@salesforce/afv-skills 1.30.0 → 1.32.0

package/skills/sales-agentforce-pipeline-management-configure/scripts/enable-deal-agent.sh

@@ -0,0 +1,241 @@
+#!/bin/bash
+
+# Enable Pipeline Management (SalesDealAgentSettings) via SOAP API
+# Usage: ./enable-deal-agent.sh <org-alias>
+
+set -euo pipefail
+
+# sf CLI can emit ANSI color codes inside --json stdout, breaking jq parsing.
+# 2>/dev/null only strips stderr; these env vars are the reliable fix (see PM notes).
+export NO_COLOR=1
+export FORCE_COLOR=0
+
+ORG_ALIAS="${1:-}"
+
+if [[ -z "$ORG_ALIAS" ]]; then
+  echo "❌ Error: Missing org alias"
+  echo "Usage: $0 <org-alias>"
+  exit 1
+fi
+
+echo "🚀 Enabling Pipeline Management for org: $ORG_ALIAS"
+echo ""
+
+# Get org details
+ORG_INFO=$(sf org display --target-org "$ORG_ALIAS" --json 2>/dev/null)
+ORG_ID=$(echo "$ORG_INFO" | jq -r '.result.id')
+INSTANCE_URL=$(echo "$ORG_INFO" | jq -r '.result.instanceUrl')
+ACCESS_TOKEN=$(echo "$ORG_INFO" | jq -r '.result.accessToken')
+
+# Newer CLI versions redact accessToken — use show-access-token fallback
+if [[ -z "$ACCESS_TOKEN" || "$ACCESS_TOKEN" == "null" || "$ACCESS_TOKEN" == *"REDACTED"* ]]; then
+  ACCESS_TOKEN=$(echo "y" | sf org auth show-access-token --target-org "$ORG_ALIAS" --no-prompt --json 2>/dev/null | jq -r '.result.accessToken // empty')
+fi
+
+if [[ -z "$ORG_ID" || -z "$INSTANCE_URL" || -z "$ACCESS_TOKEN" || "$ACCESS_TOKEN" == "null" ]]; then
+  echo "Error: Could not retrieve org details. Is the org authenticated?"
+  exit 1
+fi
+
+echo "Org ID: $ORG_ID"
+echo "Instance URL: $INSTANCE_URL"
+echo ""
+
+# Pre-flight checks
+echo "🔍 Running pre-flight checks..."
+echo ""
+
+PREFLIGHT_FAILED=false
+
+# Check Einstein GPT is enabled (critical) — via SOAP readMetadata
+GENAI_CHECK=$(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>EinsteinGptSettings</met:type><met:fullNames>EinsteinGpt</met:fullNames></met:readMetadata></soapenv:Body>
+</soapenv:Envelope>" 2>/dev/null | grep -o "<enableEinsteinGptPlatform>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$GENAI_CHECK" == "true" ]]; then
+  echo "  ✅ Einstein GPT enabled"
+else
+  echo "  ❌ Einstein GPT NOT enabled (required)"
+  PREFLIGHT_FAILED=true
+fi
+
+# Check Agentforce Agent is enabled (required) — via SOAP readMetadata
+COPILOT_CHECK=$(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>EinsteinCopilotSettings</met:type><met:fullNames>EinsteinCopilot</met:fullNames></met:readMetadata></soapenv:Body>
+</soapenv:Envelope>" 2>/dev/null | grep -o "<enableEinsteinGptCopilot>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$COPILOT_CHECK" == "true" ]]; then
+  echo "  ✅ Agentforce Agent enabled"
+else
+  echo "  ❌ Agentforce Agent NOT enabled (required)"
+  PREFLIGHT_FAILED=true
+fi
+
+# Check Agentforce Studio / Agent Platform is enabled (required) — via SOAP readMetadata.
+# AgentPlatformSettings.enableAgentPlatform (OrgPreference AgentPlatformEnabled) gates
+# SalesDealAgentSettings: core's DealAgentEnabledOrgPreference validates the Agentforce
+# Platform preference and rejects Deal Agent enablement if it is off, so this must pass
+# before we attempt the SalesDealAgent update below.
