@salesforce/afv-skills 1.65.0 → 1.65.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +1 -1
- package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
- package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
- package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
- package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
- package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
- package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
- package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
- package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
- package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
- package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
- package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
- package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
- package/skills/automation-company-profile-info-query/SKILL.md +0 -51
- package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
- package/skills/automation-flow-coordinate/SKILL.md +0 -95
- package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
- package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
- package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
- package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
- package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
- package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
- package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
- package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
- package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
- package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
- package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
- package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
- package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
- package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
- package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
- package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
- package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
- package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
- package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
- package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
- package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
- package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
- package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
- package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
- package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
- package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
- package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
- package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
- package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
- package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
- package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
- package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
- package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
- package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
- package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
- package/skills/commerce-credit-memo-create/SKILL.md +0 -139
- package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
- package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
- package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
- package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
- package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
- package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
- package/skills/commerce-fees-apply/SKILL.md +0 -227
- package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
- package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
- package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
- package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
- package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
- package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
- package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
- package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
- package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
- package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
- package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
- package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
- package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
- package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
- package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
- package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
- package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
- package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
- package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
- package/skills/commerce-product-details-get/SKILL.md +0 -363
- package/skills/commerce-product-search/SKILL.md +0 -563
- package/skills/commerce-react-storefront-create/SKILL.md +0 -350
- package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
- package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
- package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
- package/skills/communications-initial-setup-configure/SKILL.md +0 -630
- package/skills/communications-multisite-configure/SKILL.md +0 -571
- package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
- package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
- package/skills/communications-tmf-integrate/SKILL.md +0 -1368
- package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
- package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
- package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
- package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
- package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
- package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
- package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
- package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
- package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
- package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
- package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
- package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
- package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
- package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
- package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
- package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
- package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
- package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
- package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
- package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
- package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
- package/skills/data360-activation-create/SKILL.md +0 -104
- package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
- package/skills/data360-activation-target-create/SKILL.md +0 -93
- package/skills/data360-activation-v2-create/SKILL.md +0 -456
- package/skills/data360-audience-dmo-get/SKILL.md +0 -38
- package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
- package/skills/data360-calculated-insight-create/SKILL.md +0 -148
- package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
- package/skills/data360-code-extension-create/SKILL.md +0 -115
- package/skills/data360-communication-capping-create/SKILL.md +0 -227
- package/skills/data360-connection-create/SKILL.md +0 -491
- package/skills/data360-content-lens-create/SKILL.md +0 -181
- package/skills/data360-data-action-create/SKILL.md +0 -126
- package/skills/data360-data-action-target-create/SKILL.md +0 -181
- package/skills/data360-data-clean-room-create/SKILL.md +0 -238
- package/skills/data360-data-governance-create/SKILL.md +0 -746
- package/skills/data360-data-graph-create/SKILL.md +0 -82
- package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
- package/skills/data360-data-lake-object-create/SKILL.md +0 -207
- package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
- package/skills/data360-data-model-object-create/SKILL.md +0 -128
- package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
- package/skills/data360-data-space-create/SKILL.md +0 -161
- package/skills/data360-data-streams-create/SKILL.md +0 -324
- package/skills/data360-engagement-signal-get/SKILL.md +0 -38
- package/skills/data360-experiment-create/SKILL.md +0 -82
- package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
- package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
- package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
- package/skills/data360-identity-resolution-create/SKILL.md +0 -115
- package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
- package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
- package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
- package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
- package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
- package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
- package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
- package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
- package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
- package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
- package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
- package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
- package/skills/experience-afv-query/SKILL.md +0 -234
- package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
- package/skills/experience-apex-components-configure/SKILL.md +0 -69
- package/skills/experience-apex-pages-configure/SKILL.md +0 -107
- package/skills/experience-app-home-configure/SKILL.md +0 -76
- package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
- package/skills/experience-briefcase-configure/SKILL.md +0 -287
- package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
- package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
- package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
- package/skills/experience-content-assets-configure/SKILL.md +0 -86
- package/skills/experience-custom-domain-create/SKILL.md +0 -727
- package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
- package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
- package/skills/experience-flow-category-configure/SKILL.md +0 -117
- package/skills/experience-formula-configure/SKILL.md +0 -358
- package/skills/experience-global-actions-configure/SKILL.md +0 -69
- package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
- package/skills/experience-instrumentation-configure/SKILL.md +0 -64
- package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
- package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
- package/skills/experience-lightning-out-configure/SKILL.md +0 -129
- package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
- package/skills/experience-lightning-types-query/SKILL.md +0 -98
- package/skills/experience-malware-scan-configure/SKILL.md +0 -71
- package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
- package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
- package/skills/experience-notification-types-configure/SKILL.md +0 -206
- package/skills/experience-notifications-configure/SKILL.md +0 -75
- package/skills/experience-record-discovery-query/SKILL.md +0 -227
- package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
- package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
- package/skills/experience-schema-builder-open/SKILL.md +0 -38
- package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
- package/skills/experience-static-resources-configure/SKILL.md +0 -74
- package/skills/field-service-setup-coordinate/SKILL.md +0 -62
- package/skills/field-service-work-plan-configure/SKILL.md +0 -253
- package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
- package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
- package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
- package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
