@salesforce/afv-skills 1.63.0 → 1.65.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (484) hide show
  1. package/package.json +1 -1
  2. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +312 -0
  3. package/skills/agentforce-offline-experimentation-run/SKILL.md +253 -0
  4. package/skills/agentforce-offline-experimentation-run/scripts/build_report.py +796 -0
  5. package/skills/agentforce-offline-experimentation-run/scripts/resolve-token.sh +111 -0
  6. package/skills/agentforce-offline-experimentation-run/scripts/sfap_replay.py +1053 -0
  7. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +64 -0
  8. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +46 -0
  9. package/skills/automation-company-profile-info-query/SKILL.md +51 -0
  10. package/skills/automation-digital-wallet-configure/SKILL.md +689 -0
  11. package/skills/automation-flow-coordinate/SKILL.md +95 -0
  12. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +1569 -0
  13. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +96 -0
  14. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +23 -0
  15. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +31 -0
  16. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +179 -0
  17. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +13 -0
  18. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +83 -0
  19. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +69 -0
  20. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +274 -0
  21. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +192 -0
  22. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +130 -0
  23. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +92 -0
  24. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +88 -0
  25. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +152 -0
  26. package/skills/automation-flow-coordinate/references/elements/start/start.md +539 -0
  27. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +152 -0
  28. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +497 -0
  29. package/skills/automation-flow-coordinate/references/recipes/author/author.md +868 -0
  30. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +300 -0
  31. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +292 -0
  32. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +323 -0
  33. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +109 -0
  34. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +219 -0
  35. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +180 -0
  36. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +175 -0
  37. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +255 -0
  38. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +212 -0
  39. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +171 -0
  40. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +786 -0
  41. package/skills/automation-flow-coordinate/references/shared/end/end.md +267 -0
  42. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +69 -0
  43. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +80 -0
  44. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +116 -0
  45. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +321 -0
  46. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +320 -0
  47. package/skills/automation-flow-coordinate/references/shared/server-functions.md +597 -0
  48. package/skills/automation-sandbox-post-copy-config-generate/SKILL.md +21 -11
  49. package/skills/automation-sandbox-post-copy-config-generate/assets/config_template.json +10 -0
  50. package/skills/automation-sandbox-post-copy-config-generate/assets/json_schema.json +33 -1
  51. package/skills/automation-sandbox-post-copy-config-generate/references/configuration_catalog.md +44 -1
  52. package/skills/automation-sandbox-post-copy-configure/SKILL.md +132 -124
  53. package/skills/automation-sandbox-post-copy-configure/references/flow_activation_path.md +151 -0
  54. package/skills/automation-sandbox-post-copy-configure/references/scheduled_apex_path.md +55 -9
  55. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +69 -0
  56. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +78 -0
  57. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +373 -0
  58. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +273 -0
  59. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +259 -0
  60. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +369 -0
  61. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +542 -0
  62. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +159 -0
  63. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +349 -0
  64. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +505 -0
  65. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +380 -0
  66. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +567 -0
  67. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +159 -0
  68. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +360 -0
  69. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +539 -0
  70. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +358 -0
  71. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +602 -0
  72. package/skills/commerce-b2b-store-configure/SKILL.md +251 -0
  73. package/skills/commerce-credit-memo-create/SKILL.md +139 -0
  74. package/skills/commerce-delivery-business-hours-configure/SKILL.md +277 -0
  75. package/skills/commerce-delivery-estimation-apply/SKILL.md +155 -0
  76. package/skills/commerce-delivery-estimation-configure/SKILL.md +377 -0
  77. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +174 -0
  78. package/skills/commerce-estimate-bopis-query/SKILL.md +279 -0
  79. package/skills/commerce-estimate-delivery-date-query/SKILL.md +349 -0
  80. package/skills/commerce-fees-apply/SKILL.md +227 -0
  81. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +200 -0
  82. package/skills/commerce-guest-buyer-create/SKILL.md +173 -0
  83. package/skills/commerce-location-bopis-configure/SKILL.md +378 -0
  84. package/skills/commerce-location-business-hours-configure/SKILL.md +235 -0
  85. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +309 -0
  86. package/skills/commerce-location-graph-integrate/SKILL.md +131 -0
  87. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +755 -0
  88. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +331 -0
  89. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +579 -0
  90. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +626 -0
  91. package/skills/commerce-merchant-catalog-configure/SKILL.md +614 -0
  92. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +368 -0
  93. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +118 -0
  94. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +65 -0
  95. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +90 -0
  96. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +72 -0
  97. package/skills/commerce-merchant-insights-query/SKILL.md +279 -0
  98. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +656 -0
  99. package/skills/commerce-order-summary-change-apply/SKILL.md +375 -0
  100. package/skills/commerce-product-details-get/SKILL.md +363 -0
  101. package/skills/commerce-product-search/SKILL.md +563 -0
  102. package/skills/commerce-react-storefront-create/SKILL.md +350 -0
  103. package/skills/commerce-return-order-summary-create/SKILL.md +513 -0
  104. package/skills/commerce-search-relevance-analyze/SKILL.md +757 -0
  105. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +274 -0
  106. package/skills/communications-initial-setup-configure/SKILL.md +630 -0
  107. package/skills/communications-multisite-configure/SKILL.md +571 -0
  108. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +74 -0
  109. package/skills/communications-smb-fiber-catalog-create/SKILL.md +413 -0
  110. package/skills/communications-tmf-integrate/SKILL.md +1368 -0
  111. package/skills/consumer-goods-promotion-bo-api-deploy/SKILL.md +54 -107
  112. package/skills/consumer-goods-promotion-bo-api-deploy/assets/set-comment-value/payloads/copy.json +1 -1
  113. package/skills/consumer-goods-promotion-bo-api-deploy/references/conventions-and-payload-rules.md +82 -5
  114. package/skills/consumer-goods-promotion-bo-api-deploy/references/generate-and-wire.md +35 -2
  115. package/skills/consumer-goods-promotion-bo-api-deploy/references/preflight-and-seed-queries.md +149 -0
