@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
- package/skills/industries-catalog-process-fulfillment-configure/SKILL.md +0 -216
- package/skills/industries-catalog-process-intake-configure/SKILL.md +0 -219
- package/skills/industries-catalog-process-knowledge-configure/SKILL.md +0 -153
- package/skills/industries-catalog-process-preprocessor-configure/SKILL.md +0 -168
- package/skills/industries-cds-general-settings-configure/SKILL.md +0 -69
- package/skills/industries-claim-financial-settings-configure/SKILL.md +0 -169
- package/skills/industries-clinical-data-model-settings-configure/SKILL.md +0 -136
- package/skills/industries-clinical-data-model-settings-starter-configure/SKILL.md +0 -105
- package/skills/industries-collection-plan-settings-configure/SKILL.md +0 -132
- package/skills/industries-comms-service-console-settings-configure/SKILL.md +0 -159
- package/skills/industries-compliance-configure/SKILL.md +0 -102
- package/skills/industries-compliance-document-extraction-setup-configure/SKILL.md +0 -76
- package/skills/industries-contact-center-app-layout-configure/SKILL.md +0 -88
- package/skills/industries-contact-center-components-configure/SKILL.md +0 -96
- package/skills/industries-contact-center-path-knowledge-configure/SKILL.md +0 -95
- package/skills/industries-contact-center-user-access-assign/SKILL.md +0 -96
- package/skills/industries-course-waitlist-config-configure/SKILL.md +0 -162
- package/skills/industries-crisis-center-settings-configure/SKILL.md +0 -84
- package/skills/industries-custom-object-settings-configure/SKILL.md +0 -94
- package/skills/industries-data-cloud-integration-configure/SKILL.md +0 -88
- package/skills/industries-data-space-feature-mappings-configure/SKILL.md +0 -245
- package/skills/industries-decision-matrix-builder-configure/SKILL.md +0 -78
- package/skills/industries-decision-table-hbase-configure/SKILL.md +0 -87
- package/skills/industries-decision-table-version-configure/SKILL.md +0 -74
- package/skills/industries-decision-tables-builder-configure/SKILL.md +0 -253
- package/skills/industries-decision-tables-configure/SKILL.md +0 -439
- package/skills/industries-energy-utilities-configure/SKILL.md +0 -251
- package/skills/industries-eu-cloud-multisite-configure/SKILL.md +0 -1008
- package/skills/industries-eu-new-connections-configure/SKILL.md +0 -30
- package/skills/industries-explainability-msg-template-configure/SKILL.md +0 -135
- package/skills/industries-expression-set-message-token-configure/SKILL.md +0 -135
- package/skills/industries-field-service-settings-configure/SKILL.md +0 -82
- package/skills/industries-form-framework-settings-configure/SKILL.md +0 -30
- package/skills/industries-fsc-ai-settings-configure/SKILL.md +0 -57
- package/skills/industries-fsc-association-engine-settings-configure/SKILL.md +0 -172
- package/skills/industries-fsc-b2b-settings-configure/SKILL.md +0 -61
- package/skills/industries-fsc-insurance-settings-configure/SKILL.md +0 -58
- package/skills/industries-fsc-visa-fulfillment-setup-configure/SKILL.md +0 -103
- package/skills/industries-fsc-wealth-agent-settings-configure/SKILL.md +0 -117
- package/skills/industries-fsc-wealth-settings-configure/SKILL.md +0 -99
- package/skills/industries-fundraising-gift-entry-settings-configure/SKILL.md +0 -120
- package/skills/industries-fundraising-rfm-configure/SKILL.md +0 -128
- package/skills/industries-fundraising-settings-configure/SKILL.md +0 -145
- package/skills/industries-fundraising-source-code-gen-configure/SKILL.md +0 -299
- package/skills/industries-google-maps-api-key-settings-configure/SKILL.md +0 -87
- package/skills/industries-grantmaking-intelligence-settings-open/SKILL.md +0 -58
- package/skills/industries-hc-score-category-settings-configure/SKILL.md +0 -167
- package/skills/industries-health-engagement-settings-configure/SKILL.md +0 -218
- package/skills/industries-home-health-agentforce-setup-configure/SKILL.md +0 -131
- package/skills/industries-home-health-bundling-policy-create/SKILL.md +0 -50
- package/skills/industries-home-health-entity-labels-configure/SKILL.md +0 -29
- package/skills/industries-home-health-fsl-package-deploy/SKILL.md +0 -71
- package/skills/industries-home-health-fsl-settings-validate/SKILL.md +0 -27
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- package/skills/industries-home-health-guided-setup-enable-org-fsl-get/SKILL.md +0 -55
- package/skills/industries-home-health-guided-setup-get-org-ready-get/SKILL.md +0 -61
- package/skills/industries-home-health-licenses-assign/SKILL.md +0 -27
- package/skills/industries-home-health-operating-hours-create/SKILL.md +0 -40
- package/skills/industries-home-health-scheduling-policy-create/SKILL.md +0 -41
- package/skills/industries-home-health-service-objective-create/SKILL.md +0 -22
- package/skills/industries-home-health-skills-create/SKILL.md +0 -31
- package/skills/industries-home-health-users-create/SKILL.md +0 -29
- package/skills/industries-icm-act3-toggles-configure/SKILL.md +0 -198
- package/skills/industries-icm-act5-genai-suggested-assessments-configure/SKILL.md +0 -361
- package/skills/industries-icm-act6-mcg-integration-configure/SKILL.md +0 -550
- package/skills/industries-integrated-care-management-configure/SKILL.md +0 -168
- package/skills/industries-object-enablement-configure/SKILL.md +0 -86
- package/skills/industries-tpm-system-processing-service-configure/SKILL.md +0 -64
- package/skills/integration-apex-settings-configure/SKILL.md +0 -61
- package/skills/marketing-e360-email-archiving-configure/SKILL.md +0 -73
- package/skills/platform-custom-permissions-configure/SKILL.md +0 -687
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# Generic Element (Fallback)
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Catch-all summary spec for element types that do not have a
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type-specific reference yet. Decision has its own deep treatment in
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`element-decision.md`. The four CRUD record-* types
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(`recordLookup` / `recordCreate` / `recordUpdate` /
