@salesforce/afv-skills 1.22.0 → 1.24.0

package/skills/developing-agentforce/assets/agents/simple-qa.agent

@@ -1,72 +0,0 @@
-# Simple Q&A Agent Template
-# A minimal agent that handles basic questions using LLM reasoning only
-# No external actions - just conversational AI
-#
-# Usage: Replace {{placeholders}} with your values
-# Required: agent_name, default_agent_user, agent_label, description
-
-system:
-	instructions: "{{SystemInstructions}}"
-	messages:
-		welcome: "{{WelcomeMessage}}"
-		error: "I'm sorry, I encountered an issue. Please try again."
-
-config:
-	agent_name: "{{AgentApiName}}"
-	default_agent_user: "{{AgentUser}}"
-	agent_label: "{{AgentLabel}}"
-	description: "{{AgentDescription}}"
-
-variables:
-	EndUserId: linked string
-		source: @MessagingSession.MessagingEndUserId
-		description: "Messaging End User ID"
-	RoutableId: linked string
-		source: @MessagingSession.Id
-		description: "Messaging Session ID"
-	ContactId: linked string
-		source: @MessagingEndUser.ContactId
-		description: "Contact ID"
-	user_query: mutable string
-		description: "The user's current question or request"
-
-language:
-	default_locale: "en_US"
-	additional_locales: ""
-	all_additional_locales: False
-
-start_agent agent_router:
-	label: "Subagent Router"
-	description: "Routes incoming requests to the Q&A handler"
-
-	reasoning:
-		instructions: ->
-			| Listen to the user's question.
-			| Route to the Q&A handler for processing.
-		actions:
-			handle_question: @utils.transition to @subagent.qa_handler
-			end_conversation: @utils.transition to @subagent.farewell
-
-subagent qa_handler:
-	label: "Q&A Handler"
-	description: "Handles questions and provides answers"
-
-	reasoning:
-		instructions: ->
-			| Answer the user's question based on your knowledge.
-			| Be helpful, accurate, and concise.
-			| Keep responses clear and easy to understand.
-			| If you need more information, ask clarifying questions.
-		actions:
-			new_question: @utils.transition to @subagent.agent_router
-			end_conversation: @utils.transition to @subagent.farewell
-
-subagent farewell:
-	label: "Farewell"
-	description: "Ends the conversation gracefully"
-
-	reasoning:
-		instructions: ->
-			| Thank the user for their questions.
-			| Wish them a great day.
-			| Let them know they can return anytime for more help.

