@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.
Files changed (349) hide show
  1. package/package.json +1 -1
  2. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  3. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  4. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  5. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  6. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  7. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  8. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  9. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  10. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  11. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  12. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  13. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  14. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  15. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  16. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  17. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  18. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  19. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  20. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  21. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  22. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  23. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  24. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  25. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  26. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  27. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  28. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  29. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  30. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  31. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  32. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  33. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  34. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  35. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  36. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  37. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  38. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  39. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  40. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  41. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  42. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  43. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  44. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  45. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  46. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  47. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  48. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  49. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  50. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  51. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  52. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  53. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  54. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  55. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  56. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  57. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  58. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  59. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  60. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  61. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  62. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  63. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  64. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  65. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  66. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  67. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  68. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  69. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  70. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  71. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  72. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  73. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  74. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  75. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  76. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  77. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  78. package/skills/commerce-fees-apply/SKILL.md +0 -227
  79. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  80. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  81. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  82. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  83. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  84. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  85. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  86. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  87. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  88. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  89. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  90. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  91. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  92. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  93. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  94. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  95. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  96. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  97. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  98. package/skills/commerce-product-details-get/SKILL.md +0 -363
  99. package/skills/commerce-product-search/SKILL.md +0 -563
  100. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  101. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  102. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  103. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  104. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  105. package/skills/communications-multisite-configure/SKILL.md +0 -571
  106. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  107. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  108. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  109. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  110. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  111. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  112. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  113. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  114. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  115. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  116. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  117. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  118. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  119. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  120. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  121. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  122. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  123. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  124. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  125. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  126. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  127. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  128. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  129. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  130. package/skills/data360-activation-create/SKILL.md +0 -104
  131. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  132. package/skills/data360-activation-target-create/SKILL.md +0 -93
  133. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  134. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  135. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  136. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  137. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  138. package/skills/data360-code-extension-create/SKILL.md +0 -115
  139. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  140. package/skills/data360-connection-create/SKILL.md +0 -491
  141. package/skills/data360-content-lens-create/SKILL.md +0 -181
  142. package/skills/data360-data-action-create/SKILL.md +0 -126
  143. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  144. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  145. package/skills/data360-data-governance-create/SKILL.md +0 -746
  146. package/skills/data360-data-graph-create/SKILL.md +0 -82
  147. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  148. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  149. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  150. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  151. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  152. package/skills/data360-data-space-create/SKILL.md +0 -161
  153. package/skills/data360-data-streams-create/SKILL.md +0 -324
  154. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  155. package/skills/data360-experiment-create/SKILL.md +0 -82
  156. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  157. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  158. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  159. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  160. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  161. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  162. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  163. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  164. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  165. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  166. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  167. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  168. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  169. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  170. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  171. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  172. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  173. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  174. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  175. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  176. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  177. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  178. package/skills/experience-afv-query/SKILL.md +0 -234