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`recordDelete`) are reserved for P1; until then, they route here.
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This shape is **deliberately shallow**. It honors the contract and
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tone, but does not attempt the path-by-path breakdown that
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Decision uses (most other element types have no concept of paths
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in the same sense).
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## Output shape
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Per `output-contract.md` §"Generic-element summary shape":
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```text
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<intent paragraph>
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**Configuration**
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- **<dimension 1>:** <plain-English value>
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- **<dimension 2>:** <plain-English value>
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- …
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```
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No paths header. No grouping. No loopback note (only Decisions
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are loopback-aware in this MVP — other element types are
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single-pass).
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If the element has a fault path connector, describe where faults
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route **in prose immediately after the intent paragraph, before the
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Configuration list** — per General Formatting Default #2 in
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`../../shared/output-format-guidelines.md` (e.g. "If the update fails,
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routes to a custom error..."). Do **not** flag its presence or
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absence as good or bad, and do **not** bury it as a Configuration
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bullet row. If the element has no fault path, say nothing about it.
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## Per-element-type dimensions
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Choose the dimensions that describe the element's actual
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configuration. The lists below are guidance — render only
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dimensions that have configured values.
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### `recordLookup` (Get Records)
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- **Object:** `<object label>` (drop `__c`, prefer label over API
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name)
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- **Filters:** plain-English condition summary, joined per
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`filterLogic`. If no filters, render: "No filters — retrieves
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all records of this object."
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- **Returns:** `the first record` (`getFirstRecordOnly: true`) or
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`all matching records` (`getFirstRecordOnly: false`)
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- **Stored in:** `<output variable label or name>` (the
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`outputReference` or the auto-stored sObject variable)
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- **Sort:** `<field> <Asc/Desc>` if `sortField` set; omit if not.
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### `recordCreate` (Create Records)
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- **Object:** `<object label>`
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- **Fields set:** comma-separated list of `<field>: <plain-English
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value>` pairs (translate FEROV per
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`reference-resolution.md`).
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- **Source:** if `assignRecordIdToReference` is set, "stores the
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new record's id in `<variable>`"; else omit.
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### `recordUpdate` (Update Records)
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- **Records updated:** the input variable / collection name (e.g.
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"the Account collection from `Get_Accounts`").
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- **Fields changed:** comma-separated list of `<field>: <plain-
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English value>` pairs.
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- **Filters:** if filtering by criteria (rather than passing in a
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record reference), summarize the filter conditions.
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### `recordDelete` (Delete Records)
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- **Records deleted:** the input variable / collection name, OR
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the filter conditions if deleting by criteria.
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- **Scope:** "a single record" / "all matching records" — make
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this clear because of the destructive nature.
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### `actionCall` (Action / Apex Action)
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- **Action:** the action label or API name.
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- **Action type:** `<actionType>` translated (e.g. "Send Email",
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"Apex method", "Quick Action", "External Service callout").