  116. package/skills/consumer-goods-promotion-bo-api-deploy/references/smoke-and-verify.md +17 -1
  117. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +448 -0
  118. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +269 -0
  119. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +271 -0
  120. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +382 -0
  121. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +373 -0
  122. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +389 -0
  123. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +338 -0
  124. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +547 -0
  125. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +346 -0
  126. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +1110 -0
  127. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +224 -0
  128. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +418 -0
  129. package/skills/crm-analytics-dashboards-configure/SKILL.md +731 -0
  130. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +233 -0
  131. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +184 -0
  132. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +167 -0
  133. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +55 -0
  134. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +1350 -0
  135. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +1862 -0
  136. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +83 -0
  137. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +81 -0
  138. package/skills/data360-activation-create/SKILL.md +104 -0
  139. package/skills/data360-activation-external-platform-get/SKILL.md +49 -0
  140. package/skills/data360-activation-target-create/SKILL.md +93 -0
  141. package/skills/data360-activation-v2-create/SKILL.md +456 -0
  142. package/skills/data360-audience-dmo-get/SKILL.md +38 -0
  143. package/skills/data360-calculated-affinity-create/SKILL.md +82 -0
  144. package/skills/data360-calculated-insight-create/SKILL.md +148 -0
  145. package/skills/data360-catalog-metadata-create/SKILL.md +183 -0
  146. package/skills/data360-code-extension-create/SKILL.md +115 -0
  147. package/skills/data360-communication-capping-create/SKILL.md +227 -0
  148. package/skills/data360-connection-create/SKILL.md +491 -0
  149. package/skills/data360-content-lens-create/SKILL.md +181 -0
  150. package/skills/data360-data-action-create/SKILL.md +126 -0
  151. package/skills/data360-data-action-target-create/SKILL.md +181 -0
  152. package/skills/data360-data-clean-room-create/SKILL.md +238 -0
  153. package/skills/data360-data-governance-create/SKILL.md +746 -0
  154. package/skills/data360-data-graph-create/SKILL.md +82 -0
  155. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +38 -0
  156. package/skills/data360-data-lake-object-create/SKILL.md +207 -0
  157. package/skills/data360-data-model-object-catalog-get/SKILL.md +49 -0
  158. package/skills/data360-data-model-object-create/SKILL.md +128 -0
  159. package/skills/data360-data-model-object-mapping-create/SKILL.md +106 -0
  160. package/skills/data360-data-space-create/SKILL.md +161 -0
  161. package/skills/data360-data-streams-create/SKILL.md +324 -0
  162. package/skills/data360-engagement-signal-get/SKILL.md +38 -0
  163. package/skills/data360-experiment-create/SKILL.md +82 -0
  164. package/skills/data360-goal-based-campaign-create/SKILL.md +192 -0
  165. package/skills/data360-harmonization-process-history-get/SKILL.md +38 -0
  166. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +84 -0
  167. package/skills/data360-identity-resolution-create/SKILL.md +115 -0
  168. package/skills/data360-intelligent-document-processing-create/SKILL.md +148 -0
  169. package/skills/data360-knowledge-graph-construction-create/SKILL.md +93 -0
  170. package/skills/data360-knowledge-graph-create/SKILL.md +216 -0
  171. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +475 -0
  172. package/skills/data360-machine-learning-mcp-configure/SKILL.md +697 -0
  173. package/skills/data360-multi-org-mcp-configure/SKILL.md +117 -0
  174. package/skills/data360-secondary-index-mcp-configure/SKILL.md +126 -0
  175. package/skills/data360-segment-mcp-configure/SKILL.md +159 -0
  176. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +93 -0
  177. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +93 -0
  178. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +93 -0
  179. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +38 -0
  180. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +62 -0
  181. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +38 -0
  182. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +93 -0
  183. package/skills/data360-semantic-model-mcp-configure/SKILL.md +115 -0
  184. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +38 -0
  185. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +73 -0
  186. package/skills/dx-devops-conflict-resolve/SKILL.md +1 -5
  187. package/skills/dx-devops-pipeline-manage/SKILL.md +1 -5
  188. package/skills/dx-devops-project-manage/SKILL.md +1 -5
  189. package/skills/dx-devops-promote/SKILL.md +1 -5
  190. package/skills/dx-devops-request-status/SKILL.md +1 -5
  191. package/skills/dx-lifecycle-center/SKILL.md +120 -0
  192. package/skills/dx-lifecycle-center/examples/workflows.md +175 -0
  193. package/skills/dx-lifecycle-center/references/connect-api.md +123 -0
  194. package/skills/dx-lifecycle-center/references/connect-org.md +184 -0
  195. package/skills/dx-lifecycle-center/references/deploy.md +153 -0
  196. package/skills/dx-lifecycle-center/references/error-handling.md +21 -0
  197. package/skills/dx-lifecycle-center/references/hub-org.md +37 -0
  198. package/skills/dx-lifecycle-center/references/list-orgs.md +99 -0
  199. package/skills/dx-lifecycle-center/references/request-body.md +75 -0
  200. package/skills/dx-lifecycle-center/references/troubleshooting.md +31 -0
  201. package/skills/dx-lifecycle-center/scripts/poll-deploy-status.sh +200 -0
  202. package/skills/dx-lifecycle-center/scripts/resolve-environment.sh +120 -0
  203. package/skills/dx-org-devhub-configure/SKILL.md +1 -3
  204. package/skills/dx-org-shape-manage/SKILL.md +1 -5
  205. package/skills/dx-org-snapshot-manage/SKILL.md +1 -3
  206. package/skills/education-cloud-academic-calendar-generate/SKILL.md +1 -3
  207. package/skills/education-cloud-course-catalog-migrate/SKILL.md +1 -3
  208. package/skills/education-cloud-domain-configure/SKILL.md +1 -3
  209. package/skills/education-cloud-multi-campus-configure/SKILL.md +1 -3
  210. package/skills/education-cloud-student-recruitment-agent-configure/SKILL.md +1 -5
  211. package/skills/experience-afv-query/SKILL.md +234 -0
  212. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +63 -0
  213. package/skills/experience-apex-components-configure/SKILL.md +69 -0
  214. package/skills/experience-apex-pages-configure/SKILL.md +107 -0
  215. package/skills/experience-app-home-configure/SKILL.md +76 -0
  216. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +58 -0
  217. package/skills/experience-briefcase-configure/SKILL.md +287 -0
  218. package/skills/experience-community-flexi-page-list-create/SKILL.md +74 -0
  219. package/skills/experience-community-template-definition-list-query/SKILL.md +48 -0
  220. package/skills/experience-community-theme-definition-list-query/SKILL.md +38 -0
  221. package/skills/experience-content-assets-configure/SKILL.md +86 -0
  222. package/skills/experience-custom-domain-create/SKILL.md +727 -0
  223. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +41 -0
  224. package/skills/experience-field-service-app-builder-configure/SKILL.md +187 -0
  225. package/skills/experience-flow-category-configure/SKILL.md +117 -0
  226. package/skills/experience-formula-configure/SKILL.md +358 -0
  227. package/skills/experience-global-actions-configure/SKILL.md +69 -0
  228. package/skills/experience-global-publisher-layouts-configure/SKILL.md +79 -0
  229. package/skills/experience-instrumentation-configure/SKILL.md +64 -0
  230. package/skills/experience-lex-engagement-configure/SKILL.md +50 -0
  231. package/skills/experience-lightning-bolt-open/SKILL.md +12 -0
  232. package/skills/experience-lightning-out-configure/SKILL.md +129 -0
  233. package/skills/experience-lightning-preview-configure/SKILL.md +67 -0
  234. package/skills/experience-lightning-types-query/SKILL.md +98 -0
