@salesforce/afv-skills 1.65.0 → 1.65.1
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.
- package/package.json +1 -1
- package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
- package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
- package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
- package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
- package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
- package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
- package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
- package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
- package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
- package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
- package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
- package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
- package/skills/automation-company-profile-info-query/SKILL.md +0 -51
- package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
- package/skills/automation-flow-coordinate/SKILL.md +0 -95
- package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
- package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
- package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
- package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
- package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
- package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
- package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
- package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
- package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
- package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
- package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
- package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
- package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
- package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
- package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
- package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
- package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
- package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
- package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
- package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
- package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
- package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
- package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
- package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
- package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
- package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
- package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
- package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
- package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
- package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
- package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
- package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
- package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
- package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
- package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
- package/skills/commerce-credit-memo-create/SKILL.md +0 -139
- package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
- package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
- package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
- package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
- package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
- package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
- package/skills/commerce-fees-apply/SKILL.md +0 -227
- package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
- package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
- package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
- package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
- package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
- package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
- package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
- package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
- package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
- package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
- package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
- package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
- package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
- package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
- package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
- package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
- package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
- package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
- package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
- package/skills/commerce-product-details-get/SKILL.md +0 -363
- package/skills/commerce-product-search/SKILL.md +0 -563
- package/skills/commerce-react-storefront-create/SKILL.md +0 -350
- package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
- package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
- package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
- package/skills/communications-initial-setup-configure/SKILL.md +0 -630
- package/skills/communications-multisite-configure/SKILL.md +0 -571
- package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
- package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
- package/skills/communications-tmf-integrate/SKILL.md +0 -1368
- package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
- package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
- package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
- package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
- package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
- package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
- package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
- package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
- package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
- package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
- package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
- package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
- package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
- package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
- package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
- package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
- package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
- package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
- package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
- package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
- package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
- package/skills/data360-activation-create/SKILL.md +0 -104
- package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
- package/skills/data360-activation-target-create/SKILL.md +0 -93
- package/skills/data360-activation-v2-create/SKILL.md +0 -456
- package/skills/data360-audience-dmo-get/SKILL.md +0 -38
- package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
- package/skills/data360-calculated-insight-create/SKILL.md +0 -148
- package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
- package/skills/data360-code-extension-create/SKILL.md +0 -115
- package/skills/data360-communication-capping-create/SKILL.md +0 -227
- package/skills/data360-connection-create/SKILL.md +0 -491
- package/skills/data360-content-lens-create/SKILL.md +0 -181
- package/skills/data360-data-action-create/SKILL.md +0 -126
- package/skills/data360-data-action-target-create/SKILL.md +0 -181
- package/skills/data360-data-clean-room-create/SKILL.md +0 -238
- package/skills/data360-data-governance-create/SKILL.md +0 -746
- package/skills/data360-data-graph-create/SKILL.md +0 -82
- package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
- package/skills/data360-data-lake-object-create/SKILL.md +0 -207
- package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
- package/skills/data360-data-model-object-create/SKILL.md +0 -128
- package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
- package/skills/data360-data-space-create/SKILL.md +0 -161
- package/skills/data360-data-streams-create/SKILL.md +0 -324
- package/skills/data360-engagement-signal-get/SKILL.md +0 -38
- package/skills/data360-experiment-create/SKILL.md +0 -82
- package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
- package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
- package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
- package/skills/data360-identity-resolution-create/SKILL.md +0 -115
- package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
- package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
- package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
- package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
- package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
- package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
- package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
- package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
- package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
- package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
- package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
- package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
- package/skills/experience-afv-query/SKILL.md +0 -234
- package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
- package/skills/experience-apex-components-configure/SKILL.md +0 -69
- package/skills/experience-apex-pages-configure/SKILL.md +0 -107
- package/skills/experience-app-home-configure/SKILL.md +0 -76
- package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
- package/skills/experience-briefcase-configure/SKILL.md +0 -287
- package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
- package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
- package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
- package/skills/experience-content-assets-configure/SKILL.md +0 -86
- package/skills/experience-custom-domain-create/SKILL.md +0 -727
- package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
- package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
- package/skills/experience-flow-category-configure/SKILL.md +0 -117
- package/skills/experience-formula-configure/SKILL.md +0 -358
- package/skills/experience-global-actions-configure/SKILL.md +0 -69
- package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
- package/skills/experience-instrumentation-configure/SKILL.md +0 -64
- package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
- package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
- package/skills/experience-lightning-out-configure/SKILL.md +0 -129
- package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
- package/skills/experience-lightning-types-query/SKILL.md +0 -98
- package/skills/experience-malware-scan-configure/SKILL.md +0 -71
- package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
- package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
- package/skills/experience-notification-types-configure/SKILL.md +0 -206
- package/skills/experience-notifications-configure/SKILL.md +0 -75
- package/skills/experience-record-discovery-query/SKILL.md +0 -227
- package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
- package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
- package/skills/experience-schema-builder-open/SKILL.md +0 -38
- package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
- package/skills/experience-static-resources-configure/SKILL.md +0 -74
- package/skills/field-service-setup-coordinate/SKILL.md +0 -62
- package/skills/field-service-work-plan-configure/SKILL.md +0 -253
- package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
- package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
- package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
- package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
- package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
- package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
- package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
- package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
- package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
- package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
- package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
- package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
- package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
- package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
- package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
- package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
- package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
- package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
- package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
- package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
- package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
- package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
- package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
- package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
- package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
- package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
- package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
- package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
- package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
- package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
- package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
- package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
- package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
- package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
- package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
- package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
- package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
- package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
- package/skills/health-cloud-initial-configure/SKILL.md +0 -511
- package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
- package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
- package/skills/health-cloud-referral-management-coordinate/SKILL.md +0 -513
- package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
- package/skills/health-cloud-virtual-visit-config-configure/SKILL.md +0 -135
- package/skills/industries-account-score-settings-query/SKILL.md +0 -78
- package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
- package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
- package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
- package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
- package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
- package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
- package/skills/industries-behavioral-health-app-settings-configure/SKILL.md +0 -71
- package/skills/industries-branch-management-settings-configure/SKILL.md +0 -89
- package/skills/industries-bre-decision-table-access-configure/SKILL.md +0 -367
- package/skills/industries-brokerage-settings-configure/SKILL.md +0 -41
- package/skills/industries-calendar-sync-settings-configure/SKILL.md +0 -89
- package/skills/industries-care-request-settings-configure/SKILL.md +0 -218
- package/skills/industries-case-management-intelligence-settings-configure/SKILL.md +0 -54
- package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
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---
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name: industries-fundraising-source-code-gen-configure
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description: "Use this skill when users want to setup page for Fundraising Source Code Generation — configures the outreach source-code formula and the three UTM (medium / source / campaign) mappings Fundraising uses to derive attribution codes for donor outreach records. Trigger when users mention fundraising, source, code, gen, fundraising source code gen."