  179. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  180. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  181. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  182. package/skills/experience-app-home-configure/SKILL.md +0 -76
  183. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  184. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  185. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  186. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  187. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  188. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  189. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  190. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  191. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  192. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  193. package/skills/experience-formula-configure/SKILL.md +0 -358
  194. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  195. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  196. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  197. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  198. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  199. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  200. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  201. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  202. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  203. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  204. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  205. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  206. package/skills/experience-notifications-configure/SKILL.md +0 -75
  207. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  208. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  209. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  210. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  211. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  212. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  213. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  214. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  215. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  216. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  217. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  218. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  219. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  220. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  221. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  222. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  223. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  224. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  225. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
  226. package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
  227. package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
  228. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
  229. package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
  230. package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
  231. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  232. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  233. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  234. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  235. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  236. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  237. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  238. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  239. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  240. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  241. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  242. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  243. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  244. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  245. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  246. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
  247. package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
  248. package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
  249. package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
  250. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  251. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  252. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  253. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
  254. package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
  255. package/skills/health-cloud-initial-configure/SKILL.md +0 -511
  256. package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
  257. package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
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  282. package/skills/industries-clinical-data-model-settings-configure/SKILL.md +0 -136
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  284. package/skills/industries-collection-plan-settings-configure/SKILL.md +0 -132
  285. package/skills/industries-comms-service-console-settings-configure/SKILL.md +0 -159
  286. package/skills/industries-compliance-configure/SKILL.md +0 -102
  287. package/skills/industries-compliance-document-extraction-setup-configure/SKILL.md +0 -76
  288. package/skills/industries-contact-center-app-layout-configure/SKILL.md +0 -88
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  314. package/skills/industries-fsc-wealth-agent-settings-configure/SKILL.md +0 -117
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  316. package/skills/industries-fundraising-gift-entry-settings-configure/SKILL.md +0 -120
  317. package/skills/industries-fundraising-rfm-configure/SKILL.md +0 -128
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  320. package/skills/industries-google-maps-api-key-settings-configure/SKILL.md +0 -87
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@@ -1,300 +0,0 @@
1
- # Generic Element (Fallback)
2
-
3
- Catch-all summary spec for element types that do not have a
4
- type-specific reference yet. Decision has its own deep treatment in
5
- `element-decision.md`. The four CRUD record-* types
6
- (`recordLookup` / `recordCreate` / `recordUpdate` /
7
- `recordDelete`) are reserved for P1; until then, they route here.
8
-
9
- This shape is **deliberately shallow**. It honors the contract and
10
- tone, but does not attempt the path-by-path breakdown that
11
- Decision uses (most other element types have no concept of paths
12
- in the same sense).
13
-
14
- ## Output shape
15
-
16
- Per `output-contract.md` §"Generic-element summary shape":
17
-
18
- ```text
19
- <intent paragraph>
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-
21
- **Configuration**
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-
23
- - **<dimension 1>:** <plain-English value>
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- - **<dimension 2>:** <plain-English value>
25
- - …
26
- ```
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-
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- No paths header. No grouping. No loopback note (only Decisions
29
- are loopback-aware in this MVP — other element types are
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- single-pass).
31
-
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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
34
- Configuration list** — per General Formatting Default #2 in
35
- `../../shared/output-format-guidelines.md` (e.g. "If the update fails,
36
- routes to a custom error..."). Do **not** flag its presence or
37
- absence as good or bad, and do **not** bury it as a Configuration
38
- bullet row. If the element has no fault path, say nothing about it.
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-
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- ## Per-element-type dimensions
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-
42
- Choose the dimensions that describe the element's actual
43
- configuration. The lists below are guidance — render only
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- dimensions that have configured values.
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-
46
- ### `recordLookup` (Get Records)
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-
48
- - **Object:** `<object label>` (drop `__c`, prefer label over API
49
- name)
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- - **Filters:** plain-English condition summary, joined per
51
- `filterLogic`. If no filters, render: "No filters — retrieves
52
- all records of this object."
53
- - **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
56
- `outputReference` or the auto-stored sObject variable)
57
- - **Sort:** `<field> <Asc/Desc>` if `sortField` set; omit if not.
58
-
59
- ### `recordCreate` (Create Records)
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-
61
- - **Object:** `<object label>`
62
- - **Fields set:** comma-separated list of `<field>: <plain-English
63
- value>` pairs (translate FEROV per
64
- `reference-resolution.md`).
65
- - **Source:** if `assignRecordIdToReference` is set, "stores the
66
- new record's id in `<variable>`"; else omit.
67
-
68
- ### `recordUpdate` (Update Records)
69
-
70
- - **Object:** `<object label>`
71
- - **Records updated:** the input variable / collection name (e.g.
72
- "the Account collection from `Get_Accounts`").
73
- - **Fields changed:** comma-separated list of `<field>: <plain-
74
- English value>` pairs.
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- - **Filters:** if filtering by criteria (rather than passing in a
76
- record reference), summarize the filter conditions.
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-
78
- ### `recordDelete` (Delete Records)
79
-
80
- - **Object:** `<object label>`
81
- - **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
84
- this clear because of the destructive nature.
