@raishin/vanguard-frontier-agentic 2.3.0 → 2.6.0

package/skills/salesforce/salesforce-agentforce-stdm-observer-skill/references/stdm-queries.md

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+# STDM Query Reference
+
+Query patterns for Salesforce Telemetry and Data Management (STDM) and Data Cloud
+used by `salesforce-agentforce-stdm-observer-skill`.
+
+**Attribution:** Query mechanics in this file are adapted from the
+`observing-agentforce` skill published by Salesforce in the
+`forcedotcom/sf-skills` repository (Apache-2.0 license). Vanguard adaptations
+include the aggregate-only restriction, T1 least-privilege annotations, and the
+privacy-safe redaction notes.
+
+**Verify-before-merge:** All Agentforce/STDM DMO names, field names, and API
+structures are subject to rapid change across Salesforce releases. Validate
+against current official documentation before use in production.
+
+---
+
+## Prerequisites
+
+### Required Setup
+
+Before any STDM query can succeed:
+
+1. **Data Cloud is provisioned** in the target org.
+2. **Agentforce Activity data stream is active:** Setup → Data Cloud → Data Streams
+   → confirm "Agentforce Activity" stream shows `Active`.
+3. **Run As account has `Data Cloud Query API access`** system permission.
+4. **OAuth scope `cdp_query_api`** is granted on the Connected App for the
+   Run As service account.
+
+### Deploy AgentforceOptimizeService (once per org)
+
+The `AgentforceOptimizeService` Apex helper class wraps STDM DMO queries and
+returns clean JSON. It must be deployed once to the org before use.
+
+**This class is published in the `forcedotcom/sf-skills` repository under
+`skills/observing-agentforce/apex/`. Deploy from that source — do not
+reproduce the full class here.**
+
+Check if already deployed:
+
+```bash
+sf data query \
+  --query "SELECT Id, Name FROM ApexClass WHERE Name = 'AgentforceOptimizeService'" \
+  --target-org <alias> \
+  --result-format json
+```
+
+If not deployed, copy from the sf-skills install and deploy:
+
+```bash
+mkdir -p <project-root>/force-app/main/default/classes
+cp ~/.claude/skills/observing-agentforce/apex/AgentforceOptimizeService.cls \
+   <project-root>/force-app/main/default/classes/
+cp ~/.claude/skills/observing-agentforce/apex/AgentforceOptimizeService.cls-meta.xml \
+   <project-root>/force-app/main/default/classes/
+
+sf project deploy start \
+  --metadata ApexClass:AgentforceOptimizeService \
+  --target-org <alias> \
+  --result-format json
+```
+
+If the deploy fails with a compile error, verify that Data Cloud is enabled
+in the org — the `ConnectApi.CdpQuery` namespace requires it.
+
+**Note on Apex deployment in T1 context:** Deploying the helper class is a
+one-time, bounded operation. The class is read-only in function (all methods
+are queries). Confirm deployment with the org administrator if the Run As
+account does not have `AuthorApex` permission; in that case, a separate
+privileged account must deploy the class first.
+
+---
+
+## Resolve Data Space
+
+Before any STDM query, resolve the correct Data Cloud Data Space API name:
+
+```bash
+sf api request rest "/services/data/v63.0/ssot/data-spaces" \
+  --target-org <alias>
+```
+
+Note: `sf api request rest` is a beta command — do not add `--json`.
+
+Response shape:
+
+```json
+{
+  "dataSpaces": [
+    {
+      "id": "0vhKh000000g3DjIAI",
+      "label": "default",
+      "name": "default",
+      "status": "Active"
+    }
+  ],
+  "totalSize": 1
+}
+```
+
+- Filter to `status: "Active"` entries only.
+- If exactly one active data space: use it, confirm to the user.
+- If multiple active data spaces: show labels and ask the user to choose.
+- If the endpoint fails (404 or permission error): assume `DATA_SPACE=default`
+  and log as an assumption.
+
+Store the resolved `name` as `DATA_SPACE` for all subsequent calls.
