@salesforce/afv-skills 1.31.0 → 1.32.0

package/skills/sales-agentforce-pipeline-management-configure/assets/pipeline_management_flow.flow-meta.xml

@@ -0,0 +1,548 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
+    <actionCalls>
+        <description>Enqueues requests to get a field update suggestion from a field generation prompt template. The invocable action also enqueues requests to update a field based on the generated suggestion, and automatically updates the field if the agent is configured to make updates autonomously.</description>
+        <name>GetOrExecFieldUpdtSuggestion</name>
+        <label>Get or Execute Field Update Suggestion</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <actionName>getOrExecFieldUpdtSuggestion</actionName>
+        <actionType>getOrExecFieldUpdtSuggestion</actionType>
+        <flowTransactionModel>CurrentTransaction</flowTransactionModel>
+        <inputParameters>
+            <name>recordId</name>
+            <value>
+                <elementReference>$Record.Id</elementReference>
+            </value>
+        </inputParameters>
+        <inputParameters>
+            <name>fieldApiNames</name>
+            <value>
+                <elementReference>OpportunityFields</elementReference>
+            </value>
+        </inputParameters>
+        <inputParameters>
+            <name>agentUserId</name>
+            <value>
+                <elementReference>AgentUserId</elementReference>
+            </value>
+        </inputParameters>
+        <inputParameters>
+            <name>agentBotDefinitionId</name>
+            <value>
+                <elementReference>GetSalesMgmtAgentBotRecord.Id</elementReference>
+            </value>
+        </inputParameters>
+        <inputParameters>
+            <name>agentBotVersionId</name>
+            <value>
+                <elementReference>GetSalesMgmtAgentBotVersion.Id</elementReference>
+            </value>
+        </inputParameters>
+        <nameSegment>getOrExecFieldUpdtSuggestion</nameSegment>
+        <offset>0</offset>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </actionCalls>
+    <apiVersion>67.0</apiVersion>
+    <areMetricsLoggedToDataCloud>false</areMetricsLoggedToDataCloud>
+    <fullName>Process_Field_Update_Suggestions</fullName>
+    <label>Process Field Update Suggestions</label>
+    <assignments>
+        <description>Adds the API names of the NextStep and StageName fields for the current opportunity record to the opportunityFields collection.</description>
+        <name>AddOppFieldsToCollection</name>
+        <label>Add Opportunity Fields to Collection</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignmentItems>
+            <assignToReference>OpportunityFields</assignToReference>
+            <operator>Add</operator>
+            <value>
+                <stringValue>NextStep</stringValue>
+            </value>
+        </assignmentItems>
+        <assignmentItems>
+            <assignToReference>OpportunityFields</assignToReference>
+            <operator>Add</operator>
+            <value>
+                <stringValue>StageName</stringValue>
+            </value>
+        </assignmentItems>
+        <connector>
+            <targetReference>GetAgentUserPermSetGroup</targetReference>
+        </connector>
+    </assignments>
+    <assignments>
+        <description>Sets variables for the opportunity team member record.</description>
+        <name>SetVariablesForOppTeamMemRec</name>
+        <label>Set Variables for Opportunity Team Member Record</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignmentItems>
+            <assignToReference>OppTeamMemRec.OpportunityId</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <elementReference>$Record.Id</elementReference>
+            </value>
+        </assignmentItems>
+        <assignmentItems>
+            <assignToReference>OppTeamMemRec.UserId</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <elementReference>AgentUserId</elementReference>
+            </value>
+        </assignmentItems>
+        <assignmentItems>
+            <assignToReference>OppTeamMemRec.OpportunityAccessLevel</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <stringValue>Edit</stringValue>
+            </value>
+        </assignmentItems>
+        <assignmentItems>
+            <assignToReference>OppTeamMemRec.TeamMemberRole</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <stringValue>Sales Rep</stringValue>
+            </value>
+        </assignmentItems>
+        <connector>
+            <targetReference>CreateOppTeamMemRecWithDealAgentUser</targetReference>
+        </connector>
+    </assignments>
+    <constants>
+        <description>Stores the name of the Sales Management agent template.</description>
+        <name>SalesManagementAgentTemplate</name>
+        <dataType>String</dataType>
+        <value>
+            <stringValue>SalesMgmt__SalesAgent</stringValue>
+        </value>
+    </constants>
+    <decisions>
+        <description>Determines whether an agent user is assigned to the permission set group.</description>
