@salesforce/afv-skills 1.63.0 → 1.64.0

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Files changed (137) hide show
  1. package/package.json +1 -1
  2. package/skills/agentforce-offline-experimentation-run/SKILL.md +253 -0
  3. package/skills/agentforce-offline-experimentation-run/scripts/build_report.py +796 -0
  4. package/skills/agentforce-offline-experimentation-run/scripts/resolve-token.sh +111 -0
  5. package/skills/agentforce-offline-experimentation-run/scripts/sfap_replay.py +1053 -0
  6. package/skills/automation-sandbox-post-copy-config-generate/SKILL.md +21 -11
  7. package/skills/automation-sandbox-post-copy-config-generate/assets/config_template.json +10 -0
  8. package/skills/automation-sandbox-post-copy-config-generate/assets/json_schema.json +33 -1
  9. package/skills/automation-sandbox-post-copy-config-generate/references/configuration_catalog.md +44 -1
  10. package/skills/automation-sandbox-post-copy-configure/SKILL.md +132 -124
  11. package/skills/automation-sandbox-post-copy-configure/references/flow_activation_path.md +151 -0
  12. package/skills/automation-sandbox-post-copy-configure/references/scheduled_apex_path.md +55 -9
  13. package/skills/consumer-goods-promotion-bo-api-deploy/SKILL.md +54 -107
  14. package/skills/consumer-goods-promotion-bo-api-deploy/assets/set-comment-value/payloads/copy.json +1 -1
  15. package/skills/consumer-goods-promotion-bo-api-deploy/references/conventions-and-payload-rules.md +82 -5
  16. package/skills/consumer-goods-promotion-bo-api-deploy/references/generate-and-wire.md +35 -2
  17. package/skills/consumer-goods-promotion-bo-api-deploy/references/preflight-and-seed-queries.md +149 -0
  18. package/skills/consumer-goods-promotion-bo-api-deploy/references/smoke-and-verify.md +17 -1
  19. package/skills/dx-devops-conflict-resolve/SKILL.md +1 -5
  20. package/skills/dx-devops-pipeline-manage/SKILL.md +1 -5
  21. package/skills/dx-devops-project-manage/SKILL.md +1 -5
  22. package/skills/dx-devops-promote/SKILL.md +1 -5
  23. package/skills/dx-devops-request-status/SKILL.md +1 -5
  24. package/skills/dx-lifecycle-center/SKILL.md +120 -0
  25. package/skills/dx-lifecycle-center/examples/workflows.md +175 -0
  26. package/skills/dx-lifecycle-center/references/connect-api.md +123 -0
  27. package/skills/dx-lifecycle-center/references/connect-org.md +184 -0
  28. package/skills/dx-lifecycle-center/references/deploy.md +153 -0
  29. package/skills/dx-lifecycle-center/references/error-handling.md +21 -0
  30. package/skills/dx-lifecycle-center/references/hub-org.md +37 -0
  31. package/skills/dx-lifecycle-center/references/list-orgs.md +99 -0
  32. package/skills/dx-lifecycle-center/references/request-body.md +75 -0
  33. package/skills/dx-lifecycle-center/references/troubleshooting.md +31 -0
  34. package/skills/dx-lifecycle-center/scripts/poll-deploy-status.sh +200 -0
  35. package/skills/dx-lifecycle-center/scripts/resolve-environment.sh +120 -0
  36. package/skills/dx-org-devhub-configure/SKILL.md +1 -3
  37. package/skills/dx-org-shape-manage/SKILL.md +1 -5
  38. package/skills/dx-org-snapshot-manage/SKILL.md +1 -3
  39. package/skills/education-cloud-academic-calendar-generate/SKILL.md +1 -3
  40. package/skills/education-cloud-course-catalog-migrate/SKILL.md +1 -3
  41. package/skills/education-cloud-domain-configure/SKILL.md +1 -3
  42. package/skills/education-cloud-multi-campus-configure/SKILL.md +1 -3
  43. package/skills/education-cloud-student-recruitment-agent-configure/SKILL.md +1 -5
  44. package/skills/experience-ui-bundle-2gp-deploy/SKILL.md +1 -3
  45. package/skills/experience-ui-bundle-features-generate/SKILL.md +1 -5
  46. package/skills/experience-ui-bundle-mfa-configure/SKILL.md +1 -3
  47. package/skills/field-service-data-capture-migrate/SKILL.md +1 -3
  48. package/skills/insurance-brokerage-agency-billing-configure/SKILL.md +1 -3
  49. package/skills/marketing-message-test/SKILL.md +1 -3
  50. package/skills/nonprofit-fundraising-configure/SKILL.md +240 -0
  51. package/skills/nonprofit-fundraising-configure/references/gotchas.md +26 -0
  52. package/skills/nonprofit-fundraising-configure/references/mcp-invocation.md +678 -0
  53. package/skills/nonprofit-fundraising-configure/references/permission-targeting.md +35 -0
  54. package/skills/nonprofit-volunteer-management-model-get/SKILL.md +166 -0
  55. package/skills/nonprofit-volunteer-management-model-get/references/entities.md +315 -0
  56. package/skills/nonprofit-volunteer-management-model-get/references/relationships.md +175 -0
  57. package/skills/nonprofit-volunteer-management-model-get/references/themes.md +143 -0
  58. package/skills/nonprofit-volunteer-management-records-create/SKILL.md +121 -0
