@salesforce/afv-skills 1.22.0 → 1.24.0

package/skills/generating-mermaid-diagrams/assets/datamodel/service-cloud-erd.md

@@ -1,217 +0,0 @@
-# Service Cloud Data Model Template
-
-Pre-built data model for Salesforce Service Cloud using `flowchart LR` format with color coding and relationship indicators.
-
-## Objects Included
-
-| Object | Type | Description |
-|--------|------|-------------|
-| Account | STD | Customer accounts |
-| Contact | STD | Customer contacts |
-| Case | STD | Support cases/tickets |
-| CaseComment | STD | Case comments |
-| Entitlement | STD | Support entitlements |
-| ServiceContract | STD | Service agreements |
-| ContractLineItem | STD | Contract products |
-| Asset | STD | Customer installed products |
-| KnowledgeArticle | STD | Knowledge base articles |
-
----
-
-## Query Org Metadata (Recommended)
-
-Enrich diagram with live org data:
-
-```bash
-python3 ../../scripts/query-org-metadata.py \
-    --objects Account,Contact,Case,Entitlement,ServiceContract,Asset \
-    --target-org myorg
-```
-
----
-
-## Mermaid Template (Preferred)
-
-Left-to-right flowchart with color coding.
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    %% ═══════════════════════════════════════════════════════════════
-    %% SERVICE CLOUD DATA MODEL
-    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
-    %% Colors: Blue = Standard, Orange = Custom, Green = External
-    %% ═══════════════════════════════════════════════════════════════
-
-    %% Customer Objects
-    Account["Account<br/>(count)"]
-    Contact["Contact<br/>(count)"]
-    Asset["Asset<br/>(count)"]
-
-    %% Case Management
-    Case["Case<br/>(count)"]
-    CaseComment["CaseComment<br/>(count)"]
-
-    %% Entitlement Objects
-    Entitlement["Entitlement<br/>(count)"]
-    ServiceContract["ServiceContract<br/>(count)"]
-    CLI["ContractLineItem<br/>(count)"]
-
-    %% Knowledge
-    Knowledge["KnowledgeArticle<br/>(count)"]
-
-    %% Relationships - Customer to Case
-    Account -->|"LK"| Contact
-    Account -->|"LK"| Case
-    Contact -->|"LK"| Case
-    Account -->|"LK"| Asset
-    Asset -->|"LK"| Case
-
-    %% Relationships - Case internal
-    Case ==>|"MD"| CaseComment
-    Case -->|"LK"| Knowledge
-
-    %% Relationships - Entitlement
-    Entitlement -->|"LK"| Case
-    Account -->|"LK"| Entitlement
-    Account -->|"LK"| ServiceContract
-    ServiceContract -->|"LK"| Entitlement
-    ServiceContract ==>|"MD"| CLI
-
-    %% Standard Objects - Sky Blue
-    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style CaseComment fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style ServiceContract fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style CLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Knowledge fill:#bae6fd,stroke:#0369a1,color:#1f2937
-```
-
----
-
-## Simplified Version (Core Objects Only)
-
-For presentations focusing on core service flow:
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    Account["Account"]
-    Contact["Contact"]
-    Case["Case"]
-    Entitlement["Entitlement"]
-
-    Account -->|"LK"| Contact
-    Account -->|"LK"| Case
-    Contact -->|"LK"| Case
-    Entitlement -->|"LK"| Case
-    Account -->|"LK"| Entitlement
-
-    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
-```
-
----
-
-## ASCII Fallback
-
-```
-┌─────────────────────────────────────────────────────────────────────────────┐
-│  SERVICE CLOUD DATA MODEL (L→R)                                             │
-│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
-└─────────────────────────────────────────────────────────────────────────────┘
-
-┌──────────┐          ┌──────────┐          ┌──────────────┐
-│ ACCOUNT  │── LK ───>│ CONTACT  │── LK ───>│     CASE     │
-│ (count)  │          │ (count)  │          │   (count)    │
-└────┬─────┘          └──────────┘          └──────┬───────┘
-     │                                             │
-     │ LK                                          │ MD
-     ▼                                             ▼
-┌──────────────┐                           ┌──────────────┐
-│    ASSET     │── LK ────────────────────>│ CASE_COMMENT │
-│   (count)    │                           │   (count)    │
-└──────────────┘                           └──────────────┘
-
-┌──────────┐          ┌──────────────────┐          ┌───────────────────┐
-│ ACCOUNT  │── LK ───>│ SERVICE_CONTRACT │═══ MD ══>│ CONTRACT_LINE_ITEM│
-│          │          │     (count)      │          │      (count)      │
-└────┬─────┘          └────────┬─────────┘          └───────────────────┘
-     │                         │
-     │ LK                      │ LK
-     ▼                         ▼
-┌──────────────┐        ┌──────────────┐
-│ ENTITLEMENT  │◄───────│              │
-│   (count)    │        └──────────────┘
-└──────────────┘
-```
-
----
-