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metadata:
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version: "1.0"
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---
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# Managing Fundraising Source Code Gen
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## When to Use This Skill
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Setup page for Fundraising Source Code Generation — configures the outreach
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source-code formula and the three UTM (medium / source / campaign) mappings
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Fundraising uses to derive attribution codes for donor outreach records.
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Persistence layer is the Tooling Metadata sObject `FundraisingConfig`
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(singleton row keyed on `DeveloperName=FundraisingConfig`), the same row the
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sibling `FundraisingSettings` recipe writes NextGenCmtPrcs* fields on.
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OPERATIONAL PREREQUISITE: the parent Fundraising feature must be enabled by
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the `FundraisingSettings` recipe first — that step both flips the parent
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org preference and inserts the default FundraisingConfig row. Any read on
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this recipe before Fundraising is enabled returns an empty/absent
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representation. When to pick this recipe: an admin wants to change how
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Fundraising builds a donor's outreach source code (customize the formula) or
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how it maps campaign / source / medium onto attribution fields. Not for
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donor-record or gift-transaction workflows (those live on the
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industries.fundraising / industries.fundraisingops Connect APIs).
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## Workflow
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Entity model: this recipe reads/writes exactly one row of the Tooling
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Metadata sObject `FundraisingConfig` (DeveloperName=FundraisingConfig).
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Row carries the two disjoint concept groups:
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* OWNED BY THIS RECIPE (mutable via save-settings): the seven
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recipe-owned fields — OutreachSourceCodeGenFmla, UtmMediumSrcObj,
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UtmMediumSrcObjField, UtmSourceSrcObj, UtmSourceSrcObjField,
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UtmCampaignSrcObj, UtmCampaignSrcObjField.
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* OWNED BY THE SIBLING FundraisingSettings RECIPE (untouched by any
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step in this SOR): IsNextGenCmtPrcsParallel, NextGenCmtPrcsMaxThreads,
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NextGenCmtPrcsBatchSize, DonorExternalIdField.
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save-settings JSON keys (case-sensitive): formulaExpression + the six
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utm* keys. `formulaExpression` is the input key; the persisted column
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is `OutreachSourceCodeGenFmla` on FundraisingConfig. Sending any other
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key returns CONTROLLER_ERROR.
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save-settings merge semantics — recipe-owned scope is REPLACE-ALL:
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every recipe-owned key not present in the payload is nulled on the
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row. Only the sibling-owned scope (NextGenCmtPrcs* / DonorExternalIdField)
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is preserved across saves. Consequence: a "partial edit" that ships
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only one changed key clears the other six. To edit a single field,
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first read the current 7-field state (via Tooling SOQL) and resend all
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non-nulled values alongside the change.
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check-syntax runs a recipe-specific DSL grammar validator — NOT
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general Salesforce formula grammar. Empty string returns
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`ERROR ... input '<EOF>'`; bare identifiers (`Name`) return
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`ERROR ... input 'Name'`. Simple valid inputs: a double-quoted
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string literal (`"HELLO"`) or a comparison/logical expression over
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literals (`"A" == "B"`). `+` string concatenation is NOT accepted.
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`sourceCodeGenerationEnabled` gates ONLY the save-settings grammar
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validator, NOT whether a formula persists. Empirical behavior (probed
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against a live org):
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* enabled=true → save-settings runs the DSL grammar validator on
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`formulaExpression`. Empty string AND grammar-invalid inputs
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(bare identifiers, malformed expressions) return 500
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CONTROLLER_ERROR; only grammar-valid formulas persist.
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* enabled=false → save-settings BYPASSES the grammar validator.
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ANY string value (empty, valid, or grammar-invalid) persists
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verbatim to `OutreachSourceCodeGenFmla`. The gate is NOT
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"reject non-empty when disabled"; it is "skip validation when
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disabled." check-syntax remains callable and returns grammar
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diagnostics regardless of the toggle.
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Clearing the formula: `formulaExpression:""` is REJECTED by the
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grammar validator while `sourceCodeGenerationEnabled=true`. To null
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the formula, first call set-source-code-generation-enabled(false),
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then save-settings with `formulaExpression:""`. Re-enable after if
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needed. (This works precisely because disabling bypasses grammar
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validation, letting the empty string through to persistence.)
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Workflow ordering:
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### Phase 1: Enable the parent Fundraising feature via the sibling
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Enable the parent Fundraising feature via the sibling
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FundraisingSettings recipe (writes the default FundraisingConfig
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row + flips the IndustriesFundraising org preference). Skipping
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this yields empty reads on FundraisingConfig.
