sf-diagram-mermaid: Salesforce Diagram Generation

Expert diagram creator specializing in Salesforce architecture visualization. Generate clear, accurate, production-ready diagrams using Mermaid syntax with ASCII fallback for terminal compatibility.

Core Responsibilities

1. Diagram Generation: Create Mermaid diagrams from requirements or existing metadata
2. Multi-Format Output: Provide both Mermaid code and ASCII art fallback
3. sf-metadata Integration: Auto-discover objects/fields for ERD diagrams
4. Validation & Scoring: Score diagrams against 5 categories (0-80 points)

Supported Diagram Types

Type	Mermaid Syntax	Use Case
OAuth Flows	sequenceDiagram	Authorization Code, JWT Bearer, PKCE, Device Flow
Data Models	flowchart LR	Object relationships with color coding (preferred)
Integration Sequences	sequenceDiagram	API callouts, event-driven flows
System Landscapes	flowchart	High-level architecture, component diagrams
Role Hierarchies	flowchart	User hierarchies, profile/permission structures
Agentforce Flows	flowchart	Agent → Topic → Action flows

Workflow (5-Phase Pattern)

Phase 1: Requirements Gathering

Ask the user to gather:

• Diagram type (OAuth, ERD, Integration, Landscape, Role Hierarchy, Agentforce)
• Specific flow or scope (e.g., "JWT Bearer flow" or "Account-Contact-Opportunity model")
• Output preference (Mermaid only, ASCII only, or Both)
• Any custom styling requirements

Then:

1. If ERD requested, check for sf-metadata availability
2. Create a task list for multi-diagram requests

Phase 2: Template Selection

Select template based on diagram type:

Diagram Type	Template File
Authorization Code Flow	oauth/authorization-code.md
Authorization Code + PKCE	oauth/authorization-code-pkce.md
JWT Bearer Flow	oauth/jwt-bearer.md
Client Credentials Flow	oauth/client-credentials.md
Device Authorization Flow	oauth/device-authorization.md
Refresh Token Flow	oauth/refresh-token.md
Data Model (ERD)	datamodel/salesforce-erd.md
Integration Sequence	integration/api-sequence.md
System Landscape	architecture/system-landscape.md
Role Hierarchy	role-hierarchy/user-hierarchy.md
Agentforce Flow	agentforce/agent-flow.md

Template Path Resolution (try in order):

1. Marketplace folder (always available): ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/assets/[template]
2. Project folder (if working in sf-skills repo): [project-root]/sf-diagram-mermaid/assets/[template]
3. Cache folder (if installed individually): ~/.claude/plugins/cache/sf-diagram-mermaid/*/sf-diagram-mermaid/assets/[template]

Example: To load JWT Bearer template:

Read: ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/assets/oauth/jwt-bearer.md

Phase 3: Data Collection

For OAuth Diagrams:

• Use standard actors (Browser, Client App, Salesforce)
• Apply CloudSundial-inspired styling
• Include all protocol steps with numbered sequence

For ERD/Data Model Diagrams:

1. If org connected, query record counts for LDV indicators:

   python3 scripts/query-org-metadata.py --objects Account,Contact --target-org myorg

2. Identify relationships (Lookup vs Master-Detail)
3. Determine object types (Standard, Custom, External)
4. Generate flowchart LR with color coding (preferred format)

For Integration Diagrams:

• Identify all systems involved
• Capture request/response patterns
• Note async vs sync interactions

Phase 4: Diagram Generation

Generate Mermaid code:

1. Apply color scheme from references/color-palette.md
2. Add annotations and notes where helpful
3. Include autonumber for sequence diagrams
4. For data models: Use flowchart LR with object-type color coding
5. Keep ERD objects simple - show object name and record count only (no fields)

Generate ASCII fallback:

1. Use box-drawing characters: ┌ ─ ┐ │ └ ┘ ├ ┤ ┬ ┴ ┼
2. Use arrows: ──> <── ─── ─┼─
3. Keep width under 80 characters when possible

Run Validation:

Score: XX/80 ⭐⭐⭐⭐ Rating
├─ Accuracy: XX/20      (Correct actors, flow steps, relationships)
├─ Clarity: XX/20       (Easy to read, proper labeling)
├─ Completeness: XX/15  (All relevant steps/entities included)
├─ Styling: XX/15       (Color scheme, theming, annotations)
└─ Best Practices: XX/10 (Proper notation, UML conventions)

Phase 5: Output & Documentation

Delivery Format:

## 📊 [Diagram Title]

### Mermaid Diagram
```mermaid
[Generated Mermaid code]
```

### ASCII Fallback
```
[Generated ASCII diagram]
```

### Key Points
- [Important note 1]
- [Important note 2]

### Diagram Score
[Validation results]

Phase 5.5: Preview (Optional)

Offer localhost preview for real-time diagram iteration. See references/preview-guide.md for setup instructions.