  235. package/skills/experience-malware-scan-configure/SKILL.md +71 -0
  236. package/skills/experience-my-salesforce-configure/SKILL.md +126 -0
  237. package/skills/experience-navigation-menus-configure/SKILL.md +235 -0
  238. package/skills/experience-notification-types-configure/SKILL.md +206 -0
  239. package/skills/experience-notifications-configure/SKILL.md +75 -0
  240. package/skills/experience-record-discovery-query/SKILL.md +227 -0
  241. package/skills/experience-regenerate-previews-open/SKILL.md +94 -0
  242. package/skills/experience-sales-cloud-mab-configure/SKILL.md +254 -0
  243. package/skills/experience-schema-builder-open/SKILL.md +38 -0
  244. package/skills/experience-simple-record-home-configure/SKILL.md +110 -0
  245. package/skills/experience-static-resources-configure/SKILL.md +74 -0
  246. package/skills/experience-ui-bundle-2gp-deploy/SKILL.md +1 -3
  247. package/skills/experience-ui-bundle-features-generate/SKILL.md +1 -5
  248. package/skills/experience-ui-bundle-mfa-configure/SKILL.md +1 -3
  249. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +23 -2
  250. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +13 -3
  251. package/skills/field-service-data-capture-migrate/SKILL.md +1 -3
  252. package/skills/field-service-mobile-branding-configure/SKILL.md +17 -3
  253. package/skills/field-service-objective-designer-configure/SKILL.md +72 -379
  254. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +10 -537
  255. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +65 -1093
  256. package/skills/{field-service-setup-orchestrator-get → field-service-setup-coordinate}/SKILL.md +18 -3
  257. package/skills/field-service-sobject-create-configure/SKILL.md +13 -213
  258. package/skills/field-service-voice-to-form-configure/SKILL.md +40 -11
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@@ -0,0 +1,259 @@
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+ ---
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+ name: automotive-cloud-mfg-agent-data-pipelines-configure
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+ description: "Ground the Industries Sales Concierge agent's search infrastructure — clone the DPE definition, configure Criteria-Based Search & Filter (CBSF), and activate the search page. This is \"Act 2\" of the Industries Sales Concierge steel thread, running after Act 1 (Create & Activate the Agent). Act 2 is a THIN DELEGATOR that owns only the domain-specific DATA (which DPE template, which searchable object, which fields) and delegates ALL mechanics to three reusable skills: (1) mfg-spartans/dpe-clone-activate for DPE clone+activate, (2) mfg-knights/CriteriaBasedSearchAndFilter for CBSF config authoring, (3) mfg-knights/activate-flexipage-via-action-override for CBSF page placement. TRIGGER when the user wants to \"ground the industries sales concierge agent's search\", \"set up CBSF for the industries sales concierge\", \"clone and activate the Industries Sales Concierge DPE and configure search\", or otherwise asks to stand up the search infrastructure the agent depends on. DO NOT TRIGGER when the user wants to enable org preferences or assign permission sets (Act 0), create or activate the agent (Act 1), or create business data."
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+ metadata:
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+ version: "1.0"
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+ ---
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+
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+ # Ground the Agent's Search Infrastructure (Act 2)
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+
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+ Stand up the complete **search grounding** the **Industries Sales Concierge** agent needs — a DPE
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+ definition cloned + activated, a CBSF search configuration authored + activated, and a CBSF page
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+ deployed on the searchable object — directly in a live org, **headlessly and API-first**.
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+
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+ This is **Act 2 — "Ground the Agent's Data Pipelines"** of the Industries Sales Concierge steel
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+ thread. It runs **after Act 1** (Create & Activate the Agent) in the orchestrator's fixed run order.
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+
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+ **Act 2 is a thin delegator, by design.** It owns the domain-specific DATA for the Sales Concierge
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+ (which DPE template, which searchable object, which fields to index/display, which app to place the
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+ page in) and delegates ALL mechanics to three reusable skills. It performs **no** clone, **no**
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+ activation, **no** FLS deploy, **no** user creation, **no** CBSF config authoring, and **no**
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+ FlexiPage deployment itself.
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+
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+ ---
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+
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+ ## The three delegates (fixed execution order)
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+
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+ | # | Delegate skill | What it does | Act 2's data input |
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+ |---|---|---|---|
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+ | 1 | `mfg-spartans/dpe-clone-activate` | Clone + activate the DPE definition; create Integration User; deploy FLS | DPE template name (`dpeTemplates` in constants.json) |
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+ | 2 | `mfg-knights/CriteriaBasedSearchAndFilter` | Enable CBSF pref + PSL/permset; create SearchCriteriaConfiguration + mappings + SearchableObjDataSyncInfo; activate config | Object field mappings, config shape, DPE clone ID (`cbsfConfigs` in constants.json) |
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+ | 3 | `mfg-knights/activate-flexipage-via-action-override` | Deploy RecordPage FlexiPage with CBSF component; activate via app-scoped actionOverride | sobjectType, flexiPageDevName, searchConfigs, appDeveloperName (`cbsfConfigs` + `flexipageConfig` in constants.json) |
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+
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+ **Data flows between delegates:**
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+ - Delegate 1 produces a `BatchCalcJobDefinition` Id (9N1) for the template → Act 2 links it to the
35
+ matching `cbsfConfig` entry via `dpeTemplateLink` → passed as `DataSyncJobId` to Delegate 2.
36
+ - Delegate 2 produces `SearchCriteriaConfiguration.DeveloperName` for the object → passed as
37
+ `searchConfigs` design attribute to Delegate 3.
38
+
39
+ ---
40
+
41
+ ## What Act 2 owns vs. what it delegates
42
+
43
+ | Concern | Owner | Act 2's role |
44
+ |---|---|---|
45
+ | **Which** DPE template + **which** searchable object + **which** fields | **Act 2** (`constants.json`) | Owns the data; assembles the working-set |
46
+ | DPE clone, activation, FLS, Integration User | `mfg-spartans/dpe-clone-activate` | Delegates; never re-implements |
47
+ | CBSF pref enable, PSL/permset assign, config authoring, mappings, sync-info, config activation | `mfg-knights/CriteriaBasedSearchAndFilter` | Delegates; never re-implements |
48
+ | FlexiPage deploy + app-scoped actionOverride activation | `mfg-knights/activate-flexipage-via-action-override` | Delegates; never re-implements |
49
+ | Data Pipelines PSLs + DPE org preferences | **Act 0** | Never enables here; flags gaps for Act 0 |
50
+
51
+ > **The "NOT ours" rules for Act 2 — non-negotiable:**
52
+ > 1. **Never touch the Analytics Cloud Integration User** — the DPE delegate creates it.
53
+ > 2. **Never contain FLS logic** — the DPE delegate's job.
54
+ > 3. **Never enable PSLs or org preferences** — Act 0's job (CBSF PSL/permset are owned by the
55
+ > CBSF delegate, not Act 0 — but Act 2 still never assigns them directly).