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### Phase 2: get-source-code-generation-enabled — read the child feature-gate
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get-source-code-generation-enabled — read the child feature-gate
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org preference. Note: this toggle gates grammar VALIDATION on
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save-settings, not persistence. When false, any formula string
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(including grammar-invalid ones) will persist without validation
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— callers who want the grammar-safety net must set this true
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before writing.
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### Phase 3: set-source-code-generation-enabled(isEnabled=true) — enable the
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set-source-code-generation-enabled(isEnabled=true) — enable the
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child feature so save-settings will run the grammar validator.
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Verify via verify-set-source-code-generation-enabled.
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### Phase 4: get-utm-settings + get-outreach-source-code-formula — read
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get-utm-settings + get-outreach-source-code-formula — read
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current state via Tooling SOQL on FundraisingConfig. Capture ALL
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seven recipe-owned values before mutating.
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### Phase 5: check-syntax(formulaExpression) — validate a candidate formula
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check-syntax(formulaExpression) — validate a candidate formula
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string. Iterate until diagnostics array is empty.
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### Phase 6: save-settings(oscSettings=<json>) — persist state. Payload MUST
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save-settings(oscSettings=<json>) — persist state. Payload MUST
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carry every recipe-owned field the caller wants to keep, not
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just the changed one.
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### Phase 7: verify-save-settings — Tooling SOQL read-back to confirm
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verify-save-settings — Tooling SOQL read-back to confirm.
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Rollback: to revert, call save-settings with the JSON originally
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returned by get-utm-settings before your edit — all seven keys
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together. To clear all recipe-owned state, save a payload with all
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seven keys set to empty string (or omit them; both null the row's
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recipe-owned columns). Sibling-owned NextGenCmtPrcs* /
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DonorExternalIdField values survive either shape.
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## Critical Constraints
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**Preconditions:**
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- Nonprofit Cloud Fundraising must be provisioned in the org. Without
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it, the Fundraising Admin permission check fails and every operation
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in this skill is blocked. (check: `IndustriesFundraising`)
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## Verification Checklist
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After every write operation, confirm the effect by re-reading state:
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- After `set-source-code-generation-enabled`: call `verify-set-source-code-generation-enabled` (`GET /headless/invoke/platform/fundraising-source-code-gen`)
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- After `save-settings`: call `verify-save-settings` (`GET /services/data/v67.0/tooling/query`)
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## Operations Reference
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Operations grouped by purpose. Use these as the building blocks for the workflows above.
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### Summary
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| Operation | Purpose | Status | Call | Depends on |
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|-----------|---------|--------|------|------------|
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| `get-source-code-generation-enabled` | read | implemented | `GET /headless/invoke/platform/fundraising-source-code-gen` | — |
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| `set-source-code-generation-enabled` | write | proposed | `PATCH /headless/invoke/platform/fundraising-source-code-gen/set-source-code-generation-enabled` | — |
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| `verify-set-source-code-generation-enabled` | verify | — | `GET /headless/invoke/platform/fundraising-source-code-gen` | `set-source-code-generation-enabled` |
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| `save-settings` | write | implemented | `PATCH /headless/invoke/platform/fundraising-source-code-gen/save-settings` | — |
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| `get-utm-settings` | read | proposed | `GET /services/data/v67.0/tooling/query` | — |
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| `get-outreach-source-code-formula` | read | implemented | `GET /services/data/v67.0/tooling/query` | — |
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| `check-syntax` | read | proposed | `GET /headless/invoke/platform/fundraising-source-code-gen/check-syntax` | — |
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| `verify-save-settings` | verify | proposed | `GET /services/data/v67.0/tooling/query` | `save-settings` |
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### Read operations
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#### `get-source-code-generation-enabled`
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Read the child `sourceCodeGenerationEnabled` org preference (Fundraising
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Source Code Generation feature toggle). Returns a bare boolean. This
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toggle gates the save-settings grammar VALIDATOR, not persistence —
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when false, save-settings persists any formula string (including
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grammar-invalid ones) without validation; when true, save-settings
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rejects grammar-invalid formulas with 500 CONTROLLER_ERROR. Parent
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IndustriesFundraising feature must be enabled first (via the sibling
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FundraisingSettings recipe).
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**Call:** `GET /headless/invoke/platform/fundraising-source-code-gen` — status: `implemented`
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**Output:** Boolean. True when the org-level source-code-generation preference is enabled, false otherwise.
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#### `get-utm-settings`
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Read the seven recipe-owned fields (formula + UTM mappings) from the
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FundraisingConfig singleton via Tooling SOQL. Returns a typed
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QueryResult with one record (`totalSize:0` when the parent Fundraising
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feature has not been enabled yet). Preferred over the controller's
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JSON-string wrapper — typed columns, filter-able, discoverable schema.
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**Call:** `GET /services/data/v67.0/tooling/query` — status: `proposed`
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**Inputs:**
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- `q` *(`string`)*
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**Output:** String. JSON-serialized UTM-style outreach source-code settings (source/medium/campaign field mappings plus behavior toggles); same shape save-settings consumes.
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#### `get-outreach-source-code-formula`
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Read the current `OutreachSourceCodeGenFmla` from the FundraisingConfig
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singleton via Tooling SOQL. Returns a typed one-record QueryResult
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(empty when the parent Fundraising feature is not enabled). Preferred
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over the controller's raw-string wrapper — typed column, discoverable
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schema.
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**Call:** `GET /services/data/v67.0/tooling/query` — status: `implemented`
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**Inputs:**
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**Output:** String. The formula expression currently configured for the org (Fundraising source-code-formula DSL), or empty when none is set.