85
-
86
- ### `actionCall` (Action / Apex Action)
87
-
88
- - **Action:** the action label or API name.
89
- - **Action type:** `<actionType>` translated (e.g. "Send Email",
90
- "Apex method", "Quick Action", "External Service callout").
91
- - **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
93
- 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
95
- read from the org).
96
- - **Output stored in:** the output variable name, if any.
97
-
98
- ### `subflow`
99
-
100
- - **Subflow:** resolve the display label in this order:
101
- 1. Use the Subflow element's non-blank `label` from the supplied or
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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.
104
- 2. If `label` is absent or blank and `flowName` is present, call
105
- `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<flowName>")` exactly once, preserving the API
106
- name unchanged, and use the returned Flow's non-blank `label`.
107
- 3. If retrieval fails or returns no display label, describe the
108
- subflow's apparent purpose in plain English instead. Do not invent
109
- a label.
110
- Do not show `flowName` by default: it is an API name. Include it only
111
- when the user explicitly asks for API names, and show it alongside the
112
- resolved label or plain-English description.
113
- - **Inputs:** parameter list, plain English.
114
- - **Outputs stored in:** output variable list, plain English.
115
-
116
- ### `screen`
117
-
118
- - **Fields shown:** plain-English list of the screen's input
119
- fields (label or API name).
120
- - **Allowed actions:** Next / Back / Pause / Finish based on
121
- `allowBack` / `allowPause` / `allowFinish`.
122
-
123
- ### `loop`
124
-
125
- - **Iterates over:** the input collection variable.
126
- - **Loop variable:** the per-iteration variable name.
127
- - **Order:** "in order" (Asc) / "in reverse order" (Desc).
128
- - **Body next:** the first downstream element's type + label.
129
-
130
- ### `assignment`
131
-
132
- - **Sets:** comma-separated list of `<variable>: <plain-English
133
- value>` pairs.
134
- - **Operator:** translate per
135
- `reference-resolution.md` ("Assign", "Add", "Subtract", etc.).
136
-
137
- ### Other element types
138
-
139
- For element types not in the lists above (`wait`, `recordRollback`,
140
- `group`, `transform`, etc.), use the same shape but pick
141
- dimensions that match the element's metadata fields. Translate
142
- field names to readable English. Skip dimensions with no
143
- configured value.
144
-
145
- ## Enrich from the shared element skill
146
-
147
- The `../../elements/<type>/` skills describe every configurable
148
- field an element type supports. Apply this deterministic rule so that
149
- equivalent metadata always receives the same treatment:
150
-
151
- - **If the element type HAS a dimension block in "Per-element-type
152
- dimensions" above** (`recordLookup`, `recordCreate`,
153
- `recordUpdate`, `recordDelete`, `actionCall`, `subflow`, `screen`,
154
- `loop`, `assignment`) — use that block. Do **not** consult the
155
- shared skill; those dimensions are the summary contract.
156
- - **If the element type has NO dimension block above** (every other
157
- type — `wait`, `collectionProcessor`, `customError`, `transform`,
158
- `recordRollback`, `orchestratedStage`, `group`, etc.) — you MUST
159
- consult the matching shared element skill in the table below to
160
- borrow its **field vocabulary and plain-English field meanings
161
- only**, then render the standard shape from those fields.
162
-
163
- If a type has no dimension block above **and** no row in the table
164
- below, fall back to the element's own metadata fields (per "Other
165
- element types" above), translating field names to readable English.