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- **Inputs:** comma-separated list of `<param>: <plain-English
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value>`. On a Send Email Message or Send SMS Message step, a literal
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record Id or CMS content reference becomes the record's name, never
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the Id: see `reference-resolution.md` § 5 (lookups only for a flow
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read from the org).
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retrieved Flow XML/JSON. When it is present, do not make another
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retrieval call just to confirm or replace it.
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2. If `label` is absent or blank and `flowName` is present, call
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`dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<flowName>")` exactly once, preserving the API
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name unchanged, and use the returned Flow's non-blank `label`.
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3. If retrieval fails or returns no display label, describe the
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subflow's apparent purpose in plain English instead. Do not invent
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a label.
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Do not show `flowName` by default: it is an API name. Include it only
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when the user explicitly asks for API names, and show it alongside the
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resolved label or plain-English description.
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- **Inputs:** parameter list, plain English.
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- **Outputs stored in:** output variable list, plain English.
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### `screen`
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fields (label or API name).
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- **Allowed actions:** Next / Back / Pause / Finish based on
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`allowBack` / `allowPause` / `allowFinish`.
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### `loop`
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- **Order:** "in order" (Asc) / "in reverse order" (Desc).
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- **Body next:** the first downstream element's type + label.
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### `assignment`
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- **Sets:** comma-separated list of `<variable>: <plain-English
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value>` pairs.
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- **Operator:** translate per
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`reference-resolution.md` ("Assign", "Add", "Subtract", etc.).
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### Other element types
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`group`, `transform`, etc.), use the same shape but pick
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dimensions that match the element's metadata fields. Translate
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field names to readable English. Skip dimensions with no
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configured value.
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## Enrich from the shared element skill
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The `../../elements/<type>/` skills describe every configurable
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field an element type supports. Apply this deterministic rule so that
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equivalent metadata always receives the same treatment:
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- **If the element type HAS a dimension block in "Per-element-type
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dimensions" above** (`recordLookup`, `recordCreate`,
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`recordUpdate`, `recordDelete`, `actionCall`, `subflow`, `screen`,
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`loop`, `assignment`) — use that block. Do **not** consult the
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shared skill; those dimensions are the summary contract.
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- **If the element type has NO dimension block above** (every other
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type — `wait`, `collectionProcessor`, `customError`, `transform`,
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`recordRollback`, `orchestratedStage`, `group`, etc.) — you MUST
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consult the matching shared element skill in the table below to
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borrow its **field vocabulary and plain-English field meanings
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only**, then render the standard shape from those fields.
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If a type has no dimension block above **and** no row in the table
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below, fall back to the element's own metadata fields (per "Other
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element types" above), translating field names to readable English.
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| Element `type` | Shared skill to consult |
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|---|---|
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| `recordLookup` | `../../elements/record-lookup/record-lookup.md` |
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| `recordCreate` | `../../elements/record-create/record-create.md` |
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| `recordUpdate` | `../../elements/record-update/record-update.md` |
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| `recordDelete` | `../../elements/record-delete/record-delete.md` |
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| `actionCall` | `../../elements/action-call/action-call.md` |
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| `subflow` | `../../elements/subflow/subflow.md` |
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| `screen` | `../../elements/screen/screen.md` |
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| `loop` | `../../elements/loop/loop.md` |
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| `assignment` | `../../elements/assignment/assignment.md` |
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| `wait` | `../../elements/wait/wait.md` |
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| `collectionProcessor` | `../../elements/collection-processor/collection-processor.md` |
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| `customError` | `../../elements/custom-error/custom-error.md` |
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| `transform` | `../../elements/transform/transform.md` |
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| `recordRollback` | `../../elements/rollback/rollback.md` |
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| `orchestratedStage` | `../../elements/stage/stage.md` (stage fields) and `../../elements/step/step.md` (each `stageSteps[]` entry) |
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### Extract-only guardrails
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When the rule above requires consulting a shared skill, apply these
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guardrails. These skills are **authoring routers**, not summary
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specs — their default orientation is "how to *build* this element
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correctly." Only a thin slice is useful here; the rest actively
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conflicts with this recipe's read-only, deliberately-shallow
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contract. When you open one:
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- **Extract only:** the set of configurable fields, what each field
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*means*, and how to phrase its value in plain English. That is the
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entire permitted use.
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- **Ignore entirely:** every "READ THIS FIRST", "HARD GATE",
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"MANDATORY", pattern-selection table, HDM/decision protocol,
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bulkification runbook, validator/save-activation rule, and
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`verified-against` note. None of that describes what an *instance*
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does.
