@salesforce/afv-skills 1.30.0 → 1.32.0

package/skills/sales-agentforce-pipeline-management-configure/references/soap-api-enablement.md

@@ -0,0 +1,528 @@
+# SOAP API Enablement Patterns
+
+This reference provides verified working SOAP API calls for enabling all Pipeline Management prerequisites and the feature itself.
+
+## Why SOAP API Instead of CLI Metadata Deploy
+
+**Problem:** CLI Metadata API deploy (`sf project deploy start`) has a **silent failure mode** with Settings metadata types:
+- Deployment reports `success: true` and `changed: true`
+- XML file shows intended values (e.g., `<enableDealAgent>true</enableDealAgent>`)
+- But org silently reverts the setting to `false`
+- Only discoverable via post-deployment verification queries
+
+**Solution:** Use SOAP Metadata API `updateMetadata` operation directly. It bypasses the silent reversion issue.
+
+**Evidence:** Tested in Enterprise Edition org with Agentforce for Sales add-on. All SOAP API calls succeeded; all CLI deploys silently failed.
+
+---
+
+## Pattern Template
+
+All Settings metadata types follow this pattern:
+
+```bash
+ORG_ALIAS="your-org"
+AUTH_INFO=$(sf org display --target-org $ORG_ALIAS --json 2>/dev/null)
+ACCESS_TOKEN=$(echo "$AUTH_INFO" | jq -r '.result.accessToken')
+INSTANCE_URL=$(echo "$AUTH_INFO" | jq -r '.result.instanceUrl')
+API_VERSION="<version>"  # 62.0 for most, 64.0 for SalesDealAgent
+
+curl -s "${INSTANCE_URL}/services/Soap/m/${API_VERSION}" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:<SettingsType>' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName><SettingsName></met:fullName>
+        <met:<propertyName>><value></met:<propertyName>>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null
+```
+
+**Key points:**
+- `xsi:type` must match the metadata type exactly (case-sensitive)
+- `fullName` is the Settings API name (not always the same as the type name)
+- Property names must match the metadata structure (check Metadata API docs or retrieve first)
+- Use `xmllint --format -` to pretty-print the response
+- Always pipe `sf ... --json` through `2>/dev/null` before jq
+
+---
+
+## 1. Einstein Generative AI Platform
+
+**Metadata Type:** `EinsteinGptSettings`  
+**API Version:** 62.0+  
+**Verification:** SOAP `readMetadata` for `EinsteinGptSettings` → check `<enableEinsteinGptPlatform>true</enableEinsteinGptPlatform>`  
+**Last resort UI:** Setup → Einstein → Einstein Generative AI → Einstein Setup → Turn on Einstein
+
+```bash
+ORG_ALIAS="pipeline-mgmt-org"
+AUTH_INFO=$(sf org display --target-org $ORG_ALIAS --json 2>/dev/null)
+ACCESS_TOKEN=$(echo "$AUTH_INFO" | jq -r '.result.accessToken')
+INSTANCE_URL=$(echo "$AUTH_INFO" | jq -r '.result.instanceUrl')
+
+echo "=== Enabling Einstein Generative AI Platform ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:EinsteinGptSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>EinsteinGpt</met:fullName>
+        <met:enableEinsteinGptPlatform>true</met:enableEinsteinGptPlatform>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement (SOAP readMetadata) ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>EinsteinGptSettings</met:type>
+      <met:fullNames>EinsteinGpt</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enableEinsteinGptPlatform>[^<]*</enableEinsteinGptPlatform>"
+# Expected: <enableEinsteinGptPlatform>true</enableEinsteinGptPlatform>
+```
+
+---
+
+## 2. Agentforce Agent
+
+**Metadata Type:** `EinsteinCopilotSettings`  
+**API Version:** 62.0+  
+**Depends On:** Einstein Generative AI must be enabled first  
+**Verification:** SOAP `readMetadata` for `EinsteinCopilotSettings` → check `<enableEinsteinGptCopilot>true</enableEinsteinGptCopilot>`  
+**Last resort UI:** Setup → Einstein → Einstein Generative AI → Agentforce Studio → Agentforce Agents → Enable Agentforce
+
+```bash
+echo "=== Enabling Agentforce Agent ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:EinsteinCopilotSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>EinsteinCopilot</met:fullName>
+        <met:enableEinsteinGptCopilot>true</met:enableEinsteinGptCopilot>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>EinsteinCopilotSettings</met:type>
+      <met:fullNames>EinsteinCopilot</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enableEinsteinGptCopilot>[^<]*</enableEinsteinGptCopilot>"
+# Expected: <enableEinsteinGptCopilot>true</enableEinsteinGptCopilot>
+```
+
+**Note:** Do NOT enable `BotSettings` (`enableBots`) — that is for legacy messaging bots and is completely unrelated to Agentforce. It requires legal terms acceptance and will fail.
