@salesforce/afv-skills 1.3.0 → 1.4.0

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Files changed (33) hide show
  1. package/package.json +3 -3
  2. package/skills/building-webapp-data-visualization/SKILL.md +1 -1
  3. package/skills/building-webapp-react-components/SKILL.md +1 -1
  4. package/skills/configuring-webapp-csp-trusted-sites/SKILL.md +1 -1
  5. package/skills/configuring-webapp-metadata/SKILL.md +2 -2
  6. package/skills/creating-webapp/SKILL.md +2 -3
  7. package/skills/deploying-webapp-to-salesforce/SKILL.md +2 -5
  8. package/skills/generating-custom-application/SKILL.md +1 -1
  9. package/skills/generating-custom-field/SKILL.md +1 -1
  10. package/skills/generating-custom-lightning-type/SKILL.md +1 -1
  11. package/skills/generating-custom-object/SKILL.md +1 -1
  12. package/skills/generating-custom-tab/SKILL.md +1 -1
  13. package/skills/generating-experience-lwr-site/SKILL.md +1 -1
  14. package/skills/generating-experience-react-site/SKILL.md +1 -1
  15. package/skills/generating-flexipage/SKILL.md +1 -1
  16. package/skills/generating-flow/SKILL.md +1 -1
  17. package/skills/generating-fragment/SKILL.md +1 -1
  18. package/skills/generating-list-view/SKILL.md +1 -1
  19. package/skills/generating-permission-set/SKILL.md +1 -1
  20. package/skills/generating-validation-rule/SKILL.md +1 -1
  21. package/skills/implementing-webapp-file-upload/SKILL.md +1 -1
  22. package/skills/installing-webapp-features/SKILL.md +1 -1
  23. package/skills/managing-webapp-agentforce-conversation-client/SKILL.md +1 -1
  24. package/skills/trigger-refactor-pipeline/SKILL.md +1 -1
  25. package/skills/using-webapp-salesforce-data/SKILL.md +363 -0
  26. package/skills/using-webapp-salesforce-data/graphql-search.sh +139 -0
  27. package/skills/accessing-webapp-data/SKILL.md +0 -178
  28. package/skills/exploring-webapp-graphql-schema/SKILL.md +0 -149
  29. package/skills/fetching-webapp-rest-api/SKILL.md +0 -167
  30. package/skills/generating-webapp-graphql-mutation-query/SKILL.md +0 -258
  31. package/skills/generating-webapp-graphql-read-query/SKILL.md +0 -253
  32. package/skills/using-webapp-graphql/SKILL.md +0 -324
  33. package/skills/using-webapp-graphql/shared-schema.graphqls +0 -1150
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- ---
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- name: using-webapp-graphql
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- description: Salesforce GraphQL data access. Use when the user asks to fetch, query, or mutate Salesforce data, or add a GraphQL operation for an object like Account, Contact, or Opportunity.
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- paths:
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- - "**/*.ts"
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- - "**/*.tsx"
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- - "**/*.graphql"
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- ---
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-
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- # Salesforce GraphQL
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-
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- Guidance for querying and mutating Salesforce data via the Salesforce GraphQL API. Use `createDataSDK()` + `sdk.graphql?.()` and codegen tooling.
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-
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- ## When to Use
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-
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- - User asks to "fetch data from Salesforce"
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- - User asks to "query" or "mutate" Salesforce records
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- - User wants to add a new GraphQL operation (query or mutation)
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- - User asks to add data access for a Salesforce object (Account, Contact, Opportunity, etc.)
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-
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- ## Schema Access Policy (GREP ONLY)
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-
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- > **GREP ONLY** — The `schema.graphql` file is very large (~265,000+ lines). All schema lookups **MUST** use the grep-only commands defined in the `exploring-graphql-schema` skill. Do NOT open, read, stream, or parse `./schema.graphql` with any tool other than grep.
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-
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- ## Directory Context
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-
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- The generated app has a two-level directory structure. Commands must run from the correct directory.