+AGENT_PLATFORM_CHECK=$(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>AgentPlatformSettings</met:type><met:fullNames>AgentPlatform</met:fullNames></met:readMetadata></soapenv:Body>
+</soapenv:Envelope>" 2>/dev/null | grep -o "<enableAgentPlatform>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$AGENT_PLATFORM_CHECK" == "true" ]]; then
+  echo "  ✅ Agentforce Studio (Agent Platform) enabled"
+else
+  echo "  ❌ Agentforce Studio (Agent Platform) NOT enabled (required — gates Deal Agent)"
+  PREFLIGHT_FAILED=true
+fi
+
+# Check Enhanced Notes (required dependency) — via SOAP readMetadata
+NOTES_CHECK=$(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>EnhancedNotesSettings</met:type><met:fullNames>EnhancedNotes</met:fullNames></met:readMetadata></soapenv:Body>
+</soapenv:Envelope>" 2>/dev/null | grep -o "<enableEnhancedNotes>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$NOTES_CHECK" == "true" ]]; then
+  echo "  ✅ Enhanced Notes enabled"
+else
+  echo "  ❌ Enhanced Notes NOT enabled (required)"
+  PREFLIGHT_FAILED=true
+fi
+
+# Check org edition compatibility
+ORG_EDITION=$(sf data query --query "SELECT OrganizationType FROM Organization" --target-org "$ORG_ALIAS" --json 2>/dev/null | jq -r '.result.records[0].OrganizationType')
+echo "  ℹ️  Org Edition: $ORG_EDITION"
+
+if [[ "$ORG_EDITION" == "Developer Edition" ]]; then
+  echo "  ⚠️  Warning: Pipeline Management may have limited functionality in Developer Edition"
+fi
+
+echo ""
+
+if [[ "$PREFLIGHT_FAILED" == "true" ]]; then
+  echo "❌ Pre-flight checks failed. Run ./enable-prerequisites.sh first."
+  exit 1
+fi
+
+echo "✅ Pre-flight checks passed"
+echo ""
+
+# Check if already enabled (via SOAP readMetadata — SalesDealAgentSettings is NOT queryable via SOQL)
+echo -n "Checking current SalesDealAgent status... "
+CURRENT_STATUS=$(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>" 2>/dev/null | grep -o "<enableDealAgent>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$CURRENT_STATUS" == "true" ]]; then
+  echo "✅ (already enabled)"
+  echo ""
+  echo "✅ Pipeline Management is already enabled"
+  exit 0
+fi
+
+echo "⏳ (not enabled)"
+echo ""
+
+# Enable via SOAP API v64.0
+echo "Enabling Pipeline Management via SOAP API v64.0..."
+echo ""
+
+SOAP_REQUEST=$(cat <<'EOF'
+<?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>
+EOF
+)
+
+# Substitute access token
+SOAP_REQUEST="${SOAP_REQUEST//\{\{ACCESS_TOKEN\}\}/$ACCESS_TOKEN}"
+
+# Send SOAP request
+RESPONSE=$(curl -s -X POST "${INSTANCE_URL}/services/Soap/m/64.0" \
+  -H "Content-Type: text/xml; charset=utf-8" \
+  -H "SOAPAction: update" \
+  -d "$SOAP_REQUEST")
+
+# Check response
+if echo "$RESPONSE" | grep -q "<success>true</success>"; then
+  echo "✅ SOAP API call succeeded"
+else
+  echo "❌ SOAP API call failed"
+  echo ""
+  echo "Response:"
+  echo "$RESPONSE"
+  exit 1
+fi
+
+echo ""
+
+# Verify enablement (via SOAP readMetadata)
+echo "🔍 Verifying Pipeline Management is enabled..."
+sleep 2  # Brief wait for propagation
+
+VERIFY_RESULT=$(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>" 2>/dev/null)
+
+VERIFY_DEAL_AGENT=$(echo "$VERIFY_RESULT" | grep -o "<enableDealAgent>[^<]*" | grep -o "true\|false" || echo "")
+
+if [[ "$VERIFY_DEAL_AGENT" == "true" ]]; then
+  echo "  ✅ enableDealAgent: true"
+
+  AUTO_APPROVE=$(echo "$VERIFY_RESULT" | grep -o "<enableDealAgentAutoApproveAllTasks>[^<]*" | grep -o "true\|false" || echo "false")
+  echo "  ℹ️  enableDealAgentAutoApproveAllTasks: $AUTO_APPROVE (default: false)"
+
+  echo ""
+  echo "✅ Pipeline Management enabled successfully"
+  echo ""
+  echo "Next steps:"
+  echo "  1. Run ./create-flow.sh $ORG_ALIAS to create the suggestion processing flow"
+  echo "  2. Run ./create-agent.sh $ORG_ALIAS <bundle-path> to create and activate the agent"
+else
+  echo "  ❌ Verification failed"
+  echo ""
+  echo "Query result:"
+  echo "$VERIFY_RESULT"
+  exit 1
+fi