56
+ > 4. **Never author CBSF config inline** — the CBSF delegate owns all config mechanics.
57
+ > 5. **Never deploy FlexiPages inline** — the flexipage delegate owns deploy + activation.
58
+
59
+ ---
60
+
61
+ ## Prerequisites (NOT satisfied by Act 2)
62
+
63
+ 1. **Act 0 + Act 1 completed** (positional dependency via the orchestrator).
64
+ 2. **Data Pipelines PSLs + DPE feature licensed** — established by Act 0.
65
+ 3. **Analytics Cloud Integration User** — created by the DPE delegate (fully in its scope).
66
+ 4. **DPE template exists on the org** — shipped by the Manufacturing Cloud package.
67
+ 5. **CBSF PSL available on the org** — the CBSF delegate checks and assigns it; if the org lacks
68
+ the license entirely, Act 2 flags it as an Act 0 gap.
69
+
70
+ ---
71
+
72
+ ## Required Inputs
73
+
74
+ From the orchestrator's shared runtime context:
75
+ - **`<apiVersion>`** — the org's max API version.
76
+ - **`<userId>`** — the authenticated admin user (receives CBSF PSL/permset).
77
+
78
+ All domain data (template, object, fields, app name) lives in [`constants.json`](constants.json).
79
+
80
+ ---
81
+
82
+ ## Workflow — delegate in sequence, relay between delegates
83
+
84
+ ### Step 1. Confirm shared runtime (inherited)
85
+
86
+ Use `<apiVersion>` / `<userId>` from the orchestrator. If invoked standalone, resolve via
87
+ `GET /services/data/` and identity endpoint.
88
+
89
+ ### Step 2. Delegate DPE clone + activate
90
+
91
+ Assemble the DPE working-set from `constants.json.dpeTemplates` and invoke
92
+ `mfg-spartans/dpe-clone-activate`. Follow that skill's contract exactly.
93
+
94
+ **Input to delegate:** (template name from `constants.json.dpeTemplates` — include the managed-package namespace prefix)
95
+ ```jsonc
96
+ [
97
+ { "templateName": "industries_manufacturing__UpdateDealerProdtSearchableFieldValues", "cloneName": "Clone_UpdateDealerProdtSearchableFieldValuesForMfgSca", "verified": false }
98
+ ]
99
+ ```
100
+
101
+ **On success:** capture the `BatchCalcJobDefinition` Id (9N1) for the template. Map it to its
102
+ `feedsCbsfObject` via `dpeTemplateLink` in `cbsfConfigs`.
103
+
104
+ **On halt:** relay verbatim and STOP. Do not proceed to CBSF config.
105
+
106
+ **On timeout / transient failure:** If the DPE delegate reports a timeout (e.g., Tooling API GET
107
+ or POST timeout, blob fetch timeout, or any transient HTTP 5xx / socket timeout), **retry the
108
+ entire DPE delegation up to 5 times** with the same inputs. Only HALT after 5 consecutive
109
+ failures. Log each retry attempt number.
110
+
111
+ ### Step 3. Delegate CBSF configuration (for the searchable object)
112
+
113
+ **Do not author CBSF config families inline.** Enabling the CBSF preference + PSL and creating
114
+ the `SearchableObjDataSyncInfo`, `SearchCriteriaConfiguration`, and mappings (search-field
115
+ mappings, result-column mappings, sync registration, activation flip) is a shared, domain-agnostic
116
+ mechanism owned by the canonical CBSF skill. That skill is generic — it hardcodes **no** searchable
117
+ object, columns, or action, and it owns CBSF licensing/preference enablement itself (so it is NOT
118
+ assigned in prior steps). Delegate to it rather than re-implementing the Metadata/Tooling/REST
119
+ calls here.
120
+
121
+ For the single entry in `constants.json.cbsfConfigs`, invoke `mfg-knights/CriteriaBasedSearchAndFilter`.
122
+ The entry is structured to match the delegate's input contract directly — pass it as-is.
123
+
124
+ **Object defaults (from `constants.json.cbsfConfigs`):**
125
+
126
+ ```yaml
127
+ # --- DealerProdtSearchableField ---
128
+ searchableObject: DealerProdtSearchableField
129
+ filterColumns: # search-by fields
130
+ - BusinessBrandName # TEXT — brand name
131
+ - DealerName # TEXT — dealer name
132
+ - DealerPhone # PHONE — dealer phone
133
+ - Industry # TEXT — industry segment
134
+ - MakeName # TEXT — manufacturer brand
135
+ - ManufacturerName # TEXT — manufacturer
136
+ - ManufacturerPartNumber # TEXT — part number
137
+ - ModelName # TEXT — model name
138
+ - ModelYear # TEXT — model year
139
+ - ProductCategoryCode # TEXT — category code
140
+ - ProductCode # TEXT — product code
141
+ - ProductFamily # TEXT — product family
142
+ - ProductId # REFERENCE — linked Product2
143
+ - ProductName # TEXT — product display name
144
+ - RegionName # TEXT — region
145
+ - ServiceTerritoryName # TEXT — territory name
146
+ - UniversalProductCode # TEXT — UPC
147
+ - DealerAccountId # REFERENCE — dealer Account
148
+ - SellerProductId # REFERENCE — seller product
149
+ outputColumns: # result projection
150
+ - ProductName
151
+ - ServiceTerritoryName
152
+ - DealerLocation
153
+ - DealerName
154
+ - DealerAccountId
155
+ - MakeName
156
+ - ManufacturerName
157
+ - ModelName
158
+ - ModelYear
159
+ - ProductFamily
160
+ - ProductId
161
+ - ServiceTerritoryId
162
+ - SellerProductId
163
+ criteriaConfigShape:
164
+ DeveloperName: DealerSearchForProduct
165
+ MasterLabel: Dealer Search For Product
166
+ ```
167
+
168
+ **Inputs passed to the delegate (for the searchable object):**
169
+
170
+ ```yaml
171
+ # --- REQUIRED ---
172
+ searchableObject: <cbsfConfigs[].searchableObject> # passed ONCE; the CBSF delegate threads
173
+ # it into config.SearchableObject + each save-* call
174
+ filterColumns: <cbsfConfigs[].filterColumns> # STRING LIST → SelectedSearchFields
175
+ outputColumns: <cbsfConfigs[].outputColumns> # STRING LIST → SelectedResultColumns
176
+ criteriaConfigShape: <cbsfConfigs[].criteriaConfigShape> # DeveloperName + MasterLabel only.
177
+ # Do NOT pass FilterType or ResultDisplayFormat —
178
+ # both optional + controller-derived.