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-
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- ```
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- <project-root>/ ← SFDX project root
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- ├── schema.graphql ← grep target
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- ├── sfdx-project.json
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- └── force-app/main/default/webapplications/<app-name>/ ← webapp dir
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- ├── package.json (npm scripts: graphql:schema, graphql:codegen, lint)
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- ├── eslint.config.js (schema ref: ../../../../../schema.graphql)
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- ├── codegen.yml (schema ref: ../../../../../schema.graphql)
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- └── src/ (source code, .graphql query files)
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- ```
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-
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- | Command | Run from | Why |
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- | ------------------------- | ---------------- | -------------------------------------- |
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- | `npm run graphql:schema` | **webapp dir** | Script is in webapp's `package.json` |
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- | `npm run graphql:codegen` | **webapp dir** | Reads `codegen.yml` in webapp dir |
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- | `npx eslint <file>` | **webapp dir** | Reads `eslint.config.js` in webapp dir |
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- | `grep ... schema.graphql` | **project root** | `schema.graphql` lives at project root |
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- | `sf api request graphql` | **project root** | Needs `sfdx-project.json` |
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-
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- > **Wrong directory = silent failures.** `npm run graphql:schema` from the project root will fail with "missing script." `grep ./schema.graphql` from the webapp dir will fail with "no such file."
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-
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- ## Prerequisites
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-
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- The base React app (`base-react-app`) ships with all GraphQL dependencies and tooling pre-configured:
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-
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- - `@salesforce/sdk-data` — runtime SDK for `createDataSDK` and `gql`
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- - `@graphql-codegen/cli` + plugins — type generation from `.graphql` files and inline `gql` queries
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- - `@graphql-eslint/eslint-plugin` — validates `.graphql` files and `gql` template literals against `schema.graphql` (used as a query validation gate — see Step 6)
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- - `graphql` — shared by codegen, ESLint, and schema introspection
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-
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- Before using this skill, ensure:
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-
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- 1. The `@salesforce/sdk-data` package is available (provides `createDataSDK`, `gql`, `NodeOfConnection`)
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- 2. **Deployment order**: Metadata must be deployed before schema fetch; schema must be refetched after any metadata deployment. Invoke the `deploying-to-salesforce` skill when deploying or syncing with the org.
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- 3. A `schema.graphql` file exists at the project root. If missing, generate it:
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- ```bash
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- # Run from webapp dir (force-app/main/default/webapplications/<app-name>/)
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- npm run graphql:schema
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- ```
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-
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- ## npm Scripts
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-
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- - **`npm run graphql:schema`** — _(run from webapp dir)_ Downloads the full GraphQL schema from a connected Salesforce org via introspection. Outputs `schema.graphql` to the project root.
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- - **`npm run graphql:codegen`** — _(run from webapp dir)_ Generates TypeScript types from `.graphql` files and inline `gql` queries. Outputs to `src/api/graphql-operations-types.ts`.
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-
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- ## Workflow
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-
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- ### Step 1: Download Schema
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-
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- Ensure `schema.graphql` exists at the project root. If missing, run `npm run graphql:schema` from the webapp dir.
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-
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- ### Step 2: Explore the Schema (grep-only)
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-
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- Before writing any query, verify the target object and its fields exist in the schema.
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-
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- **Invoke the `exploring-graphql-schema` skill** for the full exploration workflow and **mandatory grep-only access policy**.
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-
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- > **GREP ONLY** — All schema lookups MUST use the grep commands defined in the `exploring-graphql-schema` skill. Do NOT open, read, stream, or parse `./schema.graphql` with any tool other than grep.