- package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
- package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
- package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
- package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
- package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
- package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
- package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
- package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
- package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
- package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
- package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
- package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
- package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
- package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
- package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
- package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
- package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
- package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
- package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
- package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
- package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
- package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
- package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
- package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
- package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
- package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
- package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
- package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
- package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
- package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
- package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
- package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
- package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
- package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
- package/skills/health-cloud-initial-configure/SKILL.md +0 -511
- package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
- package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
- package/skills/health-cloud-referral-management-coordinate/SKILL.md +0 -513
- package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
- package/skills/health-cloud-virtual-visit-config-configure/SKILL.md +0 -135
- package/skills/industries-account-score-settings-query/SKILL.md +0 -78
- package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
- package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
- package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
- package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
- package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
- package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
- package/skills/industries-behavioral-health-app-settings-configure/SKILL.md +0 -71
- package/skills/industries-branch-management-settings-configure/SKILL.md +0 -89
- package/skills/industries-bre-decision-table-access-configure/SKILL.md +0 -367
- package/skills/industries-brokerage-settings-configure/SKILL.md +0 -41
- package/skills/industries-calendar-sync-settings-configure/SKILL.md +0 -89
- package/skills/industries-care-request-settings-configure/SKILL.md +0 -218
- package/skills/industries-case-management-intelligence-settings-configure/SKILL.md +0 -54
- package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
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name: flow-recipe-summarize
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license: LICENSE.txt has complete terms
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description: "Use this skill to summarize a Salesforce Flow or any of its elements in plain English using the flow MCP. TRIGGER when: user says 'summarize this flow', 'summarize the X element', 'summarize Decision_1', 'what does this flow do', 'what does the [Element] do', 'explain Get_Account', 'walk me through Decision_1', 'break down the routing logic', 'I don't understand what this decision is doing', 'tell me what the [Element] does', or pastes Flow JSON, Salesforce Metadata API XML, or element JSON and asks for an explanation. Also TRIGGER for API-name and durable-version references like 'summarize Is_VIP' or 'summarize SvcCopilotTmpl__AddCaseComment-1'. DO NOT TRIGGER when: building or editing a flow (use flow-recipe-author), running tests (use flow-recipe-testing), or asking how a flow element type works in general (e.g. 'what is a Decision element' is a Salesforce-docs question, not a per-instance summary)."
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metadata:
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version: "2.0"
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related-skills: flow-recipe-author, flow-recipe-testing
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id: flow.recipes.summarize
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requires:
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- flow.shared.output-format-guidelines
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- flow.shared.flow-properties
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---
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# Flow & Element Summarization
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Plain-English explanation of what a Salesforce Flow or one of its
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elements does. **Decision** elements get the full PRD-level treatment
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(intent + path-by-path breakdown + grouping + loopback notes). All
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other element types get a tone-compliant shallow summary via the
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generic fallback. Whole-flow summaries roll up the high-level path
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skeleton and include start context only when Flow Builder exposes
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start configuration for that flow type.
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This recipe is **read-only**. It never writes, saves, activates,
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deactivates, or modifies a flow. It produces summary content only.
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## Read before you render (mandatory)
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This recipe is an index, not the full specification. The rules that shape the
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output live in the referenced files, not in this file. The Hard Constraints
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below are a safety net, not a substitute. Before producing any summary, open
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and read these files during the current turn:
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- `../../shared/output-format-guidelines.md` — always. Resolve this path from
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this recipe's directory; it points to the shared guidance under
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`references/shared/`.
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- `output-contract.md` — always.
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- `display.md` — always; select its matching view only after the
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summary content passes the gates below. Determines whether output
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is a tool call or plain Markdown based on the tool list.
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- `tone.md` — always.
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- The dispatch file for the requested summary:
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- Whole flow → `flow-overall.md`.
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- Decision element → `element-decision.md`.
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- Any other element → `element-generic.md`.
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- `reference-resolution.md` § 5 — when the flow was read from the org
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and a step you describe has a record Id or CMS content reference in
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its inputs (a send's sender, consent subscription, or content).
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Do not render from this recipe's inline instructions alone. Use the retrieved
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or provided Flow metadata as the source of facts, then apply the referenced
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files as the rendering contract. If the required files have not been opened
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and read during the current turn, open them before drafting the summary.
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## Goal
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Given a FlowVersion id (`301xxx…`), a FlowDefinition id (`300xxx…`), a custom
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Flow API name, a standard Flow's namespaced durable version id, or a complete
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Flow definition as Flow JSON or Salesforce Metadata API XML, produce summary
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content that:
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1. Complies with `../../shared/output-format-guidelines.md` — the
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cross-cutting suppression tiers, data-value translations, and
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formatting defaults that apply to ALL element summaries.
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2. Conforms to the **output structure** in `output-contract.md`.
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3. Uses the deterministic render-tool or Markdown branch in
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`display.md`.
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4. Obeys the **tone constraints** in `tone.md` (no critique, no
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recommendations, no jargon, no raw FEROV syntax).
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5. Applies the **confidence prefix** rules in `confidence-rules.md`.
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6. Applies the **grouping rules** in `grouping.md` when a Decision has
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13 or more paths.
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7. Handles the **edge cases** in `edge-cases.md` (empty conditions,
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invalid values, missing downstream, etc.).
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If the output you are about to produce violates any of these, stop
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and re-render before showing it to the user.
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## When to Use This Skill
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Trigger on any of these phrasings (the description carries more —
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this is the short list):
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- "Summarize this flow" / "Summarize the [Element] decision" /
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"Summarize Decision_1" / "Summarize Is_VIP".
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- "What does this flow do?" / "What does this decision do?" / "What
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does Get_Account do?".
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- "Explain this flow" / "Explain Get_Account".
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- "Walk me through Decision_1" / "Break down the routing logic for
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me" / "I don't understand what this decision is doing".