+
+---
+
+## Resolve Agent Name
+
+Before querying STDM, resolve the user-provided agent name to the exact
+`MasterLabel` that STDM uses as its filter key:
+
+```bash
+sf data query \
+  --query "SELECT Id, MasterLabel, DeveloperName FROM GenAiPlannerDefinition WHERE MasterLabel LIKE '%<user-provided-name>%' OR DeveloperName LIKE '%<user-provided-name>%'" \
+  --target-org <alias> \
+  --result-format json
+```
+
+Store:
+- `AGENT_MASTER_LABEL` — for `findSessions` and `getAggregatedMetrics` agent filter
+- `PLANNER_ID` — the Salesforce record ID (redact in all output)
+
+If no results: show the full agent list and ask the user to identify the target:
+
+```bash
+sf data query \
+  --query "SELECT Id, MasterLabel, DeveloperName FROM GenAiPlannerDefinition" \
+  --target-org <alias> \
+  --result-format json
+```
+
+---
+
+## SOQL Patterns for Tooling API Objects
+
+These queries use Salesforce Tooling API objects related to Agentforce
+evaluation configuration. Use `--use-tooling-api` when the standard SOQL
+path returns "object not found."
+
+### Locate agent tag definitions
+
+```bash
+sf data query \
+  --query "SELECT Id, Name, MasterLabel FROM AiAgentTagDefinition LIMIT 50" \
+  --target-org <alias> \
+  --use-tooling-api \
+  --result-format json
+```
+
+### Retrieve AiAgentTagAssociation for an agent
+
+```bash
+sf data query \
+  --query "SELECT AiAgentTagId, EntityId, EntityType FROM AiAgentTagAssociation WHERE AiAgentTagId = '<tag_id>'" \
+  --target-org <alias> \
+  --use-tooling-api \
+  --result-format json
+```
+
+Redact `AiAgentTagId` and `EntityId` before emitting output. These are
+Salesforce record IDs — replace with `<record_id_placeholder>`.
+
+### Query AiEvaluationDefinition runs
+
+```bash
+sf data query \
+  --query "SELECT Id, Name, Status, CreatedDate FROM AiEvaluationDefinition WHERE CreatedDate = LAST_N_DAYS:7 ORDER BY CreatedDate DESC LIMIT 20" \
+  --target-org <alias> \
+  --use-tooling-api \
+  --result-format json
+```
+
+
+---
+
+## Aggregated Metrics (Recommended First Step)
+
+Get the health dashboard before drilling into individual sessions. This call
+is the most efficient first query and avoids fetching session content.
+
+Write `/tmp/stdm_metrics.apex` and run:
+
+```apex
+String result = AgentforceOptimizeService.getAggregatedMetrics(
+    '<DATA_SPACE>',
+    '<START_ISO>',    // e.g. '2026-05-14T00:00:00Z'
+    '<END_ISO>',      // e.g. '2026-05-21T23:59:59Z'
+    50,               // maxRows — number of sessions to include in aggregation
+    '<AGENT_MASTER_LABEL>'
+);
+System.debug('STDM_RESULT:' + result);
+```
+
+```bash
+sf apex run --json --file /tmp/stdm_metrics.apex --target-org <alias>
+```
+
+Parse the result — search for `DEBUG|STDM_RESULT:` in the debug log output:
+
+```bash
+python3 -c "
+import json, sys
+logs = json.load(sys.stdin)['result']['logs']
+idx = logs.find('DEBUG|STDM_RESULT:')
+print(logs[idx + len('DEBUG|STDM_RESULT:'):].split('\n')[0].strip)
+" < /tmp/apex_result.json
+```
+
+Expected response shape:
+
+```json
+{
+  "total_sessions": 36,
+  "total_moments": 32,
+  "total_turns": 101,
+  "avg_quality_score": 4.34,
+  "avg_session_duration_sec": 45.2,
+  "end_type_counts": { "USER_ENDED": 5, "AGENT_ENDED": 10, "UNKNOWN": 21 },
+  "quality_distribution": { "5": 20, "4": 6, "3": 4, "2": 1, "1": 1 },
+  "abandonment_rate": 0.14,
+  "deflection_rate": 0.28,
+  "escalation_rate": 0.0,
+  "top_intents": { "Check order status": 3, "Get account details": 2 },
+  "avg_faithfulness": 0.85,
+  "avg_answer_relevance": 0.72,
+  "avg_context_precision": 0.91,
+  "unavailable_dmos": []
+}
+```
+
+**Key interpretation signals** (see `observability-rubric.md` for thresholds):
+- `avg_quality_score` < 4.0 → investigate low-scoring moments
+- `quality_distribution` skewed toward 1-3 → systemic quality issue
+- `abandonment_rate` > 0.3 → users giving up; check for dead-ends
+- Low `avg_faithfulness` → RAG retrieval issues
+- Low `avg_answer_relevance` → topic routing or grounding issues
+- `unavailable_dmos` non-empty → log as missing evidence; some scores will be null
+
+---
+
+## Find Sessions (for Session-Level Context Only)
+
+Use only to obtain session IDs for further aggregation — do **not** use the
+returned session metadata to fetch session content. Session content is out of
+scope for this skill.