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#### `check-syntax`
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Validate a candidate outreach-source-code formula against the
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recipe-specific DSL grammar. Returns an array of parser diagnostics
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(empty array = valid). NOT general Salesforce formula grammar —
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bare identifiers (`Name`) return `ERROR ... input 'Name'`; empty
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string returns `ERROR ... input '<EOF>'`. Valid inputs include
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double-quoted string literals (`"HELLO"`) and comparison/logical
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expressions over them (`"A" == "B"`); `+` string concatenation is
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NOT accepted. No public grammar-validator API exists; this is canonical.
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**Call:** `GET /headless/invoke/platform/fundraising-source-code-gen/check-syntax` — status: `proposed`
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**Inputs:**
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- `formulaExpression` *(`String`)*
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**Output:** Array of strings. Each entry is a parser diagnostic message from the Fundraising formula grammar; an empty array indicates the formula expression parses cleanly.
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### Write operations
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#### `set-source-code-generation-enabled`
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Toggle the child `sourceCodeGenerationEnabled` org preference. This
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toggle gates the save-settings grammar validator: when true, the
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validator runs and rejects grammar-invalid formulas (500
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CONTROLLER_ERROR); when false, the validator is BYPASSED and any
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formula string (valid, empty, or grammar-invalid) persists verbatim.
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Set to true for admin workflows that want the grammar-safety net;
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set to false to persist an empty formula (see agent_guidance
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"Clearing the formula"). Idempotent — writing the current value is
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a no-op returning success.
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**Call:** `PATCH /headless/invoke/platform/fundraising-source-code-gen/set-source-code-generation-enabled` — status: `proposed`
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**Inputs:**
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- `isEnabled` *(`boolean`)* — Whether enabled is enabled.
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**Output:** SaveResult. Carries success (boolean — true when the org-pref write succeeded), id (record id of the affected entity, may be empty for org-pref writes), errors (hard errors that caused failure when success is false), warnings (non-fatal warnings, may be present even when success is true), and infos (informational messages, non-blocking).
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#### `save-settings`
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Persist the recipe-owned fields on the FundraisingConfig singleton.
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JSON key is `formulaExpression` + the six utm* keys. Server enforces
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two controls the raw Tooling write does not: (1) formula-grammar
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validation gated on `sourceCodeGenerationEnabled`; (2) sibling-scope
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preservation — the sibling-owned NextGenCmtPrcs* / DonorExternalIdField
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values on the same row are untouched. Recipe-owned scope is
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REPLACE-ALL: any of the seven keys omitted from the payload is nulled.
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To change one field, first read all seven via Tooling SOQL and
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resend the unchanged values.
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**Call:** `PATCH /headless/invoke/platform/fundraising-source-code-gen/save-settings` — status: `implemented`
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**Inputs:**
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- `oscSettings` *(`String`)* — Value for the osc settings field.
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### Verify operations
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#### `verify-set-source-code-generation-enabled`
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Confirm the child `sourceCodeGenerationEnabled` toggle persisted by
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reading the boolean back. Bind result to the value passed to
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set-source-code-generation-enabled.
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**Call:** `GET /headless/invoke/platform/fundraising-source-code-gen`
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**Depends on:** `set-source-code-generation-enabled`
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#### `verify-save-settings`
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Confirm save-settings persisted by reading the FundraisingConfig
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singleton back via Tooling SOQL. Verifies BOTH that the recipe-owned
|
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fields updated AND that the sibling-owned NextGenCmtPrcs* /
|
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DonorExternalIdField values were preserved by the server-side merge.
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**Call:** `GET /services/data/v67.0/tooling/query` — status: `proposed`
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**Inputs:**
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|
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- `q` *(`string`)*
|
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|
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**Depends on:** `save-settings`
|
|
@@ -1,87 +0,0 @@
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1
|
-
---
|
|
2
|
-
name: industries-google-maps-api-key-settings-configure
|
|
3
|
-
description: "Use this skill when users want to read, set, or clear the org-wide Google Maps API key consumed by Consumer Goods Cloud / Retail Execution map and visit-routing surfaces. Trigger when users mention google, maps, api, key, settings, google maps api key settings."
|
|
4
|
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metadata:
|
|
5
|
-
version: "1.0"
|
|
6
|
-
---
|
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7
|
-
|
|
8
|
-
# Managing Google Maps Api Key Settings
|
|
9
|
-
|
|
10
|
-
## When to Use This Skill
|
|
11
|
-
|
|
12
|
-
Read, set, or clear the org-wide Google Maps API key consumed by Consumer Goods Cloud / Retail Execution map and visit-routing surfaces. The key is a single org-level credential string (no per-user / per-record variants). All three operations route to Connect resource IGoogleMapsApiKeyResource at /connect/industries/retail/google-map-api-key (GET / PUT / DELETE) and require the caller's user to have Retail Execution or Direct Store Delivery enabled.
|
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13
|
-
|
|
14
|
-
## Critical Constraints
|
|
15
|
-
|
|
16
|
-
**Preconditions:**
|
|
17
|
-
|
|
18
|
-
- Caller's user must have Retail Execution OR Direct Store Delivery enabled (the Connect resource's userDynamicChecks gate UserHasRetailExecutionOrDirectStoreDeliveryEnable). The Aura wrapper's gate Run Retail Execution permission is a strict subset. (check: `UserHasRetailExecutionOrDirectStoreDeliveryEnable`)
|
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19
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- Customize Application (or equivalent admin permission) is required to mutate org-wide credentials, consistent with other org-level credential settings.
|
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-
|
|
21
|
-
**Destructive operations — require explicit user confirmation:**
|
|
22
|
-
|
|
23
|
-
- **`deleteGoogleMapsApiKey_3`** — Clear the org-wide Google Maps API key. After this returns, getGoogleMapsApiKey responds with apiKey null/empty until a new value is saved.