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- User pastes element JSON or flow JSON and asks for a summary.
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**Do not** trigger when:
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- The user is creating or editing a flow (route to `flow-recipe-author`).
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- The user is testing/debugging a flow (route to
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`flow-recipe-testing`).
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- The user is asking "what is a Decision element" in general — that
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is a docs question about the *type*, not a summary of an
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*instance*. Defer to Salesforce documentation.
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## Routing
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Six steps, in order. Do not skip step 1.
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### Step 1 — Resolve the available summary context
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Whole-flow context is preferred because it enables downstream-element
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labels, formula expressions, FEROV references, and loopback detection.
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An element-only definition is still valid input; summarize it with the
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documented low-confidence limitations. See `reference-resolution.md`
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for the full ladder. Short version:
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| Input you have | What to do |
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|---|---|
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| `301xxx…` (FlowVersion id) | Call `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<id>")` directly. |
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| `300xxx…` (FlowDefinition id) | Call `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<id>")` directly. The tool resolves the Active version, or the latest version when none is Active; do not make a separate version-list call. |
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| Custom Flow API name (e.g. `Lead_Routing` or `acme__Lead_Routing`) | Call `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<id>")` with the exact API name. The tool resolves the Active version, or the latest version when none is Active. Do not translate labels, add/remove a namespace, or make a separate version-list call. |
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| Standard Flow namespaced durable version id (e.g. `SvcCopilotTmpl__AddCaseComment-1`) | Call `dispatch_readonly(method: "GET", url: "/services/data/vXX.0/flowbuilder/flow/<id>")` with the exact durable id. The `-N` suffix selects that standard Flow version. |
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| Flow label (e.g. `Lead Routing`) | A label is not a supported `GET /services/data/vXX.0/flowbuilder/flow/{id}` identifier. Ask for the exact API name, a `301xxx…` FlowVersion id, or the complete Flow definition as Flow JSON or Salesforce Metadata API XML. Do not convert spaces to underscores or otherwise guess an API name. |
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| Element definition pasted as Flow JSON or Salesforce Metadata API XML, no flow context | Summarize from the element only and apply the low-confidence prefix; loopback and downstream labels will be unresolved |
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| Complete Flow definition pasted as Flow JSON or Salesforce Metadata API XML | Use directly for read-only summarization; no MCP call needed |
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If resolution fails (no metadata returned, session expired, or the referenced
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flow does not exist), stop and report the failure plainly. Ask the user to
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provide one of these supported inputs:
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1. The exact custom Flow API name, including its namespace when applicable.
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version suffix.
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3. The FlowVersion id (the `301…` id) or FlowDefinition id (the `300…` id).
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4. The complete Flow definition as either Flow JSON or Salesforce Metadata API
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XML.
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Metadata API XML is accepted as read-only summarization input only. Do not pass
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XML to save operations, which require the Flow MCP JSON schema.
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Never invent metadata.
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### Step 2 — Decide flow vs. element
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- User asked about **the flow as a whole** ("summarize this flow",
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"what does this flow do") → open and read `flow-overall.md`, then
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render to its contract. Do not free-form the summary directly from
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the Flow metadata retrieved in step 1.
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- User named **a single element** ("summarize Decision_1", "what does
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Get_Account do") → continue to step 3.
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- User pasted **a single element JSON** with no broader request →
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continue to step 3.
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decision") → ask one disambiguation question. Do not guess.
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elements share the same label, ask which one the user meant. If no
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match, say so and list the element names that *do* exist.
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| `Decision` | `element-decision.md` (full PRD treatment) |
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| any other type | `element-generic.md` (shallow but tone-compliant) |
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Open and read the dispatched file before rendering. The inline Hard
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`element-record-lookup.md`, `element-record-create.md`,
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for P1 — they do not exist yet. Until they do, CRUD elements route
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to `element-generic.md`.
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the facts available for drafting. Derive intent only from configured
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Start behavior, elements, connectors, conditions, assignments, and
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values. If an intent clause cannot be traced to that configuration,
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delete it. Do not name an actor, persona, caller, or beneficiary (for
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example, a customer, agent, or administrator) unless that role is
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explicitly represented by a configured Screen, action, condition, or
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record relationship.
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`variables[]` entries with `isInput: true` from the summary input
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before interpreting references. When an element references one of
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those variables, resolve only the target's business role from the
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element/object context (for example, "the case being handled");
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never reveal the variable, its value, its source, or invocation
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context. In the final draft, replace any source-implying use of
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"given," "provided," "supplied," "passed-in," or "input" with the
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value's business noun, such as "the comment text."
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(Tier 1 items removed unconditionally; Tier 2 items translated;
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data values humanized; formatting defaults enforced).
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4. The shape from `output-contract.md`.
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5. The grouping rules from `grouping.md` (Decision only, when path
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6. The confidence prefix from `confidence-rules.md`.
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7. The tone constraints from `tone.md` — read this last, because it
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Cross-check the rendered output against the closest example in
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envelope.
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### Step 6 — Deliver
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Open `display.md` and use exactly one matching view:
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The view's guarded rules decide tool call vs. plain Markdown.
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### Before you show the output (gate)
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Confirm every item below is true. If any item is false, stop and fix it:
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`output-contract.md`, `display.md`, and `tone.md` during the current
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turn.
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- You opened and read the dispatch file for this request
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(`flow-overall.md`, `element-decision.md`, or `element-generic.md`) and
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rendered to its contract.
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- You checked the tool list for the current turn against `display.md`
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and chose the matching view per its guarded rules.