-## Key Relationships Summary
-
-| Parent | Child | Type | Behavior |
-|--------|-------|------|----------|
-| Account | Contact | LK | Customer contacts |
-| Account | Case | LK | Customer cases |
-| Contact | Case | LK | Reporter/requestor |
-| Case | CaseComment | MD | Cascade delete |
-| Entitlement | Case | LK | SLA coverage |
-| Account | Entitlement | LK | Customer entitlements |
-| ServiceContract | Entitlement | LK | Contract includes entitlements |
-| ServiceContract | ContractLineItem | MD | Cascade delete |
-| Account | Asset | LK | Customer installed products |
-| Asset | Case | LK | Asset-related cases |
-
----
-
-## Service Cloud Patterns
-
-### Case Flow
-```
-Customer → Contact → Case → CaseComment
-              ↓
-         Entitlement (SLA)
-```
-
-### Entitlement Coverage
-```
-Account → ServiceContract → Entitlement → Case
-    └─────────────────────────────────────┘
-                  (direct)
-```
-
----
-
-## Adding Custom Objects
-
-Use orange styling for custom objects:
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    Case["Case<br/>(1,200)"]
-    Survey["Survey_Response__c<br/>(450)"]
-
-    Case -->|"LK"| Survey
-
-    %% Standard - Sky Blue
-    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    %% Custom - Orange
-    style Survey fill:#fed7aa,stroke:#c2410c,color:#1f2937
-```
-
----
-
-## Best Practices
-
-1. **Use `flowchart LR`** - Left-to-right flow for readability
-2. **Keep objects simple** - Name + record count only
-3. **Replace `(count)` placeholders** - With actual counts from query
-4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
-5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External

package/skills/generating-mermaid-diagrams/assets/datamodel/territory-management-erd.md

@@ -1,241 +0,0 @@
-# Territory Management Data Model Template
-
-Pre-built data model for Salesforce Enterprise Territory Management (Territory2) using `flowchart LR` format with color coding and relationship indicators.
-
-## Objects Included
-
-| Object | Type | Description |
-|--------|------|-------------|
-| Territory2Model | STD | Territory model container |
-| Territory2 | STD | Individual territories |
-| Territory2Type | STD | Territory classification |
-| UserTerritory2Association | STD | User-to-territory assignments |
-| ObjectTerritory2Association | STD | Account-to-territory assignments |
-| RuleTerritory2Association | STD | Assignment rule linkage |
-
----
-
-## Query Org Metadata (Recommended)
-
-Enrich diagram with live org data:
-
-```bash
-python3 ../../scripts/query-org-metadata.py \
-    --objects Territory2Model,Territory2,Territory2Type,UserTerritory2Association,ObjectTerritory2Association \
-    --target-org myorg
-```
-
----
-
-## Mermaid Template (Preferred)
-
-Left-to-right flowchart with color coding.
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    %% ═══════════════════════════════════════════════════════════════
-    %% ENTERPRISE TERRITORY MANAGEMENT DATA MODEL
-    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
-    %% Colors: Blue = Standard, Orange = Custom, Green = External
-    %% ═══════════════════════════════════════════════════════════════
-
-    %% Territory Model (Container)
-    T2Model["Territory2Model<br/>(count)"]
-
-    %% Territory Structure
-    Territory2["Territory2<br/>(count)"]
-    T2Type["Territory2Type<br/>(count)"]
-
-    %% Associations
-    UserT2Assoc["UserTerritory2Association<br/>(count)"]
-    ObjT2Assoc["ObjectTerritory2Association<br/>(count)"]
-    RuleT2Assoc["RuleTerritory2Association<br/>(count)"]
-
-    %% Related Objects
-    User["User<br/>(count)"]
-    Account["Account<br/>(count)"]
-
-    %% Relationships - Model Structure
-    T2Model ==>|"MD"| Territory2
-    T2Model ==>|"MD"| T2Type
-    T2Type -->|"LK"| Territory2
-
-    %% Territory Hierarchy (Self-reference)
-    Territory2 -.->|"Parent"| Territory2
-
-    %% Relationships - User Assignments
-    Territory2 ==>|"MD"| UserT2Assoc
-    User -->|"LK"| UserT2Assoc
-
-    %% Relationships - Account Assignments
-    Territory2 ==>|"MD"| ObjT2Assoc
-    Account -->|"LK"| ObjT2Assoc
-
-    %% Relationships - Rule Assignments
-    Territory2 ==>|"MD"| RuleT2Assoc
-
-    %% Standard Objects - Sky Blue
-    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style T2Type fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style UserT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style ObjT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style RuleT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
-```
-
----
-
-## Key Concepts
-
-### Territory2Model States
-| State | Description |
-|-------|-------------|
-| **Planning** | Model being configured (not active) |
-| **Active** | Live model in use |
-| **Archived** | Historical model (read-only) |
-
-Only **one model can be Active** at a time.