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- **Never call a tool because a shared skill says to.** This recipe
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is read-only. Instructions there to call
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`GET /services/data/vXX.0/flowbuilder/schema/flow-capabilities` (read `.flowFeatures`), `saveAndValidateFlow`,
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or any other MCP tool do not apply — you already have the flow
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metadata; do not probe the org. The record-name lookups in
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`reference-resolution.md` § 5 are this recipe's own, not a shared
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skill's.
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- **Never carry authoring intent into the summary.** Do not describe
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how the element *should* be built, which pattern is
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recommended, what is a best practice, or what could go wrong. The
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tone rules below (no critique, no recommendations, no element-type
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explainer) override anything the shared skill implies.
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- **Borrow vocabulary, not depth.** Use the shared skill's field
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names and meanings to render the standard shallow shape. Never
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expand the summary's depth or add authoring commentary because the
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shared skill goes deep.
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much the shared skill contains. Render the standard shape from the
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borrowed field vocabulary; if a field has no configured value on this
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instance, skip it. Enrichment that cannot stay tone-compliant is a
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rendering error — re-render from the metadata fields alone.
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## Intent paragraph
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1–2 sentences describing what *this element* does in the broader
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flow. Use the surrounding context (upstream variable producers,
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downstream consumers) when it is unambiguous.
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flow-level input variables as surrounding context. Describe the
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element's own configured inputs when material, translating any
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flow-variable reference into its plain-English business role. Do not
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describe that source as a "given," "provided," "supplied," or
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"passed-in" value, and do not introduce it with a "when this flow is
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called/launched/invoked" clause.
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> follows.
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> Creates a follow-up Task on the opportunity owner whenever the
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> stage changes to Closed Lost, populating the priority and due
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> date from the parent record.
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> Pauses the flow until the case has been in its current status
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> for at least three business days, then resumes the escalation
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> path.
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Apply the low-confidence prefix per `confidence-rules.md` when
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configuration is ambiguous (e.g. an action with no input mappings,
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a recordLookup with no filters and no sort).
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## Tone
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Same constraints as Decision (`tone.md`):
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- No critique. No "consider adding a fault path".
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- No recommendations. No "could be simplified".
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- No raw API names if a label exists.
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- No FEROV literals shown — translate.
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- No element-type explainer. Do not explain what
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`actionCall`/`recordLookup`/`subflow` *is*; describe only what
|
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*this* one does.
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- No element-description content.
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## Anti-checklist
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- [ ] Did I include any Tier 1 item — GUIDs, canvas coordinates,
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system timestamps, raw JSON/XML, version tokens? (banned —
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`../../shared/output-format-guidelines.md`)
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- [ ] Did I produce a Field/Value table or markdown table? (banned —
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use the bulleted Configuration list)
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- [ ] Did I use code blocks or backtick formatting? (banned — use
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quotation marks for values)
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- [ ] Did I include a "Notes" or "Caveats" section? (banned)
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- [ ] Did I comment on whether the element is configured well?
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(banned)
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label? (banned)
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- [ ] Did I render booleans as literal `true`/`false`? (banned —
|
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|
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translate contextually: "is active" / "is not active")
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|
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- [ ] Did I render null/empty as literal `null` or `""`? (banned —
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|
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use "not set" / "no value configured" / "blank")
|
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- [ ] Did I include the element's label or API name as a heading?
|
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(banned)
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|
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- [ ] Did I include the element's description field? (banned)
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- [ ] Did I carry any authoring content from a shared element skill —
|
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a recommended pattern, best practice, "should"/"MANDATORY"
|
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language, or an element-type explainer — into the summary?
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(banned — shared skills are for field vocabulary only)
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shared element skill instructed it? (banned — this recipe is
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read-only)
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If any answer is wrong, re-render before showing.
|
package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md
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|
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|
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# Reference Resolution
|
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|
|
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|
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How to translate raw flow metadata into the plain-English fragments
|
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the output contract expects. This file covers five kinds of
|
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|
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resolution:
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6
|
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|
|
7
|
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1. **Id resolution** — turning the user's reference into an id that
|
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|
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`GET /services/data/vXX.0/flowbuilder/flow/{id}` accepts.
|
|
9
|
-
2. **FEROV resolution** — turning a Field-or-Element-Referenced-or-
|
|
10
|
-
Value into a readable phrase.
|
|
11
|
-
3. **Formula resolution** — interpreting formula resources by
|
|
12
|
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their expression, not their name.
|
|
13
|
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4. **Cross-element resolution** — turning a `targetReference` into
|
|
14
|
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the destination element's type + label.
|
|
15
|
-
5. **Record names** — naming the records a step's literal inputs point
|
|
16
|
-
to (a send's sender, consent subscription, or content) when the flow
|
|
17
|
-
was read from the org.