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`examples/`. In tool-call mode, check the summary parameter values
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rather than the tool envelope.
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If the draft was produced from this recipe's inline instructions without
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opening those files, discard it and re-render from the referenced contracts.
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## Hard Constraints
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These are violations that automatically reject the output. Each is
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expanded with reasoning in `tone.md` and
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`../../shared/output-format-guidelines.md`.
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Exception: **if a matching tool is in the tool list** for this
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summary type, call it instead of emitting plain text. See `display.md`
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for the guarded views, parameter contract, schema compatibility, and
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the plain-Markdown fallback used when no such tool is present or a
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call fails. The tool call itself is not a violation of the constraints
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below — but they still apply in full to the text inside each parameter
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value.
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Tools are an internal detail of how the recipe produces output.
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Never name a tool, name its parameters, state which branch (tool
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call or plain text) was taken, or narrate the detection step — in
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either branch. Never emit a preamble, framing sentence, or
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disclaimer before the summary. The first character of the response
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is the first character of the summary. Return the summary, not an
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account of producing it.
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- **Tier 1 suppression (unconditional).** Never show GUIDs/UUIDs,
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canvas coordinates (x/y), internal system timestamps
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(SystemModstamp, LastModifiedById), raw JSON/XML payloads, or
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Salesforce version tokens/etags. If a user asks for one, politely
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note it's not useful and offer to summarize instead.
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- **No critiques.** Never write "consider", "should", "may want to",
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|
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"appears unreachable", "largely unreachable in practice", "is
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fine", "no error, no log, no fault", or any other evaluative
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language. State what the configuration *does*, not whether it is
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good.
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- **No recommendations.** Do not propose changes, alternatives, or
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improvements.
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|
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- **No raw condition syntax.** `StageName == "Closed Won"` becomes
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"Stage is Closed Won". If the user explicitly asks for raw syntax,
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|
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show it alongside (never instead of) the plain-English
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translation.
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|
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- **No FEROV literals shown.** A `booleanValue: false` or
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|
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`numberValue: 100000` is rendered as plain English ("is not
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|
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active", "exceeds $100,000"). Booleans are rendered contextually
|
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|
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("is active" / "is not active", "is checked" / "is unchecked") —
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never literal `true`/`false`.
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|
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- **No element-type explainer.** Do not explain what a Decision
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|
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element *is* in general; describe only what *this* one does.
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|
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- **No description-field content.** Flow and element descriptions are
|
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|
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excluded from input (PRD §2.2 footnote — descriptions are
|
|
287
|
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frequently stale and unreliable).
|
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|
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- **No markdown tables in output.** Use bullet lists. Tables are
|
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|
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acceptable only if the user explicitly requests a comparison or
|
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290
|
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table layout.
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|
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|
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- **No code blocks or backtick formatting.** Write values in plain
|
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|
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text with quotation marks (e.g., Stage is "Closed Won").
|
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293
|
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Acceptable only if user explicitly asks for code output.
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294
|
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- **Null/empty → human text.** Render as "not set," "no value
|
|
295
|
-
configured," or "blank." Never write `null`, `""`, or similar
|
|
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|
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literally.
|
|
297
|
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- **No inapplicable start context.** For Screen Flows and
|
|
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|
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non-triggered Autolaunched Flows, never summarize the trigger or
|
|
299
|
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launch type, entry conditions, or flow-level input variables. Do
|
|
300
|
-
not render empty-state statements for them and do not move them
|
|
301
|
-
into the intent or path text. See
|
|
302
|
-
`../../shared/output-format-guidelines.md` §"Flow-Type Start-Context
|
|
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|
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Suppression."
|
|
304
|
-
- **Default path is always the final bullet** in a path list, and
|
|
305
|
-
labeled as the fallback for "all other cases" / "records that
|
|
306
|
-
don't match any of the above conditions".
|
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|
-
|
|
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|
-
## Reference Index
|
|
309
|
-
|
|
310
|
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| File | When to consult |
|
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|
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|---|---|
|
|
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|
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| `../../shared/output-format-guidelines.md` | Every render — suppression tiers, data translations, formatting defaults |
|
|
313
|
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| `output-contract.md` | Every render — defines output structure |
|
|
314
|
-
| `display.md` | Every render — selects the tool call or Markdown fallback |
|
|
315
|
-
| `tone.md` | Every render — defines what cannot appear |
|
|
316
|
-
| `confidence-rules.md` | When deciding to prefix with "It appears that" |
|
|
317
|
-
| `grouping.md` | Decision with 13+ paths |
|
|
318
|
-
| `edge-cases.md` | Empty/invalid conditions, missing downstream, duplicate logic |
|
|
319
|
-
| `reference-resolution.md` | Translating ids, FEROVs, formulas, downstream labels |
|
|
320
|
-
| `element-decision.md` | Element type = Decision (MVP) |
|
|
321
|
-
| `element-generic.md` | Any non-Decision element type |
|
|
322
|
-
| `flow-overall.md` | Whole-flow summary requests |
|
|
323
|
-
| `examples/*.md` | Quality-bar reference; cross-check final output |
|
|
@@ -1,109 +0,0 @@
|
|
|
1
|
-
# Debug — Headline Output Template
|
|
2
|
-
|
|
3
|
-
Verbatim skeleton and worked example for the **Headline** layer emitted by every run in `[[flow.recipes.testing.workflows.debug]]` Phase 2 → Loop body → step 2. Copy the skeleton exactly — same headers, same order, every section present even if a section is `None` (the one exception is `### Paused`, which appears only while a run is paused). Do not paraphrase headers, merge sections, or reorder.