  59. package/skills/nonprofit-volunteer-management-records-create/references/field-guide.md +284 -0
  60. package/skills/nonprofit-volunteer-management-records-create/references/mcp-invocation.md +248 -0
  61. package/skills/nonprofit-volunteer-management-records-create/references/review-format.md +140 -0
  62. package/skills/nonprofit-volunteer-management-records-create/scripts/expand-series.py +632 -0
  63. package/skills/nonprofit-volunteer-management-records-create/scripts/render-review-table.py +419 -0
  64. package/skills/nonprofit-volunteer-management-records-create/scripts/tests/test_expand_series.py +690 -0
  65. package/skills/nonprofit-volunteer-management-records-create/scripts/tests/test_render_review_table.py +421 -0
  66. package/skills/nonprofit-volunteer-management-structure-generate/SKILL.md +119 -0
  67. package/skills/nonprofit-volunteer-management-structure-generate/references/configuration-decisions.md +159 -0
  68. package/skills/nonprofit-volunteer-management-structure-generate/references/discovery-interview.md +137 -0
  69. package/skills/nonprofit-volunteer-management-structure-generate/references/edge-cases.md +48 -0
  70. package/skills/nonprofit-volunteer-management-structure-generate/references/mcp-invocation.md +75 -0
  71. package/skills/nonprofit-volunteer-management-structure-generate/references/plan-output.md +141 -0
  72. package/skills/platform-custom-field-generate/SKILL.md +1 -0
  73. package/skills/platform-custom-field-generate/references/advanced-picklists.md +5 -5
  74. package/skills/platform-custom-metadata-type-generate/SKILL.md +3 -0
  75. package/skills/platform-custom-object-generate/SKILL.md +4 -0
  76. package/skills/platform-custom-setting-generate/SKILL.md +3 -0
  77. package/skills/platform-datamask-run/SKILL.md +1 -5
  78. package/skills/platform-permission-set-generate/SKILL.md +3 -0
  79. package/skills/platform-salesforce-connect-adapter-generate/SKILL.md +1 -3
  80. package/skills/platform-sandbox-configure/SKILL.md +1 -3
  81. package/skills/platform-value-set-generate/SKILL.md +3 -0
  82. package/skills/sales-call-scoring-configure/SKILL.md +1 -5
  83. package/skills/service-agentforce-channel-configure/SKILL.md +1 -3
  84. package/skills/service-agentforce-human-escalation-configure/SKILL.md +1 -3
  85. package/skills/service-catalog-template-coordinate/SKILL.md +1 -3
  86. package/skills/service-concierge-portal-generate/SKILL.md +1 -3
  87. package/skills/service-email-to-case-configure/SKILL.md +1 -5
  88. package/skills/service-itsm-agentic-setup-agent-runtime-access-assign/SKILL.md +1 -3
  89. package/skills/service-itsm-agentic-setup-agentforce-coordinate/SKILL.md +1 -3
  90. package/skills/service-itsm-agentic-setup-agentforce-studio-configure/SKILL.md +1 -3
  91. package/skills/service-itsm-agentic-setup-agentforce-studio-validate/SKILL.md +1 -3
  92. package/skills/service-itsm-agentic-setup-cmdb-access-assign/SKILL.md +1 -3
  93. package/skills/service-itsm-agentic-setup-cmdb-bundle-deploy/SKILL.md +1 -5
  94. package/skills/service-itsm-agentic-setup-cmdb-configure/SKILL.md +1 -3
  95. package/skills/service-itsm-agentic-setup-cmdb-coordinate/SKILL.md +1 -3
  96. package/skills/service-itsm-agentic-setup-cmdb-discovery-configure/SKILL.md +1 -3
  97. package/skills/service-itsm-agentic-setup-employee-agent-configure/SKILL.md +1 -3
  98. package/skills/service-itsm-agentic-setup-fulfiller-agent-configure/SKILL.md +1 -3
  99. package/skills/service-itsm-agentic-setup-incident-sla-configure/SKILL.md +1 -0
  100. package/skills/service-itsm-agentic-setup-itsm-agentforce-permset-assign/SKILL.md +1 -3
  101. package/skills/service-itsm-agentic-setup-uel-user-create/SKILL.md +1 -9
  102. package/skills/service-itsm-incident-mgmt-configure/SKILL.md +1 -5
  103. package/skills/service-itsm-incident-priority-configure/SKILL.md +1 -3
  104. package/skills/service-itsm-slack-itservice-configure/SKILL.md +1 -3
  105. package/skills/service-itsm-swarming-configure/SKILL.md +1 -3
  106. package/skills/service-itsm-teams-configure/SKILL.md +1 -3
  107. package/skills/service-itsm-teams-debug/SKILL.md +1 -3
  108. package/skills/service-itsm-teams-employee-agent-configure/SKILL.md +1 -3
  109. package/skills/service-itsm-teams-itdesk-configure/SKILL.md +1 -3
  110. package/skills/service-itsm-teams-itservice-configure/SKILL.md +1 -3
  111. package/skills/service-native-voice-recording-transcription-configure/SKILL.md +1 -3
  112. package/skills/service-omni-agent-users-create/SKILL.md +1 -3
  113. package/skills/service-omni-agent-work-sharing-configure/SKILL.md +1 -3
  114. package/skills/service-omni-attribute-routing-configure/SKILL.md +1 -3
  115. package/skills/service-omni-base-settings-configure/SKILL.md +1 -3