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-
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- Key actions (all via grep):
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-
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- - `type <ObjectName> implements Record` — find available fields
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- - `input <ObjectName>_Filter` — find filter options
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- - `input <ObjectName>_OrderBy` — find sorting options
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- - `input <ObjectName>CreateInput` / `<ObjectName>UpdateInput` — find mutation input types
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-
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- ### Step 3: Choose the Query Pattern
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-
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- **Pattern 1 — External `.graphql` file** (recommended for complex queries):
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-
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- - Queries with variables, fragments, or shared across files
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- - Full codegen support, syntax highlighting, shareable
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- - Requires codegen step after changes
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- - See example: `api/utils/accounts.ts` + `api/utils/query/highRevenueAccountsQuery.graphql`
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-
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- **Pattern 2 — Inline `gql` tag** (recommended for simple queries):
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-
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- - Simple queries without variables; colocated with usage code
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- - Supports dynamic queries (field set varies at runtime)
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- - **MUST use `gql` tag** — plain template strings bypass `@graphql-eslint` validation
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- - See example: `api/utils/user.ts`
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-
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- ### Step 4: Write the Query
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-
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- For **Pattern 1**:
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-
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- 1. Create a `.graphql` file under `src/api/utils/query/`
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- 2. Follow UIAPI structure: `query { uiapi { query { ObjectName(...) { edges { node { ... } } } } } }`
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- 3. For mutations, invoke the `generating-graphql-mutation-query` skill
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- 4. For read queries, invoke the `generating-graphql-read-query` skill
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-
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- For **Pattern 2**:
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-
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- 1. Define query inline using the `gql` template tag
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- 2. Ensure the query name matches what codegen expects
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-
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- ### Step 5: Test Queries Against Live Org
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-
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- Use the testing workflows in the `generating-graphql-read-query` and `generating-graphql-mutation-query` skills to validate queries against the connected org before integrating into the app.
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-
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- ### Step 6: Generate Types
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-
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- ```bash
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- # Run from webapp dir (force-app/main/default/webapplications/<app-name>/)
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- npm run graphql:codegen
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- ```
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-
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- This updates `src/api/graphql-operations-types.ts` with `<OperationName>Query`/`<OperationName>Mutation` and `<OperationName>QueryVariables`/`<OperationName>MutationVariables`.
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-
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- ### Step 7: Lint Validate
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- Run ESLint on the file containing the query to validate it against the schema **before** any live testing:
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-
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- ```bash
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- # Run from webapp dir
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- npx eslint <path-to-file>
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- ```
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- The `@graphql-eslint/eslint-plugin` processor extracts GraphQL from `gql` template literals and validates them against `schema.graphql`. Fix all ESLint errors before proceeding.
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-
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- ### Step 8: Implement and Verify
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- Implement the data access function using the pattern below. Use the Quality Checklist before completing.
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-
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- ---
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-
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- ## Core Types & Function Signatures
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- ### createDataSDK and graphql
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- ```typescript
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- import { createDataSDK } from "@salesforce/sdk-data";
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-
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- const sdk = await createDataSDK();
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- const response = await sdk.graphql?.<ResponseType, VariablesType>(query, variables);
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- ```
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- `createDataSDK()` returns a `DataSDK` instance. The `graphql` method uses optional chaining (`?.`) because not all surfaces support GraphQL.
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- ### gql Template Tag
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- ```typescript
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- import { gql } from "@salesforce/sdk-data";
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-
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- const MY_QUERY = gql`
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- query MyQuery {
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- uiapi { ... }
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- }
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- `;
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- ```
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- The `gql` tag enables ESLint validation against the schema. Plain template strings bypass validation.
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-
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- ### Error Handling
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-
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- Default: treat any errors as failure (Strategy A). For partial data tolerance, log errors but use data. For mutations where some return fields are inaccessible, use Strategy C (fail only when no data).
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-
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- ```typescript
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- // Default: strict
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- if (response?.errors?.length) {
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- throw new Error(response.errors.map((e) => e.message).join("; "));
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- }
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- const result = response?.data;
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- ```
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-
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- Responses follow `uiapi.query.ObjectName.edges[].node`; fields use `{ value }`.
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-
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- ### NodeOfConnection
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- ```typescript
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- import { type NodeOfConnection } from "@salesforce/sdk-data";
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-
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- type AccountNode = NodeOfConnection<GetHighRevenueAccountsQuery["uiapi"]["query"]["Account"]>;
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- ```
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-
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- ---
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-
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- ## Pattern 1: External .graphql File
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- Create a `.graphql` file, run `npm run graphql:codegen`, import with `?raw` suffix, and use generated types.
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- **Required imports:**
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-
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- ```typescript
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- import { createDataSDK, type NodeOfConnection } from "@salesforce/sdk-data";
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- import MY_QUERY from "./query/myQuery.graphql?raw"; // ← ?raw suffix required
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- import type { GetMyDataQuery, GetMyDataQueryVariables } from "../graphql-operations-types";
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- ```
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- **When to use:** Complex queries with variables, fragments, or shared across files. Does NOT support dynamic queries (field set varies at runtime).