179
+ DataSyncJobId: <9N1 Id from Step 2, matched via dpeTemplateLink>
180
+ dataSyncInfo: <cbsfConfigs[].dataSyncInfo> # developerName + masterLabel for
181
+ # SearchableObjDataSyncInfo registration
182
+ # --- OPTIONAL ---
183
+ distanceCriteria: <cbsfConfigs[].distanceCriteria if present>
184
+ ```
185
+
186
+ **On success:** capture the `SearchCriteriaConfiguration.DeveloperName` (same as
187
+ `criteriaConfigShape.DeveloperName` — used as `searchConfigs` in Step 4).
188
+
189
+ **On halt:** relay verbatim and STOP.
190
+
191
+ ### Step 4. Delegate FlexiPage deploy + activation (for the searchable object)
192
+
193
+ For the single entry in `constants.json.cbsfConfigs`, invoke
194
+ `mfg-knights/activate-flexipage-via-action-override` with:
195
+
196
+ | Field | Source |
197
+ |---|---|
198
+ | `sobjectType` | `cbsfConfigs[].searchableObject` |
199
+ | `flexiPageDevName` | `cbsfConfigs[].flexiPageDevName` |
200
+ | `searchConfigs` | `cbsfConfigs[].criteriaConfigShape.DeveloperName` (from Step 3 output) |
201
+ | `appDeveloperName` | `flexipageConfig.appDeveloperName` = `Manufacturing` |
202
+
203
+ The delegate deploys a RecordPage FlexiPage hosting the CBSF component
204
+ (`industries_common:criteriaBasedSearchAndFilter`) and activates it as the View page for that
205
+ object inside the Manufacturing app (app-scoped actionOverride).
206
+
207
+ **On success:** capture FlexiPage Id + activation confirmation.
208
+
209
+ **On halt:** relay verbatim and STOP.
210
+
211
+ ### Step 5. Relay consolidated verdict
212
+
213
+ Report the consolidated end state:
214
+ - For the DPE template: cloneName, 9N1 Id, active status
215
+ - For the searchable object: SearchCriteriaConfiguration created + activated, FlexiPage deployed + activated
216
+ - Any gaps flagged for Act 0
217
+
218
+ ---
219
+
220
+ ## Output Expectations
221
+
222
+ Report, in order:
223
+ 1. **DPE results** — for the template: resolved cloneName, 9N1 Id, 0ma Id, active status.
224
+ 2. **CBSF config results** — for the object: SearchCriteriaConfiguration DeveloperName, activated status,
225
+ SearchableObjDataSyncInfo registered.
226
+ 3. **FlexiPage results** — for the object: FlexiPage DeveloperName, deployed, activated in Manufacturing app.
227
+ 4. **Gaps flagged** — any missing PSL/org-pref surfaced by any delegate, with Act 0 recommendation.
228
+ 5. **Consolidated state** — 1 DPE active + 1 CBSF config active + 1 page deployed?
229
+ 6. **Next step** — if complete, hand back to orchestrator. If halted, exact action needed.
230
+
231
+ ---
232
+
233
+ ## Rules / Constraints
234
+
235
+ | Constraint | Rationale |
236
+ |---|---|
237
+ | Delegate, don't duplicate | All mechanics live in the three delegate skills. Act 2 sequences and relays. |
238
+ | Never touch the Analytics Cloud Integration User | DPE delegate creates it. Act 2 never checks or creates. |
239
+ | No FLS logic in Act 2 | DPE delegate's job. |
240
+ | Never enable PSLs / org preferences directly | CBSF PSL is the CBSF delegate's. Data Pipelines PSLs are Act 0's. Act 2 never assigns. |
241
+ | Never author CBSF config inline | CBSF delegate owns all save-*/activate-* mechanics. |
242
+ | Never deploy FlexiPages inline | Flexipage delegate owns Tooling POST + actionOverride PATCH. |
243
+ | Generic verdict relay | Propagate every outcome with message + action. No special-casing. |
244
+ | `dispatch` only (enforced by delegates) | No `sf` CLI, no browser. Hosted-MCP customers have no shell. |
245
+ | No hardcoded org IDs, tokens, or API version | Portable across orgs. |
246
+ | Sequential delegation with data threading | DPE → CBSF → FlexiPage. Each step's output feeds the next. Halt on any failure. |
247
+
248
+ ---
249
+
250
+ ## Cross-Skill Integration
251
+
252
+ | Need | Belongs to |
253
+ |---|---|
254
+ | Clone + activate the DPE definition | `mfg-spartans/dpe-clone-activate` (delegate 1) |
255
+ | CBSF config: prefs, PSL, search configs, mappings, sync-info | `mfg-knights/CriteriaBasedSearchAndFilter` (delegate 2) |
256
+ | CBSF FlexiPage deploy + app-scoped activation | `mfg-knights/activate-flexipage-via-action-override` (delegate 3) |
257
+ | Enable org preferences + assign Data Pipelines PSLs | Act 0 — `enable-mfg-sales-concierge-foundation` |
258
+ | Create or activate the agent | Act 1 — `create-mfg-sales-concierge-agent` |
259
+ | Create the Analytics Cloud Integration User | `mfg-spartans/dpe-clone-activate` (delegate 1 — fully in its scope) |
@@ -0,0 +1,369 @@
1
+ ---
2
+ name: automotive-cloud-mfg-sales-concierge-agent-create
3
+ description: "Create and activate the Industries Sales Concierge agent from the pre-installed NextGen Authoring (NGA) template in a live org — entirely headless and API-first, driven only through the Headless 360 MCP server's dispatch tool. This is \"Act 1\" (Create & Activate the Agent) of the Industries Sales Concierge steel thread. It resolves the IndustriesSalesConcierge NGA template script, creates an NGA bundle from it, publishes the bundle (materializing the BotDefinition + BotVersion), activates the bundle version, and verifies the runtime BotVersion reached Active status. TRIGGER when the user wants to \"create the Industries Sales Concierge agent\", \"deploy the manufacturing agent\", \"activate the industries sales concierge agent\", \"create the Industries Sales Concierge agent\", or otherwise asks to stand up the agent from the NGA template. DO NOT TRIGGER when the user wants to enable org preferences or assign permission sets (that's Act 0), create business data, run Data Pipelines jobs, or configure messaging channels — those are separate Acts served by other skills."
4
+ metadata:
5
+ version: "1.0"
6
+ ---
7
+
8
+ # Create & Activate Industries Sales Concierge Agent (Act 1)
9
+
10
+ Create the **Industries Sales Concierge** agent from the pre-installed **NextGen Authoring (NGA)**
11
+ template, publish and **activate** the agent — directly in a live org, **headlessly and API-first,
12
+ using only the Headless 360 MCP server's `dispatch` tool**.
13
+
14
+ This is **Act 1 — "Create & Activate the Agent"** of the Industries Sales Concierge steel thread.
15
+ It runs **after Act 0** (Enable the Foundation) has completed successfully — Act 0 turns on the
16
+ Agentforce platform prerequisites and Manufacturing Cloud org preferences that this Act depends on.