+        <name>HaveAgentUserInPSG</name>
+        <label>Have Agent User In Permission Set Group?</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <defaultConnector>
+            <targetReference>GetAgentUserPermSet</targetReference>
+        </defaultConnector>
+        <defaultConnectorLabel>No</defaultConnectorLabel>
+        <rules>
+            <name>HasAgentUserInPSG</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>AgentUserId</leftValueReference>
+                <operator>IsNull</operator>
+                <rightValue>
+                    <booleanValue>false</booleanValue>
+                </rightValue>
+            </conditions>
+            <conditions>
+                <leftValueReference>AgentUserId</leftValueReference>
+                <operator>IsBlank</operator>
+                <rightValue>
+                    <booleanValue>false</booleanValue>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>GetIneligibleOppTeamMemRec</targetReference>
+            </connector>
+            <label>Yes</label>
+        </rules>
+    </decisions>
+    <decisions>
+        <description>Determines whether the agent user is part of an opportunity team.</description>
+        <name>IsAgentUserOnOppTeam</name>
+        <label>Is Agent User on Opportunity Team?</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <defaultConnector>
+            <targetReference>GetOrExecFieldUpdtSuggestion</targetReference>
+        </defaultConnector>
+        <defaultConnectorLabel>Yes</defaultConnectorLabel>
+        <rules>
+            <name>notOnOppTeam</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>GetIneligibleOppTeamMemRec</leftValueReference>
+                <operator>IsNull</operator>
+                <rightValue>
+                    <booleanValue>true</booleanValue>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>SetVariablesForOppTeamMemRec</targetReference>
+            </connector>
+            <label>No</label>
+        </rules>
+    </decisions>
+    <decisions>
+        <description>Determines whether the opportunity CloseDate is within the next 90 days.</description>
+        <name>IsOppCloseDateWithinNext90Days</name>
+        <label>Is Opportunity Close Date Within Next 90 Days?</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <defaultConnectorLabel>No</defaultConnectorLabel>
+        <rules>
+            <name>OppCloseDateTodayOrInFuture</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>$Record.CloseDate</leftValueReference>
+                <operator>GreaterThanOrEqualTo</operator>
+                <rightValue>
+                    <elementReference>$Flow.CurrentDate</elementReference>
+                </rightValue>
+            </conditions>
+            <conditions>
+                <leftValueReference>$Record.CloseDate</leftValueReference>
+                <operator>LessThanOrEqualTo</operator>
+                <rightValue>
+                    <elementReference>CloseDate90DaysFromToday</elementReference>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>AddOppFieldsToCollection</targetReference>
+            </connector>
+            <label>Yes</label>
+        </rules>
+    </decisions>
+    <decisions>
+        <description>Determines if the Sales Management Agent was created</description>
+        <name>IsSalesManagementAgentCreated</name>
+        <label>Is Sales Management Agent Created?</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <defaultConnectorLabel>No</defaultConnectorLabel>
+        <rules>
+            <name>SalesMgmtAgentCreated</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>GetSalesMgmtAgentBotRecord</leftValueReference>
+                <operator>IsNull</operator>
+                <rightValue>
+                    <booleanValue>false</booleanValue>
+                </rightValue>
+            </conditions>
+            <conditions>
+                <leftValueReference>GetSalesMgmtAgentBotVersion</leftValueReference>
+                <operator>IsNull</operator>
+                <rightValue>
+                    <booleanValue>false</booleanValue>
+                </rightValue>
+            </conditions>
+            <conditions>
+                <leftValueReference>GetSalesMgmtAgentBotVersion.Status</leftValueReference>
+                <operator>EqualTo</operator>
+                <rightValue>
+                    <stringValue>Active</stringValue>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>IsOppCloseDateWithinNext90Days</targetReference>
+            </connector>
+            <label>Yes</label>
+        </rules>
+    </decisions>
+    <description>Adds the agent autonomous user as an opportunity team member to eligible opportunities and generates field update suggestions for the relevant fields on the opportunity record. Suggestions are generated based on the data sources enabled by the user, such as conversation transcripts, emails, or content notes.</description>
+    <environments>Default</environments>
+    <formulas>
+        <description>Calculates the date that is 90 days from today&apos;s date.