|
|
24
|
-
- Rollback: No automatic rollback.
|
|
25
|
-
|
|
26
|
-
## Verification Checklist
|
|
27
|
-
|
|
28
|
-
After every write operation, confirm the effect by re-reading state:
|
|
29
|
-
|
|
30
|
-
- After `saveGoogleMapsApiKey_2`: call `verify-saveGoogleMapsApiKey_2` (`/services/data/v67.0/connect/industries/retail/google-map-api-key`)
|
|
31
|
-
|
|
32
|
-
## Operations Reference
|
|
33
|
-
|
|
34
|
-
Operations grouped by purpose. Use these as the building blocks for the workflows above.
|
|
35
|
-
|
|
36
|
-
### Summary
|
|
37
|
-
|
|
38
|
-
| Operation | Purpose | Status | Call | Depends on |
|
|
39
|
-
|-----------|---------|--------|------|------------|
|
|
40
|
-
| `getGoogleMapsApiKey_1` | read | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | — |
|
|
41
|
-
| `saveGoogleMapsApiKey_2` | write | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `getGoogleMapsApiKey_1` |
|
|
42
|
-
| `deleteGoogleMapsApiKey_3` | delete | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `getGoogleMapsApiKey_1` |
|
|
43
|
-
| `verify-saveGoogleMapsApiKey_2` | verify | — | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `saveGoogleMapsApiKey_2` |
|
|
44
|
-
|
|
45
|
-
### Read operations
|
|
46
|
-
|
|
47
|
-
#### `getGoogleMapsApiKey_1`
|
|
48
|
-
|
|
49
|
-
Read the org-wide Google Maps API key. Returns a GoogleMapsApiKeyRepresentation with one field, apiKey (String); apiKey is null/empty when no key has been saved yet.
|
|
50
|
-
|
|
51
|
-
**Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
|
|
52
|
-
|
|
53
|
-
**Output:** GoogleMapsApiKeyRepresentation — single field apiKey (String). Null/empty when no key has been configured for the org.
|
|
54
|
-
|
|
55
|
-
### Write operations
|
|
56
|
-
|
|
57
|
-
#### `saveGoogleMapsApiKey_2`
|
|
58
|
-
|
|
59
|
-
Persist the org-wide Google Maps API key. Body GoogleMapsApiKeyInputRepresentation has one non-empty apiKey String; idempotent overwrite. Response echoes the persisted apiKey.
|
|
60
|
-
|
|
61
|
-
**Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
|
|
62
|
-
|
|
63
|
-
**Inputs:**
|
|
64
|
-
|
|
65
|
-
- `apiKey` *(`String`)*
|
|
66
|
-
|
|
67
|
-
**Depends on:** `getGoogleMapsApiKey_1`
|
|
68
|
-
|
|
69
|
-
### Verify operations
|
|
70
|
-
|
|
71
|
-
#### `verify-saveGoogleMapsApiKey_2`
|
|
72
|
-
|
|
73
|
-
Read back via getGoogleMapsApiKey to confirm saveGoogleMapsApiKey persisted: response apiKey should equal the value just submitted.
|
|
74
|
-
|
|
75
|
-
**Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key`
|
|
76
|
-
|
|
77
|
-
**Depends on:** `saveGoogleMapsApiKey_2`
|
|
78
|
-
|
|
79
|
-
### Destructive operations
|
|
80
|
-
|
|
81
|
-
#### `deleteGoogleMapsApiKey_3`
|
|
82
|
-
|
|
83
|
-
Clear the org-wide Google Maps API key. After this returns, getGoogleMapsApiKey responds with apiKey null/empty until a new value is saved.
|
|
84
|
-
|
|
85
|
-
**Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
|
|
86
|
-
|
|
87
|
-
**Depends on:** `getGoogleMapsApiKey_1`
|
|
@@ -1,58 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
name: industries-grantmaking-intelligence-settings-open
|
|
3
|
-
description: "Use this skill when users want to setup landing page for Grantmaking Intelligence — an Aura wrapper (setup_industries_npc:grantmakingDataCloudSetupWrapper) that composes two child components with no controller of its own, and no first-party API on this node today. Trigger when users mention grantmaking, intelligence, settings, grantmaking intelligence settings."
|
|
4
|
-
metadata:
|
|
5
|
-
version: "1.0"
|
|
6
|
-
---
|
|
7
|
-
|
|
8
|
-
# Querying Grantmaking Intelligence Settings
|
|
9
|
-
|
|
10
|
-
## When to Use This Skill
|
|
11
|
-
|
|
12
|
-
Setup landing page for Grantmaking Intelligence — an Aura wrapper
|
|
13
|
-
(setup_industries_npc:grantmakingDataCloudSetupWrapper) that composes two
|
|
14
|
-
child components with no controller of its own, and no first-party API
|
|
15
|
-
on this node today. Agent-driven configuration is not available from
|
|
16
|
-
this skill.
|
|
17
|
-
|
|
18
|
-
What renders here:
|
|
19
|
-
(1) an Intelligent App Hub panel (wave:intelligentAppHub) that
|
|
20
|
-
lists CRM Analytics apps and lets an admin pin/schedule them;
|
|
21
|
-
its backing controller lives with the insights/wave team, not
|
|
22
|
-
NPC Cartwheel.
|
|
23
|
-
(2) an Admin Setup Assistant container
|
|
24
|
-
(industries_common:adminSetupAssistantContainer) — the same
|
|
25
|
-
generic wizard shell used by CaseMgmtIntelligenceSettings.
|
|
26
|
-
That shell is generic; it reads a per-page setup-config JSON
|
|
27
|
-
registration owned by the industries-common team. No such
|
|
28
|
-
registration currently exists for GrantmakingIntelligenceSettings
|
|
29
|
-
(tried both the node-id and DataCloud-variant file names),
|
|
30
|
-
so the container renders empty on this page today.