|
|
18
|
-
|
|
19
|
-
## 1. Id resolution
|
|
20
|
-
|
|
21
|
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Use `GET /services/data/vXX.0/flowbuilder/flow/{id}` with a FlowVersion id (`301xxx`), FlowDefinition id
|
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|
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(`300xxx`), custom Flow API name, or standard Flow namespaced durable version
|
|
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|
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id. The tool resolves definition ids and custom API names to the Active version,
|
|
24
|
-
or the latest version when none is Active. A standard durable id's `-N` suffix
|
|
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|
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selects that exact standard Flow version.
|
|
26
|
-
|
|
27
|
-
| Input the user gave you | Translation step | Final tool call |
|
|
28
|
-
|---|---|---|
|
|
29
|
-
| `301AB000000XYZ123` | No translation. | `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/301AB000000XYZ123")` |
|
|
30
|
-
| `300AB000000XYZ123` (FlowDefinition id) | No separate translation call. The retrieval tool resolves Active/latest internally. | `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/300AB000000XYZ123")` |
|
|
31
|
-
| Custom Flow API name (e.g. `My_Flow`) | Preserve the exact API name. The tool resolves Active/latest. | `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/My_Flow")` |
|
|
32
|
-
| Namespaced custom Flow API name (e.g. `acme__My_Flow`) | Preserve the namespace and exact API name. The tool resolves Active/latest. | `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/acme__My_Flow")` |
|
|
33
|
-
| Standard Flow namespaced durable version id (e.g. `SvcCopilotTmpl__AddCaseComment-1`) | Preserve the complete durable id, including the `-N` version suffix. | `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/SvcCopilotTmpl__AddCaseComment-1")` |
|
|
34
|
-
| Flow label (e.g. `Lead Routing`) | Labels are not accepted. Do not convert spaces to underscores or guess an API name. | Ask for the exact API name, a `301xxx` FlowVersion id, or the complete Flow definition as Flow JSON or Salesforce Metadata API XML. |
|
|
35
|
-
| Element definition pasted as Flow JSON or Salesforce Metadata API XML | No id needed; summarize from the provided definition; loopback / downstream label resolution will be partial, so apply the low-confidence prefix. | No MCP call. |
|
|
36
|
-
| Complete Flow definition pasted as Flow JSON or Salesforce Metadata API XML | No id needed; use directly for read-only summarization. | No MCP call. |
|
|
37
|
-
|
|
38
|
-
### Name handling and unsupported-reference fallback
|
|
39
|
-
|
|
40
|
-
If the user identifies a Flow by a custom API name or a standard namespaced
|
|
41
|
-
durable version id:
|
|
42
|
-
|
|
43
|
-
- Trim surrounding whitespace.
|
|
44
|
-
- Pass the remaining identifier to `GET /services/data/vXX.0/flowbuilder/flow/{id}` exactly once.
|
|
45
|
-
- Do not change capitalization, add/remove a namespace, or remove a durable
|
|
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|
-
version suffix.
|
|
47
|
-
- Do not call `GET /services/data/vXX.0/flowbuilder/flow/{flowDefinitionId}/versions`; `GET /services/data/vXX.0/flowbuilder/flow/{id}` performs the required
|
|
48
|
-
Active/latest resolution for custom API names.
|
|
49
|
-
|
|
50
|
-
If the input contains spaces or is otherwise presented as a display label, do
|
|
51
|
-
not derive an API name from it. Ask for the exact API name instead.
|
|
52
|
-
|
|
53
|
-
Do not call Salesforce DX, run SOQL, choose a version independently, or call
|
|
54
|
-
`GET /services/data/vXX.0/flowbuilder/flow/{flowDefinitionId}/versions` to retrieve the Flow. Pass supported identifiers
|
|
55
|
-
directly to `GET /services/data/vXX.0/flowbuilder/flow/{id}` and use the returned Flow JSON as the source of
|
|
56
|
-
facts. The only other reads are the Send Email / Send SMS record-name lookups in section 5.
|
|
57
|
-
|
|
58
|
-
If the user injected a flow context (e.g. Flow Builder panel context with a
|
|
59
|
-
`flowId` or `flowVersionId`), prefer it over re-asking when it is a `301xxx`
|
|
60
|
-
FlowVersion id or a `300xxx` FlowDefinition id. Route every other injected
|
|
61
|
-
reference through the same explicit cases in the table above.