17
+
18
+ The NGA template `IndSalesConcierge__IndustriesSalesConcierge` (type: `AgentforceEmployeeAgent`)
19
+ ships with the Manufacturing Cloud package. It contains the full agent definition in afscript
20
+ format — the router, topics, and the **IndustriesSalesConcierge** subagent with its actions
21
+ pre-configured. The template is resolved by name, then the script is used to create an NGA bundle
22
+ which is published and activated through the **native NextGen Authoring Connect API**.
23
+
24
+ ---
25
+
26
+ ## The command surface — `dispatch` ONLY (no sf CLI, no curl, no browser)
27
+
28
+ Every call this skill makes is a single MCP tool call:
29
+
30
+ ```text
31
+ dispatch(method, path, body?, query_params?)
32
+ ```
33
+
34
+ - The MCP server resolves the org, instance URL, and bearer token on its own. **Do not** ask for or
35
+ handle tokens, instance URLs, org IDs, or API versions as inputs — `dispatch` supplies them.
36
+ - Use the API version resolved by the orchestrator's preflight (passed down as shared runtime context).
37
+
38
+ > **Absolute rules (inherited from the Headless 360 factory):**
39
+ > - **`sf` CLI must NEVER appear as a step here.** Hosted-MCP customers have no shell.
40
+ > - **No browser / no manual Setup click.** Every step in this Act is fully headless.
41
+
42
+ ---
43
+
44
+ ## Prerequisites (verified by the orchestrator before invoking this Act)
45
+
46
+ This Act assumes the orchestrator has already:
47
+ 1. Resolved the shared runtime (org, userId, apiVersion) in its preflight.
48
+ 2. Completed Act 0 successfully — specifically:
49
+ - `EinsteinGPTPlatformEnabled` = true (pref #1)
50
+ - `AgentPlatformEnabled` = true (pref #2)
51
+ - `EinsteinGPTCopilotEnabled` = true (pref #3, or reported as license-level gap)
52
+ - `IndManufacturingEnabled` = true (pref #4)
53
+ - `MfgAgentsEnabled` = true (pref #5)
54
+ - `ManufacturingGenAIPref` = true (the UI-only pref — gated on legal consent)
55
+ - Foundation permission sets assigned (including Agentforce Default Agent access)
56
+ 3. NextGen Authoring is provisioned in the org (NGA license active).
57
+
58
+ If any Agentforce platform prerequisite is missing, this Act will fail. The orchestrator gates on
59
+ Act 0 success before invoking Act 1.
60
+
61
+ ---
62
+
63
+ ## Scope — AGENT CREATION & ACTIVATION ONLY (NextGen Authoring path)
64
+
65
+ - **In scope**
66
+ - Probing NGA enablement (the `/nextgen-authoring/bundles` endpoint must return 200).
67
+ - Resolving the `IndSalesConcierge__IndustriesSalesConcierge` template's `agentScript` via the
68
+ agent-authoring catalog (`get-agent-templates`).
69
+ - Checking name idempotency (is a bundle with this name already created?).
70
+ - Creating an NGA bundle + draft version from the resolved script.
71
+ - Publishing the bundle version (materializes BotDefinition + BotVersion).
72
+ - Activating the bundle version (promotes BotVersion to Active).
73
+ - Verifying the runtime `BotVersion.Status == "Active"`.
74
+
75
+ - **Out of scope** (delegate — do NOT attempt here)
76
+ - Enabling org preferences or assigning permission sets (Act 0).
77
+ - Creating business data (accounts, products, opportunities, etc.).
78
+ - Configuring messaging channels, Experience Cloud sites, or deployment surfaces.
79
+ - Running Data Pipelines jobs.
80
+ - Modifying the agent's topics, actions, or instructions post-creation (the template is complete).
81
+ - Using the legacy Copilot Builder `createCopilotFromTemplate` path (that is NOT NextGen Authoring).
82
+
83
+ ---
84
+
85
+ ## Required Inputs
86
+
87
+ All provided by the orchestrator's shared runtime context:
88
+
89
+ - **`<apiVersion>`** — the org's max API version (from orchestrator preflight step 1). NGA requires v64+.
90
+ - **`<userId>`** — the authenticated user's Id (from orchestrator preflight).
91
+
92
+ Template name is fixed: **`IndSalesConcierge__IndustriesSalesConcierge`** (the fully-qualified NGA
93
+ template name).
94
+
95
+ ---
96
+
97
+ ## The template's actions are resolved at runtime
98
+
99
+ Unlike a hand-maintained action list, the `IndustriesSalesConcierge` agent template's actions
100
+ (flows, standard invocable actions, prompt-response actions) live inside the `.agent` afscript
101
+ resolved in Step 3 — they are **not** enumerated here. Do not hardcode an expected action set for
102
+ this Act; the template script is the single source of truth for what the agent can do, and it may
103
+ evolve independently of this skill. After activation, the verify step confirms the agent reached
104
+ Active status — it does not (and should not) assert on the specific action inventory.
105
+
106
+ ---
107
+
108
+ ## Workflow — NextGen Authoring: resolve → create → publish → activate → verify
109
+
110
+ Follow in order. Report progress per step.
111
+
112
+ ### Step 1. Resolve API version
113
+
114
+ ```text
115
+ dispatch("GET", "/services/data/")
116
+ ```
117
+
118
+ Take `max(versions[].version)` → `{v}`. NGA requires v64 floor; use the org's newest version.
119
+
120
+ ### Step 2. Probe NGA enablement
121
+
122
+ ```text
123
+ dispatch("GET", "/services/data/v<apiVersion>/nextgen-authoring/bundles")
124
+ ```
125
+
126
+ - **200** = NGA is live and the user has read access. Proceed.
127
+ - **403** = NGA is NOT provisioned or the user lacks `userCanAccessAuthoringBundle`. **STOP.**
128
+ Report that NextGen Authoring is not enabled in this org; this is a blocker.
129
+
130
+ This also lists any already-created bundles — check if `IndustriesSalesConcierge` already exists.
131
+
132
+ ### Step 3. Resolve template script (the one off-native step)
133
+
134
+ The native NextGen Authoring API has no template catalog. Template name → agentScript resolution
135
+ goes through the headless agent-authoring dispatch route:
136
+
137
+ ```text
138
+ dispatch("GET", "/headless/invoke/platform/agent-authoring/get-agent-templates")
139
+ ```
140
+
141
+ The dispatcher auto-resolves the route and returns the unwrapped response directly.
142
+
143
+ **Response:** array of template entries. Each has `{devName, namespace, name (FQN = namespace__devName),
144
+ agentType, agentScript, templateLabel, templateDescription, iconUrl, ...}`.
145
+
146
+ **Match logic:** find the entry where `name` is EXACTLY equal to
147
+ `IndSalesConcierge__IndustriesSalesConcierge` (strict equality — NOT `startsWith`, NOT `includes`,
148
+ NOT substring match). There may be multiple templates with similar prefixes; you MUST match on
149
+ exact string equality only. If exact FQN match yields no result, fall back to exact `devName` ==
150
+ `IndustriesSalesConcierge` (again, strict equality — not partial match).