|
|
31
|
-
|
|
32
|
-
When an admin asks to configure Grantmaking Intelligence, the
|
|
33
|
-
productive action from a chat/agent context is to navigate them to
|
|
34
|
-
/lightning/setup/GrantmakingIntelligenceSettings/home and let them
|
|
35
|
-
interact with the embedded UI (schedule an app in the Intelligent App
|
|
36
|
-
Hub, or wait for the Admin Setup Assistant registration to arrive).
|
|
37
|
-
Do not fabricate step calls — no wire endpoint on this node returns
|
|
38
|
-
success today.
|
|
39
|
-
|
|
40
|
-
Access: six gates enforced at the setup-tree level — see preconditions.
|
|
41
|
-
|
|
42
|
-
## Critical Constraints
|
|
43
|
-
|
|
44
|
-
**Preconditions:**
|
|
45
|
-
|
|
46
|
-
- Caller must be an org admin — the setup-manifest access clause
|
|
47
|
-
requires an admin user. (check: `Org Admin`)
|
|
48
|
-
- Org must have Budget object access provisioned — setup-manifest
|
|
49
|
-
requires Budget.orgHasBudgetAccess. (check: `Budget org access`)
|
|
50
|
-
- Caller must have user-level Budget access — setup-manifest
|
|
51
|
-
requires Budget.userHasBudgetUserAccess. (check: `Budget user access`)
|
|
52
|
-
- Org must have Funding Award access provisioned — setup-manifest
|
|
53
|
-
requires IndustriesFundingAward.orgHasFundingAwardAccess. (check: `Funding Award access`)
|
|
54
|
-
- Org must have Data Cloud (CDP) or Genie enabled — setup-manifest
|
|
55
|
-
requires Data Cloud or Genie enabled. (check: `CDP or Genie enabled`)
|
|
56
|
-
- The Nonprofit Data Cloud setup feature gate must be enabled on
|
|
57
|
-
the org. Orgs without the gate rolled out do not see this setup
|
|
58
|
-
page. (check: `Nonprofit Data Cloud setup feature gate`)
|
|
@@ -1,167 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
name: industries-hc-score-category-settings-configure
|
|
3
|
-
description: "Use this skill when users want to cRUD on ScoreCategory records via standard sObject REST — describe, list, get-by-id, create, update, delete. Trigger when users mention hcscore, category, settings, hcscore category settings."
|
|
4
|
-
metadata:
|
|
5
|
-
version: "1.0"
|
|
6
|
-
---
|
|
7
|
-
|
|
8
|
-
# Managing Hc Score Category Settings
|
|
9
|
-
|
|
10
|
-
## When to Use This Skill
|
|
11
|
-
|
|
12
|
-
CRUD on ScoreCategory records via standard sObject REST — describe, list, get-by-id, create, update, delete. Run /describe first, then build payloads from createableFields. The hierarchical projection (parent/child tree, decorated with iconUrl/parentName/developerName via the ScoreCategoryHierarchy type) is NOT served here; use the sibling SOR ScoreCategorySettings (op `industries.industries-healthcare.score-category-setup-page.getScoreCategories`) when the agent needs the tree shape.
|
|
13
|
-
|
|
14
|
-
## Workflow
|
|
15
|
-
|
|
16
|
-
Standard sObject REST provides full CRUD + describe on ScoreCategory; no proprietary controller is involved. Run /describe first, then build payloads from createableFields — the shape depends on the org's permission/profile setup, so the SOR does not enumerate fields statically. Wire constraints an admin will hit: CategoryName is required and capped at 25 chars; MasterLabel caps at 40; Description caps at 255; Language is a restricted locale picklist and defaults to en_US when omitted at create; DeveloperName is settable at create despite /describe reporting createable:false, and auto-derives from CategoryName when omitted (must begin with a letter, alphanumeric + underscore only, no consecutive or trailing underscores, unique within the org). ParentCategoryId is a self-FK, so parent/child relationships are reachable via plain SOQL on this SOR when only the tree shape is needed; use the sibling SOR ScoreCategorySettings when the tree needs the decorated projection (iconUrl / parentName / developerName). Deleting a parent cascades to its children automatically.
|
|
17
|
-
|
|
18
|
-
## Critical Constraints
|
|
19
|
-
|
|
20
|
-
**Preconditions:**
|
|
21
|
-
|
|
22
|
-
- User needs CRUD access to ScoreCategory. (check: `<udd:crud:ScoreCategory>`)
|
|
23
|
-
- Org must have the Health Cloud / Holistic Patient Index feature line provisioned (the ScoreCategory entity ships with Health Cloud — orgs without Health Cloud provisioned will not see the entity).
|
|
24
|
-
|
|
25
|
-
## Operations Reference
|
|
26
|
-
|
|
27
|
-
Operations grouped by purpose. Use these as the building blocks for the workflows above.