|
|
62
|
-
|
|
63
|
-
If the user supplied an unsupported Flow reference, or supported retrieval
|
|
64
|
-
fails, stop and offer the supported ways to continue:
|
|
65
|
-
|
|
66
|
-
> I can't retrieve the Flow `<input>` from the supplied reference yet. To
|
|
67
|
-
> continue, please provide one of these:
|
|
68
|
-
>
|
|
69
|
-
> 1. The exact custom Flow API name, including its namespace when applicable.
|
|
70
|
-
> 2. The standard Flow's namespaced durable version id, including its `-N`
|
|
71
|
-
> version suffix.
|
|
72
|
-
> 3. The FlowVersion id (the `301…` id) or FlowDefinition id (the `300…` id).
|
|
73
|
-
> 4. The complete Flow definition as either Flow JSON or Salesforce Metadata API
|
|
74
|
-
> XML.
|
|
75
|
-
|
|
76
|
-
Metadata API XML is accepted as read-only summarization input only. Save
|
|
77
|
-
operations require the Flow MCP JSON schema.
|
|
78
|
-
|
|
79
|
-
Never invent an id. Never expose the resolved `300xxx` or `301xxx` id
|
|
80
|
-
in the rendered summary.
|
|
81
|
-
|
|
82
|
-
## 2. FEROV resolution
|
|
83
|
-
|
|
84
|
-
A FEROV (Field-or-Element-Referenced-Or-Value) appears in
|
|
85
|
-
`conditions[].rightValue` and a few other places. Its shape:
|
|
86
|
-
|
|
87
|
-
```json
|
|
88
|
-
{
|
|
89
|
-
"stringValue": "...", // literal string
|
|
90
|
-
"numberValue": 123, // literal number
|
|
91
|
-
"booleanValue": true, // literal boolean
|
|
92
|
-
"dateValue": "...", // literal date
|
|
93
|
-
"dateTimeValue": "...", // literal datetime
|
|
94
|
-
"elementReference": "<name>" // reference to another element/variable/formula
|
|
95
|
-
}
|
|
96
|
-
```
|
|
97
|
-
|
|
98
|
-
Exactly one of the seven keys is set per FEROV.
|
|
99
|
-
|
|
100
|
-
### Translation table
|
|
101
|
-
|
|
102
|
-
| FEROV shape | Operator | Renders as |
|
|
103
|
-
|---|---|---|
|
|
104
|
-
| `{ booleanValue: true }` | `EqualTo` | "is true" |
|
|
105
|
-
| `{ booleanValue: false }` | `EqualTo` | "is false" / "is not blank" / context-dependent |
|
|
106
|
-
| `{ stringValue: "Closed Won" }` | `EqualTo` | `"is Closed Won"` (translate to natural English; drop quotes) |
|
|
107
|
-
| `{ numberValue: 100000 }` | `GreaterThan` | `"exceeds $100,000"` (currency context — render with $ if the LHS is `Amount` / `Revenue` / `Price`; render plain if LHS is `Score`, `Count`, etc.) |
|
|
108
|
-
| `{ numberValue: 14 }` | (with a "days ago" left side) | `"more than 14 days ago"` |
|
|
109
|
-
| `{ dateValue: "2026-06-30" }` | `EqualTo` | `"is June 30, 2026"` |
|
|
110
|
-
| `{ elementReference: "Lead_Id" }` | `IsNull == false` | `"<Lead Id> is populated"` |
|
|
111
|
-
| `{ elementReference: "Account.Type" }` | `EqualTo` + `stringValue: "Enterprise"` | `"the account type is Enterprise"` |
|
|
112
|
-
|
|
113
|
-
### Operator translation
|
|
114
|
-
|
|
115
|
-
| Salesforce operator | English |
|
|
116
|
-
|---|---|
|
|
117
|
-
| `EqualTo` | "is" / "is equal to" |
|
|
118
|
-
| `NotEqualTo` | "is not" |
|
|
119
|
-
| `GreaterThan` | "exceeds" / "is more than" |
|
|
120
|
-
| `GreaterThanOrEqualTo` | "is at least" |
|
|
121
|
-
| `LessThan` | "is less than" |
|
|
122
|
-
| `LessThanOrEqualTo` | "is at most" |
|
|
123
|
-
| `StartsWith` | "begins with" |
|
|
124
|
-
| `EndsWith` | "ends with" |
|
|
125
|
-
| `Contains` | "contains" |
|
|
126
|
-
| `IsNull` (with `booleanValue: true`) | "is blank" |
|
|
127
|
-
| `IsNull` (with `booleanValue: false`) | "is populated" / "is not blank" |
|
|
128
|
-
| `In` (with collection) | "is one of" |
|
|
129
|
-
|
|
130
|
-
If the operator is one not in this table, fall back to a generic
|
|
131
|
-
phrasing ("matches the configured value") — do **not** quote the
|
|
132
|
-
operator name.