package/skills/developing-agentforce/assets/agents/verification-gate.agent

@@ -1,280 +0,0 @@
-# Verification Gate Architecture Template
-# ========================================
-#
-# Users must pass identity verification before accessing protected subagents.
-#
-# Pattern: Security gate before protected functionality.
-# Use when: Handling sensitive data, payments, PII access.
-#
-# Key features:
-# - Deterministic verification (code-enforced, not LLM suggestions)
-# - available when guards make actions invisible until verified
-# - Post-action checks at TOP of instructions: ->
-# - Automatic escalation after 3 failed attempts
-
-system:
-	instructions: |
-		You are an AI secure customer service agent.
-		Always verify identity before sensitive operations.
-		Do not fabricate data — always use action results.
-	messages:
-		welcome: "Welcome! I'll need to verify your identity before we proceed."
-		error: "I apologize, something went wrong. Let me try again."
-
-config:
-	developer_name: "SecureAgent"
-	agent_label: "Secure Customer Agent"
-	description: "Agent with verification gate for sensitive operations"
-	default_agent_user: "einsteinagent@00dxx000001234.ext"
-
-variables:
-	EndUserId: linked string
-		source: @MessagingSession.MessagingEndUserId
-		description: "Messaging End User ID"
-		visibility: "External"
-	RoutableId: linked string
-		source: @MessagingSession.Id
-		description: "Messaging Session ID"
-		visibility: "External"
-	ContactId: linked string
-		source: @MessagingEndUser.ContactId
-		description: "Contact ID"
-		visibility: "External"
-	customer_verified: mutable boolean = False
-		description: "Has customer passed identity verification"
-	failed_attempts: mutable number = 0
-		description: "Number of failed verification attempts"
-	customer_email: mutable string = ""
-		description: "Customer email for verification"
-	refund_status: mutable string = ""
-		description: "Status of refund operation"
-	refund_amount: mutable number = 0
-		description: "Refund amount to process"
-	churn_risk_score: mutable number = 0
-		description: "Customer churn risk from Data Cloud"
-
-language:
-	default_locale: "en_US"
-	additional_locales: ""
-	all_additional_locales: False
-
-start_agent agent_router:
-	description: "Route through identity verification"
-	reasoning:
-		instructions: |
-			You are a router only. Do NOT answer questions or provide help directly.
-			Route all users to identity verification first.
-			If already verified, route to the appropriate subagent:
-			- Account questions -> use to_account
-			- Refund requests -> use to_refund
-		actions:
-			to_verify: @utils.transition to @subagent.identity_verification
-				description: "Begin identity verification"
-			to_account: @utils.transition to @subagent.account_management
-				description: "Access account settings"
-				available when @variables.customer_verified == True
-			to_refund: @utils.transition to @subagent.refund_processor
-				description: "Process a refund request"
-				available when @variables.customer_verified == True
-
-subagent identity_verification:
-	label: "Identity Verification"
-	description: "Verify customer identity before proceeding"
-
-	actions:
-		verify_email:
-			description: "Verify customer email against records"
-			target: "flow://Verify_Customer_Email"
-			inputs:
-				email: string
-					description: "Customer email to verify"
-			outputs:
-				verified: boolean
-					description: "Whether verification succeeded"
-
-	reasoning:
-		instructions: ->
-			if @variables.failed_attempts >= 3:
-				| Too many failed attempts. Transferring to a human agent.
-				transition to @subagent.escalation
-
-			if @variables.customer_verified == True:
-				| Identity verified! How can I help you today?
-
-			if @variables.customer_verified == False:
-				| Please verify your identity by confirming your email address.
-
-		actions:
-			check_email: @actions.verify_email
-				description: "Verify customer email"
-				with email = ...
-				set @variables.customer_verified = @outputs.verified
-
-			go_to_account: @utils.transition to @subagent.account_management
-				description: "Access account settings"
-				available when @variables.customer_verified == True
-
-			go_to_refund: @utils.transition to @subagent.refund_processor
-				description: "Process a refund request"
-				available when @variables.customer_verified == True
-
-			escalate_now: @utils.escalate
-				description: "Transfer to human agent"
-
-subagent account_management:
-	label: "Account Management"
-	description: "Manage customer account settings (requires verification)"