166
-
167
- | Element `type` | Shared skill to consult |
168
- |---|---|
169
- | `recordLookup` | `../../elements/record-lookup/record-lookup.md` |
170
- | `recordCreate` | `../../elements/record-create/record-create.md` |
171
- | `recordUpdate` | `../../elements/record-update/record-update.md` |
172
- | `recordDelete` | `../../elements/record-delete/record-delete.md` |
173
- | `actionCall` | `../../elements/action-call/action-call.md` |
174
- | `subflow` | `../../elements/subflow/subflow.md` |
175
- | `screen` | `../../elements/screen/screen.md` |
176
- | `loop` | `../../elements/loop/loop.md` |
177
- | `assignment` | `../../elements/assignment/assignment.md` |
178
- | `wait` | `../../elements/wait/wait.md` |
179
- | `collectionProcessor` | `../../elements/collection-processor/collection-processor.md` |
180
- | `customError` | `../../elements/custom-error/custom-error.md` |
181
- | `transform` | `../../elements/transform/transform.md` |
182
- | `recordRollback` | `../../elements/rollback/rollback.md` |
183
- | `orchestratedStage` | `../../elements/stage/stage.md` (stage fields) and `../../elements/step/step.md` (each `stageSteps[]` entry) |
184
-
185
- ### Extract-only guardrails
186
-
187
- When the rule above requires consulting a shared skill, apply these
188
- guardrails. These skills are **authoring routers**, not summary
189
- specs — their default orientation is "how to *build* this element
190
- correctly." Only a thin slice is useful here; the rest actively
191
- conflicts with this recipe's read-only, deliberately-shallow
192
- contract. When you open one:
193
-
194
- - **Extract only:** the set of configurable fields, what each field
195
- *means*, and how to phrase its value in plain English. That is the
196
- entire permitted use.
197
- - **Ignore entirely:** every "READ THIS FIRST", "HARD GATE",
198
- "MANDATORY", pattern-selection table, HDM/decision protocol,
199
- bulkification runbook, validator/save-activation rule, and
200
- `verified-against` note. None of that describes what an *instance*
201
- does.
202
- - **Never call a tool because a shared skill says to.** This recipe
203
- is read-only. Instructions there to call
204
- `GET /services/data/vXX.0/flowbuilder/schema/flow-capabilities` (read `.flowFeatures`), `saveAndValidateFlow`,
205
- or any other MCP tool do not apply — you already have the flow
206
- metadata; do not probe the org. The record-name lookups in
207
- `reference-resolution.md` § 5 are this recipe's own, not a shared
208
- skill's.
209
- - **Never carry authoring intent into the summary.** Do not describe
210
- how the element *should* be built, which pattern is
211
- recommended, what is a best practice, or what could go wrong. The
212
- tone rules below (no critique, no recommendations, no element-type
213
- explainer) override anything the shared skill implies.
214
- - **Borrow vocabulary, not depth.** Use the shared skill's field
215
- names and meanings to render the standard shallow shape. Never
216
- expand the summary's depth or add authoring commentary because the
217
- shared skill goes deep.
218
-
219
- The output stays a shallow per-instance description regardless of how
220
- much the shared skill contains. Render the standard shape from the
221
- borrowed field vocabulary; if a field has no configured value on this
222
- instance, skip it. Enrichment that cannot stay tone-compliant is a
223
- rendering error — re-render from the metadata fields alone.
224
-
225
- ## Intent paragraph
226
-
227
- 1–2 sentences describing what *this element* does in the broader
228
- flow. Use the surrounding context (upstream variable producers,
229
- downstream consumers) when it is unambiguous.
230
-
231
- For an element in a Screen Flow or non-triggered Autolaunched Flow,
232
- do not use the parent flow's launch type, entry conditions, or
233
- flow-level input variables as surrounding context. Describe the
234
- element's own configured inputs when material, translating any
235
- flow-variable reference into its plain-English business role. Do not
236
- describe that source as a "given," "provided," "supplied," or
237
- "passed-in" value, and do not introduce it with a "when this flow is
238
- called/launched/invoked" clause.
239
-
240
- Examples:
241
-
242
- > Retrieves the Account that owns the lead currently being
243
- > processed and stores it for use in the routing logic that
244
- > follows.
245
-
246
- > Creates a follow-up Task on the opportunity owner whenever the
247
- > stage changes to Closed Lost, populating the priority and due
248
- > date from the parent record.
249
-
250
- > Pauses the flow until the case has been in its current status
251
- > for at least three business days, then resumes the escalation
252
- > path.