|
|
4
|
-
|
|
5
|
-
## Headline skeleton (copy verbatim, fill in per run)
|
|
6
|
-
|
|
7
|
-
```markdown
|
|
8
|
-
### Summary
|
|
9
|
-
<One paragraph, business language. What the execution did end-to-end. No element-by-element narration. No `interviewId`, no debug log line numbers, no Aura wire shape.>
|
|
10
|
-
|
|
11
|
-
### Paused
|
|
12
|
-
<Emit ONLY while the run is paused (`interviewStatus` is `WAITING` or `ASYNC_WAITING`); omit this whole section otherwise. State the Wait element the run stopped at, then one bullet per entry in `waitEvents[]`: the event `name` and its resume time (`value`), or "platform event" when `value` is empty.>
|
|
13
|
-
|
|
14
|
-
### Inputs
|
|
15
|
-
<Bulleted list of the inputs that drove this run: `$Record` value / input variables / scheduled path / trigger context. One bullet per input. `None` if the flow takes no inputs.>
|
|
16
|
-
|
|
17
|
-
### Outputs
|
|
18
|
-
<Bulleted list of output variables and their final values. `None` if the flow has no output variables.>
|
|
19
|
-
|
|
20
|
-
### Governor limits
|
|
21
|
-
<Bulleted list of any governor-limit-relevant counters that were exercised (SOQL queries, DML rows, CPU time, etc.). `None if not applicable` for this flow shape.>
|
|
22
|
-
|
|
23
|
-
### What's next?
|
|
24
|
-
Deep dive into execution details? Refine inputs? Try a different scenario? Or save this run as a test?
|
|
25
|
-
|
|
26
|
-
Is there a specific part of the trace you'd like to focus on?
|
|
27
|
-
```
|
|
28
|
-
|
|
29
|
-
## Paused and resumed runs
|
|
30
|
-
|
|
31
|
-
- **`### Paused` is the one conditional section.** Every other section stays present even when its value is `None`. Place `### Paused` directly after `### Summary`.
|
|
32
|
-
- **While paused, replace the "What's next?" first line** with: `Resume at which wait event? Refine inputs? Or try a different scenario?` Saving as a test is not offered mid-pause.
|
|
33
|
-
- **After a resume, keep one cumulative headline.** `### Summary` covers the run so far, and the trace is the original legs plus the resumed leg. Do not emit a second, separate headline for the resumed leg.
|
|
34
|
-
- **When the resumed run finishes, drop `### Paused`** and use the normal "What's next?" text. If the user then saves, the run can only be saved as a test without assertions.
|
|
35
|
-
|
|
36
|
-
## Worked example (record-triggered flow on `Account`, one update, no faults)
|
|
37
|
-
|
|
38
|
-
```markdown
|
|
39
|
-
### Summary
|
|
40
|
-
The flow ran on Account `001XX000003DHPq` after an update. It evaluated the entry condition (`Rating` changed to `Hot`), then routed through the `Notify Owner` branch and queued a task assignment for the record owner. No fault paths taken; the flow completed successfully.
|
|
41
|
-
|
|
42
|
-
### Inputs
|
|
43
|
-
- `$Record`: Account `001XX000003DHPq` (Name: "Acme Corp", Rating: `Hot`, prior Rating: `Warm`)
|
|
44
|
-
- Trigger context: `RecordAfterSave`, update
|
|
45
|
-
|
|
46
|
-
### Outputs
|
|
47
|
-
- `taskCreated`: `true`
|
|
48
|
-
- `assignedTo`: `005XX000001Sv8YQAS`
|
|
49
|
-
|
|
50
|
-
### Governor limits
|
|
51
|
-
- SOQL queries: 1 / 100
|
|
52
|
-
- DML rows: 1 / 10,000
|
|
53
|
-
|
|
54
|
-
### What's next?
|
|
55
|
-
Deep dive into execution details? Refine inputs? Try a different scenario? Or save this run as a test?
|
|
56
|
-
|
|
57
|
-
Is there a specific part of the trace you'd like to focus on?
|
|
58
|
-
```
|
|
59
|
-
|
|
60
|
-
## Worked example (autolaunched flow paused at a Wait, then resumed)
|
|
61
|
-
|
|
62
|
-
First leg — the run stops at the Wait:
|
|
63
|
-
|
|
64
|
-
```markdown
|
|
65
|
-
### Summary
|
|
66
|
-
The flow started with `accountId` set to `001XX000003DHPq`, updated the account's Rating to `Hot`, and then stopped at the `Wait_For_Approval` element. It has not finished yet.
|
|
67
|
-
|
|
68
|
-
### Paused
|
|
69
|
-
The run is waiting at `Wait_For_Approval`. Resumable wait events:
|
|
70
|
-
- `Approved_Event`: resumes at 2026-10-14T09:00:00Z
|
|
71
|
-
- `Rejected_Event`: platform event
|
|
72
|
-
|
|
73
|
-
### Inputs
|
|
74
|
-
- `accountId`: `001XX000003DHPq`
|
|
75
|
-
|
|
76
|
-
### Outputs
|
|
77
|
-
None
|
|
78
|
-
|
|
79
|
-
### Governor limits
|
|
80
|
-
- SOQL queries: 1 / 100
|
|
81
|
-
- DML rows: 1 / 10,000
|
|
82
|
-
|
|
83
|
-
### What's next?
|
|
84
|
-
Resume at which wait event? Refine inputs? Or try a different scenario?