-
-	actions:
-		update_email:
-			description: "Update customer email address"
-			target: "apex://UpdateCustomerEmail"
-			inputs:
-				new_email: string
-					description: "New email address"
-			outputs:
-				success: boolean
-					description: "Whether update succeeded"
-
-		update_preferences:
-			description: "Update communication preferences"
-			target: "apex://UpdatePreferences"
-			inputs:
-				pref_type: string
-					description: "Preference type to update"
-				pref_value: string
-					description: "New preference value"
-			outputs:
-				success: boolean
-					description: "Whether update succeeded"
-
-	reasoning:
-		instructions: ->
-			if @variables.customer_verified == False:
-				transition to @subagent.identity_verification
-
-			| Welcome to account management.
-			| What would you like to do with your account?
-			| Use the update actions to make changes.
-
-		actions:
-			change_email: @actions.update_email
-				description: "Update email address"
-				with new_email = ...
-				available when @variables.customer_verified == True
-
-			change_prefs: @actions.update_preferences
-				description: "Update communication preferences"
-				with pref_type = ...
-				with pref_value = ...
-				available when @variables.customer_verified == True
-
-			back: @utils.transition to @subagent.agent_router
-				description: "Return to main menu"
-
-subagent refund_processor:
-	label: "Refund Processor"
-	description: "Process refund requests (requires verification)"
-
-	actions:
-		check_churn_risk:
-			description: "Check customer churn risk score"
-			target: "apex://CheckChurnRisk"
-			inputs:
-				customer_id: string
-					description: "Customer ID"
-			outputs:
-				score: object
-					description: "Churn risk score 0-100"
-					complex_data_type_name: "lightning__numberType"
-
-		process_refund:
-			description: "Process a full cash refund"
-			target: "flow://Process_Refund"
-			inputs:
-				refund_type: string
-					description: "Type of refund (full or partial)"
-			outputs:
-				status: string
-					description: "Refund status"
-
-		issue_credit:
-			description: "Issue store credit"
-			target: "flow://Issue_Store_Credit"
-			inputs:
-				amount: object
-					description: "Credit amount"
-					complex_data_type_name: "lightning__numberType"
-			outputs:
-				status: string
-					description: "Credit status"
-
-		create_crm_case:
-			description: "Create a CRM case for the refund"
-			target: "flow://Create_CRM_Case"
-			inputs:
-				customer_id: string
-					description: "Customer ID"
-				refund_amount: object
-					description: "Refund amount"
-					complex_data_type_name: "lightning__numberType"
-			outputs:
-				case_id: string
-					description: "Created case ID"
-
-	reasoning:
-		instructions: ->
-			if @variables.customer_verified == False:
-				transition to @subagent.identity_verification
-
-			if @variables.refund_status == "Approved":
-				run @actions.create_crm_case
-					with customer_id = @variables.ContactId
-					with refund_amount = @variables.refund_amount
-				transition to @subagent.success_confirmation
-
-			run @actions.check_churn_risk
-				with customer_id = @variables.ContactId
-				set @variables.churn_risk_score = @outputs.score
-
-			| Customer risk score: {!@variables.churn_risk_score}
-
-			if @variables.churn_risk_score >= 80:
-				| HIGH RISK - Offer a full cash refund to retain this customer.
-			else:
-				| STANDARD - Offer a $10 store credit as goodwill.
-
-		actions:
-			approve_full_refund: @actions.process_refund
-				description: "Approve full cash refund"
-				available when @variables.churn_risk_score >= 80
-				with refund_type = "full"
-				set @variables.refund_status = @outputs.status
-
-			offer_credit: @actions.issue_credit
-				description: "Offer store credit"
-				available when @variables.churn_risk_score < 80
-				with amount = 10
-				set @variables.refund_status = @outputs.status
-
-subagent success_confirmation:
-	label: "Success Confirmation"
-	description: "Confirm successful operation"
-	reasoning:
-		instructions: |
-			Great news! Your request has been processed successfully.
-			Is there anything else I can help you with?
-		actions:
-			new_request: @utils.transition to @subagent.agent_router
-				description: "Start a new request"
-
-subagent escalation:
-	label: "Escalation"
-	description: "Escalate to human agent"
-	reasoning:
-		instructions: |
-			I'm transferring you to a human agent who can better assist you.
-			Please hold while I connect you.
-		actions:
-			handoff: @utils.escalate
-				description: "Transfer to human agent"