253
-
254
- Apply the low-confidence prefix per `confidence-rules.md` when
255
- configuration is ambiguous (e.g. an action with no input mappings,
256
- a recordLookup with no filters and no sort).
257
-
258
- ## Tone
259
-
260
- Same constraints as Decision (`tone.md`):
261
-
262
- - No critique. No "consider adding a fault path".
263
- - No recommendations. No "could be simplified".
264
- - No raw API names if a label exists.
265
- - No FEROV literals shown — translate.
266
- - No element-type explainer. Do not explain what
267
- `actionCall`/`recordLookup`/`subflow` *is*; describe only what
268
- *this* one does.
269
- - No element-description content.
270
-
271
- ## Anti-checklist
272
-
273
- - [ ] Did I include any Tier 1 item — GUIDs, canvas coordinates,
274
- system timestamps, raw JSON/XML, version tokens? (banned —
275
- `../../shared/output-format-guidelines.md`)
276
- - [ ] Did I produce a Field/Value table or markdown table? (banned —
277
- use the bulleted Configuration list)
278
- - [ ] Did I use code blocks or backtick formatting? (banned — use
279
- quotation marks for values)
280
- - [ ] Did I include a "Notes" or "Caveats" section? (banned)
281
- - [ ] Did I comment on whether the element is configured well?
282
- (banned)
283
- - [ ] Did I quote raw FEROV / operators / API names that have a
284
- label? (banned)
285
- - [ ] Did I render booleans as literal `true`/`false`? (banned —
286
- translate contextually: "is active" / "is not active")
287
- - [ ] Did I render null/empty as literal `null` or `""`? (banned —
288
- use "not set" / "no value configured" / "blank")
289
- - [ ] Did I include the element's label or API name as a heading?
290
- (banned)
291
- - [ ] Did I include the element's description field? (banned)
292
- - [ ] Did I carry any authoring content from a shared element skill —
293
- a recommended pattern, best practice, "should"/"MANDATORY"
294
- language, or an element-type explainer — into the summary?
295
- (banned — shared skills are for field vocabulary only)
296
- - [ ] Did I call, or say I would call, any MCP/flow tool because a
297
- shared element skill instructed it? (banned — this recipe is
298
- read-only)
299
-
300
- If any answer is wrong, re-render before showing.
@@ -1,292 +0,0 @@
1
- # Reference Resolution
2
-
3
- How to translate raw flow metadata into the plain-English fragments
4
- the output contract expects. This file covers five kinds of
5
- resolution:
6
-
7
- 1. **Id resolution** — turning the user's reference into an id that
8
- `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
- their expression, not their name.
13
- 4. **Cross-element resolution** — turning a `targetReference` into
14
- 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
- Use `GET /services/data/vXX.0/flowbuilder/flow/{id}` with a FlowVersion id (`301xxx`), FlowDefinition id
22
- (`300xxx`), custom Flow API name, or standard Flow namespaced durable version
23
- 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
25
- 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
46
- 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
- | `actionCall` | "triggers the <label> action" / "calls <label>" |
203
- | `recordCreate` | "creates a <objectLabel> record" |
204
- | `recordUpdate` | "updates the <objectLabel> record" |
205
- | `recordLookup` | "retrieves <objectLabel> records" |
206
- | `recordDelete` | "deletes the <objectLabel> record" |
207
- | `subflow` | "kicks off the <label> subflow" |
208
- | `assignment` | "updates the <label> assignment" / "sets <label>" |
209
- | `decision` | "routes through the <label> decision" |
210
- | `screen` | "shows the <label> screen" |
211
- | `loop` | "iterates through <label>" |
212
- | `wait` | "waits for <label>" |
213
-
214
- If multiple actions follow on a path (the immediate target is an
215
- assignment that connects onward to an actionCall, etc.), describe
216
- the sequence at a high level — pick a verb that captures the net
217
- effect, not every step:
218
-
219
- > "updates the opportunity record, then sends an email
220
- > notification"
221
-
222
- If a target's label is the API name with no human-readable label,
223
- render the API name in plain English (snake_case → title-case).