+
+---
+
+## 2b. Agentforce Studio (Agent Platform)
+
+**Metadata Type:** `AgentPlatformSettings`  
+**API Version:** 62.0+  
+**Depends On:** Agentforce Agent (§2) must be enabled first  
+**Gates:** the Sales Deal Agent — core's `DealAgentEnabledOrgPreference` validates the Agentforce Platform preference (`AgentPlatformEnabled`) and rejects `SalesDealAgentSettings.enableDealAgent` when it is off, so a missing step here surfaces later as an opaque Deal Agent activation failure.  
+**Verification:** SOAP `readMetadata` for `AgentPlatformSettings` → check `<enableAgentPlatform>true</enableAgentPlatform>`  
+**Last resort UI:** Setup → Einstein → Agentforce Studio → Enable
+
+```bash
+echo "=== Enabling Agentforce Studio (Agent Platform) ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:AgentPlatformSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>AgentPlatform</met:fullName>
+        <met:enableAgentPlatform>true</met:enableAgentPlatform>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>AgentPlatformSettings</met:type>
+      <met:fullNames>AgentPlatform</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enableAgentPlatform>[^<]*</enableAgentPlatform>"
+# Expected: <enableAgentPlatform>true</enableAgentPlatform>
+```
+
+---
+
+## 3. Enhanced Notes
+
+**Metadata Type:** `EnhancedNotesSettings`  
+**API Version:** 62.0+  
+**Verification:** `SELECT count() FROM ContentNote` succeeds  
+**Last resort UI:** Setup → Feature Settings → Sales → Notes Settings → Enable Notes
+
+```bash
+echo "=== Enabling Enhanced Notes ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:EnhancedNotesSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>EnhancedNotes</met:fullName>
+        <met:enableEnhancedNotes>true</met:enableEnhancedNotes>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+sf data query -q "SELECT count() FROM ContentNote" --target-org $ORG_ALIAS 2>/dev/null
+# Expected: Total number of records (not "sObject type not supported")
+```
+
+---
+
+## 4. Enhanced Email
+
+**Metadata Type:** `EmailAdministrationSettings`  
+**API Version:** 62.0+  
+**Purpose:** Enables email body indexing for Pipeline Management data sources  
+**Verification:** SOAP `readMetadata` for `EmailAdministrationSettings` → check `<enableEnhancedEmailEnabled>true</enableEnhancedEmailEnabled>`  
+**Last resort UI:** Setup → Feature Settings → Sales → Email Administration → Enable Enhanced Email
+
+```bash
+echo "=== Enabling Enhanced Email ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:EmailAdministrationSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>EmailAdministration</met:fullName>
+        <met:enableEnhancedEmailEnabled>true</met:enableEnhancedEmailEnabled>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>EmailAdministrationSettings</met:type>
+      <met:fullNames>EmailAdministration</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enableEnhancedEmailEnabled>[^<]*</enableEnhancedEmailEnabled>"
+# Expected: <enableEnhancedEmailEnabled>true</enableEnhancedEmailEnabled>
+```
+
+---
+
+## 5. Opportunity Team Selling
+
+**Metadata Type:** `OpportunitySettings`  
+**API Version:** 62.0+  
+**Prerequisite:** Opportunity Splitting must be disabled  
+**Verification:** `SELECT count() FROM OpportunityTeamMember` succeeds  
+**Last resort UI:** Setup → Feature Settings → Sales → Opportunities → Opportunity Team Settings → Enable Team Selling
+
+```bash
+echo "=== Enabling Opportunity Team Selling ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:OpportunitySettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>Opportunity</met:fullName>
+        <met:enableOpportunityTeam>true</met:enableOpportunityTeam>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+sf data query -q "SELECT count() FROM OpportunityTeamMember" --target-org $ORG_ALIAS 2>/dev/null
+# Expected: Total number of records (not "sObject type not supported")
+```
+
+**If error "Cannot enable both Opportunity Teams and Opportunity Splits":**
+```bash
+# Disable Opportunity Splitting first
+curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:OpportunitySettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>Opportunity</met:fullName>
+        <met:enableOpportunitySplit>false</met:enableOpportunitySplit>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|message)"
+
+# Then retry enabling Opportunity Team Selling
+```
+
+---
+
+## 6. Pipeline Management
+
+**Metadata Type:** `SalesDealAgentSettings`  
+**API Version:** 64.0+ (v62.0 returns "Property 'enableDealAgent' not valid")  
+**Verification:** SOAP `readMetadata` for `SalesDealAgentSettings` → check `<enableDealAgent>true</enableDealAgent>`  