+
+(TODAY() + 90)</description>
+        <name>CloseDate90DaysFromToday</name>
+        <dataType>Date</dataType>
+        <expression>TODAY()+90</expression>
+    </formulas>
+    <interviewLabel>Process Field Update Suggestions {!$Flow.CurrentDateTime}</interviewLabel>
+    <isOverridable>true</isOverridable>
+    <processMetadataValues>
+        <name>BuilderType</name>
+        <value>
+            <stringValue>LightningFlowBuilder</stringValue>
+        </value>
+    </processMetadataValues>
+    <processMetadataValues>
+        <name>CanvasMode</name>
+        <value>
+            <stringValue>AUTO_LAYOUT_CANVAS</stringValue>
+        </value>
+    </processMetadataValues>
+    <processMetadataValues>
+        <name>OriginBuilderType</name>
+        <value>
+            <stringValue>LightningFlowBuilder</stringValue>
+        </value>
+    </processMetadataValues>
+    <processType>AutoLaunchedFlow</processType>
+    <recordCreates>
+        <description>Creates an opportunity team record using the values in the OppTeamMemRec record variable.</description>
+        <name>CreateOppTeamMemRecWithDealAgentUser</name>
+        <label>Create Opportunity Team Member Record with Deal Agent User</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <connector>
+            <targetReference>GetOrExecFieldUpdtSuggestion</targetReference>
+        </connector>
+        <inputReference>OppTeamMemRec</inputReference>
+    </recordCreates>
+    <recordLookups>
+        <description>Gets the permission set record with an API Name equal to SalesManagementAgentAutonomousUser. Stores the result in the Permission Set from Get Agent User Permission Set record variable.</description>
+        <name>GetAgentUserPermSet</name>
+        <label>Get Agent User Permission Set</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>GetAgentUserPermSetAssign</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>Name</field>
+            <operator>EqualTo</operator>
+            <value>
+                <stringValue>PipelineManagementAgentAutonomousUser</stringValue>
+            </value>
+        </filters>
+        <getFirstRecordOnly>true</getFirstRecordOnly>
+        <object>PermissionSet</object>
+        <queriedFields>Id</queriedFields>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the permission set assignment record with a PermissionSetID that matches the value from GetAgentUserPermSet, has an IsActive value of True, and an IsRevoked value of False. Stores the result in the AgentUserId record variable.</description>
+        <name>GetAgentUserPermSetAssign</name>
+        <label>Get Agent User Permission Set Assignment</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>GetIneligibleOppTeamMemRec</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>PermissionSetId</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>GetAgentUserPermSet.Id</elementReference>
+            </value>
+        </filters>
+        <filters>
+            <field>IsActive</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>true</booleanValue>
+            </value>
+        </filters>
+        <filters>
+            <field>IsRevoked</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>false</booleanValue>
+            </value>
+        </filters>
+        <object>PermissionSetAssignment</object>
+        <outputAssignments>
+            <assignToReference>AgentUserId</assignToReference>
+            <field>AssigneeId</field>
+        </outputAssignments>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the permission set group record with an API name equal to SalesManagemetAgentUserPsg. Stores the result in the Permission Set Group from GetAgentUserPermSetGroup record variable.</description>
+        <name>GetAgentUserPermSetGroup</name>
+        <label>Get Agent User Permission Set Group</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>GetAgentUserPermSetGroupAssign</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>DeveloperName</field>
+            <operator>EqualTo</operator>
+            <value>
+                <stringValue>SalesManagementAgentUserPsg</stringValue>
+            </value>
+        </filters>
+        <getFirstRecordOnly>true</getFirstRecordOnly>
+        <object>PermissionSetGroup</object>
+        <queriedFields>Id</queriedFields>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the permission set assignment record that has a PermissionSetGroupId that matches the value from GetAgentUserPermSetGroup, has an IsActive value of True, and an IsRevoked value of False. Stores the AssigneeId in the AgentUserId variable.</description>
+        <name>GetAgentUserPermSetGroupAssign</name>
+        <label>Get Agent User Permission Set Assignment From Permission Set Group</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>HaveAgentUserInPSG</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>PermissionSetGroupId</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>GetAgentUserPermSetGroup.Id</elementReference>
+            </value>
+        </filters>
+        <filters>
+            <field>IsActive</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>true</booleanValue>
+            </value>
+        </filters>
+        <filters>
+            <field>IsRevoked</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>false</booleanValue>