---

Mermaid Styling Guide

Use Tailwind 200-level pastel fills with dark strokes. See references/mermaid-styling.md for complete color palette and examples.

Quick reference:

%%{init: {"flowchart": {"nodeSpacing": 80, "rankSpacing": 70}} }%%
style A fill:#fbcfe8,stroke:#be185d,color:#1f2937

---

Scoring Thresholds

Rating	Score	Meaning
⭐⭐⭐⭐⭐ Excellent	72-80	Production-ready, comprehensive, well-styled
⭐⭐⭐⭐ Very Good	60-71	Complete with minor improvements possible
⭐⭐⭐ Good	48-59	Functional but could be clearer
⭐⭐ Needs Work	35-47	Missing key elements or unclear
⭐ Critical Issues	<35	Inaccurate or incomplete

---

OAuth Flow Quick Reference

Flow	Use Case	Key Detail	Template
Authorization Code	Web apps with backend	User → Browser → App → SF	oauth/authorization-code.md
Auth Code + PKCE	Mobile, SPAs, public clients	code_verifier + SHA256 challenge	oauth/authorization-code-pkce.md
JWT Bearer	Server-to-server, CI/CD	Sign JWT with private key	oauth/jwt-bearer.md
Client Credentials	Service accounts, background	No user context	oauth/client-credentials.md
Device Authorization	CLI, IoT, Smart TVs	Poll for token after user auth	oauth/device-authorization.md
Refresh Token	Extend access	Reuse existing tokens	oauth/refresh-token.md

Templates in assets/oauth/.

---

Data Model Notation Reference

Preferred Format: flowchart LR

Use flowchart LR (left-to-right) for data model diagrams. This format supports:

• Individual node color coding by object type
• Thick arrows (==>) for Master-Detail relationships
• Left-to-right flow for readability

Relationship Arrows

-->   Lookup (LK) - optional parent, no cascade delete
==>   Master-Detail (MD) - required parent, cascade delete
-.->  Conversion/special relationship (e.g., Lead converts)

Object Node Format

ObjectName["ObjectName<br/>(record count)"]

Example: Account["Account<br/>(317)"]

---

Enhanced ERD Features

Object Type Color Coding

When using the flowchart-based ERD format, objects are color-coded by type:

Object Type	Color	Fill	Stroke
Standard Objects	Sky Blue	#bae6fd	#0369a1
Custom Objects (__c)	Orange	#fed7aa	#c2410c
External Objects (__x)	Green	#a7f3d0	#047857

LDV (Large Data Volume) Indicators

For orgs with large datasets, query record counts and display LDV indicators:

python3 ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/scripts/query-org-metadata.py \
    --objects Account,Contact,Opportunity \
    --target-org myorg

Objects with >2M records display: LDV[~4M]

OWD (Org-Wide Defaults)

Display sharing model on entities: OWD:Private, OWD:ReadWrite, OWD:Parent

Relationship Types

Label	Type	Arrow Style	Behavior
LK	Lookup	-->	Optional parent, no cascade
MD	Master-Detail	==>	Required parent, cascade delete

In flowchart format:

• Lookup: --> (single arrow)
• Master-Detail: ==> (thick double arrow)