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-
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- ---
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-
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- ## Pattern 2: Inline gql Tag
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- **Required imports:**
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-
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- ```typescript
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- import { createDataSDK, gql } from "@salesforce/sdk-data";
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- import { type CurrentUserQuery } from "../graphql-operations-types";
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-
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- const MY_QUERY = gql`
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- query CurrentUser {
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- uiapi { ... }
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- }
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- `;
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- ```
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-
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- > **MUST use `gql` tag** — plain template strings bypass the `@graphql-eslint` processor entirely, meaning no lint validation against the schema.
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- **When to use:** Simple, colocated queries. Supports dynamic queries (field set varies at runtime).
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-
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- ---
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-
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- ## Conditional Field Selection
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- For dynamic fieldsets with **known** fields, use `@include(if: $condition)` and `@skip(if: $condition)` in `.graphql` files. See GraphQL spec for details.
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-
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- ---
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-
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- ## Anti-Patterns (Not Recommended)
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- ### Direct API Calls
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- ```typescript
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- // NOT RECOMMENDED: Direct axios/fetch calls for GraphQL
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- // PREFERRED: Use the Data SDK
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- const sdk = await createDataSDK();
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- const response = await sdk.graphql?.<ResponseType>(query, variables);
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- ```
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- ### Missing Type Definitions
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- ```typescript
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- // NOT RECOMMENDED: Untyped GraphQL calls
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- // PREFERRED: Provide response type
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- const response = await sdk.graphql?.<GetMyDataQuery>(query);
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- ```
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- ### Plain String Queries (Without gql Tag)
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- ```typescript
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- // NOT RECOMMENDED: Plain strings bypass ESLint validation
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- const query = `query { ... }`;
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-
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- // PREFERRED: Use gql tag for inline queries
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- const QUERY = gql`query { ... }`;
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- ```
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-
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- ---
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-
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- ## Quality Checklist
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- > If you have not completed the workflow above, **stop and complete it first**. Invoke the skill workflow before using this checklist.
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- Before completing GraphQL data access code:
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- ### For Pattern 1 (.graphql files):
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- 1. [ ] All field names verified via grep against `schema.graphql` (invoke `exploring-graphql-schema`)
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- 2. [ ] Create `.graphql` file for the query/mutation
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- 3. [ ] Run `npm run graphql:codegen` to generate types
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- 4. [ ] Import query with `?raw` suffix
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- 5. [ ] Import generated types from `graphql-operations-types.ts`
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- 6. [ ] Use `sdk.graphql?.<ResponseType>()` with proper generic
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- 7. [ ] Handle `response.errors` and destructure `response.data`
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- 8. [ ] Use `NodeOfConnection` for cleaner node types when needed
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- 9. [ ] Run `npx eslint <file>` from webapp dir — fix all GraphQL errors
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- ### For Pattern 2 (inline with gql):
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- 1. [ ] All field names verified via grep against `schema.graphql`
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- 2. [ ] Define query using `gql` template tag (NOT a plain string)
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- 3. [ ] Ensure query name matches generated types in `graphql-operations-types.ts`
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- 4. [ ] Import generated types for the query
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- 5. [ ] Use `sdk.graphql?.<ResponseType>()` with proper generic
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- 6. [ ] Handle `response.errors` and destructure `response.data`
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- 7. [ ] Run `npx eslint <file>` from webapp dir — fix all GraphQL errors
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- ### General:
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- - [ ] Lint validation passes (`npx eslint <file>` reports no GraphQL errors)
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- - [ ] Query field names match the schema exactly (case-sensitive, confirmed via grep)
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- - [ ] Response type generic is provided to `sdk.graphql?.<T>()`
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- - [ ] Optional chaining is used for nested response data
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- ---
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- ## Reference
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- - Schema exploration: invoke the `exploring-graphql-schema` skill
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- - Read query generation: invoke the `generating-graphql-read-query` skill
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- - Mutation query generation: invoke the `generating-graphql-mutation-query` skill
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- - Shared GraphQL schema types: `shared-schema.graphqls` (in this skill directory)
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- - Schema download: `npm run graphql:schema` (run from webapp dir)
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- - Type generation: `npm run graphql:codegen` (run from webapp dir)