151
+
152
+ **Capture:** the matching entry's `agentScript` (the full afscript — typically ~60KB+).
153
+
154
+ **If no template found:** STOP. Report that the `IndSalesConcierge__IndustriesSalesConcierge` NGA
155
+ template is not installed in this org. The Manufacturing Cloud package may not be deployed or the
156
+ `ManufacturingGenAIPref` preference is off.
157
+
158
+ ### Step 4. Check name idempotency
159
+
160
+ Before creating, check if a bundle with this name already exists:
161
+
162
+ ```text
163
+ dispatch("GET", "/services/data/v<apiVersion>/nextgen-authoring/bundles/names")
164
+ ```
165
+
166
+ Check if `IndustriesSalesConcierge` (or whatever `apiName` you intend to use) is already taken.
167
+
168
+ **If already exists:** The agent was already created in a prior run. Query for its bundle version
169
+ and check its status — if already Active, report success and skip to verify. If in DRAFT state,
170
+ proceed to publish + activate.
171
+
172
+ ### Step 5. Create NGA bundle from template script
173
+
174
+ **CRITICAL — rewrite `config.developer_name` and `config.agent_label` in the agentScript** to a
175
+ run-scoped unique value before creating. The collision key for `publish` is the script's internal
176
+ `developer_name`, NOT the bundle `apiName`. If a BotDefinition with the same `developer_name`
177
+ already exists, publish will fail with `400 DUPLICATE_VALUE`.
178
+
179
+ For the Industries Sales Concierge, use:
180
+ - `config.developer_name`: `IndustriesSalesConcierge` (or a run-scoped variant if re-running)
181
+ - `config.agent_label`: `Industries Sales Concierge`
182
+
183
+ **DO NOT change `config.agent_template`** — that is the template-lineage pointer and must stay as-is.
184
+
185
+ ```text
186
+ dispatch("POST", "/services/data/v<apiVersion>/nextgen-authoring/bundles",
187
+ body={
188
+ "apiName": "IndustriesSalesConcierge",
189
+ "label": "Industries Sales Concierge",
190
+ "assets": [
191
+ {
192
+ "resourceName": "definition.agent",
193
+ "resourceType": "agentDefinition",
194
+ "resourceContent": "<the resolved agentScript from Step 3>",
195
+ "resourceAuthoringFormat": "afscript",
196
+ "authoringFormatVersion": "v1.0"
197
+ }
198
+ ]
199
+ })
200
+ ```
201
+
202
+ **Response:** `{bundleId, id (= bundleVersionId), apiName, label, versionStatus: "DRAFT", ...}`.
203
+
204
+ Capture **`bundleId`** and **`bundleVersionId`** (the `id` field). Thread these through remaining steps.
205
+
206
+ **Error handling:**
207
+ - Auth/permission errors → user lacks `userCanEditAuthoringBundle`. Report the exact error.
208
+ - 500 on large script → fallback: create-empty bundle then PATCH `updateBundleVersion` to attach
209
+ the asset separately.
210
+
211
+ ### Step 6. Publish the bundle version
212
+
213
+ ```text
214
+ dispatch("POST", "/services/data/v<apiVersion>/nextgen-authoring/bundle-versions/<bundleVersionId>/publish")
215
+ ```
216
+
217
+ **Response** carries:
218
+ - `publishedBotId` — the materialized BotDefinition Id
219
+ - `publishedBotVersionId` — the materialized BotVersion Id
220
+ - `versionStatus: "Published"`
221
+
222
+ Capture **`publishedBotId`** and **`publishedBotVersionId`** for verification.
223
+
224
+ **Error handling:**
225
+ - `400 DUPLICATE_VALUE: BotDefinition duplicates value on record with id: <developer_name>` →
226
+ the script's `config.developer_name` collides with an existing BotDefinition. Either the agent
227
+ already exists (check and proceed to activate the existing one) or use a unique developer_name.
228
+ - Permission errors → user lacks `userCanEditAuthoringBundle`.
229
+
230
+ ### Step 7. Activate the bundle version
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+
232
+ ```text
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+ dispatch("POST", "/services/data/v<apiVersion>/nextgen-authoring/bundle-versions/<bundleVersionId>/activate")
234
+ ```
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+
236
+ **Returns HTTP 204** (empty body). Activation is **async** — do NOT expect the status to flip
237
+ immediately.
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+
239
+ **CRITICAL — activation is NOT blind-retry-safe.** A second activate POST while the first is still
240
+ in flight returns 500 UNKNOWN_EXCEPTION. On timeout, **read status back before retrying** — never
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+ blind-retry.
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+
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+ ### Step 8. Verify activation
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+
245
+ Two-level verification:
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+
247
+ **8a. Accepted-checkpoint (async activation queued):**
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+
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+ ```text
250
+ dispatch("GET", "/services/data/v<apiVersion>/nextgen-authoring/bundle-versions/<bundleVersionId>")
251
+ ```
252
+
253
+ Assert `targetStatus == "ACTIVE"`. This confirms the activation was accepted.
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+ Note: `versionStatus` may still show `"PUBLISHED"` — that is normal (it does NOT update to ACTIVE
255
+ synchronously). Check `targetStatus`, not `versionStatus`.
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+
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+ **8b. Authoritative Active proof (runtime record):**
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+
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+ ```text
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+ dispatch("GET", "/services/data/v<apiVersion>/query",
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+ query_params={"q": "SELECT Id, Status FROM BotVersion WHERE Id = '<publishedBotVersionId>'"})
262
+ ```
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+
264
+ Assert `Status == "Active"`.
265
+
266
+ If not Active yet, wait 5-10 seconds and re-query (activation is async). Up to 3 retries with
267
+ increasing delays (5s, 10s, 15s).
268
+
269
+ ---
270
+
271
+ ## Findings — encode as invariants
272
+
273
+ 1. **Enablement gate (step 2).** 403 on the read probe = NGA not provisioned → flag, don't retry.
274
+ 2. **Name→script is the only off-native step and keys on the FQN.** Native NGA Connect has no
275
+ template catalog. Match `templateName` against `namespace__devName`.
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+ 3. **Publish is a distinct step before activate.** create → publish → activate. Activating a
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+ DRAFT/unpublished version fails.
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+ 4. **Activation is async AND not blind-retry-safe.** Returns 204; a 2nd activate while the first
279
+ is in flight returns 500. Read status back before retrying.
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+ 5. **Verify via the RUNTIME record, not authoring versionStatus.** Use `targetStatus == "ACTIVE"`
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+ for the accepted-checkpoint and runtime `BotVersion.Status == "Active"` for the hard pass.