|
|
85
|
-
|
|
86
|
-
Is there a specific part of the trace you'd like to focus on?
|
|
87
|
-
```
|
|
88
|
-
|
|
89
|
-
After resuming on `Approved_Event` — one cumulative headline, no `### Paused`:
|
|
90
|
-
|
|
91
|
-
```markdown
|
|
92
|
-
### Summary
|
|
93
|
-
The flow updated the account's Rating to `Hot`, waited at `Wait_For_Approval`, and after resuming on `Approved_Event` created a follow-up task for the owner. It then completed successfully.
|
|
94
|
-
|
|
95
|
-
### Inputs
|
|
96
|
-
- `accountId`: `001XX000003DHPq`
|
|
97
|
-
|
|
98
|
-
### Outputs
|
|
99
|
-
- `taskCreated`: `true`
|
|
100
|
-
|
|
101
|
-
### Governor limits
|
|
102
|
-
- SOQL queries: 2 / 100
|
|
103
|
-
- DML rows: 2 / 10,000
|
|
104
|
-
|
|
105
|
-
### What's next?
|
|
106
|
-
Deep dive into execution details? Refine inputs? Try a different scenario? Or save this run as a test?
|
|
107
|
-
|
|
108
|
-
Is there a specific part of the trace you'd like to focus on?
|
|
109
|
-
```
|
|
@@ -1,219 +0,0 @@
|
|
|
1
|
-
# FlowTest definition — shape
|
|
2
|
-
|
|
3
|
-
The `flowTest` object below (`fullName` + `metadata`) is the FlowTest
|
|
4
|
-
**definition** shared by `POST /services/data/vXX.0/flowbuilder/flow-test`, `PATCH /services/data/vXX.0/flowbuilder/flow-test/{id}`, and
|
|
5
|
-
`POST /services/data/vXX.0/flowbuilder/flow-test/debug-interview-test-mode`. It is the **inner** shape, not the wire
|
|
6
|
-
body: each endpoint takes it as a JSON-encoded **string** in `flowTestJson`
|
|
7
|
-
(`flowTestJson: JSON.stringify(flowTest)`). `POST /services/data/vXX.0/flowbuilder/flow-test/debug-interview` does not
|
|
8
|
-
consume this shape; it is argument-driven (`flowVersionId` plus ad-hoc
|
|
9
|
-
`arguments`). This page is the **top-level skeleton**: the definition, the
|
|
10
|
-
`testPoints[]` frame, and the cross-cutting save/round-trip truths. The
|
|
11
|
-
per-element detail lives in dedicated files, linked inline below —
|
|
12
|
-
this file is the map, not the territory.
|
|
13
|
-
|
|
14
|
-
If you are mapping a debug run into a saved test, also read
|
|
15
|
-
[[flow.recipes.testing.workflows.promote]] — that file explains the
|
|
16
|
-
*workflow*; this file explains the *schema*.
|
|
17
|
-
|
|
18
|
-
## Wire format
|
|
19
|
-
|
|
20
|
-
### Top-level fields
|
|
21
|
-
|
|
22
|
-
```jsonc
|
|
23
|
-
{
|
|
24
|
-
"fullName": "<flowApiName>_<scenario_slug>", // server-validated identifier
|
|
25
|
-
"metadata": {
|
|
26
|
-
"label": "<human-facing name>", // shown in the Tests panel
|
|
27
|
-
"description": "<optional>",
|
|
28
|
-
"flowApiName": "<flow API name>", // must match the parent flow
|
|
29
|
-
"flowTestFlowVersions": [ // versions this test runs against
|
|
30
|
-
{ "flowVersionNumber": "2" },
|
|
31
|
-
{ "flowVersionNumber": "1" }
|
|
32
|
-
],
|
|
33
|
-
"testType": "WithAssertion", // or "WithoutAssertion"
|
|
34
|
-
"testPoints": [ /* see below */ ],
|
|
35
|
-
"flowTestDataSources": [], // Apex @testSetup bindings
|
|
36
|
-
"isolatedObjectExternalKeys": [], // silo external keys — usually []
|
|
37
|
-
"doesCommitChanges": false, // false = roll DML back on rerun
|
|
38
|
-
"doesSkipStartConditions": false, // true = bypass entry criteria
|
|
39
|
-
"doesTestWaitElement": false, // true = actually wait at Wait elements
|
|
40
|
-
"isSubflowUseLatestFlowVer": false // canonicalized on save (default false)
|
|
41
|
-
}
|
|
42
|
-
}
|
|
43
|
-
```
|
|
44
|
-
|
|
45
|
-
| Field | Notes |
|
|
46
|
-
|---|---|
|
|
47
|
-
| `fullName` | Conventionally `<FlowApiName>_<scenario_slug>`. Must be unique within the flow. Server-validated. |
|
|
48
|
-
| `flowTestFlowVersions[]` | Each entry pins the test to one version number. A single test can run across several versions — e.g. `[{"flowVersionNumber":"2"},{"flowVersionNumber":"1"}]`. Versions are strings, not numbers. |
|
|
49
|
-
| `testType` | `WithAssertion` if any element has a non-empty `assertions[]`; otherwise `WithoutAssertion`. The two values and the coupling rule live in [[flow.recipes.testing.flowtest-elements.assertions]]. `WithoutAssertion` binds record-typed inputs by `Id`, with extra fields allowed only on the Updated snapshot — see [[flow.recipes.testing.flowtest-elements.parameters]] § "Record-typed inputs on `WithoutAssertion`". |
|
|
50
|
-
| `doesCommitChanges` | Almost always `false` for regression tests. Flip to `true` only when downstream effects (e.g. outbound message side effects) cannot be observed without persisted state. |
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51
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| `doesSkipStartConditions` | `true` lets you exercise a flow without satisfying its trigger entry filter — handy for scenarios where the trigger criteria are orthogonal to what you're testing. |
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52
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| `doesTestWaitElement` | `true` makes Wait elements actually pause when the test is replayed; `false` skips the wait so the run completes synchronously. Use `false` for `WithAssertion` tests (the runner cannot resume a paused interview). `true` suits a `WithoutAssertion` test saved from a paused debug run. For non-Wait flows the wire value is `false`. |
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53
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| `flowTestDataSources[]` | Binds silo fixture data (`AiGenerated` mock records or an Apex `@testSetup` class) that seed the Flow Test silo at run time. Default `[]` means no silo. Full shape, discovery tools, and the `jsonValue` binding it switches on: [[flow.recipes.testing.flowtest-elements.silo-config]]. |
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54
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| `isolatedObjectExternalKeys[]` | The identity bridge between the trigger record and the silo's seeded fixtures. Default `[]`. See [[flow.recipes.testing.flowtest-elements.silo-config]]. |
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55
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-
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56
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### `testPoints[]`
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57
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-
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58
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An array, one entry per element that needs scripted input or an
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59
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expectation. In practice the only entries you will see are:
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60
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-
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61
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- One on `Start` — supplies the trigger record (and, for update flows,
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62
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the "after" snapshot and/or the scheduled-path pick).