+
+Write `/tmp/stdm_find.apex` and run:
+
+```apex
+String result = AgentforceOptimizeService.findSessions(
+    '<DATA_SPACE>',
+    '<START_ISO>',
+    '<END_ISO>',
+    20,
+    '<AGENT_MASTER_LABEL>'
+);
+System.debug('STDM_RESULT:' + result);
+```
+
+The result is a JSON array of `SessionSummary` objects:
+
+```json
+[
+  {
+    "session_id": "...",
+    "start_time": "...", "end_time": "...",
+    "channel": "...", "duration_ms": 12345,
+    "end_type": "USER_ENDED"
+  }
+]
+```
+
+**Privacy note:** Redact `session_id` values in output — replace with
+`<session_id_placeholder>`. The session IDs are Salesforce record IDs
+that could be used to retrieve session content if the caller has additional
+permissions; do not echo them.
+
+**If `findSessions` returns empty:** No production sessions with conversation
+turns exist in this date window. The agent may not be receiving traffic, or
+the date range may need widening.
+
+---
+
+## Observability Queries (RAG Deep-Dive)
+
+For targeted RAG and faithfulness analysis when aggregated metrics flag
+issues. These queries operate on Data Lake objects (`*__dll`) directly.
+
+Available `queryType` values:
+
+| queryType | What it returns |
+|---|---|
+| `KnowledgeGap` | Avg context precision + answer relevancy by subagent/agent (lowest first) |
+| `Hallucination` | Subagents with avg faithfulness < threshold (see `observability-rubric.md`) |
+| `RetrievalQuality` | Avg context precision by retriever/subagent/agent |
+| `AnswerRelevancy` | Subagents with avg answer relevancy below threshold |
+| `Leaderboard` | Combined precision, relevancy, and faithfulness by subagent/agent |
+
+Write `/tmp/observability_query.apex` and run:
+
+```apex
+AgentforceOptimizeService.ObservabilityInput inp = new AgentforceOptimizeService.ObservabilityInput;
+inp.queryType = 'Hallucination';      // or KnowledgeGap, RetrievalQuality, AnswerRelevancy, Leaderboard
+inp.agentApiName = '<AGENT_MASTER_LABEL>';
+inp.topicApiName = null;              // optional subagent filter
+inp.lookbackDays = 7;                 // default 90
+
+List<AgentforceOptimizeService.ObservabilityOutput> results =
+    AgentforceOptimizeService.runObservabilityQuery(
+        new List<AgentforceOptimizeService.ObservabilityInput>{ inp }
+    );
+System.debug('STDM_RESULT:' + results[0].summaryText);
+System.debug('STDM_RESULT:' + results[0].resultJson);
+```
+
+```bash
+sf apex run --json --file /tmp/observability_query.apex --target-org <alias>
+```
+
+---
+
+## Data Cloud SQL (cdp_query_api Scope)
+
+Direct Data Cloud SQL queries require the `cdp_query_api` OAuth scope. These
+queries bypass the Apex helper class and call the Data Cloud query endpoint
+directly. Use this path when `AgentforceOptimizeService` is not available or
+when a custom DMO query is needed.
+
+**Scope requirement:** The Connected App must grant `cdp_query_api` scope to
+the Run As service account. This is separate from the standard `api` scope.