|
|
28
|
-
|
|
29
|
-
### Summary
|
|
30
|
-
|
|
31
|
-
| Operation | Purpose | Status | Call | Depends on |
|
|
32
|
-
|-----------|---------|--------|------|------------|
|
|
33
|
-
| `describe` | read | — | `GET /services/data/v67.0/sobjects/ScoreCategory/describe` | — |
|
|
34
|
-
| `list` | read | — | `GET /services/data/v67.0/query` | `describe` |
|
|
35
|
-
| `get-by-id` | read | — | `GET /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `list` |
|
|
36
|
-
| `create` | write | — | `POST /services/data/v67.0/sobjects/ScoreCategory` | `describe` |
|
|
37
|
-
| `update` | write | — | `PATCH /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `get-by-id` |
|
|
38
|
-
| `delete` | write | — | `DELETE /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `get-by-id` |
|
|
39
|
-
|
|
40
|
-
### Dependency graph
|
|
41
|
-
|
|
42
|
-
```mermaid
|
|
43
|
-
graph TD
|
|
44
|
-
describe["describe (read)"]
|
|
45
|
-
list["list (read)"]
|
|
46
|
-
get_by_id["get-by-id (read)"]
|
|
47
|
-
create["create (write)"]
|
|
48
|
-
update["update (write)"]
|
|
49
|
-
delete["delete (write)"]
|
|
50
|
-
describe --> list
|
|
51
|
-
list --> get_by_id
|
|
52
|
-
describe --> create
|
|
53
|
-
get_by_id --> update
|
|
54
|
-
get_by_id --> delete
|
|
55
|
-
```
|
|
56
|
-
|
|
57
|
-
### Read operations
|
|
58
|
-
|
|
59
|
-
#### `describe`
|
|
60
|
-
|
|
61
|
-
Retrieve the ScoreCategory sObject describe — fields, picklist values, FLS, createable/updateable flags.
|
|
62
|
-
|
|
63
|
-
**Call:** `GET /services/data/v67.0/sobjects/ScoreCategory/describe`
|
|
64
|
-
|
|
65
|
-
**Output:** DescribeSObjectResult for ScoreCategory — use this to build the field list for list / create / update payloads.
|
|
66
|
-
|
|
67
|
-
**Notes:** developerName_describe_mismatch: /describe reports DeveloperName createable:false — but the wire actually ACCEPTS DeveloperName in the create
|
|
68
|
-
payload and honors the caller-supplied value. Agents that trust describe alone will not know they can
|
|
69
|
-
override the auto-derived value. POST with an explicit DeveloperName returns 201 and the record keeps
|
|
70
|
-
the supplied value.; child_relationships: {'ChildScoreCategories': {'cascadeDelete': True, 'note': 'Deleting a parent ScoreCategory automatically deletes its children. A subsequent GET on a\nchild record after the parent is gone returns 404 NOT_FOUND; a subsequent DELETE on the same\nrecord returns 404 INVALID_CROSS_REFERENCE_KEY instead — the two verbs report different error\ncodes for the same gone-due-to-cascade record.'}}
|
|
71
|
-
|
|
72
|
-
#### `list`
|
|
73
|
-
|
|
74
|
-
List ScoreCategory records via SOQL. Pair with /describe first to pick field names. ParentCategoryId is a self-FK, so a query that selects it (and optionally the parent's Name via a relationship traversal) returns the parent/child tree shape without leaving this SOR — reach for the sibling SOR ScoreCategorySettings only when the decorated projection (iconUrl / parentName / developerName) is needed.
|
|
75
|
-
|
|
76
|
-
**Call:** `GET /services/data/v67.0/query`
|
|
77
|
-
|
|
78
|
-
**Inputs:**
|
|
79
|
-
|
|
80
|
-
- `where` *(`String`)* — Optional SOQL WHERE clause to filter Score Category records.
|
|
81
|
-
- `limit` *(`int`)* — Optional SOQL LIMIT value.
|
|
82
|
-
- `q` *(`string`)*
|
|
83
|
-
|
|
84
|
-
**Depends on:** `describe`
|
|
85
|
-
|
|
86
|
-
**Output:** Query response with records[] of ScoreCategory — Id plus any SELECTed fields.
|
|
87
|
-
|
|
88
|
-
**Notes:** soql_relationship_name: SOQL traversal from ScoreCategory back to its parent uses the relationship name "ParentCategory", NOT the
|
|
89
|
-
standard "Parent" token most sObjects expose. A query like "SELECT ParentCategory.CategoryName FROM
|
|
90
|
-
ScoreCategory" succeeds; "SELECT Parent.CategoryName FROM ScoreCategory" returns 400 INVALID_FIELD with
|
|
91
|
-
"Didn't understand relationship 'Parent'". The relationship name is discoverable via
|
|
92
|
-
GET /sobjects/ScoreCategory/describe under fields.ParentCategoryId.relationshipName. When constructing
|
|
93
|
-
tree-view queries agents should traverse via ParentCategory.{field} rather than the generic Parent.{field}.; query_example: SELECT Id, CategoryName, MasterLabel, ParentCategoryId, ParentCategory.CategoryName, Description, IconUrl FROM ScoreCategory ORDER BY ParentCategoryId NULLS FIRST
|
|
94
|
-
|
|
95
|
-
#### `get-by-id`
|
|
96
|
-
|
|
97
|
-
Retrieve a specific ScoreCategory record by Id.
|
|
98
|
-
|
|
99
|
-
**Call:** `GET /services/data/v67.0/sobjects/ScoreCategory/{Id}`
|
|
100
|
-
|
|
101
|
-
**Inputs:**
|
|
102
|
-
|
|
103
|
-
- `Id` *(`ID`)* — Id of the ScoreCategory record to fetch.
|
|
104
|
-
|
|
105
|
-
**Depends on:** `list`
|
|
106
|
-
|
|
107
|
-
**Output:** Single ScoreCategory record with all readable fields per user FLS.
|
|
108
|
-
|
|
109
|
-
### Write operations
|
|
110
|
-
|
|
111
|
-
#### `create`
|
|
112
|
-
|
|
113
|
-
Create a ScoreCategory record. CategoryName is required (max 25 chars); MasterLabel is the admin display label (max 40). Language defaults to en_US when omitted. DeveloperName auto-derives from CategoryName — override only when a specific API name is needed (must begin with a letter, alphanumeric + underscore only, no consecutive or trailing underscores, unique within the org).