package/skills/developing-agentforce/assets/apex/models-api-queueable.cls

@@ -1,225 +0,0 @@
-/**
- * @description Queueable job for AI generation using Agentforce Models API
- *              Generates {{Description}} for {{ObjectName}} records
- * @author {{Author}}
- * @date {{Date}}
- *
- * @requires API v61.0+ (Spring '24)
- * @requires Einstein Generative AI enabled
- * @requires Einstein Generative AI User permission set
- *
- * @example
- * // Invoke from trigger or other context:
- * List<Id> recordIds = new List<Id>{ '001xx000003DGXXX' };
- * System.enqueueJob(new {{ClassName}}_AI_Queueable(recordIds));
- */
-public with sharing class {{ClassName}}_AI_Queueable implements Queueable, Database.AllowsCallouts {
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // CONFIGURATION
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * Available Models:
-     * - sfdc_ai__DefaultOpenAIGPT4OmniMini  (Cost-effective, faster)
-     * - sfdc_ai__DefaultOpenAIGPT4Omni      (More capable, slower)
-     * - sfdc_ai__DefaultAnthropic           (Claude - nuanced)
-     * - sfdc_ai__DefaultGoogleGemini        (Multimodal capable)
-     */
-    private static final String AI_MODEL = 'sfdc_ai__DefaultOpenAIGPT4OmniMini';
-
-    /**
-     * Maximum records to process in a single job.
-     * Recommended: 10-20 for AI processing to avoid timeouts.
-     */
-    private static final Integer MAX_RECORDS_PER_JOB = 20;
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // INSTANCE VARIABLES
-    // ═══════════════════════════════════════════════════════════════════════
-
-    private List<Id> recordIds;
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // CONSTRUCTOR
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Constructor
-     * @param recordIds List of {{ObjectName}} record IDs to process
-     */
-    public {{ClassName}}_AI_Queueable(List<Id> recordIds) {
-        this.recordIds = recordIds;
-    }
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // QUEUEABLE EXECUTION
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Execute the queueable job
-     * @param context QueueableContext
-     */
-    public void execute(QueueableContext context) {
-        if (recordIds == null || recordIds.isEmpty()) {
-            return;
-        }
-
-        // Split into current batch and remaining
-        List<Id> currentBatch = new List<Id>();
-        List<Id> remainingIds = new List<Id>();
-
-        for (Integer i = 0; i < recordIds.size(); i++) {
-            if (i < MAX_RECORDS_PER_JOB) {
-                currentBatch.add(recordIds[i]);
-            } else {
-                remainingIds.add(recordIds[i]);
-            }
-        }
-
-        // Process current batch
-        processRecords(currentBatch);
-
-        // Chain next job if more records remain
-        if (!remainingIds.isEmpty() && !Test.isRunningTest()) {
-            System.enqueueJob(new {{ClassName}}_AI_Queueable(remainingIds));
-        }
-    }
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // PROCESSING LOGIC
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Process a batch of records
-     * @param batchIds Record IDs to process in this batch
-     */
-    private void processRecords(List<Id> batchIds) {
-        // Query records with fields needed for AI prompt
-        List<{{ObjectName}}> records = [
-            SELECT Id, Name
-                   // TODO: Add fields needed for AI context
-                   // , Description, Subject, Type
-            FROM {{ObjectName}}
-            WHERE Id IN :batchIds
-            WITH USER_MODE
-        ];
-
-        List<{{ObjectName}}> toUpdate = new List<{{ObjectName}}>();
-
-        for ({{ObjectName}} record : records) {
-            try {
-                // Generate AI content
-                String aiContent = generateAIContent(record);
-
-                if (String.isNotBlank(aiContent)) {
-                    // TODO: Update the target field with AI-generated content
-                    // record.AI_Summary__c = aiContent;
-                    toUpdate.add(record);
-                }
-            } catch (Exception e) {
-                // Log error but continue processing other records
-                logError(record.Id, e);
-            }
-        }
-
-        // Batch update
-        if (!toUpdate.isEmpty()) {
-            try {
-                update toUpdate;
-            } catch (DmlException e) {
-                System.debug(LoggingLevel.ERROR, 'DML Error: ' + e.getMessage());
-            }
-        }
-    }
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // AI GENERATION
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Generate AI content for a single record
-     * @param record The record to generate content for
-     * @return Generated text content
-     */
-    private String generateAIContent({{ObjectName}} record) {
-        // Build the prompt with record context
-        String prompt = buildPrompt(record);
-
-        // Create Models API request
-        aiplatform.ModelsAPI.createGenerations_Request request =
-            new aiplatform.ModelsAPI.createGenerations_Request();
-        request.modelName = AI_MODEL;
-
-        aiplatform.ModelsAPI_GenerationRequest genRequest =
-            new aiplatform.ModelsAPI_GenerationRequest();
-        genRequest.prompt = prompt;
-        request.body = genRequest;
-
-        // Call the API
-        aiplatform.ModelsAPI.createGenerations_Response response =
-            aiplatform.ModelsAPI.createGenerations(request);
-
-        // Extract and return generated text
-        if (response.Code200 != null &&
-            response.Code200.generations != null &&
-            !response.Code200.generations.isEmpty()) {
-            return response.Code200.generations[0].text;
-        }
-
-        return null;
-    }
-
-    /**
-     * @description Build the AI prompt for a record
-     * @param record The record to build prompt for
-     * @return Formatted prompt string
-     */
-    private String buildPrompt({{ObjectName}} record) {
-        // TODO: Customize this prompt for your use case
-        String prompt =
-            '{{PromptInstructions}}\n\n' +
-            'Record Information:\n' +
-            '- Name: ' + record.Name + '\n';
-            // TODO: Add more fields as needed
-            // '- Description: ' + record.Description + '\n' +
-            // '- Type: ' + record.Type + '\n';
-
-        return prompt;
-    }
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // ERROR HANDLING
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Log processing errors
-     * @param recordId The record that failed
-     * @param e The exception that occurred
-     */
-    private void logError(Id recordId, Exception e) {
-        System.debug(LoggingLevel.ERROR,
-            '{{ClassName}}_AI_Queueable Error for ' + recordId + ': ' + e.getMessage());
-        System.debug(LoggingLevel.ERROR, 'Stack Trace: ' + e.getStackTraceString());
-
-        // TODO: Implement custom error logging
-        // Options:
-        // 1. Create Error_Log__c record
-        // 2. Publish Platform Event for monitoring
-        // 3. Send email notification
-    }
-
-    // ═══════════════════════════════════════════════════════════════════════
-    // TEST SUPPORT
-    // ═══════════════════════════════════════════════════════════════════════
-
-    /**
-     * @description Test-visible method to verify prompt generation
-     * @param record Test record
-     * @return Generated prompt
-     */
-    @TestVisible
-    private String testBuildPrompt({{ObjectName}} record) {
-        return buildPrompt(record);
-    }
-}