+**Last resort UI:** Setup → Agentforce for Sales → Pipeline Management toggle
+
+```bash
+echo "=== Enabling Pipeline Management ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/64.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:SalesDealAgentSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>SalesDealAgent</met:fullName>
+        <met:enableDealAgent>true</met:enableDealAgent>
+        <met:enableDealAgentAutoApproveAllTasks>false</met:enableDealAgentAutoApproveAllTasks>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/64.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>SalesDealAgentSettings</met:type>
+      <met:fullNames>SalesDealAgent</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enableDealAgent>[^<]*</enableDealAgent>"
+# Expected: <enableDealAgent>true</enableDealAgent>
+```
+
+---
+
+## 7. Pipeline Inspection
+
+**Metadata Type:** `OpportunitySettings`  
+**API Version:** 64.0+  
+**Purpose:** Provides UI for sales reps to review and accept/dismiss agent suggestions  
+**Verification:** SOAP `readMetadata` for `OpportunitySettings` → check `<enablePipelineInspection>true</enablePipelineInspection>`  
+**Last resort UI:** Setup → Feature Settings → Sales → Opportunities → Pipeline Inspection
+
+```bash
+echo "=== Enabling Pipeline Inspection ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/64.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: update" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:updateMetadata>
+      <met:metadata xsi:type='met:OpportunitySettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
+        <met:fullName>Opportunity</met:fullName>
+        <met:enablePipelineInspection>true</met:enablePipelineInspection>
+      </met:metadata>
+    </met:updateMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|fullName|message)" | head -5
+
+echo -e "\n=== Verifying enablement ==="
+curl -s "${INSTANCE_URL}/services/Soap/m/64.0" \
+  -H "Content-Type: text/xml; charset=UTF-8" \
+  -H "SOAPAction: readMetadata" \
+  -d "<?xml version='1.0' encoding='utf-8'?>
+<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
+  <soapenv:Header>
+    <met:SessionHeader>
+      <met:sessionId>${ACCESS_TOKEN}</met:sessionId>
+    </met:SessionHeader>
+  </soapenv:Header>
+  <soapenv:Body>
+    <met:readMetadata>
+      <met:type>OpportunitySettings</met:type>
+      <met:fullNames>Opportunity</met:fullNames>
+    </met:readMetadata>
+  </soapenv:Body>
+</soapenv:Envelope>" | grep -o "<enablePipelineInspection>[^<]*</enablePipelineInspection>"
+# Expected: <enablePipelineInspection>true</enablePipelineInspection>
+```
+
+---
+
+## Troubleshooting
+
+### SOAP API login disabled
+
+If you see "SOAP API login() is disabled", use CLI metadata retrieve instead of raw SOAP calls:
+
+```bash
+# Retrieve settings to check current values
+sf project retrieve start --metadata "Settings:EinsteinGpt" --target-org $ORG_ALIAS 2>/dev/null
+sf project retrieve start --metadata "Settings:EinsteinCopilot" --target-org $ORG_ALIAS 2>/dev/null
+sf project retrieve start --metadata "Settings:EnhancedNotes" --target-org $ORG_ALIAS 2>/dev/null
+sf project retrieve start --metadata "Settings:EmailAdministration" --target-org $ORG_ALIAS 2>/dev/null
+sf project retrieve start --metadata "Settings:Opportunity" --target-org $ORG_ALIAS 2>/dev/null
+
+# Check retrieved XML for <enable*>true</enable*> values
+grep -r "enableEinsteinGptPlatform" force-app/
+```
+
+The `sf` CLI uses its own OAuth mechanism internally, so it works even when SOAP API login is disabled.
+
+### Silent failure mode
+
+If CLI deploy reports success but verification shows the setting is still disabled:
+1. Confirm you're using SOAP API `updateMetadata` (NOT `sf project deploy start`)
+2. Check API version (v64.0 for SalesDealAgent, v62.0 for others)
+3. Verify `xsi:type` matches the metadata type exactly
+4. Check for dependency violations (e.g., Agentforce Agent requires Einstein GenAI first)
+
+### Success but no change
+
+If SOAP API returns `<success>true</success>` but setting doesn't change:
+1. Check for missing prerequisites (e.g., license, edition)
+2. Verify user has correct permissions
+3. Check for conflicting settings (e.g., Opportunity Splitting vs Team Selling)
+4. Look for error messages in SOAP response beyond `<success>` tag
+
+---
+
+## Notes
+
+- Always pipe `sf ... --json` through `2>/dev/null` before jq (strips CLI warnings)
+- Use `xmllint --format -` to pretty-print SOAP responses
+- SOAP API is the ONLY reliable way to enable DealAgent settings
+- CLI Metadata deploy WILL report success even when it fails
+- Verify every enablement with a post-call check (SOAP readMetadata or SOQL)