+            </value>
+        </filters>
+        <object>PermissionSetAssignment</object>
+        <outputAssignments>
+            <assignToReference>AgentUserId</assignToReference>
+            <field>AssigneeId</field>
+        </outputAssignments>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the opportunity team member records with an OpportunityId equal to the Opportunity ID of the triggering opportunity, a UserId equal to the Assignee ID from the GetAgentUserPermSetAssign  permission set assignment, and a Deleted value equal to False. Stores the result in the Opportunity Team Member from GetIneligibleOppTeamMemRec record variable.</description>
+        <name>GetIneligibleOppTeamMemRec</name>
+        <label>Get Ineligible Opportunity Team Member Record</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>IsAgentUserOnOppTeam</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>OpportunityId</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>$Record.Id</elementReference>
+            </value>
+        </filters>
+        <filters>
+            <field>IsDeleted</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>false</booleanValue>
+            </value>
+        </filters>
+        <filters>
+            <field>UserId</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>AgentUserId</elementReference>
+            </value>
+        </filters>
+        <getFirstRecordOnly>true</getFirstRecordOnly>
+        <object>OpportunityTeamMember</object>
+        <queriedFields>Id</queriedFields>
+        <queriedFields>OpportunityId</queriedFields>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the bot record with a template name that matches the value in the SalesManagementAgentTemplate.</description>
+        <name>GetSalesMgmtAgentBotRecord</name>
+        <label>Get Sales Management Agent Bot Record</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>GetSalesMgmtAgentBotVersion</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>AgentTemplate</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>SalesManagementAgentTemplate</elementReference>
+            </value>
+        </filters>
+        <getFirstRecordOnly>true</getFirstRecordOnly>
+        <object>BotDefinition</object>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </recordLookups>
+    <recordLookups>
+        <description>Gets the bot version from the bot record with an ID that matches the ID of the Sales Management Agent Bot record.</description>
+        <name>GetSalesMgmtAgentBotVersion</name>
+        <label>Get Sales Management Agent Bot Version</label>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
+        <connector>
+            <targetReference>IsSalesManagementAgentCreated</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>BotDefinitionId</field>
+            <operator>EqualTo</operator>
+            <value>
+                <elementReference>GetSalesMgmtAgentBotRecord.Id</elementReference>
+            </value>
+        </filters>
+        <getFirstRecordOnly>true</getFirstRecordOnly>
+        <object>BotVersion</object>
+        <storeOutputAutomatically>true</storeOutputAutomatically>
+    </recordLookups>
+    <sourceTemplate>sales_pipe_mgmt__OppSuggGenSchFlow</sourceTemplate>
+    <start>
+        <locationX>0</locationX>
+        <locationY>0</locationY>
+        <connector>
+            <targetReference>GetSalesMgmtAgentBotRecord</targetReference>
+        </connector>
+        <filterLogic>and</filterLogic>
+        <filters>
+            <field>IsDeleted</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>false</booleanValue>
+            </value>
+        </filters>
+        <filters>
+            <field>IsClosed</field>
+            <operator>EqualTo</operator>
+            <value>
+                <booleanValue>false</booleanValue>
+            </value>
+        </filters>
+        <object>Opportunity</object>
+        <schedule>
+            <frequency>Daily</frequency>
+            <startDate>2026-06-25</startDate>
+            <startTime>11:55:06.930Z</startTime>
+        </schedule>
+        <triggerType>Scheduled</triggerType>
+    </start>
+    <status>Active</status>
+    <variables>
+        <description>Stores the ID of the agent user found from the permission set group or from the permission set that was passed into the flow.</description>
+        <name>AgentUserId</name>
+        <dataType>String</dataType>
+        <isCollection>false</isCollection>
+        <isInput>false</isInput>
+        <isOutput>false</isOutput>
+    </variables>
+    <variables>
+        <description>Stores the API names of the fields on the opportunity that trigger the invocable action.</description>
+        <name>OpportunityFields</name>
+        <dataType>String</dataType>
+        <isCollection>true</isCollection>
+        <isInput>true</isInput>
+        <isOutput>false</isOutput>
+    </variables>
+    <variables>
+        <description>Stores the opportunity team member record that was passed into the flow.</description>
+        <name>OppTeamMemRec</name>
+        <dataType>SObject</dataType>
+        <isCollection>false</isCollection>
+        <isInput>false</isInput>
+        <isOutput>false</isOutput>
+        <objectType>OpportunityTeamMember</objectType>
+    </variables>
+</Flow>