|
|
114
|
-
|
|
115
|
-
**Call:** `POST /services/data/v67.0/sobjects/ScoreCategory`
|
|
116
|
-
|
|
117
|
-
**Inputs:**
|
|
118
|
-
|
|
119
|
-
- `body` *(`object`)* — Field/value map for the new ScoreCategory. Populate from /describe's createableFields list.
|
|
120
|
-
|
|
121
|
-
**Depends on:** `describe`
|
|
122
|
-
|
|
123
|
-
**Output:** Standard sObject REST create response — {"id": "<new-Id>", "success": true, "errors": []}. Use the id in downstream get-by-id / update / delete steps. On failure, HTTP status is 400 and body is an array of {"errorCode","message","fields":[...]} entries.
|
|
124
|
-
|
|
125
|
-
**Rollback:** Call delete with the returned Id to undo the create.
|
|
126
|
-
|
|
127
|
-
**Notes:** error_contracts: {'duplicate_developer_name': '400 DUPLICATE_VALUE (NOT DUPLICATE_DEVELOPER_NAME) when a POST supplies a DeveloperName already in use. Message is generic ("duplicate value found: <unknown> duplicates value on record with id: <unknown>") — the field name is not echoed, so callers must attribute by context.', 'bad_parent_reference': '400 INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when ParentCategoryId points at a nonexistent or inaccessible record. Same error covers "no such record" and "record exists but user lacks CRUD/FLS" — the caller cannot distinguish from the error alone.', 'unknown_field': '400 INVALID_FIELD when the body carries a field name not on ScoreCategory ("No such column \'<name>\' on sobject of type ScoreCategory"). Run /describe first to enumerate valid field names.', 'oversized_payload_5xx': 'MasterLabel > ~255 chars can return 500 UNKNOWN_EXCEPTION with a support ErrorId instead of a clean 400 STRING_TOO_LONG. Treat any 500 as a retryable/report-worthy server condition; enforce reasonable client-side length caps rather than probing the boundary.', 'self_parenting_foot_gun': "Wire does NOT reject self-parenting — setting ParentCategoryId to the record's own Id is accepted with 204/201, with no cycle detection. Validate client-side before writing."}
|
|
128
|
-
|
|
129
|
-
#### `update`
|
|
130
|
-
|
|
131
|
-
Update an existing ScoreCategory record. Merge-patch semantics.
|
|
132
|
-
|
|
133
|
-
**Call:** `PATCH /services/data/v67.0/sobjects/ScoreCategory/{Id}`
|
|
134
|
-
|
|
135
|
-
**Inputs:**
|
|
136
|
-
|
|
137
|
-
- `Id` *(`ID`)* — Id of the ScoreCategory to update.
|
|
138
|
-
- `body` *(`object`)* — Partial field/value map — only include fields you want to change.
|
|
139
|
-
|
|
140
|
-
**Depends on:** `get-by-id`
|
|
141
|
-
|
|
142
|
-
**Rollback:** GET the record before update to capture the prior state, then PATCH the same fields back with the captured values to undo.
|
|
143
|
-
|
|
144
|
-
**Notes:** error_contracts: {'system_field_write': '400 INVALID_FIELD_FOR_INSERT_UPDATE when PATCH body includes a non-updateable/system field (CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, IsDeleted, Id).', 'null_clears_optional': 'PATCH with a field set to null returns 204 and clears the value (verified on Description). Use this instead of omitting the field, which would preserve the prior value under merge semantics.', 'developer_name_mutable': 'DeveloperName can be renamed via PATCH — wire returns 204 and the record reflects the new value on read-back. The base sObject uniqueness constraint still applies (renaming to a value already in use returns 400 DUPLICATE_VALUE).'}; field_constraints_on_patch: CategoryName remains capped at 25 chars under PATCH. MasterLabel and Description are enforced more loosely than /describe reports (short overflows accepted; very large payloads may 500). Language stays restricted-picklist.
|
|
145
|
-
|
|
146
|
-
#### `delete`
|
|
147
|
-
|
|
148
|
-
Delete a ScoreCategory record.
|
|
149
|
-
|
|
150
|
-
**Call:** `DELETE /services/data/v67.0/sobjects/ScoreCategory/{Id}`
|
|
151
|
-
|
|
152
|
-
**Inputs:**
|
|
153
|
-
|
|
154
|
-
- `Id` *(`ID`)* — Id of the ScoreCategory to delete.
|
|
155
|
-
|
|
156
|
-
**Depends on:** `get-by-id`
|
|
157
|
-
|
|
158
|
-
**Notes:** cascade_delete: Deleting a parent ScoreCategory automatically deletes all its children (ChildScoreCategories relationship carries
|
|
159
|
-
cascadeDelete=true). A subsequent GET on a child record after the parent is deleted returns 404 NOT_FOUND;
|
|
160
|
-
a subsequent DELETE on the same child returns 404 INVALID_CROSS_REFERENCE_KEY instead — not 204 either way,
|
|
161
|
-
but the two verbs report different error codes for the same gone-due-to-cascade record. Callers who need
|
|
162
|
-
to delete only the parent and re-parent children must first PATCH each child's ParentCategoryId to null
|
|
163
|
-
or to another parent before deleting the original parent.; developer_name_uniqueness_release: A hard DELETE releases the DeveloperName uniqueness constraint immediately — a subsequent POST with the same
|
|
164
|
-
DeveloperName the deleted record used returns 201, not the DUPLICATE_VALUE error a still-live record would
|
|
165
|
-
produce. This makes delete-then-recreate a valid pattern for renaming or shape-correcting a category without
|
|
166
|
-
needing an intermediate name. There is no Recycle Bin restore path for ScoreCategory (it is not a standard
|
|
167
|
-
soft-delete sObject), so the release is permanent.
|