  116. package/skills/service-omni-channel-inventory-analyze/SKILL.md +1 -3
  117. package/skills/service-omni-channel-limits-analyze/SKILL.md +1 -3
  118. package/skills/service-omni-channel-setup-coordinate/SKILL.md +1 -3
  119. package/skills/service-omni-command-center-analyze/SKILL.md +1 -3
  120. package/skills/service-omni-command-center-configure/SKILL.md +1 -3
  121. package/skills/service-omni-permission-set-assign/SKILL.md +1 -3
  122. package/skills/service-omni-presence-status-deploy/SKILL.md +1 -3
  123. package/skills/service-omni-presence-user-config-deploy/SKILL.md +1 -3
  124. package/skills/service-omni-queue-deploy/SKILL.md +1 -3
  125. package/skills/service-omni-queue-members-assign/SKILL.md +1 -3
  126. package/skills/service-omni-queue-routing-config-deploy/SKILL.md +1 -3
  127. package/skills/service-omni-routing-flow-deploy/SKILL.md +1 -3
  128. package/skills/service-omni-service-channel-configure/SKILL.md +1 -3
  129. package/skills/service-omni-sidebar-configure/SKILL.md +1 -3
  130. package/skills/service-omni-skills-based-routing-configure/SKILL.md +1 -3
  131. package/skills/service-omni-supervisor-config-deploy/SKILL.md +1 -3
  132. package/skills/service-omni-supervisor-permset-assign/SKILL.md +1 -3
  133. package/skills/service-omni-supervisor-surface-deploy/SKILL.md +1 -3
  134. package/skills/service-omni-supervisor-users-create/SKILL.md +1 -3
  135. package/skills/service-omni-work-skill-routing-configure/SKILL.md +1 -3
  136. package/skills/field-service-setup-orchestrator-get/SKILL.md +0 -47
  137. package/skills/tableau-next-asset-create/README.md +0 -65
@@ -8,9 +8,7 @@ metadata:
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  minApiVersion: "66.0"
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  relatedSkills:
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  - "service-omni-base-settings-configure"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
@@ -9,9 +9,7 @@ metadata:
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  relatedSkills:
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  - "service-omni-base-settings-configure"
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  - "service-omni-channel-setup-coordinate"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
@@ -9,9 +9,7 @@ metadata:
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  relatedSkills:
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  - "service-omni-agent-users-create"
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  - "service-omni-base-settings-configure"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
@@ -15,9 +15,7 @@ metadata:
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  - "service-omni-service-channel-configure"
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  - "service-omni-supervisor-permset-assign"
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  - "service-omni-supervisor-surface-deploy"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
@@ -8,9 +8,7 @@ metadata:
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  minApiVersion: "66.0"
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  relatedSkills:
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  - "service-omni-supervisor-config-deploy"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
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  - "service-omni-command-center-analyze"
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  - "service-omni-supervisor-config-deploy"
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  - "service-omni-supervisor-permset-assign"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
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  - "service-omni-agent-users-create"
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  - "service-omni-supervisor-config-deploy"
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  - "service-omni-supervisor-permset-assign"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
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  - "service-omni-base-settings-configure"
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  - "service-omni-channel-setup-coordinate"
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  - "service-omni-skills-based-routing-configure"
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- accessCheck:
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- - type: license
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- value: ServiceCloud
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+ accessCheck: "OrgPermissions.LightningService"
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  cliTools:
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  - tool: ["jq"]