+
+Example — count sessions in a time window (aggregate only, no content):
+
+```sql
+SELECT COUNT(ssot__Id__c) AS session_count,
+       AVG(ssot__Duration__c) AS avg_duration_ms
+FROM "ssot__AiAgentSession__dlm"
+WHERE ssot__StartTimestamp__c >= '2026-05-14T00:00:00Z'
+  AND ssot__StartTimestamp__c <= '2026-05-21T23:59:59Z'
+```
+
+Via Apex (no session content):
+
+```apex
+ConnectApi.CdpQueryInput qi = new ConnectApi.CdpQueryInput;
+qi.sql = 'SELECT COUNT(ssot__Id__c) AS session_count FROM "ssot__AiAgentSession__dlm" WHERE ssot__StartTimestamp__c >= \'<START>\' LIMIT 1';
+ConnectApi.CdpQueryOutputV2 out = ConnectApi.CdpQuery.queryAnsiSqlV2(qi, '<DATA_SPACE>');
+System.debug('COUNT:' + out.data);
+```
+
+**Privacy rule:** Never construct a Data Cloud SQL query that selects
+`ssot__ContentText__c` (message content), `ssot__InputValueText__c`,
+`ssot__OutputValueText__c`, or any field containing session text. Aggregate
+functions (`COUNT`, `AVG`, `SUM`, `MIN`, `MAX`) only.
+
+---
+
+## Moment Insights (Aggregate Summaries)
+
+`getMomentInsights` returns per-moment quality scores and LLM-generated
+summaries. The summaries (`request_summary`, `response_summary`) are
+LLM-synthesized descriptions of intent — they are not raw session content.
+Even so, they may contain paraphrased user data.
+
+**Policy for this skill:** Treat `request_summary` and `response_summary`
+as potentially sensitive and do NOT emit them in output. Emit only the
+numeric quality scores and counts.
+
+```apex
+String result = AgentforceOptimizeService.getMomentInsights(
+    '<DATA_SPACE>',
+    new List<String>{ '<SESSION_ID_1>', '<SESSION_ID_2>' }
+);
+System.debug('STDM_RESULT:' + result);
+```
+
+From the returned `SessionInsights` array, extract only:
+- `avg_quality_score` per session
+- `moment_count` and `turn_count` (efficiency ratio)
+- `action_error_count`
+- `quality_score` per moment (numeric)
+
+Do not echo `request_summary`, `response_summary`, or `quality_reasoning`.
+
+---
+
+## Anti-Patterns
+
+These query patterns are explicitly prohibited in this skill:
+
+| Anti-pattern | Why prohibited |
+|---|---|
+| `SELECT ssot__ContentText__c FROM ssot__AiAgentInteractionMessage__dlm` | Selects raw user message text — PII risk |
+| `SELECT ssot__InputValueText__c FROM ssot__AiAgentInteractionStep__dlm` | Selects raw action input data — may contain PII |
+| `SELECT ssot__OutputValueText__c FROM ssot__AiAgentInteractionStep__dlm` | Selects raw action output — may contain record data |
+| `getMultipleConversationDetails` without content stripping | Returns full turn-by-turn messages — content out of scope |
+| `getLlmStepDetails` | Returns LLM prompt and response text — content out of scope |
+| SOQL/SQL with no time-window WHERE clause on STDM DMOs | Full-table scans on large session tables; governor limit risk |
+| `SELECT * FROM ...` on any STDM DMO | Never use SELECT * — enumerate fields explicitly |
+| Storing session IDs in output without redaction | Session IDs can be used to retrieve content if permissions change |
+
+---
+
+## Time-Windowed Query Pattern
+
+Always apply a time filter to bound STDM queries. STDM session tables grow
+continuously in active orgs; unbounded queries will hit Data Cloud query
+limits.
+
+Recommended window: 7 days for routine observability checks.
+Maximum window for aggregate queries: 90 days (per `runObservabilityQuery`
+default).
+
+ISO 8601 UTC format required:
+
+```
+START_ISO = '2026-05-14T00:00:00Z'
+END_ISO   = '2026-05-21T23:59:59Z'
+```
+
+Use Python to compute windows:
+
+```bash
+python3 -c "
+from datetime import datetime, timezone, timedelta
+now = datetime.now(timezone.utc)
+start = now - timedelta(days=7)
+print('START:', start.strftime('%Y-%m-%dT%H:%M:%SZ'))
+print('END:  ', now.strftime('%Y-%m-%dT%H:%M:%SZ'))
+"
+```