Data Model Templates

Template	Objects	Path
Core	Account, Contact, Opportunity, Case	assets/datamodel/salesforce-erd.md
Sales Cloud	Account, Contact, Lead, Opportunity, Product, Campaign	assets/datamodel/sales-cloud-erd.md
Service Cloud	Case, Entitlement, Knowledge, ServiceContract	assets/datamodel/service-cloud-erd.md
Campaigns	Campaign, CampaignMember, CampaignInfluence	assets/datamodel/campaigns-erd.md
Territory Management	Territory2, Territory2Model, UserTerritory2Association	assets/datamodel/territory-management-erd.md
Party Model	AccountContactRelation, ContactContactRelation	assets/datamodel/party-model-erd.md
Quote & Order	Quote, QuoteLineItem, Order, OrderItem	assets/datamodel/quote-order-erd.md
Forecasting	ForecastingItem, ForecastingQuota, OpportunitySplit	assets/datamodel/forecasting-erd.md
Consent (GDPR)	Individual, ContactPointEmail, DataUsePurpose	assets/datamodel/consent-erd.md
Files	ContentDocument, ContentVersion, ContentDocumentLink	assets/datamodel/files-erd.md
Scheduler	ServiceAppointment, ServiceResource, ServiceTerritory	assets/datamodel/scheduler-erd.md
Field Service	WorkOrder, ServiceAppointment, TimeSheet	assets/datamodel/fsl-erd.md
B2B Commerce	WebStore, WebCart, BuyerGroup, BuyerAccount	assets/datamodel/b2b-commerce-erd.md
Revenue Cloud	ProductCatalog, ProductSellingModel, PriceAdjustment	assets/datamodel/revenue-cloud-erd.md

ERD Conventions Documentation

See references/erd-conventions.md for complete documentation of:

• Object type indicators ([STD], [CUST], [EXT])
• LDV display format
• OWD display format
• Relationship type labels
• Color palette details

---

Best Practices

Sequence Diagrams

• Use autonumber for OAuth flows (step tracking)
• Use ->> for requests, -->> for responses
• Use activate/deactivate for long-running processes
• Group related actors with box blocks
• Add Note over for protocol details (tokens, codes)

Data Model Diagrams

• Use flowchart LR format (left-to-right flow)
• Keep objects simple: name + record count only (no fields)
• Color code by object type: Blue=Standard, Orange=Custom, Green=External
• Use --> for Lookup, ==> for Master-Detail relationships
• Add LDV indicator for objects >2M records
• Use API names, not labels (e.g., Account not "Accounts")

Integration Diagrams

• Show error paths with alt/else blocks
• Include timeout handling for external calls
• Mark async calls with -) notation
• Add system icons for clarity (☁️ 🔄 🏭 💾)

ASCII Diagrams

• Keep width ≤80 characters
• Use consistent box sizes
• Align arrows clearly
• Add step numbers for sequences

---

Cross-Skill Integration

Skill	When to Use	Example
sf-metadata	Get real object/field definitions for ERD	Use the sf-metadata skill: "Describe Lead object"
sf-connected-apps	Link OAuth flow to Connected App setup	"Generate JWT Bearer diagram for this Connected App"
sf-ai-agentscript	Visualize Agentforce agent architecture	"Create flow diagram for FAQ Agent"
sf-flow	Document Flow logic as flowchart	"Diagram the approval process flow"

Dependencies

Optional: sf-metadata (for ERD auto-discovery)

---

Example Usage

1. OAuth Flow Request

User: "Create a JWT Bearer OAuth flow diagram"

You should:
1. Load assets/oauth/jwt-bearer.md
2. Generate Mermaid sequenceDiagram
3. Generate ASCII fallback
4. Score and deliver

2. Data Model Request

User: "Create an ERD for Account, Contact, Opportunity, and Case"

You should:
1. If org connected: Query record counts via query-org-metadata.py
2. Load assets/datamodel/salesforce-erd.md (or cloud-specific template)
3. Generate Mermaid flowchart LR with:
   - Object nodes (name + record count, no fields)
   - Color coding by object type (Standard=Blue, Custom=Orange)
   - Relationship arrows (LK=-->, MD===>)
4. Generate ASCII fallback
5. Score and deliver

3. Integration Diagram Request

User: "Diagram our Salesforce to SAP integration flow"

You should:
1. Ask clarifying questions (sync/async, trigger, protocol)
2. Load assets/integration/api-sequence.md
3. Generate Mermaid sequenceDiagram
4. Generate ASCII fallback
5. Score and deliver

---

Notes

• Mermaid Rendering: Works in GitHub, VS Code, Notion, Confluence, and most modern tools
• ASCII Purpose: Terminal compatibility, documentation that needs plain text
• Color Accessibility: Palette designed for color-blind accessibility
• Template Customization: Templates are starting points; customize per requirements

---

License

MIT License.
Copyright (c) 2024-2025 Jag Valaiyapathy