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63
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- Optionally one on `Finish` — to bind assertions to "did the flow take
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64
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the right path / leave records in the right state".
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65
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-
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66
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Each entry:
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67
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-
|
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68
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-
```jsonc
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69
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{
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70
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"elementApiName": "Start", // canvas element API name
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71
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"parameters": [ /* inputs */ ], // bind values into element
|
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72
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"assertions": [ /* expectations */ ], // check values after element runs
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73
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"isUseMockOutput": false // canonicalized on save (default false)
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74
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-
}
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|
75
|
-
```
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76
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-
|
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77
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The per-shape detail is split out:
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78
|
-
|
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79
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- **`parameters[]`** — the typed value envelope and the
|
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80
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`FlowTestParameterType` slots: [[flow.recipes.testing.flowtest-elements.parameters]].
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81
|
-
Binding the trigger record by flow type:
|
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82
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-
[[flow.recipes.testing.flowtest-elements.parameters]].
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83
|
-
- **`assertions[]`** — element-level vs. value operators, `errorMessage`,
|
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84
|
-
and the AND semantics: [[flow.recipes.testing.flowtest-elements.assertions]].
|
|
85
|
-
- **`testPoints[]` placement and `isUseMockOutput`** —
|
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86
|
-
[[flow.recipes.testing.flowtest-elements.test-points]].
|
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87
|
-
|
|
88
|
-
### How the pieces assemble — minimal examples
|
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89
|
-
|
|
90
|
-
A `WithoutAssertion` save (`Update_Account_Name_To_BAC`) — just inputs,
|
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91
|
-
no expectation. Note the Id-only `sobjectValue`: on `WithoutAssertion`
|
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92
|
-
tests, record-typed inputs are bound by `Id`. The one exception is the
|
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93
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-
Updated snapshot on before/after-update flows, which carries `Id` plus
|
|
94
|
-
the changed fields. See
|
|
95
|
-
[[flow.recipes.testing.flowtest-elements.parameters]] § "Record-typed
|
|
96
|
-
inputs on `WithoutAssertion`" for the full per-slot rule.
|
|
97
|
-
|
|
98
|
-
```json
|
|
99
|
-
{
|
|
100
|
-
"fullName": "Update_Account_Name_To_BAC_TEMP_20260521_save_as_test_try1",
|
|
101
|
-
"metadata": {
|
|
102
|
-
"label": "save as test try1",
|
|
103
|
-
"description": "",
|
|
104
|
-
"flowApiName": "Update_Account_Name_To_BAC_TEMP_20260521",
|
|
105
|
-
"flowTestFlowVersions": [{ "flowVersionNumber": "1" }],
|
|
106
|
-
"testType": "WithoutAssertion",
|
|
107
|
-
"testPoints": [
|
|
108
|
-
{
|
|
109
|
-
"elementApiName": "Start",
|
|
110
|
-
"parameters": [
|
|
111
|
-
{
|
|
112
|
-
"leftValueReference": "$Record",
|
|
113
|
-
"value": { "sobjectValue": "{\"Id\":\"001SM000001TNFCYA4\"}" },
|
|