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  semver: ">=1.6"
@@ -1,47 +0,0 @@
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- ---
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- name: field-service-setup-orchestrator-get
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- description: "Use this skill to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL mobile forms, Pre-Work Brief, Mobile Branding, or any FSL setup, enablement, or configuration request. Entry point that identifies what the user wants to configure and routes to the right sub-workflow: Foundation Setup, Scheduling Policy, Data Capture Forms, Pre-Work Brief, or Mobile Branding."
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- owning_team: sfs-setup-experience
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- metadata:
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- version: "1.0"
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- domains: ["Field Service"]
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- ---
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-
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- ## How It Works
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-
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- This skill is the entry point for all Field Service setup. It identifies what the user wants to configure and routes to the correct sub-skill. It does not perform setup work itself.
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-
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- ## Phase 1 — Identify and Confirm
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-
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- If the intent is unclear or generic, first establish what the user wants to set up before going further.
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-
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- Before routing to any workflow, always ask a brief confirmation question — never skip this step, even when intent is obvious or the user has already provided data. Adapt the question naturally to context:
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-
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- - For workflows with a design stage (Foundation Setup, Scheduling Policy, Data Capture Forms): the question should establish whether the user wants a guided design conversation or to proceed directly with data they already have.
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- - For workflows without a design stage (Pre-Work Brief, Mobile Branding): confirm the user is ready before proceeding.
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-
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- One short question. Wait for the answer before delegating.
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-
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- ## Phase 2 — Route
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-
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- Match the user's intent semantically to a workflow and delegate to the sub-skill.
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-
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- | Workflow | Sub-skill | Note |
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- |---|---|---|
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- | **Foundation Setup** *(default)* | `sfs-setup-experience/sfs-foundation-setup-designer` → deploys via `sfs-sobject-create` | Always first; covers Work Types, Skills, Service Territories, Operating Hours |
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- | Scheduling Policy | `sfs-setup-experience/sfs-scheduling-policy-designer` → deploys via `sfs-sobject-create` | Ask if Foundation is done; if not, offer it first |
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- | Data Capture Forms | `sfs-mobile-core-experience/fs-data-capture-form-designer` → `fs-data-capture-form-deployer` | Ask if Foundation is done; if not, offer it first |
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- | Pre-Work Brief | `sfs-frontline-ai/fs-prework-brief-deployer` | Ask if Foundation is done; if not, offer it first |
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- | Mobile Branding | `sfs-mobile-core-experience/fs-mobile-branding` | Ask if Foundation is done; if not, offer it first |
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-
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- ## Conversational Tone
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-
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- - Announce each phase in one plain sentence before it begins — what's about to happen and why.
