compliant-data-sharing-setup SKILL.md skillA

compliant-data-sharing-setup from pranavnagrecha/awesomesalesforceskills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add pranavnagrecha/awesomesalesforceskills/compliant-data-sharing-setup@v1.0.0

Pins v1.0.0 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
pranavnagrecha/awesomesalesforceskills
Path
skills/admin/compliant-data-sharing-setup/SKILL.md
Versions recorded
2
Latest version
v1.0.0, committed Aug 14, 2026
First version recorded
Apr 11, 2026
Size
15,398 bytes
Repository stars
19
License
a license file GitHub does not identify

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for participant record DML from Apex — use apex/fsc-compliant-sharing-api. NOT for the FSC sharing design decision…

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Compliant Data Sharing Setup

This skill activates when an FSC administrator or architect needs to configure Compliant Data Sharing (CDS) declaratively — enabling ethical-wall enforcement on supported objects, setting the required organization-wide defaults, creating CDS-specific permission sets, adding the Financial Deal Participants related list to page layouts, and defining Participant Role records. It does NOT cover Apex participant record DML; use the `fsc-compliant-sharing-api` skill for that.

---

## Before Starting

Gather this context before working on anything in this domain:

- Confirm the org has Financial Services Cloud installed and is on API v50.0 or later. CDS participant objects were introduced at that version.
- Know which objects need ethical-wall enforcement. CDS is supported natively on Account, Opportunity, Interaction, Interaction Summary, and Financial Deal. Custom-object CDS requires Summer '22+ and an additional `enableCompliantDataSharingForCustomObjects` flag.
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add pranavnagrecha/awesomesalesforceskills/compliant-data-sharing-setup@sha256:6666cfacc14e8c2f

The line at the top of this page pins the label v1.0.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_dnhaugact36x3ghg.svg)](https://markdownregistry.com/a/art_dnhaugact36x3ghg)

2 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 2 versions of this file, between Apr 11, 2026 and Aug 14, 2026, about one every 125 days.

versioncommittedcommitsizeaudit
v1.0.0 latest2026-08-14 25df1fd 15,398 BA view · diff
v1.0.02026-04-11 112b761 15,392 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (15398 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

pranavnagrecha/awesomesalesforceskills · 19 stars · license a license file GitHub does not identify · pushed 2026-10-20 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_dnhaugact36x3ghg
GET https://markdownregistry.com/api/v1/resolve?ref=pranavnagrecha/awesomesalesforceskills/compliant-data-sharing-setup
GET https://markdownregistry.com/api/v1/blob/6666cfacc14e8c2f20568b29b4e2013512bc735e6f3da9dbbbcdc3620b10ada5

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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