224
-
225
- ### Loopback detection
226
-
227
- A loopback exists when any element in the flow has a connector
228
- (direct or indirect) whose `targetReference` points back to the
229
- Decision being summarized. Walk the connector graph:
230
-
231
- ```text
232
- loopback_sources = [
233
- e for e in flow.elements
234
- if any(connector.targetReference == decision.name
235
- for connector in e.connectors_outgoing)
236
- ]
237
- ```
238
-
239
- If `loopback_sources` is non-empty, append the loopback note (per
240
- `output-contract.md`). Name the most user-relevant source — usually
241
- the action element that the loop returns through, not an
242
- intermediate assignment. If multiple loopback sources are equally
243
- relevant, list up to two: "after <A> and <B>".
244
-
245
- ## 5. Record names behind literal Ids
246
-
247
- A step's literal inputs can hold record Ids or a CMS content reference.
248
- On a Send Email Message action, `senderId` is a User (`005…`) or an
249
- org-wide email address (`0D2…`),
250
- `communicationSubscriptionId` a CommSubscription (`0Xl…`),
251
- `commSubscriptionChannelTypeId` a CommSubscriptionChannelType (`0eB…`),
252
- and `contentId` the email, as
253
- `marketing--<workspace>.sfdc_cms__email--<API name>`. On Send SMS
254
- Message, `senderId` is a MessagingChannel (`0Mj…`) and `contentId` an
255
- SMS content. Never show the Id or the content reference. When the user
256
- asks which email, sender, or subscription a step uses, "a configured
257
- user" doesn't answer the question.
258
-
259
- **Flow read from the org** (`GET /services/data/vXX.0/flowbuilder/flow/{id}`):
260
- the Ids are that org's. Look up each of these Send Email Message and Send
261
- SMS Message inputs the summary names (no other Ids), with one
262
- read-only query each (`dispatch_readonly(method: "GET", url:
263
- "/services/data/vXX.0/query", queryParams: { q: "<query>" })`), and use
264
- its name:
265
-
266
- | Record | Query | Name to use |
267
- |---|---|---|
268
- | User (`005…`) | `SELECT Name FROM User WHERE Id = '<Id>'` | `Name` |
269
- | OrgWideEmailAddress (`0D2…`) | `SELECT DisplayName, Address FROM OrgWideEmailAddress WHERE Id = '<Id>'` | `DisplayName` (`Address`) |
270
- | SenderEmailAddress (`35a…`) | `SELECT DisplayName FROM SenderEmailAddress WHERE Id = '<Id>'` | `DisplayName` |
271
- | CommSubscription (`0Xl…`) | `SELECT Name FROM CommSubscription WHERE Id = '<Id>'` | `Name` |
272
- | CommSubscriptionChannelType (`0eB…`) | `SELECT Name FROM CommSubscriptionChannelType WHERE Id = '<Id>'` | `Name` |
273
- | MessagingChannel (`0Mj…`) | `SELECT MasterLabel FROM MessagingChannel WHERE Id = '<Id>'` | `MasterLabel` (an SMS sender's phone number) |
274
- | 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 |
275
-
276
- - Only when the user asks what the message says: read it from
277
- `GET /services/data/vXX.0/connect/cms/contents/<the ManagedContent Id>`
278
- (`contentBody.subjectLine` is the subject line).
279
- - When a lookup returns no row or fails, describe the record by its
280
- role ("the configured sender") and go on. Never show the Id instead.
281
- - These lookups only read. They don't change which flow version is
282
- summarized.
283
-
284
- **Flow pasted as XML or JSON:** the pasted definition is the only
285
- source of facts, and its Ids may come from another org, so make no
286
- lookups. Describe each record by its role ("a specific sender user",
287
- "the configured email content"), and don't name a record the
288
- definition doesn't name.
289
-
290
- Other identifiers in a step aren't record Ids: a journey's Id, a
291
- business unit's MID, or an `mceBuSelector`. Use the names the step
292
- already carries.