|
|
133
|
-
|
|
134
|
-
### API-name to readable-noun
|
|
135
|
-
|
|
136
|
-
When the LHS is a field reference, prefer the field's *label* if
|
|
137
|
-
the metadata gives one. If not, transform the API name:
|
|
138
|
-
|
|
139
|
-
- `StageName` → "Stage"
|
|
140
|
-
- `Account.Industry` → "the account's industry"
|
|
141
|
-
- `Lead_Score__c` → "Lead Score"
|
|
142
|
-
- `IsActive` → "Active"
|
|
143
|
-
- `Custom_Field__c` → "Custom Field"
|
|
144
|
-
|
|
145
|
-
Drop the `__c` suffix. Convert snake_case to space-separated
|
|
146
|
-
title-case. Strip object prefixes when the context is unambiguous.
|
|
147
|
-
|
|
148
|
-
## 3. Formula resolution
|
|
149
|
-
|
|
150
|
-
A formula resource referenced in a condition (`elementReference`
|
|
151
|
-
points to a `formulas` entry):
|
|
152
|
-
|
|
153
|
-
1. Look up the formula by name in `flow.formulas[]`.
|
|
154
|
-
2. Read its `expression`.
|
|
155
|
-
3. Interpret the *expression*, not the formula's `name` (names go
|
|
156
|
-
stale).
|
|
157
|
-
|
|
158
|
-
### Examples
|
|
159
|
-
|
|
160
|
-
| Formula name | Expression | Renders as |
|
|
161
|
-
|---|---|---|
|
|
162
|
-
| `IsHighValue` | `{!Opportunity.Amount} > 100000` | "the opportunity amount exceeds $100,000" |
|
|
163
|
-
| `IsStaleNegotiation` | `({!Opportunity.LastModifiedDate} < (TODAY() - 14)) && {!Opportunity.StageName} = "Negotiation"` | "the opportunity is in Negotiation and has not been modified in more than 14 days" |
|
|
164
|
-
| `LooksGood` | `{!Account.Type} = "Enterprise" && {!Account.AnnualRevenue} > 5000000` | "the account is an Enterprise account with annual revenue above $5,000,000" |
|
|
165
|
-
|
|
166
|
-
### When the expression cannot be interpreted confidently
|
|
167
|
-
|
|
168
|
-
- Expression is missing from the metadata.
|
|
169
|
-
- Expression nests other formulas to a depth that interpretation
|
|
170
|
-
would be a guess.
|
|
171
|
-
- Expression uses an unfamiliar custom function (`MyHelper__c(…)`).
|
|
172
|
-
|
|
173
|
-
In any of those cases:
|
|
174
|
-
|
|
175
|
-
- Refer to the formula by its name only:
|
|
176
|
-
|
|
177
|
-
> "a formula condition called <Formula_Name>"
|
|
178
|
-
|
|
179
|
-
- Apply the low-confidence prefix to the intent paragraph (per
|
|
180
|
-
`confidence-rules.md`).
|
|
181
|
-
|
|
182
|
-
Do **not** quote the formula's expression. Do **not** speculate
|
|
183
|
-
about what it evaluates.
|
|
184
|
-
|
|
185
|
-
## 4. Cross-element resolution (downstream)
|
|
186
|
-
|
|
187
|
-
When a path's `connector.targetReference` points to another
|
|
188
|
-
element, look up that element in the flow JSON and resolve to
|
|
189
|
-
`{ type, label }`:
|
|
190
|
-
|
|
191
|
-
```text
|
|
192
|
-
target.type = "actionCall" / "recordCreate" / "recordUpdate" /
|
|
193
|
-
"subflow" / "screen" / "decision" / "loop" /
|
|
194
|
-
"assignment" / "recordLookup" / "recordDelete" / …
|
|
195
|
-
target.label = element.label || element.name
|
|
196
|
-
```
|
|
197
|
-
|
|
198
|
-
### Translation table
|
|
199
|
-
|
|
200
|
-
| target.type | Phrasing |
|
|
201
|
-
|---|---|
|
|
202
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| `actionCall` | "triggers the <label> action" / "calls <label>" |
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| `recordCreate` | "creates a <objectLabel> record" |
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| `recordUpdate` | "updates the <objectLabel> record" |
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| `recordLookup` | "retrieves <objectLabel> records" |
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| `recordDelete` | "deletes the <objectLabel> record" |
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| `subflow` | "kicks off the <label> subflow" |
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| `assignment` | "updates the <label> assignment" / "sets <label>" |
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| `decision` | "routes through the <label> decision" |
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| `screen` | "shows the <label> screen" |
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| `loop` | "iterates through <label>" |
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| `wait` | "waits for <label>" |
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If multiple actions follow on a path (the immediate target is an
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assignment that connects onward to an actionCall, etc.), describe
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the sequence at a high level — pick a verb that captures the net
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effect, not every step:
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> "updates the opportunity record, then sends an email
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> notification"
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If a target's label is the API name with no human-readable label,
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render the API name in plain English (snake_case → title-case).