package/skills/developing-agentforce/assets/bundle-meta.xml

@@ -1,23 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-  AUTHORING BUNDLE METADATA FILE
-  ==============================
-
-  CRITICAL NAMING CONVENTION:
-  - File MUST be named: AgentName.bundle-meta.xml
-  - NOT: AgentName.aiAuthoringBundle-meta.xml
-
-  DIRECTORY STRUCTURE:
-  force-app/main/default/aiAuthoringBundles/
-  └── MyAgent/
-      ├── MyAgent.agent              <- Agent Script file
-      └── MyAgent.bundle-meta.xml    <- This file (rename to match agent)
-
-  DEPLOYMENT COMMAND:
-  sf agent publish authoring-bundle --json --api-name MyAgent --target-org TARGET_ORG
-
-  DO NOT USE: sf project deploy start (will fail with "Required fields are missing: [BundleType]")
--->
-<AiAuthoringBundle xmlns="http://soap.sforce.com/2006/04/metadata">
-    <bundleType>AGENT</bundleType>
-</AiAuthoringBundle>

package/skills/developing-agentforce/assets/components/apex-action.agent

@@ -1,52 +0,0 @@
-# Apex-Based Action Template
-# Define an action that calls a Salesforce Apex @InvocableMethod
-# This is a PARTIAL template - define actions inside a subagent block
-#
-# Usage: Replace {{placeholders}} with your values
-# Place this inside a subagent's actions: block
-#
-# ⚠️ The target format is apex://ClassName (NOT ClassName.MethodName)
-#    The runtime auto-discovers the @InvocableMethod on the class.
-# ⚠️ NO GenAiFunction metadata needed for AiAuthoringBundle (Agent Script).
-
-# Action Definition (place inside subagent's actions: block)
-{{action_name}}:
-	description: "{{ActionDescription}}"
-	inputs:
-		{{input_1_name}}: {{input_1_type}}
-			description: "{{Input1Description}}"
-		{{input_2_name}}: {{input_2_type}}
-			description: "{{Input2Description}}"
-	outputs:
-		{{output_1_name}}: {{output_1_type}}
-			description: "{{Output1Description}}"
-		success: boolean
-			description: "Whether the operation succeeded"
-		error_message: string
-			description: "Error message if operation failed"
-	target: "apex://{{ApexClassName}}"
-
-# Usage in reasoning block:
-#
-# reasoning:
-#    instructions: ->
-#       | Help the user with their request.
-#    actions:
-#       invoke_{{action_name}}: @actions.{{action_name}}
-#          with {{input_1_name}}=...  # LLM fills from conversation
-#          with {{input_2_name}}=@variables.some_var  # From variable
-#          set @variables.result = @outputs.{{output_1_name}}
-#          set @variables.success = @outputs.success
-
-# Common Apex Target Patterns:
-# - apex://AccountService
-# - apex://CaseService
-# - apex://OrderService
-# - apex://IntegrationService
-# - apex://CalculationService
-
-# Apex Class Requirements:
-# - Must be global or public with sharing
-# - Must have exactly ONE @InvocableMethod annotation
-# - Use @InvocableVariable annotations on input/output wrapper class fields
-# - No GenAiFunction metadata needed for AiAuthoringBundle (Agent Script)