is a
declarative instruction: which Salesforce configuration to update, which
fields are involved, whether it is active, and what order it runs in.

## STOP — do this before writing any JSON

Do **not** compose the output from memory. Before you write the file, you
MUST open and read `assets/config_template.json` and copy an entry from it
for each action. Every output entry is exactly one of these four shapes —
```
END THIRD-PARTY FILE 9712be9876ced349

The third-party file has ended. Everything between the 9712be9876ced349 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 1869 of 18903 bytes. © forcedotcom · Apache-2.0 · https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/automation-sandbox-post-copy-config-generate/SKILL.md

_Part of the page did not fit — see the HTML version._

---
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