114
|
-
"type": "InputTriggeringRecordInitial"
|
|
115
|
-
},
|
|
116
|
-
{
|
|
117
|
-
"leftValueReference": "ScheduledPathApiName",
|
|
118
|
-
"value": { "stringValue": "" },
|
|
119
|
-
"type": "ScheduledPath"
|
|
120
|
-
}
|
|
121
|
-
],
|
|
122
|
-
"assertions": []
|
|
123
|
-
}
|
|
124
|
-
],
|
|
125
|
-
"flowTestDataSources": [],
|
|
126
|
-
"isolatedObjectExternalKeys": [],
|
|
127
|
-
"doesCommitChanges": false,
|
|
128
|
-
"doesSkipStartConditions": false
|
|
129
|
-
}
|
|
130
|
-
}
|
|
131
|
-
```
|
|
132
|
-
|
|
133
|
-
A `WithAssertion` save (`brandNewTest`) — full trigger record on
|
|
134
|
-
`Start`, plus a `Finish`-element assertion that `Set_Name_To_BAC` was
|
|
135
|
-
visited:
|
|
136
|
-
|
|
137
|
-
```json
|
|
138
|
-
{
|
|
139
|
-
"fullName": "brandNewTest",
|
|
140
|
-
"metadata": {
|
|
141
|
-
"label": "brandNewTest",
|
|
142
|
-
"description": "",
|
|
143
|
-
"flowApiName": "Update_Account_Name_To_BAC_TEMP_20260521-2",
|
|
144
|
-
"flowTestFlowVersions": [
|
|
145
|
-
{ "flowVersionNumber": "2" },
|
|
146
|
-
{ "flowVersionNumber": "1" }
|
|
147
|
-
],
|
|
148
|
-
"testType": "WithAssertion",
|
|
149
|
-
"testPoints": [
|
|
150
|
-
{
|
|
151
|
-
"elementApiName": "Start",
|
|
152
|
-
"parameters": [
|
|
153
|
-
{
|
|
154
|
-
"leftValueReference": "$Record",
|
|
155
|
-
"value": {
|
|
156
|
-
"sobjectValue": "{\"AccountNumber\":\"CD656092\",\"Name\":\"Burlington Textiles Corp of America\",\"BillingCity\":\"Burlington\",\"BillingState\":\"NC\",\"Industry\":\"Apparel\",\"Type\":\"Customer - Direct\"}"
|
|
157
|
-
},
|
|
158
|
-
"type": "InputTriggeringRecordInitial"
|
|
159
|
-
}
|
|
160
|
-
],
|
|
161
|
-
"assertions": []
|
|
162
|
-
},
|
|
163
|
-
{
|
|
164
|
-
"elementApiName": "Finish",
|
|
165
|
-
"parameters": [],
|
|
166
|
-
"assertions": [
|
|
167
|
-
{
|
|
168
|
-
"conditions": [
|
|
169
|
-
{
|
|
170
|
-
"leftValueReference": "Set_Name_To_BAC",
|
|
171
|
-
"operator": "WasVisited",
|
|
172
|
-
"rightValue": { "booleanValue": true }
|
|
173
|
-
}
|
|
174
|
-
]
|
|
175
|
-
}
|
|
176
|
-
]
|
|
177
|
-
}
|
|
178
|
-
],
|
|
179
|
-
"flowTestDataSources": [],
|
|
180
|
-
"isolatedObjectExternalKeys": []
|
|
181
|
-
}
|
|
182
|
-
}
|
|
183
|
-
```
|
|
184
|
-
|
|
185
|
-
## Constraints
|
|
186
|
-
|
|
187
|
-
### Source-of-truth principle: round-trip, don't guess
|
|
188
|
-
|
|
189
|
-
Hand-written or example payloads are starting points, not authority.
|
|
190
|
-
The Aura wire format normalizes shapes — string-form numbers come back
|
|
191
|
-
as JSON numbers, optional fields appear with default values, etc.
|
|
192
|
-
**When in doubt, save once with `POST /services/data/vXX.0/flowbuilder/flow-test`/`PATCH /services/data/vXX.0/flowbuilder/flow-test/{id}` and
|
|
193
|
-
reload with `GET /services/data/vXX.0/flowbuilder/flow-test/{id}`** — parse the returned `flowTestJson` string;
|
|
194
|
-
that decoded definition is the canonical form for that org/release.
|
|
195
|
-
Update this file when a round-trip shows something the prose doesn't cover.
|
|
196
|
-
|
|
197
|
-
Worth knowing up front from probe runs:
|
|
198
|
-
|
|
199
|
-
- `POST /services/data/vXX.0/flowbuilder/flow-test`/`PATCH /services/data/vXX.0/flowbuilder/flow-test/{id}` run **deep server-side validation** on
|
|
200
|
-
save. A malformed payload — bad `type` enum, mismatched value
|
|
201
|
-
envelope, a `leftValueReference` that doesn't resolve to a flow
|
|
202
|
-
resource or element, duplicate test points, a missing required
|
|
203
|
-
parameter — can come back `isSuccess: false` with optional `errors[]`
|
|
204
|
-
details. Fix a field only when a message identifies it; otherwise
|
|
205
|
-
surface the raw response. Don't pre-check against a memorized rule list.
|
|
206
|
-
A confirmed `isSuccess === true` response means the
|
|
207
|
-
payload is well-formed and every reference resolves — but still run the
|
|
208
|
-
test, because save cannot verify that an assertion's *expected value*
|
|
209
|
-
is the one you meant (a semantically-valid-but-wrong expectation saves
|
|
210
|
-
clean and only fails when run).
|
|
211
|
-
- `numberValue` accepts both `"40"` and `40` on save but the canonical
|
|
212
|
-
form is the unquoted JSON number. Round-trip will normalize.
|
|
213
|
-
- The `value` envelope always carries `collectionElements: []` after
|
|
214
|
-
canonicalization. Omitting it on save is fine; the server fills it.
|
|
215
|
-
|
|
216
|
-
> **Field discovery via round-trip.** Both `doesTestWaitElement` and
|
|
217
|
-
> `isSubflowUseLatestFlowVer` were discovered by saving a minimal
|
|
218
|
-
> payload and parsing `GET /services/data/vXX.0/flowbuilder/flow-test/{id}.flowTestJson`. When the
|
|
219
|
-
> docs feel incomplete, save a probe and reload.
|