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### Loopback detection
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A loopback exists when any element in the flow has a connector
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(direct or indirect) whose `targetReference` points back to the
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Decision being summarized. Walk the connector graph:
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```text
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loopback_sources = [
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e for e in flow.elements
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if any(connector.targetReference == decision.name
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for connector in e.connectors_outgoing)
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]
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```
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If `loopback_sources` is non-empty, append the loopback note (per
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`output-contract.md`). Name the most user-relevant source — usually
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the action element that the loop returns through, not an
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intermediate assignment. If multiple loopback sources are equally
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relevant, list up to two: "after <A> and <B>".
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## 5. Record names behind literal Ids
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A step's literal inputs can hold record Ids or a CMS content reference.
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On a Send Email Message action, `senderId` is a User (`005…`) or an
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org-wide email address (`0D2…`),
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`communicationSubscriptionId` a CommSubscription (`0Xl…`),
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`commSubscriptionChannelTypeId` a CommSubscriptionChannelType (`0eB…`),
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and `contentId` the email, as
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`marketing--<workspace>.sfdc_cms__email--<API name>`. On Send SMS
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Message, `senderId` is a MessagingChannel (`0Mj…`) and `contentId` an
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SMS content. Never show the Id or the content reference. When the user
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asks which email, sender, or subscription a step uses, "a configured
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user" doesn't answer the question.
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**Flow read from the org** (`GET /services/data/vXX.0/flowbuilder/flow/{id}`):
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the Ids are that org's. Look up each of these Send Email Message and Send
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SMS Message inputs the summary names (no other Ids), with one
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read-only query each (`dispatch_readonly(method: "GET", url:
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|
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"/services/data/vXX.0/query", queryParams: { q: "<query>" })`), and use
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its name:
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| Record | Query | Name to use |
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|---|---|---|
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| User (`005…`) | `SELECT Name FROM User WHERE Id = '<Id>'` | `Name` |
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|
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| OrgWideEmailAddress (`0D2…`) | `SELECT DisplayName, Address FROM OrgWideEmailAddress WHERE Id = '<Id>'` | `DisplayName` (`Address`) |
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|
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| SenderEmailAddress (`35a…`) | `SELECT DisplayName FROM SenderEmailAddress WHERE Id = '<Id>'` | `DisplayName` |
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|
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| CommSubscription (`0Xl…`) | `SELECT Name FROM CommSubscription WHERE Id = '<Id>'` | `Name` |
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|
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| CommSubscriptionChannelType (`0eB…`) | `SELECT Name FROM CommSubscriptionChannelType WHERE Id = '<Id>'` | `Name` |
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|
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| MessagingChannel (`0Mj…`) | `SELECT MasterLabel FROM MessagingChannel WHERE Id = '<Id>'` | `MasterLabel` (an SMS sender's phone number) |
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|
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| CMS content (the part of `contentId` after the last `--` is the content's API name) | `SELECT Id, Name FROM ManagedContent WHERE ApiName = '<API name>'` | `Name`, the content's title |
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|
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|
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|
276
|
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- Only when the user asks what the message says: read it from
|
|
277
|
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`GET /services/data/vXX.0/connect/cms/contents/<the ManagedContent Id>`
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|
278
|
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(`contentBody.subjectLine` is the subject line).
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|
279
|
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- When a lookup returns no row or fails, describe the record by its
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|
280
|
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role ("the configured sender") and go on. Never show the Id instead.
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|
281
|
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- These lookups only read. They don't change which flow version is
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|
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|
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summarized.
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|
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|
284
|
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**Flow pasted as XML or JSON:** the pasted definition is the only
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285
|
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source of facts, and its Ids may come from another org, so make no
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|
286
|
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lookups. Describe each record by its role ("a specific sender user",
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|
287
|
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"the configured email content"), and don't name a record the
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|
288
|
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definition doesn't name.
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|
289
|
-
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|
290
|
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Other identifiers in a step aren't record Ids: a journey's Id, a
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|
291
|
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business unit's MID, or an `mceBuSelector`. Use the names the step
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|
292
|
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already carries.
|