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+ 6. **`validateAgentJson` is a known false-negative — do NOT gate publish on it.**
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+ 7. **Idempotency's collision key is the script's `config.developer_name`, NOT the bundle apiName.**
284
+ `createBundleWithVersion` auto-suffixes a colliding apiName, but publish materializes a
285
+ BotDefinition keyed on developer_name. On collision, publish fails with DUPLICATE_VALUE.
286
+ 8. **The ~60KB+ script must round-trip inline.** There is no name→instantiate server API; create
287
+ takes the full agentScript inline in the request body.
288
+
289
+ ---
290
+
291
+ ## Rules / Constraints
292
+
293
+ | Constraint | Rationale |
294
+ |---|---|
295
+ | `dispatch` only — no `sf` CLI, no `curl`, no browser | Hosted-MCP customers have no shell. |
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+ | Use the **NextGen Authoring Connect API** (`/nextgen-authoring/...`) | This is the canonical NGA path; do NOT use the legacy Copilot Builder `createCopilotFromTemplate`. |
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+ | Template is `IndSalesConcierge__IndustriesSalesConcierge` (FQN) | This is the NextGen template shipped in Core; NOT the legacy copilot template. |
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+ | Publish BEFORE activate | Create → Publish → Activate is the mandatory sequence. |
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+ | Never blind-retry activate | Activation is async; read status back before retrying. |
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+ | No hardcoded IDs | Resolve bundleId, bundleVersionId, publishedBotId, publishedBotVersionId at runtime. |
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+ | Do not modify the agent post-creation | The template afscript is the source of truth. |
302
+ | Do not delete the agent | Leave it in place for validation by the admin. |
303
+
304
+ ---
305
+
306
+ ## Output Expectations
307
+
308
+ Report, in order:
309
+ 1. **NGA enablement** — confirmed NextGen Authoring is provisioned (step 2 returned 200).
310
+ 2. **Template resolution** — the `IndSalesConcierge__IndustriesSalesConcierge` template's agentScript
311
+ resolved successfully (size in chars).
312
+ 3. **Bundle creation** — `bundleId`, `bundleVersionId`, `apiName`, `versionStatus: DRAFT`.
313
+ 4. **Publish** — `publishedBotId`, `publishedBotVersionId`, `versionStatus: Published`.
314
+ 5. **Activation** — activation accepted (204), `targetStatus: ACTIVE`.
315
+ 6. **Verification** — runtime `BotVersion.Status == "Active"` confirmed.
316
+ 7. **Summary** — the Industries Sales Concierge agent is live. Provide:
317
+ - `bundleId`, `bundleVersionId` (NGA identifiers)
318
+ - `publishedBotId` (BotDefinition Id / copilotId)
319
+ - `publishedBotVersionId` (BotVersion Id)
320
+ - `apiName` / `DeveloperName`
321
+ 8. **Next step** — hand back to the orchestrator for the next Act.
322
+
323
+ ---
324
+
325
+ ## Troubleshooting
326
+
327
+ | Symptom | Cause | Resolution |
328
+ |---|---|---|
329
+ | Step 2 returns 403 | NGA not provisioned or user lacks NGA perms | Verify NGA license is provisioned and user has Agent Authoring permissions. |
330
+ | Template not found in `get-agent-templates` | Manufacturing Cloud package not deployed, or `ManufacturingGenAIPref` is off | Verify Act 0 completed; check the UI-only GenAI preference. |
331
+ | `createBundleWithVersion` 500 on large script | Intermittent server issue with large payloads | Fallback: create-empty then PATCH `updateBundleVersion` to attach asset. |
332
+ | Publish fails with `DUPLICATE_VALUE: BotDefinition duplicates value` | A BotDefinition with same `developer_name` already exists | Check existing agent; if Active, report success. If stale, use a unique developer_name. |
333
+ | Activate returns 500 UNKNOWN_EXCEPTION | Double-activate race condition | Read `getBundleVersion` status; if `targetStatus == "ACTIVE"`, the first activate succeeded. |
334
+ | `BotVersion.Status` not Active after activate 204 | Activation is async | Wait 5-15s and re-query. Up to 3 retries. |
335
+ | `validateAgentJson` reports errors on valid script | Known false-negative (YAML parser vs afscript) | Ignore validate failures; proceed to publish (the real compiler). |
336
+
337
+ ---
338
+
339
+ ## Cross-Skill Integration
340
+
341
+ This skill is **Act 1** and is designed to be invoked by the **MFG Sales Concierge Foundation
342
+ Orchestrator** (its parent) after Act 0 succeeds.
343
+
344
+ | Need | Belongs to |
345
+ |---|---|
346
+ | Enable org preferences + assign permission sets | Act 0 — `enable-mfg-sales-concierge-foundation` |
347
+ | Configure messaging channels / deployment surfaces | later Act — channel deployment |
348
+ | Create business data (accounts, products, opportunities) | later Act — data setup |
349
+ | Run Data Pipelines jobs | later Act — DPE enablement |
350
+
351
+ <!-- skill-validate: ignore-start -->
352
+ <!-- codey:operations start -->
353
+ ## Operations Reference
354
+
355
+ Operations this skill uses — routing and dependency reference.
356
+
357
+ | Operation | Purpose | Status | Call | Depends on |
358
+ |-----------|---------|--------|------|------------|
359
+ | `nga-01-resolve-api-version` | read | — | `GET /services/data/` | — |
360
+ | `nga-02-probe-nga-enabled` | validate | — | `GET /services/data/v{apiVersion}/nextgen-authoring/bundles` | `nga-01-resolve-api-version` |
361
+ | `nga-03-resolve-template-script` | read | — | `GET /headless/invoke/platform/agent-authoring/get-agent-templates` | `nga-02-probe-nga-enabled` |
362
+ | `nga-04-check-idempotency` | read | — | `GET /services/data/v{apiVersion}/nextgen-authoring/bundles` | `nga-03-resolve-template-script` |
363
+ | `nga-05-create-bundle-from-template` | write | — | `POST /services/data/v{apiVersion}/nextgen-authoring/bundles` | `nga-04-check-idempotency` |
364
+ | `nga-06-publish-bundle-version` | write | — | `POST /services/data/v{apiVersion}/nextgen-authoring/bundle-versions/{bundleVersionId}/publish` | `nga-05-create-bundle-from-template` |
365
+ | `nga-07-activate-bundle-version` | write | — | `POST /services/data/v{apiVersion}/nextgen-authoring/bundle-versions/{bundleVersionId}/activate` | `nga-06-publish-bundle-version` |
366
+ | `nga-08a-verify-authoring-checkpoint` | verify | — | `GET /services/data/v{apiVersion}/nextgen-authoring/bundle-versions/{bundleVersionId}` | `nga-07-activate-bundle-version` |
367
+ | `nga-08b-verify-runtime-botversion` | verify | — | `GET /services/data/v{apiVersion}/query` | `nga-08a-verify-authoring-checkpoint` |
368
+ <!-- codey:operations end -->
369
+ <!-- skill-validate: ignore-end -->