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- - Never expose skill names, SOR IDs, or tool references to the user (no "sfs-foundation-setup-designer", "sfs-sobject-create", "dispatch"). Use plain labels: "Foundation Setup", "design interview", "creating your records".
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-
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- ## Key Principles
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-
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- - This skill routes — it never does setup work itself.
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- - One workflow at a time; wait for explicit confirmation before the next.
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- - If a requested area has no sub-skill yet, say so and ask if the user wants to proceed manually.
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- - Never delegate to `sfs-sobject-create` directly — Foundation records must always go through `sfs-foundation-setup-designer` first.
@@ -1,65 +0,0 @@
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- # tableau-next-asset-create
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-
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- A skill for building **Tableau Next semantic models that actually return data**
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- via a `tableau-next-*` MCP server, then enriching, querying, and visualizing
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- them.
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-
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- ## What it does
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-
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- Routes an agent through the full authoring workflow: ingest CSVs to DLO/DMO,
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- discover and row-gate sources, join the semantic data model (SDM), add
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- calculated fields and metrics, run semantic queries, and build visualizations
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- and dashboards. It encodes the failure modes that produce **empty or
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- confidently-wrong dashboards** in Tableau Next — building on zero-row source
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- objects, leaving objects unjoined, inventing field apiNames instead of reading
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- them back, and shipping a populated-but-wrong model (an ID summed as a measure,
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- a snapshot inflated by its date count).
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-
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- Trigger it for "analyze this CSV", "analyze account engagement", "build a
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- dashboard from these extracts" — whenever the user wants insight from data that
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- **isn't modeled yet** — and also for unnamed counts/totals ("how many orders…
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- from existing Tableau Next data") and for designing the dashboard
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- narrative/layout *before* charting. Plain counts, totals, and scalars against
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- existing Tableau Next data go to `run_semantic_query` (the model need not be
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- named). Interpreted breakdowns, rankings, trends, and comparisons go to
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- `analyze_data`. Not for debugging a broken MCP server, writing application
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- code, or reviewing someone else's existing dashboard without changing it.
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-
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- ## Structure
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-
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- ```text
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- SKILL.md # thin router: G1 precondition + intent→guide table + no-dispatch rule
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- references/
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- shared-gates.md # single source of truth for the overlapping guardrails (G1–G8)
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- tasks/ # thin task guides — one per capability; each opens with its gate header
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- build-end-to-end.md # greenfield: build model + dashboard from scratch (Step 0→11)
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- ingest-flat-file.md # ingest CSV → DLO → DMO
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- profile-dataset.md # read-only: profile / discover / verify / triage empty
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- edit-sdm.md # add a RAW object / dimension / measure / join / logical view
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- enrich-model.md # add a CALCULATED dimension / measure / metric
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- ai-readiness-audit.md # backfill readiness metadata / validate a model
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- query-model.md # run_semantic_query for figures (model need not be named)
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- analyze-data.md # interpreted breakdown / ranking / trend / comparison
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- create-viz.md # create a single visualization
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- edit-viz.md # edit an EXISTING visualization / persist via update_visualization
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- build-dashboard.md # design / create / update a dashboard, add widgets/filters
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- # deep references (verified payloads + tool shapes) — cited BY the task guides:
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- build-workflow.md # full numbered-step procedural spine with verified payloads
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- large-flat-file-handling.md
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- data-understanding.md
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- sdm-tool-reference.md
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- empty-source-handling.md
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- semantic-query-and-enrichment.md
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- ingest-and-metric-gotchas.md
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- viz-authoring.md
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- edit-visualization.md
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- dashboard-authoring.md
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- dashboard-design-principles.md
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- ai-readiness.md
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- ```
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-
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- The router asserts **G1** (a Tableau Next MCP server must be connected) once,
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- then dispatches an intent to a task guide. Each guide's header names the gates
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- it must assert (from `shared-gates.md`) before any tool call, then points *down*
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- to a deep reference for the verified payload. The overlapping guardrails live
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- in exactly one place (`shared-gates.md`).