-
-### Territory Hierarchy
-- Territories support **ParentTerritory2Id** self-lookup
-- Creates hierarchy within a model
-- Opportunity access rolls up through hierarchy
-
-### Assignment Types
-| Object | Purpose |
-|--------|---------|
-| **UserTerritory2Association** | Assigns users to territories |
-| **ObjectTerritory2Association** | Assigns accounts to territories |
-| **RuleTerritory2Association** | Links assignment rules to territories |
-
----
-
-## Simplified Version (Core Objects Only)
-
-For presentations focusing on core territory structure:
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    T2Model["Territory2Model"]
-    Territory2["Territory2"]
-    User["User"]
-    Account["Account"]
-
-    T2Model ==>|"MD"| Territory2
-    Territory2 -.->|"Parent"| Territory2
-    Territory2 -->|"assigns"| User
-    Territory2 -->|"assigns"| Account
-
-    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
-```
-
----
-
-## Opportunity Territory Assignment
-
-Territory Management also affects Opportunities:
-
-```mermaid
-%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
-flowchart LR
-    Territory2["Territory2"]
-    Account["Account"]
-    Opportunity["Opportunity"]
-
-    Territory2 -->|"assigns"| Account
-    Account -->|"LK"| Opportunity
-    Territory2 -->|"Territory2Id"| Opportunity
-
-    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
-    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
-```
-
----
-
-## ASCII Fallback
-
-```
-┌─────────────────────────────────────────────────────────────────────────────┐
-│  ENTERPRISE TERRITORY MANAGEMENT DATA MODEL (L→R)                           │
-│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
-└─────────────────────────────────────────────────────────────────────────────┘
-
-┌──────────────────┐         ┌──────────────────┐
-│ TERRITORY2_MODEL │═══ MD ═>│   TERRITORY2     │◄──── Parent (self)
-│     (count)      │         │     (count)      │
-└────────┬─────────┘         └────────┬─────────┘
-         │                            │
-         │ MD                         ├─── MD ──>┌────────────────────────┐
-         ▼                            │          │ USER_TERRITORY2_ASSOC  │
-┌──────────────────┐                  │          │       (count)          │
-│ TERRITORY2_TYPE  │── LK ───────────>┤          └───────────┬────────────┘
-│     (count)      │                  │                      │ LK
-└──────────────────┘                  │                      ▼
-                                      │          ┌────────────────────────┐
-                                      │          │         USER           │
-                                      │          │       (count)          │
-                                      │          └────────────────────────┘
-                                      │
-                                      ├─── MD ──>┌────────────────────────┐
-                                      │          │ OBJECT_TERRITORY2_ASSOC│
-                                      │          │       (count)          │
-                                      │          └───────────┬────────────┘
-                                      │                      │ LK
-                                      │                      ▼
-                                      │          ┌────────────────────────┐
-                                      │          │       ACCOUNT          │
-                                      │          │       (count)          │
-                                      │          └────────────────────────┘
-                                      │
-                                      └─── MD ──>┌────────────────────────┐
-                                                 │ RULE_TERRITORY2_ASSOC  │
-                                                 │       (count)          │
-                                                 └────────────────────────┘
-```
-
----
-
-## Key Relationships Summary
-
-| Parent | Child | Type | Behavior |
-|--------|-------|------|----------|
-| Territory2Model | Territory2 | MD | Cascade delete |
-| Territory2Model | Territory2Type | MD | Cascade delete |
-| Territory2Type | Territory2 | LK | Type classification |
-| Territory2 | Territory2 | LK | Parent (hierarchy) |
-| Territory2 | UserTerritory2Association | MD | Cascade delete |
-| Territory2 | ObjectTerritory2Association | MD | Cascade delete |
-| Territory2 | RuleTerritory2Association | MD | Cascade delete |
-| User | UserTerritory2Association | LK | User assignment |
-| Account | ObjectTerritory2Association | LK | Account assignment |
-
----
-
-## Limits & Considerations
-
-| Limit | Value |
-|-------|-------|
-| Territory models (total) | Unlimited (1 active) |
-| Territories per model | 1,000 |
-| Territory hierarchy levels | 10 |
-| Users per territory | No hard limit |
-| Accounts per territory | No hard limit |
-| Assignment rules | 15 per model |
-
----
-
-## Best Practices
-
-1. **Use `flowchart LR`** - Left-to-right flow for readability
-2. **Keep objects simple** - Name + record count only
-3. **Replace `(count)` placeholders** - With actual counts from query
-4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
-5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External